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DFA Tax-Managed US Marketwide Value II shares owned by Quad-Cities Investment Group

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

Historical chart of Quad-Cities Investment Group 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 Quad-Cities Investment Group 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 Quad-Cities Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $450k 11k 40.90
2023-12-31 $389k 11k 37.23

More positions owned by Quad-Cities Investment Group

Apple (AAPL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Wells Fargo & Company (WFC)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Deere & Company (DE)

View all positions for Quad-Cities Investment Group

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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