DFA Tax-Managed US Marketwide Value II shares owned by Rockwood Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Rockwood Wealth Management
from 13F filings
Historical chart of Rockwood 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 Rockwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $361k | 8.1k | 44.69 |
| 2025-06-30 | $342k | 8.1k | 42.28 |
| 2025-03-31 | $422k | 10k | 41.21 |
| 2024-12-31 | $326k | 8.0k | 40.78 |
| 2024-09-30 | $329k | 7.9k | 41.69 |
| 2024-06-30 | $314k | 8.0k | 39.27 |
| 2024-03-31 | $276k | 6.8k | 40.90 |
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