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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
2024-06-30 $327k 8.3k 39.27
2024-03-31 $220k 5.4k 40.90
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)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)
Texas Instrs Stock (TXN)
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)
Mplx Lp Com Unit Rep Stock (MPLX)
Cimpress Plc Shs Euro Stock (CMPR)
Fiserv Stock (FI)
Microsoft Corp Stock (MSFT)
Liberty Global Ltd Com Cl C Stock (LBTYK)
Jefferies Finl Group Stock (JEF)

View all positions for Karpas Strategies

Top funds holding DFA Tax-Managed US Marketwide Value II

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
Colony
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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