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
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 33M | $1.4B | 21% | Sep 2024 |
|
| Mercer Global Advisors | 29M | $1.1B | 12% | Jun 2024 |
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| Savant Capital Management | 19M | $772M | 1% | Sep 2024 |
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| Buckingham Asset Management | 14M | $567M | -1% | Jun 2024 |
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| Colony | 14M | $600M | 60071% | Sep 2024 |
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| CI Private Wealth | 11M | $454M | -1% | Sep 2024 |
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| Plan | 6.5M | $270M | -1% | Sep 2024 |
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| Index Fund Advisors | 6.3M | $264M | -3% | Sep 2024 |
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| Northern Trust | 5.9M | $248M | -1% | Sep 2024 |
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| Creative Planning | 5.5M | $228M | -2% | Sep 2024 |
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| HighTower Advisors | 5.0M | $197M | 1% | Jun 2024 |
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| Buckingham Strategic Partners | 3.5M | $145M | 1% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 3.3M | $129M | -1% | Jun 2024 |
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| HPM Partners | 2.5M | $105M | 3% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.5M | $103M | 10% | Sep 2024 |
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| Modera Wealth Management | 2.4M | $100M | -1% | Sep 2024 |
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| TCI Wealth Advisors | 2.2M | $94M | 3% | Sep 2024 |
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| Rsm Us Wealth Management | 1.9M | $79M | 0% | Sep 2024 |
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| Trust Co of the South | 1.8M | $77M | -1% | Sep 2024 |
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| Truepoint | 1.8M | $76M | -1% | Sep 2024 |
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| Jackson Thornton Asset Management | 1.7M | $72M | 3% | Sep 2024 |
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| Pathstone Holdings | 1.5M | $61M | -1% | Sep 2024 |
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| Foster Group | 1.4M | $60M | -2% | Sep 2024 |
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| RW Investment Management | 1.4M | $57M | 1% | Sep 2024 |
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| Evanson Asset Management | 1.3M | $56M | 1% | Sep 2024 |
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| Beacon Pointe Advisors | 1.3M | $55M | -2% | Sep 2024 |
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| Beaird Harris Wealth Management | 1.3M | $55M | 0% | Sep 2024 |
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| Forum Financial Management | 1.2M | $51M | -3% | Sep 2024 |
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| LPL Financial | 1.2M | $50M | 4% | Sep 2024 |
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| Team Hewins | 1.2M | $43M | 6% | Sep 2024 |
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| Root Financial Partners | 1.2M | $48M | 43% | Sep 2024 |
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| Raymond James Financial Services Advisors | 1.1M | $46M | 17% | Sep 2024 |
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| Schoolcraft Capital | 1.1M | $45M | 0% | Sep 2024 |
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| Heritage Investment Group | 989k | $41M | -2% | Sep 2024 |
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| Integrated Wealth Concepts | 980k | $41M | 1% | Sep 2024 |
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| TFC Financial Management | 968k | $40M | -1% | Sep 2024 |
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| American Investment Services | 908k | $36M | -2% | Jun 2024 |
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| Triune Financial Partners | 903k | $38M | 4% | Sep 2024 |
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| Wescott Financial Advisory Group | 898k | $37M | 0% | Sep 2024 |
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| Tillman Hartley | 879k | $37M | 14% | Sep 2024 |
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| Sax Wealth Advisors | 837k | $35M | 0% | Sep 2024 |
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| Efficient Frontier Advisors | 795k | $33M | 1% | Sep 2024 |
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| Keb Asset Management | 787k | $33M | 2% | Sep 2024 |
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| Dixon Fnancial Services | 786k | $33M | -1% | Sep 2024 |
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| Planning Center | 784k | $33M | 1% | Sep 2024 |
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| Cardiff Park Advisors | 752k | $30M | 0% | Jun 2024 |
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| Commonwealth Equity Services | 719k | $30M | -2% | Sep 2024 |
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| McLean Asset Management Corp | 714k | $30M | -1% | Sep 2024 |
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| Wealth Architects | 702k | $29M | -2% | Sep 2024 |
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| Aspiriant | 698k | $29M | -2% | Sep 2024 |
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| Disciplined Equity Management | 688k | $29M | 0% | Sep 2024 |
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| Merriman Wealth Management | 668k | $28M | -2% | Sep 2024 |
