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DFA Tax-Managed US Marketwide Value II shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $596k 13k 44.69

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Total Bond Market Index Fund Etf (BND)
Ishares S&p 500 Growth Etf Etf (IVW)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ishares S&p 500 Value Etf Etf (IVE)
Apple Stock (AAPL)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Capital Group International Focus Equity Etf Etf (CGXU)

View all positions for Ohe Financial

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
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