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DFA Tax-Managed US Marketwide Value II shares owned by Oath Planning

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

Historical chart of Oath Planning 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 Oath Planning 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 Oath Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 28k 48.46

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Vanguard Bd Index Fds Short Trm Bond (BSV)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Index Fds Value Etf (VTV)
PNC Financial Services (PNC)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
HEICO Corporation (HEI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Oath Planning

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