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DFA Tax-Managed US Marketwide Value II shares owned by ARGI Investment Services

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

Historical chart of ARGI Investment 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 ARGI Investment 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 ARGI Investment Services

Quarter filed Position value Share count Share price at filing
2022-12-31 $202k 6.0k 33.46

More positions owned by ARGI Investment Services

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Emerg Mkt (EMGF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amplify Etf Tr Blackswan Grwt (SWAN)
Ishares Tr Msci Usa Value (VLUE)

View all positions for ARGI Investment Services

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

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