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DFA Tax-Managed US Marketwide Value II shares owned by Fiduciary Family Office

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

Historical chart of Fiduciary Family Office 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 Fiduciary Family Office 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 Fiduciary Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 6.4k 44.69
2025-06-30 $269k 6.4k 42.28
2025-03-31 $262k 6.4k 41.21

More positions owned by Fiduciary Family Office

Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Index Fds Value Etf (VTV)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Visa Com Cl A (V)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Philip Morris International (PM)

View all positions for Fiduciary Family Office

Top funds holding DFA Tax-Managed US Marketwide Value II

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