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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

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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
2023-12-31 $223k 6.0k 37.22
2023-09-30 $204k 6.0k 34.02

More positions owned by Wealth Advisors of Iowa

Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Develpd (SPDW)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Vlu (IUSV)
Microsoft Corporation (MSFT)
Berkshire Hathaway (BRK.A)
Costco Wholesale Corporation (COST)

View all positions for Wealth Advisors of Iowa

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
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
Trust Co of the South

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