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

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

Historical chart of New Dimensions 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 New Dimensions 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 New Dimensions Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$13M	284k	44.69
2025-06-30	$12M	280k	42.65

More positions owned by New Dimensions Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Ultrashort Fixed (DUSB)

Dimensional Etf Trust Inflation Prote (DFIP)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust Global Real Est (DFGR)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Dimensional Etf Trust World Ex Us Core (DFAX)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Internatnal Val (DFIV)

Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for New Dimensions Wealth Management

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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