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

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

Historical chart of Financial Consulate 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 Financial Consulate 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 Financial Consulate

Quarter filed Position value Share count Share price at filing
2025-09-30 $113k 2.5k 44.69

More positions owned by Financial Consulate

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Intl High Profit (DIHP)
Schwab Strategic Tr Fundamental Us B (FNDB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Mccormick & Co Com Non Vtg (MKC)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Financial Consulate

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