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DFA Tax-Managed US Marketwide Value II shares owned by Syntegra Private Wealth Group

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

Historical chart of Syntegra Private Wealth 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 Syntegra Private Wealth 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 Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $238k 6.4k 37.22
2023-09-30 $217k 6.4k 34.02
2023-06-30 $220k 6.4k 34.50

More positions owned by Syntegra Private Wealth Group

Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Pacer Fds Tr Pacer Us Small (CALF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Pacer Fds Tr Developed Mrkt (ICOW)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for Syntegra Private Wealth Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
HighTower Advisors
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

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