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Professional Financial Advisors »

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

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

Historical chart of Professional Financial 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 Professional Financial 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 Professional Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$829k	19k	44.69
2025-06-30	$780k	19k	42.28
2025-03-31	$757k	18k	41.21
2024-12-31	$749k	18k	40.92

More positions owned by Professional Financial Advisors

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Wisdomtree Tr Us Efficient Cor (NTSX)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Wisdomtree Tr Internationl Efi (NTSI)

Vanguard Index Fds Total Stk Mkt (VTI)

Spdr Series Trust Bloomberg 1-3 Mo (BIL)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Ishares Tr 0-3 Mnth Treasry (SGOV)

Ishares Tr Core Div Grwth (DGRO)

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

Ishares Tr Eafe Sml Cp Etf (SCZ)

Tidal Trust Ii Return Stckd Us (RSST)

Ishares Tr Msci Usa Mmentm (MTUM)

Spdr Series Trust S&p1500momtilt (MMTM)

View all positions for Professional Financial Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Savant Capital Management

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

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