Robinswood Financial »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Robinswood Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $722k 13k 55.01
2026-03-31 $636k 13k 48.46
2025-12-31 $611k 13k 46.59
2025-09-30 $586k 13k 44.69
2025-06-30 $554k 13k 42.28
2025-03-31 $540k 13k 41.21
2024-12-31 $536k 13k 40.92
2024-09-30 $546k 13k 41.69
2024-06-30 $514k 13k 39.27
2024-03-31 $533k 13k 40.76
2023-12-31 $487k 13k 37.22
2023-09-30 $445k 13k 34.02
2023-06-30 $451k 13k 34.50

More positions owned by Robinswood Financial

Vanguard Small-cap Growth Index Fund Etf Shares Uit Exchange Traded (VBK)
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)
Vanguard Small-cap Valueindex Fund Etf Shares Uit Exchange Traded (VBR)
Ishares Msci Eafe Growthetf Uit Exchange Traded (EFG)
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uit Exchange Traded (VWO)
Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG)
Schwab Short-term U.s. Treasury Etf Uit Exchange Traded (SCHO)
Vanguard Mortgage-backedsecurities Index Fund Etf Shares Uit Exchange Traded (VMBS)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Avantis International Small Cap Value Etf Uit Exchange Traded (AVDV)
Dimensional International Value Etf Uit Exchange Traded (DFIV)
Ishares Core S&p Mid-capetf Uit Exchange Traded (IJH)
Schwab U.s. Tips Etf Uit Exchange Traded (SCHP)
Dimensional International Small Cap Etf Uit Exchange Traded (DFIS)
Vanguard Short-term Inflation-protected Securities Index Fund Et Uit Exchange Traded (VTIP)

View all positions for Robinswood Financial

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
Index Fund Advisors
Buckingham Strategic Partners
Northern Trust
Creative Planning
HighTower Advisors
TCI Wealth Advisors
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Plan
HPM Partners
Modera Wealth Management
Maseco

View all funds holding DFA Tax-Managed US Marketwide Value II