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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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