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 |
|---|---|---|---|---|---|
| Mercer Global Advisors | 40M | $1.9B | 5% | Dec 2025 |
|
| Savant Capital Management | 16M | $735M | -1% | Dec 2025 |
|
| Colony | 15M | $688M | 1% | Dec 2025 |
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| CI Private Wealth | 9.9M | $463M | 51% | Dec 2025 |
|
| Northern Trust | 5.9M | $274M | -1% | Dec 2025 |
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| Index Fund Advisors | 5.7M | $267M | -2% | Dec 2025 |
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| Plan | 5.7M | $267M | -2% | Dec 2025 |
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| Creative Planning | 5.0M | $235M | -2% | Dec 2025 |
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| Buckingham Strategic Partners | 4.6M | $216M | 23% | Dec 2025 |
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| HighTower Advisors | 4.5M | $211M | -1% | Dec 2025 |
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| TCI Wealth Advisors | 3.3M | $155M | 9% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 3.1M | $143M | 6% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 2.7M | $130M | -3% | Dec 2025 |
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| HPM Partners | 2.5M | $115M | -1% | Dec 2025 |
|
| Modera Wealth Management | 2.2M | $102M | -2% | Dec 2025 |
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| Maseco | 2.0M | $95M | 0% | Dec 2025 |
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| Truepoint | 2.0M | $92M | -1% | Dec 2025 |
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| Trust Co of the South | 1.8M | $82M | -1% | Dec 2025 |
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| Jackson Thornton Asset Management | 1.7M | $82M | 0% | Dec 2025 |
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| Raymond James Financial | 1.4M | $64M | -2% | Dec 2025 |
|
| LPL Financial | 1.4M | $63M | 1% | Dec 2025 |
|
| Evanson Asset Management | 1.3M | $62M | 1% | Dec 2025 |
|
| Beacon Pointe Advisors | 1.3M | $62M | 8% | Dec 2025 |
|
| Rsm Us Wealth Management | 1.3M | $61M | -1% | Dec 2025 |
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| Foster Group | 1.3M | $60M | -2% | Dec 2025 |
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| Beaird Harris Wealth Management | 1.3M | $59M | -1% | Dec 2025 |
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| Pathstone Holdings | 1.2M | $58M | -5% | Dec 2025 |
|
| Forum Financial Management | 1.2M | $56M | -1% | Dec 2025 |
|
| Willow Creek Wealth Management | 1.1M | $48M | 0% | Sep 2025 |
|
| Schoolcraft Capital | 1.1M | $50M | 2% | Dec 2025 |
|
| Porter White Investment Advisors | 974k | $45M | 1% | Dec 2025 |
|
| Team Hewins | 971k | $45M | -2% | Dec 2025 |
|
| Monograph Wealth Advisors | 968k | $45M | 2% | Dec 2025 |
|
| Triune Financial Partners | 948k | $46M | 1% | Dec 2025 |
|
| Parkwoods Wealth Partners | 942k | $44M | 2% | Dec 2025 |
|
| TFC Financial Management | 917k | $43M | -2% | Dec 2025 |
|
| Heritage Investment Group | 871k | $41M | -5% | Dec 2025 |
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| Keb Asset Management | 828k | $39M | 4% | Dec 2025 |
|
| Smartleaf Asset Management | 827k | $39M | 1935% | Dec 2025 |
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| Sax Wealth Advisors | 813k | $38M | -2% | Dec 2025 |
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| Disciplined Equity Management | 802k | $37M | 4% | Dec 2025 |
|
| Capital Performance Advisors | 797k | $37M | 49% | Dec 2025 |
|
| Wescott Financial Advisory Group | 770k | $36M | -9% | Dec 2025 |
|
| Timonier Family Office | 766k | $36M | -3% | Dec 2025 |
|
| Dixon Fnancial Services | 761k | $35M | -1% | Dec 2025 |
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| Planning Center | 758k | $35M | -5% | Dec 2025 |
|
| Apella Capital | 738k | $34M | -10% | Dec 2025 |
|
| Tillman Hartley | 736k | $34M | -2% | Dec 2025 |
|
| Mission Wealth Management | 719k | $34M | 20% | Dec 2025 |
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| Aspiriant | 718k | $34M | -1% | Dec 2025 |
