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

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

Historical chart of Fortis 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 Fortis 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 Fortis Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $143k 4.2k 34.02
2023-06-30 $144k 4.2k 34.50
2023-03-31 $139k 4.2k 33.48
2022-12-31 $139k 4.1k 33.48
2022-09-30 $122k 4.1k 29.62
2022-06-30 $129k 4.1k 31.49

More positions owned by Fortis Advisors

Vanguard Ultra-short Bond Etf Etf (VUSB)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard U.s. Value Factor Etf Etf (VFVA)
Doubleline Opportunistic Bond Etf Etf (DBND)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Global Consumer Staples Etf Etf (KXI)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Spdr Gold Minishares Trust Etf (GLDM)
Fidelity Msci Utilities Index Etf Etf (FUTY)

View all positions for Fortis Advisors

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