First Bancorp »

DFA Tax-Managed US Marketwide Value II shares owned by First Bancorp

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

Historical chart of First Bancorp 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 First Bancorp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by First Bancorp

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 5.8k 44.69
2025-06-30 $247k 5.8k 42.28

More positions owned by First Bancorp

First Bancorp Common Stock (FNLC)
Dfa Dimensional Emerging Core Etf-equity (DFAE)
Vanguard Etf-equity (VO)
Vanguard Etf-equity (VEA)
Vanguard Etf-equity (VB)
Vanguard Etf-equity (VGT)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Ishares Etf-equity (IVV)
Procter & Gamble Common Stock (PG)
Vanguard Etf-equity (VOOG)
Vanguard Etf-equity (VWO)
Vanguard Etf-equity (VOOV)
Vanguard Etf-equity (VTV)
SPDR Etf-equity (XLF)

View all positions for First Bancorp

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