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Weinberger Asset Management »

DFA Tax-Managed US Marketwide Value II shares owned by Weinberger Asset Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Weinberger Asset Management from 13F filings

Historical chart of Weinberger Asset Management investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by Weinberger Asset Management 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 Weinberger Asset Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$5.3M	119k	44.69
2025-06-30	$4.2M	99k	42.28
2025-03-31	$3.6M	87k	41.21

More positions owned by Weinberger Asset Management

Vanguard Index Fds Total Stk Mkt (VTI)

Philip Morris International (PM)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

Dimensional Etf Trust Us High Profitab (DUHP)

Vanguard Index Fds Value Etf (VTV)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Vanguard Index Fds Growth Etf (VUG)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Bank of America Corporation (BAC)

Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Weinberger Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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