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McGrath & Associates »

DFA Tax-Managed US Marketwide Value II shares owned by McGrath & Associates

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

Historical chart of McGrath & Associates 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 McGrath & Associates 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 McGrath & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$581k	13k	46.59
2025-09-30	$558k	13k	44.69
2025-06-30	$528k	13k	42.28
2025-03-31	$514k	13k	41.21

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Tidal Trust Ii Return Stckd Us (RSST)

Schwab Strategic Tr Us Dividend Eq (SCHD)

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Dimensional Etf Trust Intl Core Equity (DFIC)

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View all positions for McGrath & Associates

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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