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DFA Tax-Managed US Marketwide Value II shares owned by Naples Global Advisors

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Naples Global Advisors from 13F filings

Historical chart of Naples Global Advisors 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 Naples Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $418k 11k 37.22
2023-09-30 $381k 11k 34.02
2023-06-30 $384k 11k 34.50
2023-03-31 $371k 11k 33.48
2022-12-31 $369k 11k 33.48
2022-09-30 $325k 11k 29.60
2022-06-30 $345k 11k 31.60

More positions owned by Naples Global Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
Merck & Co (MRK)
Amgen (AMGN)
Ishares Tr Core S&p Mcp Etf (IJH)
Accenture Plc Ireland Shs Class A (ACN)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Naples Global Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

View all funds holding DFA Tax-Managed US Marketwide Value II