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DFA Tax-Managed US Marketwide Value II shares owned by Crescent Grove Advisors

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

Historical chart of Crescent Grove Advisors 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 Crescent Grove Advisors 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 Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $227k 4.7k 48.46

More positions owned by Crescent Grove Advisors

iShares S&P 500 ETF Etf (IVV)
Spdr S&p 500 Etf Etf (SPY)
Zurn Elkay Water Solutions Comm (ZWS)
Vanguard 500 Index Fund ETF Etf (VOO)
Vanguard Total Stock Market ETF Etf (VTI)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
iShares 7-10 Year Treasury ETF Etf (IEF)
Invesco Powershares QQQ ETF Etf (QQQ)
iShares Core S&P Small-Cap ETF Etf (IJR)
CDW Corporation Comm (CDW)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Intercontinental Comm (ICE)
iShares Core MSCI EAFE ETF Etf (IEFA)
Apple Comm (AAPL)
iShares 0-3 Month Treasury ETF Etf (SGOV)

View all positions for Crescent Grove Advisors

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