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DFA Tax-Managed US Marketwide Value II shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship Wealth Advisors 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 Flagship Wealth Advisors 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 Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.1k 165 55.01

More positions owned by Flagship Wealth Advisors

Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Index Fds Exchange Traded Fund (VUG)
Vanguard Whitehall Fds Exchange Traded Fund (VYM)
Fidelity Covington Trust Exchange Traded Fund (FDVV)
Wisdomtree Tr Exchange Traded Fund (EPS)
State Str Spdr S&p 500 Etf T Exchange Traded Fund (SPY)
Vanguard Index Fds Exchange Traded Fund (VTV)
Fidelity Covington Trust Exchange Traded Fund (FELC)
Invesco Exchange Traded Fd T Exchange Traded Fund (XMMO)
Schwab Strategic Tr Exchange Traded Fund (SCHG)
Bny Mellon Etf Trust Exchange Traded Fund (BKIE)
Vanguard Index Fds Exchange Traded Fund (VOO)
Nvidia Corporation Common Stock (NVDA)
Ishares Tr Exchange Traded Fund (DGRO)
Invesco Exchange Traded Fd T Exchange Traded Fund (XLG)

View all positions for Flagship Wealth Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
Index Fund Advisors
Buckingham Strategic Partners
Northern Trust
Creative Planning
HighTower Advisors
TCI Wealth Advisors
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Plan
HPM Partners
Modera Wealth Management
Maseco

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