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Longview Financial Advisors »

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

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

Historical chart of Longview Financial Advisors 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 Longview Financial Advisors 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 Longview Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$695k	16k	44.69
2025-06-30	$697k	17k	42.28
2025-03-31	$679k	17k	41.21
2024-12-31	$689k	17k	40.92

More positions owned by Longview Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)

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J P Morgan Exchange Traded F Income Etf (JPIE)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Dimensional Etf Trust Intl Small Cap V (DISV)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Intl Core Equity (DFIC)

Ishares Tr 3 7 Yr Treas Bd (IEI)

Dimensional Etf Trust Us Sustainabilty (DFSU)

Dimensional Etf Trust Global Real Est (DFGR)

Ishares Tr Ishs 1-5yr Invs (IGSB)

Apple (AAPL)

View all positions for Longview Financial Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Savant Capital Management

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

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