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 | 38M | $1.7B | 6% | Sep 2025 |
|
| Savant Capital Management | 16M | $731M | -2% | Sep 2025 |
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| Colony | 15M | $656M | 10% | Sep 2025 |
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| CI Private Wealth | 6.6M | $294M | -20% | Sep 2025 |
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| Northern Trust | 6.0M | $266M | -2% | Sep 2025 |
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| Plan | 5.8M | $261M | -3% | Sep 2025 |
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| Index Fund Advisors | 5.8M | $260M | 11% | Sep 2025 |
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| Creative Planning | 5.1M | $229M | -2% | Sep 2025 |
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| HighTower Advisors | 4.6M | $204M | -1% | Sep 2025 |
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| Buckingham Strategic Partners | 3.8M | $169M | -17% | Sep 2025 |
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| TCI Wealth Advisors | 3.0M | $136M | 11% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.9M | $129M | 6% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 2.8M | $125M | -2% | Sep 2025 |
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| HPM Partners | 2.5M | $112M | -4% | Sep 2025 |
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| Modera Wealth Management | 2.2M | $100M | -1% | Sep 2025 |
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| Maseco | 2.0M | $91M | -2% | Sep 2025 |
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| Truepoint | 2.0M | $89M | -1% | Sep 2025 |
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| Trust Co of the South | 1.8M | $79M | -1% | Sep 2025 |
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| Jackson Thornton Asset Management | 1.7M | $76M | -2% | Sep 2025 |
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| Raymond James Financial | 1.4M | $62M | 5% | Sep 2025 |
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| LPL Financial | 1.3M | $60M | 0% | Sep 2025 |
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| Evanson Asset Management | 1.3M | $59M | 0% | Sep 2025 |
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| Rsm Us Wealth Management | 1.3M | $59M | -6% | Sep 2025 |
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| Foster Group | 1.3M | $58M | -2% | Sep 2025 |
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| Pathstone Holdings | 1.3M | $58M | -8% | Sep 2025 |
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| Beaird Harris Wealth Management | 1.3M | $57M | -1% | Sep 2025 |
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| Beacon Pointe Advisors | 1.2M | $54M | -12% | Sep 2025 |
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| Forum Financial Management | 1.2M | $54M | 0% | Sep 2025 |
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| Willow Creek Wealth Management | 1.1M | $48M | 0% | Sep 2025 |
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| Schoolcraft Capital | 1.0M | $47M | -2% | Sep 2025 |
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| Root Financial Partners | 1.0M | $45M | 5% | Sep 2025 |
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| Team Hewins | 986k | $44M | -7% | Sep 2025 |
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| Porter White Investment Advisors | 965k | $43M | 1% | Sep 2025 |
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| Monograph Wealth Advisors | 952k | $43M | 20% | Sep 2025 |
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| Triune Financial Partners | 942k | $42M | 4% | Sep 2025 |
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| TFC Financial Management | 931k | $42M | -1% | Sep 2025 |
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| Parkwoods Wealth Partners | 924k | $41M | 34% | Sep 2025 |
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| Heritage Investment Group | 920k | $41M | -2% | Sep 2025 |
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| Wescott Financial Advisory Group | 850k | $38M | 0% | Sep 2025 |
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| Sax Wealth Advisors | 832k | $37M | 1% | Sep 2025 |
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| Apella Capital | 822k | $36M | -1% | Sep 2025 |
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| Planning Center | 799k | $36M | 0% | Sep 2025 |
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| Keb Asset Management | 794k | $36M | 1% | Sep 2025 |
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| Timonier Family Office | 789k | $35M | 5% | Sep 2025 |
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| Disciplined Equity Management | 773k | $35M | 3% | Sep 2025 |
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| Dixon Fnancial Services | 765k | $34M | -1% | Sep 2025 |
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| Efficient Frontier Advisors | 758k | $32M | -6% | Jun 2025 |
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| Tillman Hartley | 748k | $33M | -1% | Sep 2025 |
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| Envestnet Asset Management | 745k | $33M | -98% | Sep 2025 |
