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DFA Tax-Managed US Marketwide Value II shares owned by Pathfinder Wealth Consulting

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

Historical chart of Pathfinder Wealth Consulting 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 Pathfinder Wealth Consulting 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 Pathfinder Wealth Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $643k 13k 48.46

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Fidelity Covington Trust Enhanced Large (FELV)
Amazon (AMZN)
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Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core Msci Eafe (IEFA)
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Live Oak Bancshares (LOB)

View all positions for Pathfinder Wealth Consulting

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