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DFA Tax-Managed US Marketwide Value II shares owned by Investmark Advisory Group

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

Historical chart of Investmark Advisory Group 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 Investmark Advisory Group 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 Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $16M 462k 34.02
2023-06-30 $15M 448k 34.50
2023-03-31 $15M 443k 33.48
2022-12-31 $15M 440k 33.48
2022-09-30 $12M 398k 29.61
2022-06-30 $11M 356k 31.60

More positions owned by Investmark Advisory Group

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Chevron Corporation (CVX)
Abbvie (ABBV)
Home Depot (HD)
Procter & Gamble Company (PG)
Pepsi (PEP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Qualcomm (QCOM)
Johnson & Johnson (JNJ)
Philip Morris International (PM)
Pfizer (PFE)

View all positions for Investmark Advisory Group

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