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DFA Tax-Managed US Marketwide Value II shares owned by RGT Capital Management

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

Historical chart of RGT Capital 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 RGT 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 RGT Capital Management

Quarter filed Position value Share count Share price at filing
2022-09-30 $382k 13k 29.58
2022-06-30 $613k 19k 31.62

More positions owned by RGT Capital Management

Ishares Msci Gbl Min Vol (ACWV)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Sp Smcp600vl Etf (IJS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)
Permian Basin Rty Tr Unit Ben Int (PBT)
Under Armour CL C (UA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for RGT Capital Management

Top funds holding DFA Tax-Managed US Marketwide Value II

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Ml & R Wealth Management
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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