DFA Tax-Managed US Marketwide Value II shares owned by PFG Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by PFG Advisors
from 13F filings
Historical chart of PFG Advisors 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 PFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 116k | 44.69 |
| 2025-06-30 | $4.2M | 100k | 42.28 |
| 2025-03-31 | $3.9M | 94k | 41.21 |
| 2024-12-31 | $3.6M | 87k | 40.92 |
| 2024-09-30 | $3.5M | 83k | 41.69 |
| 2024-03-31 | $2.9M | 72k | 40.90 |
| 2023-12-31 | $2.5M | 68k | 37.22 |
| 2023-09-30 | $2.1M | 61k | 34.02 |
| 2023-06-30 | $2.0M | 58k | 34.50 |
| 2023-03-31 | $1.5M | 44k | 33.48 |
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