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DFA Tax-Managed US Marketwide Value II shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $22M 657k 34.02
2023-06-30 $23M 659k 34.50
2023-03-31 $22M 661k 33.48
2022-12-31 $11M 335k 33.48
2022-09-30 $9.7M 329k 29.61
2022-06-30 $10M 328k 31.60

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Invesco Optimum MF Closed and MF Open (PDBC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Microsoft Corp Common Stock (MSFT)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Msci MF Closed and MF Open (USMV)
Schwab Us MF Closed and MF Open (SCHX)
Blackrock Short MF Closed and MF Open (MEAR)
Sector Technology MF Closed and MF Open (XLK)
Dimensional Us MF Closed and MF Open (DFAC)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

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