Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Summit Portfolio Management »

DFA Tax-Managed US Marketwide Value II shares owned by Summit Portfolio Management

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

Historical chart of Summit Portfolio Management 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 Summit Portfolio Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Summit Portfolio Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$7.1M	147k	48.46

More positions owned by Summit Portfolio Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

American Centy Etf Tr Us Eqt Etf (AVUS)

Ishares Tr Fltg Rate Nt Etf (FLOT)

American Centy Etf Tr Intl Eqt Etf (AVDE)

Vanguard Malvern Fds Strm Infproidx (VTIP)

American Centy Etf Tr International Lr (AVIV)

Dimensional Etf Trust Us Mktwide Value (DFUV)

American Centy Etf Tr Emerging Mkt Val (AVES)

American Centy Etf Tr Avantis Emgmkt (AVEM)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Emerging Mkts Va (DFEV)

Dimensional Etf Trust Intl Small Cap V (DISV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Portfolio Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Savant Capital Management

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z