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DFA Tax-Managed US Marketwide Value II shares owned by Hartland & Co

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

Historical chart of Hartland & Co 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 Hartland & Co 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 Hartland & Co

Quarter filed Position value Share count Share price at filing
2023-12-31 $813k 22k 37.22
2023-09-30 $743k 22k 34.02
2023-06-30 $753k 22k 34.50
2023-03-31 $496k 15k 33.48
2022-12-31 $447k 13k 33.48
2022-09-30 $395k 13k 29.59
2022-06-30 $443k 14k 31.59

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Hartland & Co

Top funds holding DFA Tax-Managed US Marketwide Value II

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