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DFA Tax-Managed US Marketwide Value II shares owned by SC&H Financial Advisors

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

Historical chart of SC&H 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 SC&H 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 SC&H Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 3.7k 55.01

More positions owned by SC&H Financial Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for SC&H Financial Advisors

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