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DFA Tax-Managed US Marketwide Value II shares owned by Intelligence Driven Advisers

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

Historical chart of Intelligence Driven Advisers 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 Intelligence Driven Advisers 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 Intelligence Driven Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 5.6k 41.69
2024-06-30 $219k 5.6k 39.27
2024-03-31 $228k 5.6k 40.90

More positions owned by Intelligence Driven Advisers

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ea Series Trust Freedom 100 Em (FRDM)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Intelligence Driven Advisers

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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