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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 33M | $1.4B | 21% | Sep 2024 |
|
| Mercer Global Advisors | 29M | $1.1B | 12% | Jun 2024 |
|
| Savant Capital Management | 19M | $772M | 1% | Sep 2024 |
|
| Buckingham Asset Management | 14M | $567M | -1% | Jun 2024 |
|
| Colony | 14M | $600M | 60071% | Sep 2024 |
|
| CI Private Wealth | 11M | $454M | -1% | Sep 2024 |
|
| Plan | 6.5M | $270M | -1% | Sep 2024 |
|
| Index Fund Advisors | 6.3M | $264M | -3% | Sep 2024 |
|
| Northern Trust | 5.9M | $248M | -1% | Sep 2024 |
|
| Creative Planning | 5.5M | $228M | -2% | Sep 2024 |
|
| HighTower Advisors | 5.0M | $197M | 1% | Jun 2024 |
|
| Buckingham Strategic Partners | 3.5M | $145M | 1% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 3.3M | $129M | -1% | Jun 2024 |
|
| HPM Partners | 2.5M | $105M | 3% | Sep 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.5M | $103M | 10% | Sep 2024 |
|
| Modera Wealth Management | 2.4M | $100M | -1% | Sep 2024 |
|
| TCI Wealth Advisors | 2.2M | $94M | 3% | Sep 2024 |
|
| Rsm Us Wealth Management | 1.9M | $79M | 0% | Sep 2024 |
|
| Trust Co of the South | 1.8M | $77M | -1% | Sep 2024 |
|
| Truepoint | 1.8M | $76M | -1% | Sep 2024 |
|
| Jackson Thornton Asset Management | 1.7M | $72M | 3% | Sep 2024 |
|
| Pathstone Holdings | 1.5M | $61M | -1% | Sep 2024 |
|
| Foster Group | 1.4M | $60M | -2% | Sep 2024 |
|
| RW Investment Management | 1.4M | $57M | 1% | Sep 2024 |
|
| Evanson Asset Management | 1.3M | $56M | 1% | Sep 2024 |
|
| Beacon Pointe Advisors | 1.3M | $55M | -2% | Sep 2024 |
|
| Beaird Harris Wealth Management | 1.3M | $52M | -1% | Jun 2024 |
|
| Forum Financial Management | 1.2M | $51M | -3% | Sep 2024 |
|
| LPL Financial | 1.2M | $50M | 4% | Sep 2024 |
|
| Team Hewins | 1.2M | $43M | 6% | Sep 2024 |
|
| Root Financial Partners | 1.2M | $48M | 43% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 1.1M | $46M | 17% | Sep 2024 |
|
| Schoolcraft Capital | 1.1M | $45M | 0% | Sep 2024 |
|
| Heritage Investment Group | 989k | $41M | -2% | Sep 2024 |
|
| Integrated Wealth Concepts | 980k | $41M | 1% | Sep 2024 |
|
| TFC Financial Management | 968k | $40M | -1% | Sep 2024 |
|
| American Investment Services | 908k | $36M | -2% | Jun 2024 |
|
| Triune Financial Partners | 903k | $38M | 4% | Sep 2024 |
|
| Wescott Financial Advisory Group | 898k | $37M | 0% | Sep 2024 |
|
| Tillman Hartley | 879k | $37M | 14% | Sep 2024 |
|
| Sax Wealth Advisors | 837k | $35M | 0% | Sep 2024 |
|
| Efficient Frontier Advisors | 795k | $33M | 1% | Sep 2024 |
|
| Keb Asset Management | 787k | $33M | 2% | Sep 2024 |
|
| Dixon Fnancial Services | 786k | $33M | -1% | Sep 2024 |
|
| Planning Center | 784k | $33M | 1% | Sep 2024 |
|
| Cardiff Park Advisors | 752k | $30M | 0% | Jun 2024 |
|
| Commonwealth Equity Services | 719k | $30M | -2% | Sep 2024 |
|
| McLean Asset Management Corp | 714k | $30M | -1% | Sep 2024 |
|
| Wealth Architects | 702k | $29M | -2% | Sep 2024 |
|
| Aspiriant | 698k | $29M | -2% | Sep 2024 |
|
| Disciplined Equity Management | 688k | $29M | 0% | Sep 2024 |
