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DFA Tax-Managed US Marketwide Value II shares owned by Financial Gravity Wealth

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

Historical chart of Financial Gravity Wealth 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 Financial Gravity Wealth 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 Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 8.7k 200.61
2023-09-30 $1.7M 8.7k 200.61
2023-06-30 $15 462 0.03

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View all positions for Financial Gravity Wealth

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
HighTower Advisors
Resource Consulting Group
Creative Planning
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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