Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Frankly Finances »

DFA Tax-Managed US Marketwide Value II shares owned by Frankly Finances

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

Historical chart of Frankly Finances 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 Frankly Finances consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Frankly Finances

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$2.4M	52k	46.59

More positions owned by Frankly Finances

Dimensional Us Equity Market Etf Marketwide Value Etf (DFUS)

Vanguard Short-term Bond Etf Etf (BSV)

Vanguard Intermediate Term Bond Etf Tax Bnd Etf (BIV)

Dimensional International Val Etf Cap Vl Etf (DFIV)

Dimensional U S Small Cap Etf Cap Etf (DFAS)

Avantis All Equity Markets Etf Markets Etf (AVGE)

Avantis Emerging Markets Eq Etf Eq Etf (AVEM)

Dimensional U S Targeted Value Etf Value Etf (DFAT)

Avantis International Larg Cp Vl Etf Larg Cp Vl Etf (AVIV)

Vanguard Ftse Developed Markets Etf Markets Etf (VEA)

Avantis U S Large Cap Value Etf Value Etf (AVLV)

Vanguard Total Stock Market Etf Market Etf (VTI)

Avantis Internatnl Sml Cp Vl Etf Cp Vl Etf (AVDV)

Dimensional Us Marketwide Value Etf Market Etf (DFUV)

Van Sht Tx Expt Bnd Etf (VTES)

View all positions for Frankly Finances

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Savant Capital Management

CI Private Wealth

Index Fund Advisors

Creative Planning

HighTower Advisors

Buckingham Strategic Partners

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

TCI Wealth Advisors

Wealth Enhancement Advisory Services

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

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z