DFA Tax-Managed US Marketwide Value II shares owned by Rise Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors 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 Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 5.8k | 44.69 |
| 2025-06-30 | $245k | 5.8k | 42.28 |
| 2024-12-31 | $235k | 5.8k | 40.92 |
| 2024-09-30 | $239k | 5.7k | 41.69 |
| 2024-06-30 | $224k | 5.7k | 39.27 |
| 2024-03-31 | $232k | 5.7k | 40.90 |
| 2023-12-31 | $211k | 5.7k | 37.22 |
| 2023-09-30 | $192k | 5.6k | 34.02 |
| 2023-06-30 | $194k | 5.6k | 34.50 |
| 2023-03-31 | $187k | 5.6k | 33.48 |
| 2022-12-31 | $186k | 5.6k | 33.48 |
| 2022-09-30 | $164k | 5.5k | 29.65 |
| 2022-06-30 | $174k | 5.5k | 31.62 |
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