DFA Tax-Managed US Marketwide Value II shares owned by Ruedi Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Ruedi Wealth Management
from 13F filings
Historical chart of Ruedi 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 Ruedi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 372k | 41.69 |
| 2024-06-30 | $16M | 399k | 39.27 |
| 2024-03-31 | $17M | 425k | 40.90 |
| 2023-12-31 | $16M | 430k | 37.22 |
| 2023-09-30 | $15M | 426k | 34.02 |
| 2023-06-30 | $14M | 408k | 34.50 |
| 2023-03-31 | $14M | 428k | 33.48 |
| 2022-12-31 | $15M | 436k | 33.48 |
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