DFA Tax-Managed US Marketwide Value II shares owned by NCM Capital Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by NCM Capital Management
from 13F filings
Historical chart of NCM Capital Management 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 NCM Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $436k | 11k | 41.69 |
| 2024-06-30 | $411k | 11k | 39.27 |
| 2024-03-31 | $428k | 11k | 40.90 |
| 2023-09-30 | $356k | 11k | 34.02 |
| 2023-06-30 | $361k | 11k | 34.50 |
| 2023-03-31 | $350k | 11k | 33.44 |
| 2022-12-31 | $350k | 11k | 33.44 |
| 2022-09-30 | $310k | 11k | 29.62 |
| 2022-06-30 | $331k | 11k | 31.63 |
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