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DFA Tax-Managed US Marketwide Value II shares owned by Marble Harbor Investment Counsel

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Marble Harbor Investment Counsel from 13F filings

Historical chart of Marble Harbor Investment Counsel 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 Marble Harbor Investment Counsel 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 Marble Harbor Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 5.9k 44.69
2024-03-31 $211k 5.2k 40.90

More positions owned by Marble Harbor Investment Counsel

Microsoft Corporation (MSFT)
Apple (AAPL)
Abbvie (ABBV)
Automatic Data Processing (ADP)
Iron Mountain (IRM)
O'reilly Automotive (ORLY)
Cisco Systems (CSCO)
eBay (EBAY)
Abbott Laboratories (ABT)
Procter & Gamble Company (PG)
IDEXX Laboratories (IDXX)
Parker-Hannifin Corporation (PH)
Fiserv (FI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ge Aerospace Com New (GE)

View all positions for Marble Harbor Investment Counsel

Top funds holding DFA Tax-Managed US Marketwide Value II

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

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