Who owns DFA Tax-Managed US Marketwide Value II?
- Ticker: DFUV
- CUSIP Number: 25434v724
Tip: Access positions for across all investors
Analyze quarterly positions in DFA Tax-Managed US Marketwide Value II with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of DFA Tax-Managed US Marketwide Value II stock
Who bought or sold DFA Tax-Managed US Marketwide Value II this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Mercer Global Advisors | 20M | $750M | 14% | Dec 2023 |
|
| Savant Capital Management | 16M | $606M | 9% | Dec 2023 |
|
| Buckingham Asset Management | 14M | $535M | -1% | Dec 2023 |
|
| CI Private Wealth | 11M | $412M | -1% | Dec 2023 |
|
| Plan | 6.8M | $253M | 0% | Dec 2023 |
|
| Resource Consulting Group | 4.6M | $170M | -1% | Dec 2023 |
|
| Creative Planning | 4.3M | $158M | -2% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 3.3M | $135M | -5% | Mar 2024 |
|
| Modera Wealth Management | 2.5M | $91M | -2% | Dec 2023 |
|
| HPM Partners | 2.4M | $91M | 11% | Dec 2023 |
|
| Ml & R Wealth Management | 2.2M | $83M | 3% | Dec 2023 |
|
| TCI Wealth Advisors | 2.1M | $78M | 1% | Dec 2023 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.1M | $77M | 10% | Dec 2023 |
|
| Truepoint | 2.0M | $75M | 0% | Dec 2023 |
|
| Trust Co of the South | 1.9M | $77M | -3% | Mar 2024 |
|
| Rsm Us Wealth Management | 1.8M | $69M | -2% | Dec 2023 |
|
| Buckingham Strategic Partners | 1.6M | $59M | -25% | Dec 2023 |
|
| Jackson Thornton Asset Management | 1.6M | $59M | -4% | Dec 2023 |
|
| Pathstone Holdings | 1.5M | $56M | 100% | Dec 2023 |
|
| Foster Group | 1.5M | $61M | -1% | Mar 2024 |
|
| Forum Financial Management | 1.4M | $54M | -2% | Dec 2023 |
|
| Beaird Harris Wealth Management | 1.3M | $50M | 0% | Dec 2023 |
|
| Symmetry Partner | 1.3M | $49M | -4% | Dec 2023 |
|
| Evanson Asset Management | 1.3M | $54M | 0% | Mar 2024 |
|
| Team Hewins | 1.2M | $43M | -3% | Dec 2023 |
|
| TFC Financial Management | 1.0M | $39M | -2% | Dec 2023 |
|
| Heritage Investment Group | 1.0M | $38M | -1% | Dec 2023 |
|
| Schoolcraft Capital | 1.0M | $42M | -3% | Mar 2024 |
|
| Bridgeworth | 981k | $37M | 41% | Dec 2023 |
|
| American Investment Services | 935k | $35M | -1% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 929k | $38M | 7% | Mar 2024 |
|
| Dixon Fnancial Services | 796k | $33M | -1% | Mar 2024 |
|
| Efficient Frontier Advisors | 793k | $32M | 2% | Mar 2024 |
|
| Tillman Hartley | 786k | $29M | 0% | Dec 2023 |
|
| Sax Wealth Advisors | 777k | $29M | 1% | Dec 2023 |
|
| Paragon Wealth Strategies | 774k | $29M | 100% | Dec 2023 |
|
| Keb Asset Management | 768k | $31M | 0% | Mar 2024 |
|
| Planning Center | 767k | $31M | -4% | Mar 2024 |
|
| Cardiff Park Advisors | 755k | $28M | 0% | Dec 2023 |
|
| Wealth Architects | 735k | $27M | 0% | Dec 2023 |
|
| Commonwealth Equity Services | 733k | $27M | -1% | Dec 2023 |
|
| McLean Asset Management Corp | 721k | $29M | -3% | Mar 2024 |
|
| Aspiriant | 709k | $29M | 0% | Mar 2024 |
|
| Disciplined Equity Management | 650k | $24M | 10% | Dec 2023 |
|
| Meritas Wealth Management | 645k | $26M | -1% | Mar 2024 |
|
| Moisand Fitzgerald Tamayo | 629k | $26M | -2% | Mar 2024 |
|
| Tfo-tdc | 627k | $23B | -2% | Dec 2023 |
|
| Monograph Wealth Advisors | 613k | $23M | -14% | Dec 2023 |