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| Heritage Wealth Management, Inc./Texas | 659k | $28M | 3% | Sep 2024 |
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| Parkwoods Wealth Partners | 633k | $26M | 100% | Sep 2024 |
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| Meritas Wealth Management | 631k | $26M | 1% | Sep 2024 |
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| Symmetry Partner | 613k | $26M | -48% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 609k | $25M | -2% | Sep 2024 |
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| FMFE Wealth Management | 602k | $24M | 1% | Jun 2024 |
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| WorthPointe | 585k | $24M | 0% | Sep 2024 |
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| Monticello Wealth Management | 585k | $24M | 3% | Sep 2024 |
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| Monograph Wealth Advisors | 570k | $22M | -2% | Jun 2024 |
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| Tfo-tdc | 562k | $23M | -4% | Sep 2024 |
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| ShankerValleau Wealth Advisors | 554k | $23M | 88% | Sep 2024 |
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| Capital Performance Advisors | 532k | $22M | 1% | Sep 2024 |
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| Bayshore Asset Management | 524k | $22M | -4% | Sep 2024 |
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| Cetera Investment Advisers | 506k | $20M | 3% | Jun 2024 |
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| Apella Capital | 490k | $20M | -1% | Sep 2024 |
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| DiNuzzo Private Wealth | 490k | $20M | -1% | Sep 2024 |
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| Investmark Advisory Group | 478k | $19M | 2% | Jun 2024 |
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| Baker Boyer National Bank | 478k | $20M | -2% | Sep 2024 |
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| Juncture Wealth Strategies | 455k | $19M | 4% | Sep 2024 |
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| Hanson McClain Advisors | 449k | $19M | 8% | Sep 2024 |
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| Stifel Financial | 444k | $17M | 2% | Jun 2024 |
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| Legacy Financial Group | 440k | $18M | 0% | Sep 2024 |
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| Farther Finance Advisors | 426k | $18M | 141% | Sep 2024 |
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| Mariner Wealth Advisors | 420k | $18M | -1% | Sep 2024 |
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| Kooman & Associates | 419k | $18M | 4% | Sep 2024 |
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| Rs Crum | 416k | $17M | 7% | Sep 2024 |
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| Hill Investment Group Partners | 409k | $17M | 3% | Jun 2024 |
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| Financial Engines Advisors L.L.C | 404k | $17M | 152% | Sep 2024 |
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| Grunden Financial Advisory | 404k | $17M | 1% | Sep 2024 |
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| Claris Advisors, Llc / Mo / | 392k | $16M | 2% | Sep 2024 |
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| PBMares Wealth Management | 384k | $16M | 0% | Sep 2024 |
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| Austin Asset Management | 377k | $16M | -1% | Sep 2024 |
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| Andrews, Lucia Wealth Management | 374k | $15M | 1% | Sep 2024 |
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| Resources Investment Advisors | 373k | $16M | 110% | Sep 2024 |
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| Ruedi Wealth Management | 372k | $16M | -7% | Sep 2024 |
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| Dynamic Advisors Solutions | 362k | $15M | 3% | Sep 2024 |
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| Larson Financial Group | 354k | $15M | -2% | Sep 2024 |
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| Mosaic Family Wealth Partners | 345k | $14M | 4% | Jun 2024 |
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| Mather Group | 342k | $14M | -26% | Sep 2024 |
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| Sandy Spring Bank | 329k | $14M | 7% | Sep 2024 |
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| Kraft Asset Management | 321k | $13M | 1% | Sep 2024 |
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| Altiora Financial Group | 317k | $13M | 0% | Sep 2024 |
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| Financial Synergies Wealth Advisors | 314k | $13M | 1% | Sep 2024 |
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| WPWealth | 313k | $13M | -2% | Sep 2024 |
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| Diversified Portfolios | 305k | $13M | 0% | Sep 2024 |
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| Sterling Wealth Management | 298k | $12M | -1% | Sep 2024 |
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| Sequoia Financial Advisors | 291k | $12M | -1% | Sep 2024 |
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| Addison Advisors | 288k | $12M | 16% | Sep 2024 |
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| RTD Financial Advisors | 285k | $12M | -1% | Sep 2024 |
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| Dopkins Wealth Management | 281k | $12M | -35% | Sep 2024 |
