DFA Tax-Managed US Marketwide Value II shares owned by Jackson Hole Capital Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Jackson Hole Capital Partners
from 13F filings
Historical chart of Jackson Hole Capital 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 Jackson Hole Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $124k | 2.8k | 44.68 |
| 2025-06-30 | $117k | 2.8k | 42.29 |
| 2024-12-31 | $112k | 2.7k | 40.93 |
| 2024-09-30 | $114k | 2.7k | 41.69 |
| 2024-06-30 | $107k | 2.7k | 39.27 |
| 2024-03-31 | $221k | 5.4k | 40.90 |
| 2023-12-31 | $201k | 5.4k | 37.22 |
| 2023-09-30 | $184k | 5.4k | 34.02 |
| 2023-06-30 | $187k | 5.4k | 34.50 |
| 2023-03-31 | $181k | 5.4k | 33.48 |
| 2022-12-31 | $181k | 5.4k | 33.48 |
| 2022-09-30 | $160k | 5.4k | 29.60 |
| 2022-06-30 | $171k | 5.4k | 31.64 |
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