DFA Tax-Managed US Marketwide Value II shares owned by HMV Wealth Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by HMV Wealth Advisors
from 13F filings
Historical chart of HMV Wealth Advisors 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 HMV Wealth Advisors 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 HMV Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 91k | 44.69 |
| 2025-06-30 | $3.9M | 92k | 42.28 |
| 2025-03-31 | $3.0M | 74k | 41.21 |
| 2024-12-31 | $3.1M | 76k | 40.92 |
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