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DFA Tax-Managed US Marketwide Value II shares owned by Wealth Advisors of Tampa Bay

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

Historical chart of Wealth Advisors of Tampa Bay 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 Wealth Advisors of Tampa Bay 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 Wealth Advisors of Tampa Bay

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 4.3k 48.46

More positions owned by Wealth Advisors of Tampa Bay

Broadcom Common Stock (AVGO)
Corning Common Stock (GLW)
Jpmorgan MF Closed and MF Open (JPST)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Walmart Common Stock (WMT)
Jpmorgan MF Closed and MF Open (JPLD)
Analog Devices Common Stock (ADI)
Alphabet Common Stock (GOOGL)
Goldman Sachs Common Stock (GS)
Entergy Corp Common Stock (ETR)
Verizon Communications Common Stock (VZ)
Waste Management Common Stock (WM)
Bank New York Common Stock (BK)
Amazon Common Stock (AMZN)

View all positions for Wealth Advisors of Tampa Bay

Top funds holding DFA Tax-Managed US Marketwide Value II

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