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

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

Historical chart of Financial Harvest 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 Harvest 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 Harvest

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 181k 44.69
2025-06-30 $7.8M 186k 42.28
2024-12-31 $8.1M 197k 40.92

More positions owned by Financial Harvest

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Dimensional Us (DXUV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Microsoft Corporation (MSFT)

View all positions for Financial Harvest

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