DFA Tax-Managed US Marketwide Value II shares owned by Kathmere Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Kathmere Capital Management
from 13F filings
Historical chart of Kathmere Capital Management investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Kathmere Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $609k | 15k | 40.92 |
| 2024-09-30 | $621k | 15k | 41.69 |
| 2024-06-30 | $585k | 15k | 39.27 |
| 2024-03-31 | $223k | 5.5k | 40.90 |
| 2023-12-31 | $203k | 5.5k | 37.22 |
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Top funds holding DFA Tax-Managed US Marketwide Value II
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