|
| Heritage Wealth Management, Inc./Texas | 594k | $24M | 3% | Mar 2024 |
|
| Root Financial Partners | 592k | $24M | 29% | Mar 2024 |
|
| WorthPointe | 590k | $22M | 2% | Dec 2023 |
|
| Monticello Wealth Management | 585k | $24M | -1% | Mar 2024 |
|
| Bayshore Asset Management | 555k | $21M | 0% | Dec 2023 |
|
| Capital Performance Advisors | 530k | $22M | 0% | Mar 2024 |
|
| Baker Boyer National Bank | 515k | $21M | -1% | Mar 2024 |
|
| Advisor Group Holdings | 508k | $19M | -36% | Dec 2023 |
|
| DiNuzzo Private Wealth | 501k | $19M | 100% | Dec 2023 |
|
| HighTower Advisors | 443k | $17M | -1% | Dec 2023 |
|
| Mather Group | 439k | $16M | -1% | Mar 2024 |
|
| Stifel Financial | 433k | $16M | 708% | Dec 2023 |
|
| Apella Capital | 432k | $18M | -1% | Mar 2024 |
|
| Ruedi Wealth Management | 430k | $16M | 1% | Dec 2023 |
|
| Dopkins Wealth Management | 416k | $16M | -2% | Dec 2023 |
|
| Juncture Wealth Strategies | 412k | $17M | 38% | Mar 2024 |
|
| Hanson McClain Advisors | 410k | $17M | 1% | Mar 2024 |
|
| Hill Investment Group Partners | 408k | $15M | -2% | Dec 2023 |
|
| Grunden Financial Advisory | 404k | $15M | 100% | Dec 2023 |
|
| Kooman & Associates | 394k | $15M | 2% | Dec 2023 |
|
| Claris Advisors, Llc / Mo / | 391k | $16M | 0% | Mar 2024 |
|
| Austin Asset Management | 391k | $16M | -3% | Mar 2024 |
|
| Larson Financial Group | 386k | $14M | -1% | Dec 2023 |
|
| Beacon Pointe Advisors | 381k | $14M | -8% | Dec 2023 |
|
| PBMares Wealth Management | 381k | $14M | 1% | Dec 2023 |
|
| Mariner Wealth Advisors | 381k | $14M | 3% | Dec 2023 |
|
| Werba Rubin Papier Wealth Management | 374k | $14M | 0% | Dec 2023 |
|
| Andrews, Lucia Wealth Management | 366k | $14M | 0% | Dec 2023 |
|
| Mosaic Family Wealth Partners | 352k | $13M | 0% | Dec 2023 |
|
| Kraft Asset Management | 344k | $13M | -1% | Dec 2023 |
|
| WPWealth | 336k | $13M | -2% | Dec 2023 |
|
| Ancora Advisors | 323k | $12M | 5% | Dec 2023 |
|
| Altiora Financial Group | 317k | $13M | 196% | Mar 2024 |
|
| Financial Synergies Wealth Advisors | 310k | $13M | -13% | Mar 2024 |
|
| Diversified Portfolios | 308k | $12M | 0% | Dec 2023 |
|
| Sequoia Financial Advisors | 298k | $11M | -1% | Dec 2023 |
|
| Lauterbach Financial Advisors | 297k | $11M | 0% | Dec 2023 |
|
| Sterling Wealth Management | 293k | $11M | 100% | Dec 2023 |
|
| ShankerValleau Wealth Advisors | 292k | $12M | -3% | Mar 2024 |
|
| RTD Financial Advisors | 289k | $12M | -2% | Mar 2024 |
|
| Kestra Advisory Services | 278k | $10M | 1% | Dec 2023 |
|
| EP Wealth Advisors | 265k | $9.9M | 1% | Dec 2023 |
|
| Soundmark Wealth Management | 265k | $11M | -3% | Mar 2024 |
|
| Advisory Services & Investments | 264k | $11M | -4% | Mar 2024 |
|
| Bridgewater Advisors | 255k | $9.5M | 0% | Dec 2023 |
|
| MAI Wealth Advisors | 251k | $9.4M | 4% | Dec 2023 |
|
| Sprinkle Financial Consultants | 240k | $9.8M | 0% | Mar 2024 |
|
| Rf&l Wealth Management | 235k | $8.8M | -1% | Dec 2023 |
|
| Dynamic Advisors Solutions | 224k | $9.2M | 7% | Mar 2024 |
|
| Private Ocean | 217k | $8.9M | -4% | Mar 2024 |
|
| Sandy Spring Bank | 210k | $7.8M | 29% | Dec 2023 |
|
| M Financial Asset Management | 210k | $7.8M | 0% | Dec 2023 |
|
| Addison Advisors | 209k | $7.8M | 5% | Dec 2023 |
