Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wealth Advisors of Iowa »

DFA Tax-Managed US Marketwide Value II shares owned by Wealth Advisors of Iowa

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

Historical chart of Wealth Advisors of Iowa 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 Wealth Advisors of Iowa consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Wealth Advisors of Iowa

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$250k	6.0k	41.69
2024-03-31	$245k	6.0k	40.90
2023-12-31	$223k	6.0k	37.22
2023-09-30	$204k	6.0k	34.02

More positions owned by Wealth Advisors of Iowa

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Ishares Tr Msci Usa Min Vol (USMV)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Ishares Tr Core S&p500 Etf (IVV)

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

Apple (AAPL)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Ishares Tr Core S&p Us Vlu (IUSV)

Microsoft Corporation (MSFT)

Berkshire Hathaway Inc Del Cl A (BRK.A)

Costco Wholesale Corporation (COST)

View all positions for Wealth Advisors of Iowa

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management

Mercer Global Advisors

Savant Capital Management

Buckingham Asset Management

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z