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Sterling Wealth Advisors »

DFA Tax-Managed US Marketwide Value II shares owned by Sterling Wealth Advisors

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

Historical chart of Sterling Wealth 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 Sterling Wealth 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 Sterling Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$277k	6.3k	44.24
2025-06-30	$268k	6.3k	42.91
2025-03-31	$258k	6.3k	41.21
2024-12-31	$256k	6.3k	40.92

More positions owned by Sterling Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Ishares Tr Intl Sel Div Etf (IDV)

Vanguard Specialized Funds Div App Etf (VIG)

Ishares Tr Core S&p500 Etf (IVV)

Ishares Tr Core Div Grwth (DGRO)

Dimensional Etf Trust Global Real Est (DFGR)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust World Ex Us Core (DFAX)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Sterling Wealth Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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Modera Wealth Management

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

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