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DFA Tax-Managed US Marketwide Value II shares owned by Empower Advisory Group

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

Historical chart of Empower Advisory 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 Empower Advisory 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 Empower Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $600k 16k 37.22
2023-09-30 $745k 22k 34.02
2023-06-30 $767k 22k 34.50
2023-03-31 $750k 22k 33.77

More positions owned by Empower Advisory Group

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Empower Advisory Group

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