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DFA Tax-Managed US Marketwide Value II shares owned by E-Wealth Partners

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

Historical chart of E-Wealth Partners 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 E-Wealth Partners 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 E-Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $409k 8.4k 48.46
2025-12-31 $392k 8.4k 46.59

More positions owned by E-Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Dimensional Etf Trust Global Cr Etf (DGCB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Dimensional Us (DXUV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for E-Wealth Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

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