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DFA Tax-Managed US Marketwide Value II shares owned by Tillman Hartley

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Tillman Hartley from 13F filings

Historical chart of Tillman Hartley 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 Tillman Hartley 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 Tillman Hartley

Quarter filed Position value Share count Share price at filing
2023-12-31 $29M 786k 37.22
2023-09-30 $27M 788k 34.02
2023-06-30 $27M 791k 34.50
2023-03-31 $26M 787k 33.48
2022-12-31 $26M 776k 33.48

More positions owned by Tillman Hartley

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Tillman Hartley

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

View all funds holding DFA Tax-Managed US Marketwide Value II