Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Burk Holdings »

DFA Tax-Managed US Marketwide Value II shares owned by Burk Holdings

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

Historical chart of Burk Holdings 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 Burk Holdings consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Burk Holdings

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$9.5M	212k	44.69
2025-06-30	$8.6M	204k	42.28
2025-03-31	$8.4M	204k	41.21
2024-12-31	$7.5M	184k	40.92

More positions owned by Burk Holdings

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Us High Profitab (DUHP)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Us Mktwide Value (DFUV)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Dimensional Etf Trust Core Fixed Incom (DFCF)

American Centy Etf Tr Intl Eqt Etf (AVDE)

Dimensional Etf Trust Us Equity Market (DFUS)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust Global Real Est (DFGR)

Dimensional Etf Trust Us Small Cap Val (DFSV)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Burk Holdings

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors

Savant Capital Management

CI Private Wealth

Index Fund Advisors

Creative Planning

HighTower Advisors

Buckingham Strategic Partners

TCI Wealth Advisors

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Wealth Enhancement Advisory Services

Modera Wealth Management

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

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z