|
| Merriman Wealth Management | 668k | $28M | -2% | Sep 2024 |
|
| Heritage Wealth Management, Inc./Texas | 659k | $28M | 3% | Sep 2024 |
|
| Parkwoods Wealth Partners | 633k | $26M | 100% | Sep 2024 |
|
| Meritas Wealth Management | 631k | $26M | 1% | Sep 2024 |
|
| Symmetry Partner | 613k | $26M | -48% | Sep 2024 |
|
| Moisand Fitzgerald Tamayo | 609k | $25M | -2% | Sep 2024 |
|
| FMFE Wealth Management | 602k | $24M | 1% | Jun 2024 |
|
| WorthPointe | 585k | $24M | 0% | Sep 2024 |
|
| Monticello Wealth Management | 585k | $24M | 3% | Sep 2024 |
|
| Monograph Wealth Advisors | 570k | $22M | -2% | Jun 2024 |
|
| Tfo-tdc | 562k | $23M | -4% | Sep 2024 |
|
| ShankerValleau Wealth Advisors | 554k | $23M | 88% | Sep 2024 |
|
| Capital Performance Advisors | 532k | $22M | 1% | Sep 2024 |
|
| Bayshore Asset Management | 524k | $22M | -4% | Sep 2024 |
|
| Cetera Investment Advisers | 506k | $20M | 3% | Jun 2024 |
|
| Apella Capital | 490k | $20M | -1% | Sep 2024 |
|
| DiNuzzo Private Wealth | 490k | $20M | -1% | Sep 2024 |
|
| Investmark Advisory Group | 478k | $19M | 2% | Jun 2024 |
|
| Baker Boyer National Bank | 478k | $20M | -2% | Sep 2024 |
|
| Juncture Wealth Strategies | 455k | $19M | 4% | Sep 2024 |
|
| Hanson McClain Advisors | 449k | $19M | 8% | Sep 2024 |
|
| Stifel Financial | 444k | $17M | 2% | Jun 2024 |
|
| Legacy Financial Group | 440k | $18M | 0% | Sep 2024 |
|
| Farther Finance Advisors | 426k | $18M | 141% | Sep 2024 |
|
| Mariner Wealth Advisors | 420k | $18M | -1% | Sep 2024 |
|
| Kooman & Associates | 419k | $18M | 4% | Sep 2024 |
|
| Rs Crum | 416k | $17M | 7% | Sep 2024 |
|
| Hill Investment Group Partners | 409k | $17M | 3% | Jun 2024 |
|
| Financial Engines Advisors L.L.C | 404k | $17M | 152% | Sep 2024 |
|
| Grunden Financial Advisory | 404k | $17M | 1% | Sep 2024 |
|
| Claris Advisors, Llc / Mo / | 392k | $16M | 2% | Sep 2024 |
|
| PBMares Wealth Management | 384k | $16M | 0% | Sep 2024 |
|
| Austin Asset Management | 377k | $16M | -1% | Sep 2024 |
|
| Andrews, Lucia Wealth Management | 374k | $15M | 1% | Sep 2024 |
|
| Resources Investment Advisors | 373k | $16M | 110% | Sep 2024 |
|
| Ruedi Wealth Management | 372k | $16M | -7% | Sep 2024 |
|
| Dynamic Advisors Solutions | 362k | $15M | 3% | Sep 2024 |
|
| Larson Financial Group | 354k | $15M | -2% | Sep 2024 |
|
| Mosaic Family Wealth Partners | 345k | $14M | 4% | Jun 2024 |
|
| Mather Group | 342k | $14M | -26% | Sep 2024 |
|
| Sandy Spring Bank | 329k | $14M | 7% | Sep 2024 |
|
| Kraft Asset Management | 321k | $13M | 1% | Sep 2024 |
|
| Altiora Financial Group | 317k | $13M | 0% | Sep 2024 |
|
| Financial Synergies Wealth Advisors | 314k | $13M | 1% | Sep 2024 |
|
| WPWealth | 313k | $13M | -2% | Sep 2024 |
|
| Diversified Portfolios | 305k | $13M | 0% | Sep 2024 |
|
| Sterling Wealth Management | 298k | $12M | -1% | Sep 2024 |
|
| Sequoia Financial Advisors | 291k | $12M | -1% | Sep 2024 |
|
| Addison Advisors | 288k | $12M | 16% | Sep 2024 |
|
| RTD Financial Advisors | 285k | $12M | -1% | Sep 2024 |
|
