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

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

Historical chart of Paladin 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 Paladin 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 Paladin Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 621 41.69

More positions owned by Paladin Advisory Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Paladin Advisory Group

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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