DFA Tax-Managed US Marketwide Value II shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Carlton, Hoffferkamp & Jenks Wealth Management 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 Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $484k | 11k | 45.33 |
| 2025-06-30 | $458k | 11k | 42.94 |
| 2025-03-31 | $405k | 11k | 37.98 |
| 2024-12-31 | $458k | 11k | 42.95 |
| 2024-09-30 | $442k | 11k | 41.39 |
| 2024-06-30 | $440k | 11k | 41.23 |
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