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Triad Financial Advisors »

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

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

Historical chart of Triad Financial Advisors investment in DFA Tax-Managed US Marketwide Value II

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All positions including DFA Tax-Managed US Marketwide Value II held by Triad 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 Triad Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-09-30	$7.0M	206k	34.02
2023-06-30	$7.2M	209k	34.50
2023-03-31	$8.3M	249k	33.48
2022-12-31	$9.7M	291k	33.48
2022-09-30	$3.8M	128k	29.61
2022-06-30	$2.7M	85k	31.60

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Spdr S&p 500 Etf Tr Tr Unit (SPY)

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View all positions for Triad Financial Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

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Buckingham Strategic Partners

Wealth Enhancement Advisory Services

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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

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