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DFA Tax-Managed US Marketwide Value II shares owned by HighTower Advisors

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

Historical chart of HighTower Advisors 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 HighTower Advisors 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 HighTower Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $203M 5.0M 40.90
2023-12-31 $17M 443k 37.23
2023-09-30 $15M 447k 34.02
2023-06-30 $15M 446k 34.50
2023-03-31 $16M 491k 33.49
2022-12-31 $12M 366k 33.49
2022-09-30 $11M 375k 29.61
2022-06-30 $14M 429k 31.60