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DFA Tax-Managed US Marketwide Value II shares owned by Intrua Financial

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

Historical chart of Intrua Financial 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 Intrua Financial 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 Intrua Financial

Quarter filed Position value Share count Share price at filing
2023-03-31 $227k 7.0k 32.52
2022-12-31 $239k 7.0k 34.19
2022-09-30 $207k 7.0k 29.67
2022-06-30 $220k 7.0k 31.53

More positions owned by Intrua Financial

Apple (AAPL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dillards Cl A (DDS)
First Tr Exchange-traded No Amer Energy (EMLP)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Exxon Mobil Corporation (XOM)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)
Spdr Ser Tr S&p Homebuild (XHB)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Intrua Financial

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
HighTower Advisors
Resource Consulting Group
Creative Planning
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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