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DFA Tax-Managed US Marketwide Value II shares owned by Walsh & Associates

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Walsh & Associates from 13F filings

Historical chart of Walsh & Associates 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 Walsh & Associates 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 Walsh & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.1M 187k 48.46
2025-12-31 $8.4M 181k 46.59

More positions owned by Walsh & Associates

Ishares Russell MF Closed and MF Open (IWF)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Dimensional Us MF Closed and MF Open (DFUV)
State Street MF Closed and MF Open (SPEM)
State Street MF Closed and MF Open (SPDW)
Dimensional Us MF Closed and MF Open (DFAT)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (MDYG)
Adams Diversified MF Closed and MF Open (ADX)
Ishares Core MF Closed and MF Open (ITOT)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (SLYG)
Ishares Russ MF Closed and MF Open (IWS)

View all positions for Walsh & Associates

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Index Fund Advisors
Plan
Creative Planning
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