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DFA Tax-Managed US Marketwide Value II shares owned by CB^T Wealth Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by CB^T Wealth Management from 13F filings

Historical chart of CB^T Wealth Management investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by CB^T Wealth Management 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 CB^T Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 4.3k 48.46

More positions owned by CB^T Wealth Management

Ishares Russell 1000 Growth Et CS (IWF)
Ishares Russell 1000 Value Etf CS (IWD)
Ishares Msci Eafe Etf CS (EFA)
3m Company CS (MMM)
Lockheed Martin Corp CS (LMT)
Ishares Russell 2000 Growth Et CS (IWO)
Ishares Russell 2000 Value Etf CS (IWN)
Ishares Russell Mid Cap Value CS (IWS)
Ishares Russell Mid Cap Growth CS (IWP)
State Street Spdr S&p 500 Etf CS (SPY)
Linde Plc Ordinary Shares CS (LIN)
Ishares Trust Ishares Esg Opti CS (SUSA)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
Vanguard Russell 1000 Value Et CS (VONV)

View all positions for CB^T Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Index Fund Advisors
Plan
Creative Planning
Buckingham Strategic Partners
HighTower Advisors
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management
Maseco

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