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DFA Tax-Managed US Marketwide Value II shares owned by Kooman & Associates

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

Historical chart of Kooman & Associates 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 Kooman & Associates 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 Kooman & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 394k 37.22
2023-09-30 $13M 385k 34.02
2023-06-30 $19M 538k 34.50
2023-03-31 $16M 486k 33.48
2022-12-31 $3.0M 89k 33.48

More positions owned by Kooman & Associates

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Kooman & Associates

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

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