DFA Tax-Managed US Marketwide Value II shares owned by Cetera Investment Advisers
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Cetera Investment Advisers
from 13F filings
Historical chart of Cetera Investment Advisers 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 Cetera Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 393k | 44.69 |
| 2025-06-30 | $15M | 362k | 42.28 |
| 2025-03-31 | $15M | 374k | 41.21 |
| 2024-12-31 | $21M | 524k | 40.92 |
| 2024-09-30 | $18M | 429k | 41.69 |
| 2024-06-30 | $20M | 506k | 39.27 |
| 2024-03-31 | $20M | 493k | 40.90 |
| 2023-09-30 | $11M | 332k | 34.02 |
| 2023-06-30 | $11M | 304k | 34.50 |
| 2023-03-31 | $10M | 303k | 33.48 |
| 2022-12-31 | $8.7M | 260k | 33.48 |
| 2022-09-30 | $7.3M | 246k | 29.61 |
| 2022-06-30 | $7.8M | 248k | 31.60 |
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