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| Hanson McClain Advisors | 717k | $33M | -1% | Dec 2025 |
|
| Wealth Architects | 711k | $33M | 0% | Dec 2025 |
|
| Wealth Management Nebraska | 709k | $33M | -1% | Dec 2025 |
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| Cardiff Park Advisors | 681k | $32M | -8% | Dec 2025 |
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| Heritage Wealth Management, Inc./Texas | 676k | $32M | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 670k | $31M | -5% | Dec 2025 |
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| Root Financial Partners | 663k | $31M | -34% | Dec 2025 |
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| Frank. Day | 659k | $31M | 3339% | Dec 2025 |
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| Integrated Wealth Concepts | 658k | $31M | -8% | Dec 2025 |
|
| Commonwealth Equity Services | 653k | $30M | -7% | Dec 2025 |
|
| McLean Asset Management Corp | 628k | $30M | -1% | Dec 2025 |
|
| RW Investment Management | 616k | $28M | -49% | Sep 2025 |
|
| Kuehl Shepherd Kozlowski & Associates | 598k | $29M | 2163% | Dec 2025 |
|
| Symmetry Partner | 586k | $27M | -7% | Dec 2025 |
|
| Premier Financial Group | 586k | $27M | 0% | Dec 2025 |
|
| ShankerValleau Wealth Advisors | 581k | $27M | -1% | Dec 2025 |
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| WPWealth | 580k | $27M | 8% | Dec 2025 |
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| WorthPointe | 565k | $26M | 6% | Dec 2025 |
|
| Meritas Wealth Management | 564k | $26M | -3% | Dec 2025 |
|
| Moisand Fitzgerald Tamayo | 557k | $26M | -2% | Dec 2025 |
|
| Tfo-tdc | 556k | $26M | 0% | Dec 2025 |
|
| LRI Investments | 547k | $26M | 0% | Dec 2025 |
|
| Clune & Associates | 540k | $25M | 19% | Dec 2025 |
|
| Bayshore Asset Management | 514k | $24M | 2% | Dec 2025 |
|
| Monticello Wealth Management | 513k | $24M | -1% | Dec 2025 |
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| Benningfield Financial Advisors | 505k | $24M | 0% | Dec 2025 |
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| American Investment Services | 486k | $23M | 0% | Dec 2025 |
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| Envestnet Asset Management | 485k | $23M | -35% | Dec 2025 |
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| Vise Technologies | 484k | $23M | 1811% | Dec 2025 |
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| Mather Group | 483k | $23M | -15% | Dec 2025 |
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| Prudent Man Investment Management | 480k | $22M | 6% | Dec 2025 |
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| Farther Finance Advisors | 478k | $22M | 6% | Dec 2025 |
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| Stifel Financial | 474k | $22M | 0% | Dec 2025 |
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| Legacy Financial Group | 471k | $22M | 2% | Dec 2025 |
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| Rs Crum | 469k | $22M | 2% | Dec 2025 |
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| Kooman & Associates | 469k | $22M | 3% | Dec 2025 |
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| DiNuzzo Private Wealth | 465k | $22M | -1% | Dec 2025 |
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| Sequoia Financial Advisors | 451k | $21M | -1% | Dec 2025 |
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| Cetera Investment Advisers | 448k | $21M | 14% | Dec 2025 |
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| Baker Boyer National Bank | 443k | $21M | -2% | Dec 2025 |
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| Dopkins Wealth Management | 427k | $20M | -1% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 413k | $19M | -1% | Dec 2025 |
|
| Claris Advisors, Llc / Mo / | 400k | $19M | 1% | Dec 2025 |
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| Grunden Financial Advisory | 397k | $19M | 0% | Dec 2025 |
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| Juncture Wealth Strategies | 392k | $18M | 0% | Dec 2025 |
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| UBS Group | 378k | $18M | 8% | Dec 2025 |
