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
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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 |
|---|---|---|---|
| 2024-09-30 | $3.5M | 85k | 41.69 |
| 2024-06-30 | $3.3M | 85k | 39.27 |
| 2024-03-31 | $873k | 22k | 40.00 |
| 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 |
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