DFA Tax-Managed US Marketwide Value II shares owned by Rf&l Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Rf&l Wealth Management
from 13F filings
Historical chart of Rf&l Wealth Management investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Rf&l Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.6M | 209k | 40.92 |
| 2024-09-30 | $8.8M | 212k | 41.69 |
| 2024-06-30 | $8.6M | 218k | 39.27 |
| 2024-03-31 | $9.2M | 226k | 40.90 |
| 2023-12-31 | $8.8M | 235k | 37.22 |
| 2023-09-30 | $8.1M | 238k | 34.02 |
| 2023-06-30 | $8.4M | 245k | 34.50 |
| 2023-03-31 | $8.3M | 248k | 33.48 |
| 2022-12-31 | $8.5M | 253k | 33.48 |
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