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DFA Tax-Managed US Marketwide Value II shares owned by Community Fin'l Svs

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Community Fin'l Svs from 13F filings

Historical chart of Community Fin'l Svs 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 Community Fin'l Svs 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 Community Fin'l Svs

Quarter filed Position value Share count Share price at filing
2026-03-31 $50k 1.0k 48.60

More positions owned by Community Fin'l Svs

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wal-Mart Stores (WMT)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Visa Com Cl A (V)
Kla Corp Com New (KLAC)
Ishares Tr Intrm Gov Cr Etf (GVI)

View all positions for Community Fin'l Svs

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