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DFA Tax-Managed US Marketwide Value II shares owned by O'Brien Wealth Partners

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by O'Brien Wealth Partners from 13F filings

Historical chart of O'Brien Wealth Partners 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 O'Brien Wealth Partners 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 O'Brien Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $511k 11k 46.59

More positions owned by O'Brien Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust State Street Spd (SPYM)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPTI)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr Series Trust State Street Spd (SPTL)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for O'Brien Wealth Partners

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
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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