DFA Tax-Managed US Marketwide Value II shares owned by HighTower Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by HighTower Advisors
from 13F filings
Historical chart of HighTower Advisors 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 HighTower Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $204M | 4.6M | 44.69 |
| 2025-06-30 | $194M | 4.6M | 42.28 |
| 2025-03-31 | $197M | 4.8M | 41.21 |
| 2024-12-31 | $200M | 4.9M | 40.92 |
| 2024-09-30 | $205M | 4.9M | 41.69 |
| 2024-06-30 | $197M | 5.0M | 39.27 |
| 2024-03-31 | $203M | 5.0M | 40.90 |
| 2023-12-31 | $17M | 443k | 37.23 |
| 2023-09-30 | $15M | 447k | 34.02 |
| 2023-06-30 | $15M | 446k | 34.50 |
| 2023-03-31 | $16M | 491k | 33.49 |
| 2022-12-31 | $12M | 366k | 33.49 |
| 2022-09-30 | $11M | 375k | 29.61 |
| 2022-06-30 | $14M | 429k | 31.60 |
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