DFA Tax-Managed US Marketwide Value II shares owned by Allegiance Financial Group Advisory Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Allegiance Financial Group Advisory Services
from 13F filings
Historical chart of Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Allegiance Financial Group Advisory Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $904k | 22k | 40.90 |
2023-12-31 | $822k | 22k | 37.22 |
2023-09-30 | $758k | 22k | 34.02 |
2023-06-30 | $769k | 22k | 34.50 |
2023-03-31 | $1.1M | 34k | 33.48 |
2022-12-31 | $1.1M | 34k | 33.48 |
More positions owned by Allegiance Financial Group Advisory Services
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