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DFA Tax-Managed US Marketwide Value II shares owned by NTV Asset Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by NTV Asset Management from 13F filings

Historical chart of NTV Asset 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 NTV Asset 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 NTV Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $213k 5.7k 37.22

More positions owned by NTV Asset Management

SPDR S&P 500 ETF Trust Tr Unit (SPY)
Invesco QQQ Trust Unit Ser 1 (QQQ)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd TR S&p500 Eql Wgt (RSP)
iShares TR Select Divid Etf (DVY)
iShares TR Russell 2000 Etf (IWM)
iShares TR Core S&p Mcp Etf (IJH)
Select Sector SPDR TR Energy (XLE)
iShares TR Core High Dv Etf (HDV)
SPDR Dow Jones Indl Avg ETF Ut Ser 1 (DIA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Select Sector SPDR TR Indl (XLI)
First TR NAS100 EQ Weighted SHS (QQEW)

View all positions for NTV Asset 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