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DFA Tax-Managed US Marketwide Value II shares owned by Kades & Cheifetz

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Kades & Cheifetz from 13F filings

Historical chart of Kades & Cheifetz 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 Kades & Cheifetz 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 Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-03-31 $423k 10k 40.90
2023-12-31 $384k 10k 37.22
2023-09-30 $349k 10k 34.02
2023-06-30 $353k 10k 34.50
2023-03-31 $342k 10k 33.48
2022-12-31 $342k 10k 33.48

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Strategy Ns 7handl Idx (HNDL)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
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Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Conv Bd Etf (ICVT)
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Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr National Mun Etf (MUB)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)

View all positions for Kades & Cheifetz

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
HighTower Advisors
Resource Consulting Group
Creative Planning
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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