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

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

Historical chart of SwitchPoint Financial Planning investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by SwitchPoint Financial Planning 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 SwitchPoint Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$4.6M	103k	44.69
2025-06-30	$4.4M	103k	42.28
2025-03-31	$4.5M	109k	41.21

More positions owned by SwitchPoint Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust World Ex Us Core (DFAX)

Cadence Design Systems (CDNS)

Ishares Tr 0-3 Mnth Treasry (SGOV)

Vanguard Index Fds Total Stk Mkt (VTI)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

Vanguard Index Fds Value Etf (VTV)

Alphabet Cap Stk Cl C (GOOG)

Vanguard Index Fds Growth Etf (VUG)

Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for SwitchPoint Financial Planning

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Savant Capital Management

Buckingham Strategic Partners

TCI Wealth Advisors

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

Wealth Enhancement Advisory Services

HPM Partners

Modera Wealth Management

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

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