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

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

Historical chart of Kingfisher Capital 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 Kingfisher Capital 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 Kingfisher Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $594k 14k 41.69
2024-06-30 $285k 7.3k 39.21

More positions owned by Kingfisher Capital

Apple Equities (AAPL)
NVIDIA Corporation Equities (NVDA)
PIMCO Enhanced Short Maturity Active ETF Equities (MINT)
Costco Wholesale Corporation Equities (COST)
Apollo Global Mgmt Llc Com Npv Cl A Equities (APO)
Microsoft Corporation Equities (MSFT)
SPDR S&P MidCap 400 Equities (MDY)
Eli Lilly and Company Equities (LLY)
Taiwan Semiconductor Manufacturing Equities (TSM)
iShares Russell 2000 Index Equities (IWM)
Sherwin-Williams Company Equities (SHW)
Builders Firstsource Equities (BLDR)
Progressive Corporation Equities (PGR)
Intuit Equities (INTU)
iShares S&P 500 Index Equities (IVV)

View all positions for Kingfisher Capital

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