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DFA Tax-Managed US Marketwide Value II shares owned by Eqis Capital Management

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

Historical chart of Eqis Capital Management 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 Eqis Capital 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 Eqis Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 59k 40.90

More positions owned by Eqis Capital Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Wisdomtree Tr Us Midcap Fund (EZM)
Kraneshares Trust Kraneshares Valu (KVLE)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Intl Smcap Div (DLS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Eqis Capital Management

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