DFA Tax-Managed US Marketwide Value II shares owned by Running Point Capital Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Running Point Capital Advisors
from 13F filings
Historical chart of Running Point Capital Advisors investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Running Point Capital Advisors 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 Running Point Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $801k | 19k | 41.69 |
| 2024-06-30 | $1.8M | 47k | 39.27 |
| 2024-03-31 | $1.9M | 45k | 40.90 |
| 2023-09-30 | $1.5M | 45k | 34.02 |
| 2023-06-30 | $1.6M | 45k | 34.50 |
| 2023-03-31 | $1.5M | 45k | 33.48 |
| 2022-12-31 | $1.5M | 45k | 33.48 |
| 2022-09-30 | $1.3M | 45k | 29.62 |
| 2022-06-30 | $1.4M | 45k | 31.60 |
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