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DFA Tax-Managed US Marketwide Value II shares owned by CNB Bank

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by CNB Bank from 13F filings

Historical chart of CNB Bank 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 CNB Bank 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 CNB Bank

Quarter filed Position value Share count Share price at filing
2025-09-30 $97k 2.2k 44.69

More positions owned by CNB Bank

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
Alphabet Inc A Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Inc C Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)
CNB Financial Corporation (CCNE)
Union Pacific Corporation (UNP)
Visa Com Cl A (V)
Abbvie (ABBV)

View all positions for CNB Bank

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
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