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

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

Historical chart of TPG Financial Advisors 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 TPG Financial Advisors 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 TPG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $604k 15k 40.92
2024-09-30 $615k 15k 41.69
2024-06-30 $579k 15k 39.27
2023-12-31 $549k 15k 37.23

More positions owned by TPG Financial Advisors

J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)

View all positions for TPG Financial Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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