| Dopkins Wealth Management | 281k | $12M | -35% | Sep 2024 |
|
| Lauterbach Financial Advisors | 269k | $11M | 1% | Sep 2024 |
|
| EP Wealth Advisors | 268k | $11M | 3% | Sep 2024 |
|
| Squire Investment Management Company | 266k | $11M | 6% | Sep 2024 |
|
| Bridgewater Advisors | 257k | $11M | 1% | Sep 2024 |
|
| Summit Wealth Group | 256k | $11M | 1041% | Sep 2024 |
|
| Kestra Advisory Services | 251k | $11M | -12% | Sep 2024 |
|
| MAI Wealth Advisors | 248k | $10M | -1% | Sep 2024 |
|
| Sprinkle Financial Consultants | 238k | $9.9M | 0% | Sep 2024 |
|
| Jpmorgan Chase & Co | 228k | $9.5M | -5% | Sep 2024 |
|
| Tobias Financial Advisors | 218k | $9.1M | 0% | Sep 2024 |
|
| Sontag Advisory | 215k | $8.9M | 2299% | Sep 2024 |
|
| Private Ocean | 214k | $8.4M | -1% | Jun 2024 |
|
| Graves-Light Private Wealth Management | 212k | $8.3M | 7% | Jun 2024 |
|
| BIP Wealth | 212k | $8.8M | 15% | Sep 2024 |
|
| Rf&l Wealth Management | 212k | $8.8M | -3% | Sep 2024 |
|
| Strategic Investment Solutions | 211k | $7.1M | -3% | Sep 2024 |
|
| Embree Financial Group | 209k | $8.7M | 7% | Sep 2024 |
|
| Advisory Services & Investments | 207k | $8.6M | -18% | Sep 2024 |
|
| Werba Rubin Papier Wealth Management | 206k | $8.6M | -1% | Sep 2024 |
|
| Level Financial Advisors | 202k | $8.4M | -2% | Sep 2024 |
|
| Peirce Capital Management | 197k | $8.2M | 0% | Sep 2024 |
|
| Vestia Personal Wealth Advisors | 181k | $7.6M | 3% | Sep 2024 |
|
| JFS Wealth Advisors | 180k | $7.5M | -1% | Sep 2024 |
|
| Ariadne Wealth Management | 179k | $7.8M | -1% | Sep 2024 |
|
| Burns Wealth Management | 179k | $7.5M | -12% | Sep 2024 |
|
| Advisor Group Holdings | 177k | $7.4M | -68% | Sep 2024 |
|
| Colorado Capital Management | 177k | $7.4M | -1% | Sep 2024 |
|
| Confluence Wealth Services | 176k | $7.3M | 9% | Sep 2024 |
|
| Arkadios Wealth Advisors | 172k | $7.2M | 24% | Sep 2024 |
|
| Captrust Financial Advisors | 172k | $7.2M | 29% | Sep 2024 |
|
| Wells Fargo & Company | 171k | $7.1M | 8% | Sep 2024 |
|
| Wealthstream Advisors | 168k | $7.0M | 0% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 168k | $7.0M | -1% | Sep 2024 |
|
| TruNorth Capital Management | 165k | $6.9M | 1% | Sep 2024 |
|
| Versant Capital Management | 161k | $6.7M | 0% | Sep 2024 |
|
| WNY Asset Management | 154k | $6.4M | -4% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 154k | $6.4M | 3% | Sep 2024 |
|
| Cherry Tree Wealth Management | 150k | $6.3M | -1% | Sep 2024 |
|
| CarsonAllaria Wealth Management | 150k | $6.3M | 0% | Sep 2024 |
|
| M Financial Asset Management | 147k | $6.1M | -21% | Sep 2024 |
|
| Abacus Wealth Partners | 146k | $6.1M | -2% | Sep 2024 |
|
| Shearwater Capital | 146k | $6.1M | 0% | Sep 2024 |
|
| EnRich Financial Partners | 142k | $5.9M | 0% | Sep 2024 |
|
| Milestone Group | 141k | $5.5M | -1% | Jun 2024 |
|
| Branch Banking & Trust Company | 140k | $5.5M | 0% | Jun 2024 |
|
| Lutz Financial Services | 138k | $5.7M | 0% | Sep 2024 |
|
| First National Bank Sioux Falls | 134k | $5.6M | 0% | Sep 2024 |
|
| 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 |