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DFA Tax-Managed US Marketwide Value II shares owned by Oak Wealth Advisors

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

Historical chart of Oak Wealth Advisors 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 Oak Wealth 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $855k 18k 46.59
2025-09-30 $947k 21k 44.69
2025-06-30 $896k 21k 42.28

More positions owned by Oak Wealth Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Intermediate Trm (VTEI)

View all positions for Oak Wealth Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Index Fund Advisors
Plan
Creative Planning
Buckingham Strategic Partners
HighTower Advisors
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management
Maseco

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