DFA Tax-Managed US Marketwide Value II shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings 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 Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 287k | 44.69 |
| 2025-06-30 | $11M | 256k | 42.28 |
| 2025-03-31 | $8.5M | 207k | 41.21 |
| 2024-12-31 | $7.3M | 179k | 40.92 |
| 2024-09-30 | $7.4M | 177k | 41.69 |
| 2024-03-31 | $22M | 549k | 40.90 |
| 2023-12-31 | $19M | 508k | 37.22 |
| 2023-09-30 | $27M | 799k | 34.02 |
| 2023-06-30 | $24M | 697k | 34.50 |
| 2023-03-31 | $24M | 726k | 33.48 |
| 2022-12-31 | $24M | 717k | 33.49 |
| 2022-09-30 | $20M | 690k | 29.62 |
| 2022-06-30 | $20M | 640k | 31.60 |
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