DFA Tax-Managed US Marketwide Value II shares owned by Werba Rubin Papier Wealth Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Werba Rubin Papier Wealth Management
from 13F filings
Historical chart of Werba Rubin Papier 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 Werba Rubin Papier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 187k | 44.69 |
| 2025-06-30 | $7.9M | 188k | 42.28 |
| 2025-03-31 | $8.5M | 205k | 41.21 |
| 2024-12-31 | $8.4M | 206k | 40.92 |
| 2024-09-30 | $8.6M | 206k | 41.69 |
| 2024-06-30 | $8.2M | 208k | 39.27 |
| 2024-03-31 | $15M | 372k | 40.90 |
| 2023-12-31 | $14M | 374k | 37.22 |
| 2023-09-30 | $13M | 376k | 34.02 |
| 2023-06-30 | $13M | 384k | 34.50 |
| 2023-03-31 | $13M | 393k | 33.48 |
| 2022-12-31 | $13M | 393k | 33.48 |
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