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

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

Historical chart of McMill 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 McMill 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 McMill Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $32M 714k 44.69

More positions owned by McMill Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Dimensional Us Marketwide Value Etf US Marketwide Value ETF (DFUV)
American Centy Etf Tr US SML Value ETF (AVUV)
Spdr Ser Tr Large Cap ETF (SPLG)
Dimensional Etftrust Internatnalval (DFIV)
Dimensional Etftrust US Large Cap (DFUS)
American Centy Etf Tr Us Lgeval (AVLV)
Dimensional Etftrust US Small Cap
Dimensional Etftrust Us Targetedvlu (DFAT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etftrust World Equityetf (DFAW)
Ishares Tr Trust S&P 500 Index Fund (IVV)
Vanguardscottsdale Fds Shrt Trm Corpbd (VCSH)
Dimensional Etftrust Emgr Cre Eqtmng (DFAE)
Dimensional Etftrust Global Realest (DFGR)

View all positions for McMill Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
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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