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DFA Tax-Managed US Marketwide Value II shares owned by TCG Advisory Services

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

Historical chart of TCG Advisory Services 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 TCG Advisory Services 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 TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.2M 128k 48.46
2025-12-31 $242k 5.2k 46.59
2025-09-30 $280k 6.3k 44.69
2025-06-30 $220k 5.2k 42.28
2025-03-31 $214k 5.2k 41.21

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J P Morgan Exchange Traded F Equity Premium (JEPI)
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Broadcom (AVGO)

View all positions for TCG Advisory Services

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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