DFA Tax-Managed US Marketwide Value II shares owned by Hanson McClain Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Hanson McClain Advisors
from 13F filings
Historical chart of Hanson McClain Advisors 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 Hanson McClain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Hanson McClain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 725k | 44.69 |
| 2025-06-30 | $31M | 726k | 42.28 |
| 2025-03-31 | $29M | 728k | 39.28 |
| 2024-12-31 | $32M | 742k | 42.85 |
| 2024-09-30 | $19M | 449k | 41.69 |
| 2024-06-30 | $17M | 415k | 40.46 |
| 2024-03-31 | $17M | 410k | 40.90 |
| 2023-12-31 | $15M | 405k | 37.22 |
| 2023-09-30 | $14M | 410k | 34.02 |
| 2023-06-30 | $15M | 423k | 34.50 |
| 2023-03-31 | $15M | 453k | 33.48 |
| 2022-12-31 | $15M | 460k | 33.48 |
| 2022-09-30 | $14M | 458k | 29.61 |
| 2022-06-30 | $15M | 460k | 31.60 |
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