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DFA Tax-Managed US Marketwide Value II shares owned by Carlson Capital Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Carlson Capital Management from 13F filings

Historical chart of Carlson Capital Management 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 Carlson Capital Management 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 Carlson Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 42k 40.90
2023-12-31 $25M 673k 37.22
2023-09-30 $24M 713k 34.02
2023-06-30 $25M 713k 34.50
2023-03-31 $24M 714k 33.48
2022-12-31 $24M 729k 33.48
2022-09-30 $22M 731k 29.61
2022-06-30 $24M 754k 31.60

More positions owned by Carlson Capital Management

Ea Series Trust Ccm Global Equit
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Pacer Fds Tr Developed Mrkt (ICOW)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Real Estate Etf (VNQ)
UnitedHealth (UNH)

View all positions for Carlson Capital Management

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