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| PBMares Wealth Management | 358k | $16M | -2% | Sep 2025 |
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| Confluence Wealth Services | 358k | $17M | 8% | Dec 2025 |
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| McMill Wealth Management | 352k | $16M | -51% | Dec 2025 |
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| Pillar Financial Advisors | 339k | $16M | -3% | Dec 2025 |
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| Mosaic Family Wealth Partners | 337k | $16M | -1% | Dec 2025 |
|
| Ruedi Wealth Management | 333k | $16M | -5% | Dec 2025 |
|
| Austin Asset Management | 331k | $15M | 0% | Dec 2025 |
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| Resources Investment Advisors | 328k | $15M | -4% | Dec 2025 |
|
| Graves-Light Private Wealth Management | 325k | $15M | 10% | Dec 2025 |
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| Financial Synergies Wealth Advisors | 324k | $15M | 1% | Dec 2025 |
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| Larson Financial Group | 321k | $15M | -2% | Dec 2025 |
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| Pinney & Scofield | 320k | $15M | -2% | Dec 2025 |
|
| Spire Wealth Management | 319k | $15M | 1% | Dec 2025 |
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| Navigoe | 318k | $15M | -3% | Dec 2025 |
|
| Advisor Group Holdings | 318k | $15M | 11% | Dec 2025 |
|
| Jpmorgan Chase & Co | 315k | $14M | 100% | Sep 2025 |
|
| AQR Capital Management | 311k | $14M | 75% | Sep 2025 |
|
| Union Bankshares | 306k | $14M | -2% | Dec 2025 |
|
| Summit Wealth Group | 301k | $14M | 3% | Dec 2025 |
|
| Diversified Portfolios | 300k | $14M | 0% | Dec 2025 |
|
| Savvy Advisors | 297k | $14M | 1% | Dec 2025 |
|
| Squire Investment Management Company | 295k | $14M | 3% | Dec 2025 |
|
| Professional Financial Solutions | 294k | $14M | 100% | Dec 2025 |
|
| Sterling Wealth Management | 287k | $13M | -1% | Dec 2025 |
|
| BIP Wealth | 286k | $13M | 3% | Dec 2025 |
|
| Dynamic Advisors Solutions | 286k | $13M | -25% | Dec 2025 |
|
| New Dimensions Wealth Management | 279k | $13M | -2% | Dec 2025 |
|
| Altiora Financial Group | 279k | $13M | -5% | Dec 2025 |
|
| Addison Advisors | 275k | $13M | 2% | Dec 2025 |
|
| Quantinno Capital Management | 268k | $13M | 74% | Dec 2025 |
|
| SB Capital Management | 265k | $12M | 100% | Dec 2025 |
|
| Lauterbach Financial Advisors | 261k | $12M | 0% | Dec 2025 |
|
| EP Wealth Advisors | 260k | $12M | -10% | Dec 2025 |
|
| Andrews, Lucia Wealth Management | 259k | $12M | -15% | Dec 2025 |
|
| Bridgewater Advisors | 258k | $13M | 0% | Dec 2025 |
|
| Wells Fargo & Company | 246k | $12M | 6% | Dec 2025 |
|
| Vestia Personal Wealth Advisors | 245k | $12M | 1% | Dec 2025 |
|
| Investmark Advisory Group | 235k | $11M | -2% | Dec 2025 |
|
| Kestra Advisory Services | 232k | $11M | -6% | Dec 2025 |
|
| RTD Financial Advisors | 229k | $11M | 0% | Dec 2025 |
|
| JDH Wealth Management | 224k | $10M | -1% | Dec 2025 |
|
| Burk Holdings | 217k | $10M | 3% | Dec 2025 |
|
| Capstone Wealth Management | 213k | $9.9M | -1% | Dec 2025 |
|
| Tobias Financial Advisors | 210k | $9.8M | 0% | Dec 2025 |
|
| Versant Capital Management | 205k | $9.5M | -1% | Dec 2025 |
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| Rf&l Wealth Management | 205k | $9.5M | -1% | Dec 2025 |
|
| Greenspring Advisors | 204k | $9.5M | 547% | Dec 2025 |
|
| Jones Financial Companies, L.L | 197k | $9.2M | 17% | Dec 2025 |
|
| Peirce Capital Management | 197k | $9.2M | 1% | Dec 2025 |
|
| MAI Wealth Advisors | 197k | $9.2M | -11% | Dec 2025 |
|
| Level Financial Advisors | 195k | $9.1M | -2% | Dec 2025 |
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| Sontag Advisory | 193k | $9.0M | -6% | Dec 2025 |
|
| Visionary Wealth Advisors | 190k | $8.9M | 13% | Dec 2025 |
|
| Werba Rubin Papier Wealth Management | 187k | $8.7M | 0% | Dec 2025 |
|
| Atomi Financial Group | 186k | $8.6M | -19% | Dec 2025 |
|
| Baker Tilly Financial | 165k | $7.7M | -47% | Dec 2025 |
|