DFA Tax-Managed US Marketwide Value II shares owned by Hemington Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Hemington Wealth Management
from 13F filings
Historical chart of Hemington 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 Hemington Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Hemington Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $4.9M | 125k | 39.27 |
2024-03-31 | $5.1M | 125k | 40.90 |
2023-12-31 | $4.7M | 126k | 37.22 |
2023-09-30 | $4.3M | 127k | 34.02 |
2023-06-30 | $5.5M | 159k | 34.50 |
2023-03-31 | $5.9M | 178k | 33.48 |
2022-12-31 | $6.0M | 179k | 33.48 |
2022-09-30 | $5.0M | 168k | 29.61 |
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