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
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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 |
|---|---|---|---|
| 2026-03-31 | $140k | 2.7k | 52.64 |
| 2025-06-30 | $265k | 6.3k | 42.28 |
| 2025-03-31 | $258k | 6.2k | 41.21 |
| 2024-12-31 | $321k | 7.9k | 40.92 |
| 2024-09-30 | $357k | 8.6k | 41.69 |
| 2024-06-30 | $474k | 12k | 39.27 |
| 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 |
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