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

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

Historical chart of KM 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 KM 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 KM Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $462k 12k 37.22
2023-09-30 $421k 12k 34.02
2023-06-30 $664k 19k 34.50
2023-03-31 $1.7M 50k 33.48
2022-12-31 $2.7M 80k 33.48

More positions owned by KM Capital Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus Top 200 Etf (IWL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Europe Etf (IEV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for KM Capital Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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