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

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

Historical chart of Gryphon Financial Partners 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 Gryphon Financial Partners 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 Gryphon Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 4.1k 55.01
2023-12-31 $152k 4.1k 37.22
2023-06-30 $141k 4.1k 34.50
2023-03-31 $137k 4.1k 33.48
2022-12-31 $137k 4.1k 33.48
2022-09-30 $121k 4.1k 29.64
2022-06-30 $129k 4.1k 31.59

More positions owned by Gryphon Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Call (Principal) (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Warner Bros Discovery Com Ser A (WBD)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Abbvie (ABBV)
Ishares Tr Msci Acwi Etf (ACWI)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Shopify Cl A Sub Vtg Shs (SHOP)
Targa Res Corp (TRGP)

View all positions for Gryphon Financial Partners

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
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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
Maseco

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