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

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

Historical chart of Heritage Wealth 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 4.5k 46.59

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Palantir Technologies Cl A (PLTR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Broadcom (AVGO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Us Aggbd Et (AGG)
Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Calif Mun Bd Etf (CMF)

View all positions for Heritage Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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Buckingham Strategic Partners
HighTower Advisors
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