DFA Tax-Managed US Marketwide Value II shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services 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 Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 247k | 44.69 |
| 2025-06-30 | $11M | 257k | 42.28 |
| 2025-03-31 | $9.6M | 233k | 41.21 |
| 2024-12-31 | $12M | 291k | 40.92 |
| 2024-09-30 | $11M | 251k | 41.69 |
| 2024-06-30 | $11M | 286k | 39.27 |
| 2024-03-31 | $12M | 292k | 40.90 |
| 2023-12-31 | $10M | 278k | 37.22 |
| 2023-09-30 | $9.4M | 275k | 34.02 |
| 2023-06-30 | $6.6M | 191k | 34.50 |
| 2023-03-31 | $6.7M | 200k | 33.48 |
| 2022-12-31 | $9.4M | 281k | 33.48 |
| 2022-09-30 | $11M | 362k | 29.61 |
| 2022-06-30 | $9.7M | 307k | 31.60 |
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