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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

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Cetera Investment Advisers 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 Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
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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View all positions for Cetera Investment Advisers

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

View all funds holding DFA Tax-Managed US Marketwide Value II