DFA Tax-Managed US Marketwide Value II shares owned by Hollencrest Securities
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Hollencrest Securities
from 13F filings
Historical chart of Hollencrest Securities 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 Hollencrest Securities consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Hollencrest Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $507k | 11k | 44.69 |
| 2025-06-30 | $479k | 11k | 42.28 |
| 2025-03-31 | $467k | 11k | 41.21 |
| 2024-12-31 | $464k | 11k | 40.92 |
| 2024-09-30 | $473k | 11k | 41.69 |
| 2024-03-31 | $464k | 11k | 40.90 |
| 2023-12-31 | $422k | 11k | 37.22 |
| 2023-09-30 | $386k | 11k | 34.02 |
| 2023-06-30 | $391k | 11k | 34.50 |
| 2023-03-31 | $380k | 11k | 33.48 |
| 2022-12-31 | $380k | 11k | 33.48 |
| 2022-09-30 | $336k | 11k | 29.63 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II