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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
2024-03-31 $492k 12k 40.90
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)
Ishares Tr Rus Top 200 Etf (IWL)
Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Europe Etf (IEV)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for KM Capital Management

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