DFA Tax-Managed US Marketwide Value II shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
from 13F filings
Historical chart of Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 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 Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 22k | 46.59 |
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