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

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

Historical chart of Professional Financial Solutions 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 Solutions 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 Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $14M 294k 46.59

More positions owned by Professional Financial Solutions

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Professional Financial Solutions

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