|
| Level Financial Advisors | 209k | $8.5M | 0% | Mar 2024 |
|
| Rs Crum | 208k | $7.7M | 12% | Dec 2023 |
|
| Jpmorgan Chase & Co | 190k | $7.1M | 86% | Dec 2023 |
|
| Captrust Financial Advisors | 189k | $7.0M | -1% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 187k | $7.0M | 100% | Dec 2023 |
|
| JFS Wealth Advisors | 187k | $7.0M | 0% | Dec 2023 |
|
| Graves-Light Private Wealth Management | 185k | $6.9M | 7% | Dec 2023 |
|
| Colorado Capital Management | 183k | $7.5M | 2% | Mar 2024 |
|
| Peirce Capital Management | 180k | $6.7M | 100% | Dec 2023 |
|
| Wealthstream Advisors | 173k | $6.4M | -3% | Dec 2023 |
|
| UBS Group | 170k | $6.3M | 20% | Dec 2023 |
|
| Farther Finance Advisors | 169k | $6.3M | 7763% | Dec 2023 |
|
| Versant Capital Management | 162k | $6.6M | -2% | Mar 2024 |
|
| WNY Asset Management | 161k | $6.0M | -5% | Dec 2023 |
|
| Cherry Tree Wealth Management | 155k | $5.8M | 0% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 152k | $6.2M | -26% | Mar 2024 |
|
| Total Wealth Planning | 152k | $6.2M | -10% | Mar 2024 |
|
| Milestone Group | 150k | $5.6M | -1% | Dec 2023 |
|
| Shearwater Capital | 150k | $6.1M | 0% | Mar 2024 |
|
| Abacus Wealth Partners | 149k | $6.1M | -4% | Mar 2024 |
|
| Lutz Financial Services | 144k | $5.3M | -2% | Dec 2023 |
|
| Annandale Capital | 143k | $5.3M | -2% | Dec 2023 |
|
| Branch Banking & Trust Company | 140k | $5.2M | -1% | Dec 2023 |
|
| First National Bank Sioux Falls | 135k | $5.5M | 0% | Mar 2024 |
|
| Confluence Wealth Services | 135k | $5.5M | 30% | Mar 2024 |
|
| Lam Group | 132k | $5.4M | 0% | Mar 2024 |
|
| Gradient Capital Advisors | 130k | $5.3M | 0% | Mar 2024 |
|
| Builder Investment Group | 127k | $4.7M | 2% | Dec 2023 |
|
| EverSource Wealth Advisors | 126k | $4.7M | 0% | Dec 2023 |
|
| Hemington Wealth Management | 126k | $4.7M | -1% | Dec 2023 |
|
| Wells Fargo & Company | 124k | $4.6M | 3% | Dec 2023 |
|
| GEM Asset Management | 124k | $4.6M | -2% | Dec 2023 |
|
| Intelligent Financial Strategies | 124k | $4.6M | -1% | Dec 2023 |
|
| Evensky & Katz | 123k | $5.0M | -1% | Mar 2024 |
|
| Verdence Capital Advisors | 121k | $4.9M | 0% | Mar 2024 |
|
| Frank. Day | 121k | $4.5M | -1% | Dec 2023 |
|
| CarsonAllaria Wealth Management | 121k | $4.5M | -3% | Dec 2023 |
|
| Stratos Wealth Partners | 113k | $4.6M | 1% | Mar 2024 |
|
| United Capital Financial Advisers | 108k | $4.0M | -59% | Dec 2023 |
|
| Visionary Wealth Advisors | 100k | $3.7M | -1% | Dec 2023 |
|
| Yeomans Consulting Group | 100k | $3.7M | 100% | Dec 2023 |
|
| Investment Advisory Group | 98k | $3.6M | 2% | Dec 2023 |
|
| Waypoint Capital Advisors | 94k | $3.5M | 291% | Dec 2023 |
|
| BIP Wealth | 94k | $3.5M | 91% | Dec 2023 |
|
| Jentner | 90k | $3.3M | -3% | Dec 2023 |
|
| Tiaa Trust, National Association | 84k | $3.1M | -4% | Dec 2023 |
|
| Royal Bank of Canada | 82k | $3.1M | -29% | Dec 2023 |
|
| Northwest Wealth Management | 82k | $3.1M | 20% | Dec 2023 |
|
| Moneta Group Investment Advisors | 81k | $3.0M | 21% | Dec 2023 |
|
| Carlson Capital Management | 42k | $1.7M | -94% | Mar 2024 |
|
Who sold out of DFA Tax-Managed US Marketwide Value II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arden Trust | Dec 2023 | 339k | $13M |