DFA Tax-Managed US Marketwide Value II shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
from 13F filings
Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $306k | 7.5k | 40.90 |
| 2023-12-31 | $303k | 8.1k | 37.22 |
| 2023-09-30 | $388k | 11k | 34.02 |
| 2023-06-30 | $394k | 11k | 34.50 |
| 2023-03-31 | $382k | 11k | 33.48 |
| 2022-12-31 | $382k | 11k | 33.48 |
| 2022-09-30 | $338k | 11k | 29.62 |
| 2022-06-30 | $361k | 11k | 31.63 |
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