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DFA Tax-Managed US Marketwide Value II shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity Management 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 Fulcrum Equity Management 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 Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.2M 22k 55.00

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Select Sector Spdr Tr St Str Techn Etf (XLK)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Select Sector Spdr Tr St Str Care Etf (XLV)

View all positions for Fulcrum Equity Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
Index Fund Advisors
Buckingham Strategic Partners
Northern Trust
Creative Planning
HighTower Advisors
TCI Wealth Advisors
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Plan
HPM Partners
Modera Wealth Management
Wealth Enhancement Advisory Services

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