Kestra Advisory Services »

DFA Tax-Managed US Marketwide Value II shares owned by Kestra Advisory Services

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

Historical chart of Kestra Advisory Services 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 Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 278k 37.22
2023-09-30 $9.4M 275k 34.02
2023-06-30 $6.6M 191k 34.50
2023-03-31 $6.7M 200k 33.48
2022-12-31 $9.4M 281k 33.48
2022-09-30 $11M 362k 29.61
2022-06-30 $9.7M 307k 31.60

More positions owned by Kestra Advisory Services

Apple (AAPL)
Parker-Hannifin Corporation (PH)
Ishares Tr Msci Ac Asia Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VTI)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.B)
Vanguard Index Fds Small Cp Etf (VUG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Rba Indl Etf (RDVY)
Vanguard Index Fds Small Cp Etf (VTV)
Ishares Tr Msci Ac Asia Etf (IJR)

View all positions for Kestra Advisory Services

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Envestnet Asset Management
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
HighTower Advisors
Resource Consulting Group
Creative Planning
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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