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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

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by NCM Capital Management 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 NCM Capital Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by NCM Capital Management

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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr 20+ Year Tr Bd (TLTW)
Listed Fd Tr Horizon Kinetics (INFL)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for NCM Capital Management

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