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
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Rather & Kittrell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 17k | 44.69 |
| 2025-06-30 | $716k | 17k | 42.28 |
| 2025-03-31 | $698k | 17k | 41.21 |
| 2024-12-31 | $693k | 17k | 40.92 |
| 2024-09-30 | $706k | 17k | 41.69 |
| 2024-06-30 | $665k | 17k | 39.27 |
| 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 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II