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Cathy Pareto & Associates »

DFA Tax-Managed US Marketwide Value II shares owned by Cathy Pareto & Associates

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Cathy Pareto & Associates from 13F filings

Historical chart of Cathy Pareto & Associates investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by Cathy Pareto & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Cathy Pareto & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$766k	17k	44.69
2025-06-30	$721k	17k	42.28
2025-03-31	$891k	22k	41.21

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View all positions for Cathy Pareto & Associates

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Savant Capital Management

Buckingham Strategic Partners

TCI Wealth Advisors

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Wealth Enhancement Advisory Services

HPM Partners

Modera Wealth Management

View all funds holding DFA Tax-Managed US Marketwide Value II

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