DFA Tax-Managed US Marketwide Value II shares owned by HPM Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners 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 HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $112M | 2.5M | 44.69 |
| 2025-06-30 | $111M | 2.6M | 42.28 |
| 2025-03-31 | $100M | 2.4M | 41.21 |
| 2024-12-31 | $102M | 2.5M | 40.92 |
| 2024-09-30 | $105M | 2.5M | 41.69 |
| 2024-06-30 | $96M | 2.4M | 39.27 |
| 2024-03-31 | $101M | 2.5M | 40.90 |
| 2023-12-31 | $91M | 2.4M | 37.22 |
| 2023-09-30 | $75M | 2.2M | 34.02 |
| 2023-06-30 | $80M | 2.3M | 34.50 |
| 2023-03-31 | $76M | 2.3M | 33.48 |
| 2022-12-31 | $79M | 82k | 962.24 |
| 2022-09-30 | $65M | 2.2M | 29.61 |
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