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DFA Tax-Managed US Marketwide Value II shares owned by Northwest Wealth Advisors

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

Historical chart of Northwest Wealth 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 Northwest Wealth 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 Northwest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $855k 18k 46.59

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Spdr Series Trust State Street Spd (SPYG)
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Spdr Series Trust State Street Spd (SPYV)
Fidelity Covington Trust Enhanced Large (FELG)
Ishares Tr Intl Eqty Factor (INTF)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Value Etf (TVAL)
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Ishares Tr Morningstar Grwt (ILCG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
T Rowe Price Etf Growth Etf (TGRT)
Ishares Tr Rus Mid Cap Etf (IWR)
Goldman Sachs Etf Tr Activebeta Us (GSSC)

View all positions for Northwest Wealth Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Index Fund Advisors
Plan
Creative Planning
Buckingham Strategic Partners
HighTower Advisors
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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