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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All positions including DFA Tax-Managed US Marketwide Value II held by Advisor Group Holdings 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 Advisor Group Holdings
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
Top funds holding DFA Tax-Managed US Marketwide Value II
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