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DFA Tax-Managed US Marketwide Value II shares owned by Fedenia Advisers

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

Historical chart of Fedenia Advisers 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 Fedenia Advisers 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 Fedenia Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $90k 1.6k 55.01

More positions owned by Fedenia Advisers

Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr S&p 500 Etf Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Sandisk Corp Stock (SNDK)
Vanguard S&p 500 Etf Etf (VOO)
Micron Technology Stock (MU)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Western Digital Corp Stock (WDC)
Advanced Micro Devices Stock (AMD)
Seagate Technology Hldngs Plc Ord Stock (STX)
Lam Research Corp Stock (LRCX)
Marvell Technology Stock (MRVL)
Applied Matls Stock (AMAT)
Palo Alto Networks Stock (PANW)
Ishares Long-term National Muni Bond Etf Etf (LMUB)

View all positions for Fedenia Advisers

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
Index Fund Advisors
Buckingham Strategic Partners
Northern Trust
Creative Planning
HighTower Advisors
TCI Wealth Advisors
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Plan
HPM Partners
Modera Wealth Management
Maseco

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