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EnRich Financial Partners »

DFA Tax-Managed US Marketwide Value II shares owned by EnRich Financial Partners

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

Historical chart of EnRich Financial Partners 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 EnRich Financial 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 EnRich Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$6.0M	135k	44.69
2025-06-30	$5.8M	137k	42.28
2025-03-31	$5.7M	139k	41.21
2024-12-31	$5.8M	141k	40.92
2024-09-30	$5.9M	142k	41.69
2024-06-30	$5.6M	142k	39.27
2024-03-31	$5.8M	143k	40.90

More positions owned by EnRich Financial Partners

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Pimco Etf Tr Multisector Bd (PYLD)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Vanguard Index Fds Mid Cap Etf (VO)

Dimensional Etf Trust Internatnal Val (DFIV)

Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)

First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)

Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for EnRich Financial Partners

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View all funds holding DFA Tax-Managed US Marketwide Value II

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