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

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

Historical chart of Vestia Personal 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 Vestia Personal 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 Vestia Personal Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$11M	243k	44.69
2025-06-30	$9.9M	233k	42.27
2025-03-31	$8.6M	210k	41.19
2024-12-31	$7.9M	194k	40.92
2024-09-30	$7.6M	181k	41.68
2024-06-30	$6.9M	176k	39.27

More positions owned by Vestia Personal Wealth Advisors

Dimensional International Value Etf Etf (DFIV)

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)

Dimensional International Core Equity 2 Etf Etf (DFIC)

Dimensional U.s. Targeted Value Etf Etf (DFAT)

Dimensional Us Marketwide Value Etf Etf (DFUV)

Dimensional Us Small Cap Value Etf Etf (DFSV)

Dimensional U.s. Small Cap Etf Etf (DFAS)

Dimensional National Municipal Bond Etf Etf (DFNM)

Vanguard S&p 500 Etf Etf (VOO)

Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)

Dimensional U.s. Equity Market Etf Etf (DFUS)

Dimensional Ultrashort Fixed Income Etf Etf (DUSB)

Dimensional Emerging Markets Value Etf Etf (DFEV)

Dimensional Core Fixed Income Etf Etf (DFCF)

Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for Vestia Personal Wealth Advisors

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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