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DFA Tax-Managed US Marketwide Value II shares owned by Rather & Kittrell

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

Historical chart of Rather & Kittrell 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 Rather & Kittrell 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 Rather & Kittrell

Quarter filed Position value Share count Share price at filing
2024-03-31 $692k 17k 40.90
2023-12-31 $630k 17k 37.22
2023-09-30 $576k 17k 34.02
2023-06-30 $584k 17k 34.50
2023-03-31 $567k 17k 33.48
2022-12-31 $567k 17k 33.48
2022-09-30 $501k 17k 29.60
2022-06-30 $534k 17k 31.55

More positions owned by Rather & Kittrell

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Martin Marietta Materials (MLM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Rather & Kittrell

Top funds holding DFA Tax-Managed US Marketwide Value II

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CI Private Wealth
Plan
Index Fund Advisors
Northern Trust
HighTower Advisors
Resource Consulting Group
Creative Planning
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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