DFA Tax-Managed US Marketwide Value II shares owned by HWG Holdings
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by HWG Holdings
from 13F filings
Historical chart of HWG Holdings 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 HWG Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 5.7k | 44.69 |
| 2025-06-30 | $241k | 5.7k | 42.28 |
| 2025-03-31 | $235k | 5.7k | 41.21 |
| 2024-12-31 | $233k | 5.7k | 40.92 |
| 2024-09-30 | $238k | 5.7k | 41.69 |
| 2024-06-30 | $270k | 6.9k | 39.27 |
| 2023-12-31 | $256k | 6.9k | 37.22 |
| 2023-09-30 | $234k | 6.9k | 34.02 |
| 2023-06-30 | $236k | 6.8k | 34.50 |
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