DFA Tax-Managed US Marketwide Value II shares owned by AdvisorNet Financial
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by AdvisorNet Financial
from 13F filings
Historical chart of AdvisorNet Financial 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 AdvisorNet Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $160k | 3.6k | 44.69 |
| 2025-06-30 | $150k | 3.6k | 42.28 |
| 2025-03-31 | $146k | 3.5k | 41.21 |
| 2024-12-31 | $145k | 3.5k | 40.92 |
| 2024-09-30 | $202k | 4.8k | 41.69 |
| 2024-06-30 | $190k | 4.8k | 39.27 |
| 2024-03-31 | $198k | 4.8k | 40.90 |
| 2023-12-31 | $2.1M | 56k | 37.22 |
| 2023-09-30 | $1.9M | 56k | 34.02 |
| 2023-06-30 | $1.9M | 57k | 34.50 |
| 2023-03-31 | $2.0M | 58k | 33.48 |
| 2022-12-31 | $1.8M | 55k | 33.48 |
| 2022-09-30 | $1.9M | 64k | 29.61 |
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