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DFA Tax-Managed US Marketwide Value II shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC 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 Rossby Financial, LCC 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 Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2025-09-30 $616k 14k 44.73
2025-06-30 $582k 14k 42.28
2025-03-31 $538k 14k 39.14
2024-12-31 $489k 12k 40.92