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
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Quarterly 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 |
|---|---|---|---|
| 2025-09-30 | $989k | 22k | 44.69 |
| 2025-06-30 | $935k | 22k | 42.28 |
| 2025-03-31 | $949k | 23k | 41.21 |
| 2024-12-31 | $942k | 23k | 40.92 |
| 2024-09-30 | $968k | 23k | 41.69 |
| 2024-06-30 | $869k | 22k | 39.27 |
| 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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Top funds holding DFA Tax-Managed US Marketwide Value II
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