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Garrett Investment Advisors »

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

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

Historical chart of Garrett Investment 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 Garrett Investment 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 Garrett Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$265k	5.9k	44.69
2025-06-30	$251k	5.9k	42.28
2025-03-31	$245k	5.9k	41.21

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)

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Janus Detroit Str Tr Henderson Mtg (JMBS)

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Wisdomtree Tr Intl Qulty Div (IQDG)

Vanguard Malvern Fds Core Bd Etf (VCRB)

American Centy Etf Tr Avantis Emgmkt (AVEM)

J P Morgan Exchange Traded F Municipal Etf (JMUB)

J P Morgan Exchange Traded F Active Bond Etf (JBND)

View all positions for Garrett Investment Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Wealth Enhancement Advisory Services

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

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