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DFA Tax-Managed US Marketwide Value II shares owned by Karpas Strategies

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

Historical chart of Karpas Strategies 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 Karpas Strategies 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 Karpas Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $200k 5.4k 37.22

More positions owned by Karpas Strategies

Brookfield Corp Cl A Ltd Vt Sh Stock (BN)
Johnson & Johnson Stock (JNJ)
Charles Schwab Corp Stock (SCHW)
Merck & Co Stock (MRK)
Oneok Stock (OKE)
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Texas Instrs Stock (TXN)
Cimpress Plc Shs Euro Stock (CMPR)
Mplx Lp Com Unit Rep Stock (MPLX)
Microsoft Corp Stock (MSFT)
Fiserv Stock (FI)
Brookfield Renewable Partners Partnership Unit Stock (BEP)
Liberty Global Ltd Com Cl C Stock (LBTYK)

View all positions for Karpas Strategies

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