DFA Tax-Managed US Marketwide Value II shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us 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 Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59M | 1.3M | 44.69 |
| 2025-06-30 | $59M | 1.4M | 42.28 |
| 2025-03-31 | $66M | 1.6M | 41.21 |
| 2024-12-31 | $77M | 1.9M | 40.92 |
| 2024-09-30 | $79M | 1.9M | 41.50 |
| 2024-06-30 | $74M | 1.9M | 39.10 |
| 2024-03-31 | $77M | 1.9M | 40.90 |
| 2023-12-31 | $69M | 1.8M | 37.22 |
| 2023-09-30 | $64M | 1.9M | 34.02 |
| 2023-06-30 | $67M | 1.9M | 34.50 |
| 2023-03-31 | $66M | 2.0M | 33.48 |
| 2022-12-31 | $70M | 2.1M | 33.49 |
| 2022-09-30 | $61M | 2.1M | 29.61 |
| 2022-06-30 | $65M | 2.1M | 31.60 |
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