DFA Tax-Managed US Marketwide Value II shares owned by RW Investment Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by RW Investment Management
from 13F filings
Historical chart of RW Investment 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 RW Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $57M | 1.4M | 41.69 |
| 2024-06-30 | $53M | 1.3M | 39.27 |
| 2024-03-31 | $53M | 1.3M | 40.90 |
| 2023-12-31 | $47M | 1.3M | 37.22 |
| 2023-09-30 | $38M | 1.1M | 34.02 |
| 2023-06-30 | $30M | 873k | 34.50 |
| 2023-03-31 | $17M | 516k | 33.48 |
| 2022-12-31 | $8.8M | 263k | 33.48 |
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