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

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 5.7k 44.69
2025-06-30 $239k 5.7k 42.28
2025-03-31 $305k 7.4k 41.21
2024-12-31 $303k 7.4k 40.92
2024-09-30 $309k 7.4k 41.69

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View all positions for Lantz Financial

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