DFA Tax-Managed US Marketwide Value II shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas 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 Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $28M | 659k | 41.69 |
| 2024-06-30 | $25M | 641k | 39.27 |
| 2024-03-31 | $24M | 594k | 40.90 |
| 2023-12-31 | $21M | 575k | 37.22 |
| 2023-09-30 | $19M | 549k | 34.02 |
| 2023-06-30 | $19M | 543k | 34.50 |
| 2023-03-31 | $17M | 514k | 33.48 |
| 2022-12-31 | $16M | 466k | 33.48 |
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