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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

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Rf&l Wealth 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 Rf&l Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Rf&l Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Abbvie (ABBV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Rf&l Wealth Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

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