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H&R Block shares owned by Balasa Dinverno & Foltz

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Balasa Dinverno & Foltz from 13F filings

Historical chart of Balasa Dinverno & Foltz investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $654k 15k 42.55
2022-06-30 $238k 6.7k 35.30

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

Top funds holding H&R Block

FMR
BlackRock
Vanguard Group
Lazard Asset Management
Charles Schwab Investment Management
Robeco Investment Management
Wellington Management Company
Hanna Zanoni
Geode Capital Management
Dimensional Fund Advisors
Citadel Advisors
Northern Trust
Arrowstreet Capital, Limited Partnership
Pacer Advisors
Bank of New York Mellon

View all funds holding H&R Block