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Guardian Wealth Management »

DFA Tax-Managed US Marketwide Value II shares owned by Guardian Wealth Management

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

Historical chart of Guardian Wealth Management investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by Guardian Wealth 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 Guardian Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$41M	844k	48.46

More positions owned by Guardian Wealth Management

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Dimensional Etf Trust Global Real Est (DFGR)

Dimensional Etf Trust Dimensional Inte (DFGX)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Dimensional Etf Trust Internatnal Val (DFIV)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Emerging Mkts Va (DFEV)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Dimensional Etf Trust Intl Small Cap V (DISV)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Guardian Wealth Management

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

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