DFA Tax-Managed US Marketwide Value II shares owned by RB Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by RB Capital Management
from 13F filings
Historical chart of RB Capital Management 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 RB Capital Management 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 RB Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $393k | 8.8k | 44.69 |
| 2025-06-30 | $375k | 8.9k | 42.28 |
| 2024-12-31 | $342k | 8.4k | 40.92 |
| 2024-09-30 | $353k | 8.5k | 41.69 |
| 2024-03-31 | $388k | 9.5k | 40.90 |
| 2023-12-31 | $363k | 9.7k | 37.22 |
| 2023-09-30 | $329k | 9.7k | 34.02 |
| 2023-06-30 | $334k | 9.7k | 34.50 |
| 2023-03-31 | $324k | 9.7k | 33.48 |
| 2022-12-31 | $324k | 9.7k | 33.48 |
| 2022-09-30 | $287k | 9.7k | 29.64 |
| 2022-06-30 | $306k | 9.7k | 31.60 |
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