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DFA Tax-Managed US Marketwide Value II shares owned by Richard Young Associates

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

Historical chart of Richard Young Associates 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 Richard Young Associates 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 Richard Young Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $34M 710k 48.46

More positions owned by Richard Young Associates

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Coca-Cola Company (KO)
Tesla Motors (TSLA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Carter Bankshares Com New (CARE)
Meta Platforms Cl A (META)
At&t (T)
Exxon Mobil Corporation (XOM)

View all positions for Richard Young Associates

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