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DFA Tax-Managed US Marketwide Value II shares owned by Matauro

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

Historical chart of Matauro 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 Matauro 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 Matauro

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 56k 44.69
2025-06-30 $2.2M 53k 42.28
2025-03-31 $2.4M 58k 41.21
2024-12-31 $2.4M 59k 40.92

More positions owned by Matauro

Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Msci Eurzone Etf (EZU)
United Sts Commodity Index F Comm Idx Fnd (USCI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Value Etf (VTV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)

View all positions for Matauro

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