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DFA Tax-Managed US Marketwide Value II shares owned by Wealth Dimensions Group

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

Historical chart of Wealth Dimensions Group 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 Dimensions Group 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 Dimensions Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 4.0k 55.01

More positions owned by Wealth Dimensions Group

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Procter & Gamble Company (PG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Real Esta Etf (DFAR)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixe In Etf (DFCF)

View all positions for Wealth Dimensions Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
Index Fund Advisors
Buckingham Strategic Partners
Northern Trust
Creative Planning
HighTower Advisors
TCI Wealth Advisors
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Plan
HPM Partners
Modera Wealth Management
Maseco

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