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| Lauterbach Financial Advisors | 269k | $11M | 1% | Sep 2024 |
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| EP Wealth Advisors | 268k | $11M | 3% | Sep 2024 |
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| Squire Investment Management Company | 266k | $11M | 6% | Sep 2024 |
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| Bridgewater Advisors | 257k | $11M | 1% | Sep 2024 |
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| Summit Wealth Group | 256k | $11M | 1041% | Sep 2024 |
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| Kestra Advisory Services | 251k | $11M | -12% | Sep 2024 |
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| MAI Wealth Advisors | 248k | $10M | -1% | Sep 2024 |
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| Sprinkle Financial Consultants | 238k | $9.9M | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 228k | $9.5M | -5% | Sep 2024 |
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| Tobias Financial Advisors | 218k | $9.1M | 0% | Sep 2024 |
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| Sontag Advisory | 215k | $8.9M | 2299% | Sep 2024 |
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| Private Ocean | 214k | $8.4M | -1% | Jun 2024 |
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| Graves-Light Private Wealth Management | 212k | $8.3M | 7% | Jun 2024 |
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| BIP Wealth | 212k | $8.8M | 15% | Sep 2024 |
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| Rf&l Wealth Management | 212k | $8.8M | -3% | Sep 2024 |
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| Strategic Investment Solutions | 211k | $7.1M | -3% | Sep 2024 |
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| Embree Financial Group | 209k | $8.7M | 7% | Sep 2024 |
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| Advisory Services & Investments | 207k | $8.6M | -18% | Sep 2024 |
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| Werba Rubin Papier Wealth Management | 206k | $8.6M | -1% | Sep 2024 |
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| Level Financial Advisors | 202k | $8.4M | -2% | Sep 2024 |
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| Peirce Capital Management | 197k | $8.2M | 0% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 181k | $7.6M | 3% | Sep 2024 |
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| JFS Wealth Advisors | 180k | $7.5M | -1% | Sep 2024 |
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| Ariadne Wealth Management | 179k | $7.8M | -1% | Sep 2024 |
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| Burns Wealth Management | 179k | $7.5M | -12% | Sep 2024 |
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| Advisor Group Holdings | 177k | $7.4M | -68% | Sep 2024 |
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| Colorado Capital Management | 177k | $7.4M | -1% | Sep 2024 |
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| Confluence Wealth Services | 176k | $7.3M | 9% | Sep 2024 |
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| Arkadios Wealth Advisors | 172k | $7.2M | 24% | Sep 2024 |
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| Captrust Financial Advisors | 172k | $7.2M | 29% | Sep 2024 |
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| Wells Fargo & Company | 171k | $7.1M | 8% | Sep 2024 |
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| Wealthstream Advisors | 168k | $7.0M | 0% | Sep 2024 |
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| Envestnet Portfolio Solutions | 168k | $7.0M | -1% | Sep 2024 |
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| TruNorth Capital Management | 165k | $6.9M | 1% | Sep 2024 |
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| Versant Capital Management | 161k | $6.7M | 0% | Sep 2024 |
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| WNY Asset Management | 154k | $6.4M | -4% | Sep 2024 |
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| Cambridge Investment Research Advisors | 154k | $6.4M | 3% | Sep 2024 |
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| Cherry Tree Wealth Management | 150k | $6.3M | -1% | Sep 2024 |
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| CarsonAllaria Wealth Management | 150k | $6.3M | 0% | Sep 2024 |
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| M Financial Asset Management | 147k | $6.1M | -21% | Sep 2024 |
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| Abacus Wealth Partners | 146k | $6.1M | -2% | Sep 2024 |
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| Shearwater Capital | 146k | $6.1M | 0% | Sep 2024 |
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| EnRich Financial Partners | 142k | $5.9M | 0% | Sep 2024 |
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| Milestone Group | 141k | $5.5M | -1% | Jun 2024 |
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| Branch Banking & Trust Company | 140k | $5.5M | 0% | Jun 2024 |
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| Lutz Financial Services | 138k | $5.7M | 0% | Sep 2024 |
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| First National Bank Sioux Falls | 134k | $5.6M | 0% | Sep 2024 |
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| Lam Group | 132k | $5.5M | 0% | Sep 2024 |
|
| Frank. Day | 109k | $4.5M | -91% | Sep 2024 |
|
| Elser Financial Planning | 7.3k | $305k | -99% | Sep 2024 |
|
Who sold out of DFA Tax-Managed US Marketwide Value II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Soundmark Wealth Management | Mar 2024 | 265k | $11M |