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DFA Tax-Managed US Marketwide Value II shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2025-09-30 $955k 21k 44.69
2025-06-30 $1.2M 28k 42.28

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Core Intl Aggr (IAGG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Fundamentun

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