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

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

Historical chart of Robinswood 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 Robinswood 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 Robinswood Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $636k 13k 48.46

More positions owned by Robinswood Financial

Vanguard Mortgage-backedsecurities Index Fund Etf Shares Uit Exchange Traded (VMBS)
Dimensional International Value Etf Uit Exchange Traded (DFIV)
Dimensional International Small Cap Etf Uit Exchange Traded (DFIS)
Ishares Core International Aggregate Bond Etf Uit Exchange Traded (IAGG)
State Street Spdr Portfolio S&p 500 Growthetf Uit Exchange Traded (SPYG)
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD)
Invesco Rafi Developed Markets Ex-u.s. Small-mid Etf Uit Exchange Traded (PDN)
Vanguard Total International Bond Indexfund Etf Shares Uit Exchange Traded (BNDX)
State Street Global Allocation Etf Uit Exchange Traded (GAL)
Costco Whsl Corp Common Stock (COST)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Uit Exchange Traded (BIL)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Spdr Gold Shares Uit Exchange Traded (GLD)
Invesco Emerging Marketssovereign Debt Etf Uit Exchange Traded (PCY)
Wisdomtree Internationalsmallcap Dividend Fund Uit Exchange Traded (DLS)

View all positions for Robinswood Financial

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