DFA Tax-Managed US Marketwide Value II shares owned by GUNN & Co INVESTMENT MANAGEMENT
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by GUNN & Co INVESTMENT MANAGEMENT
from 13F filings
Historical chart of GUNN & Co INVESTMENT 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 GUNN & Co INVESTMENT 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 GUNN & Co INVESTMENT MANAGEMENT
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $858k | 21k | 41.69 |
| 2024-03-31 | $860k | 21k | 40.91 |
| 2023-12-31 | $783k | 21k | 37.24 |
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Home Depot (HD)
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