Rfg Holdings »

DFA Tax-Managed US Marketwide Value II shares owned by Rfg Holdings

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

Historical chart of Rfg Holdings 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 Rfg Holdings 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 Rfg Holdings

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 3.8k 55.01

More positions owned by Rfg Holdings

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust St Port High Etf (SPHY)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Index Fds Value Etf (VTV)
Advanced Micro Devices (AMD)
NVIDIA Corporation (NVDA)

View all positions for Rfg Holdings

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Index Fund Advisors
Plan
Northern Trust
Creative Planning
Buckingham Strategic Partners
HighTower Advisors
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HPM Partners
Modera Wealth Management
Maseco

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