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DFA Tax-Managed US Marketwide Value II shares owned by Wealth Enhancement Trust Services

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

Historical chart of Wealth Enhancement Trust Services 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 Enhancement Trust Services 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 Enhancement Trust Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $955k 21k 46.59

More positions owned by Wealth Enhancement Trust Services

Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Trust Services

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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