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Cornerstone Financial Group »

DFA Tax-Managed US Marketwide Value II shares owned by Cornerstone Financial Group

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

Historical chart of Cornerstone Financial Group 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 Cornerstone Financial Group 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 Cornerstone Financial Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$812k	18k	44.69
2025-06-30	$765k	18k	42.28
2025-03-31	$742k	18k	41.20
2024-12-31	$734k	18k	40.92

More positions owned by Cornerstone Financial Group

Spdr Series Trust Portfoli S&p1500 (SPTM)

Dimensional Etf Trust Us Equity Market (DFUS)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Ishares Tr Pfd And Incm Sec (PFF)

Ishares Tr 0-5 Yr Tips Etf (STIP)

Dimensional Etf Trust World Ex Us Core (DFAX)

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Ishares Tr Tips Bd Etf (TIP)

Spdr Series Trust Portfolio Intrmd (SPIB)

Vanguard Bd Index Fds Long Term Bond (BLV)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cornerstone Financial Group

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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