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| Cardiff Park Advisors | 742k | $33M | -1% | Sep 2025 |
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| Hanson McClain Advisors | 725k | $32M | 0% | Sep 2025 |
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| Aspiriant | 725k | $32M | 1% | Sep 2025 |
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| Wealth Architects | 714k | $32M | -2% | Sep 2025 |
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| McMill Wealth Management | 714k | $32M | 100% | Sep 2025 |
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| Wealth Management Nebraska | 714k | $32M | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 713k | $32M | 1% | Sep 2025 |
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| Mariner Wealth Advisors | 708k | $32M | -1% | Sep 2025 |
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| Commonwealth Equity Services | 704k | $31M | -3% | Sep 2025 |
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| Heritage Wealth Management, Inc./Texas | 679k | $30M | 1% | Sep 2025 |
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| McLean Asset Management Corp | 633k | $29M | -6% | Sep 2025 |
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| Symmetry Partner | 629k | $28M | -3% | Sep 2025 |
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| RW Investment Management | 616k | $28M | -49% | Sep 2025 |
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| Mission Wealth Management | 599k | $27M | 1% | Sep 2025 |
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| ShankerValleau Wealth Advisors | 589k | $26M | 0% | Sep 2025 |
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| Premier Financial Group | 588k | $26M | 100% | Sep 2025 |
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| Meritas Wealth Management | 579k | $26M | -2% | Sep 2025 |
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| Mather Group | 572k | $26M | -3% | Sep 2025 |
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| Moisand Fitzgerald Tamayo | 565k | $25M | -1% | Sep 2025 |
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| Tfo-tdc | 555k | $25M | 1% | Sep 2025 |
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| LRI Investments | 548k | $25M | 0% | Sep 2025 |
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| WPWealth | 536k | $24M | 57% | Sep 2025 |
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| WorthPointe | 535k | $24M | 0% | Sep 2025 |
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| Capital Performance Advisors | 534k | $24M | -2% | Sep 2025 |
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| Monticello Wealth Management | 521k | $23M | -2% | Sep 2025 |
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| Bayshore Asset Management | 506k | $23M | 0% | Sep 2025 |
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| Benningfield Financial Advisors | 504k | $23M | 5% | Sep 2025 |
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| American Investment Services | 485k | $22M | -3% | Sep 2025 |
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| Stifel Financial | 475k | $21M | 1% | Sep 2025 |
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| DiNuzzo Private Wealth | 471k | $21M | 0% | Sep 2025 |
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| Legacy Financial Group | 463k | $21M | 2% | Sep 2025 |
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| Rs Crum | 458k | $21M | 3% | Sep 2025 |
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| Kooman & Associates | 457k | $20M | 4% | Sep 2025 |
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| Sequoia Financial Advisors | 456k | $20M | 17% | Sep 2025 |
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| Clune & Associates | 456k | $20M | -4% | Sep 2025 |
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| Baker Boyer National Bank | 452k | $20M | 0% | Sep 2025 |
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| Prudent Man Investment Management | 451k | $19M | 0% | Sep 2025 |
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| Farther Finance Advisors | 449k | $20M | 6% | Sep 2025 |
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| Dopkins Wealth Management | 429k | $19M | -5% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 417k | $19M | 0% | Sep 2025 |
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| Grunden Financial Advisory | 396k | $18M | 4% | Sep 2025 |
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| Claris Advisors, Llc / Mo / | 394k | $17M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 393k | $18M | 8% | Sep 2025 |
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| Juncture Wealth Strategies | 392k | $18M | -7% | Sep 2025 |
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| Dynamic Advisors Solutions | 379k | $17M | 1% | Sep 2025 |
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| PBMares Wealth Management | 358k | $16M | -2% | Sep 2025 |
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| Pillar Financial Advisors | 351k | $16M | -1% | Sep 2025 |
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| Ruedi Wealth Management | 351k | $16M | -1% | Sep 2025 |
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| UBS Group | 349k | $16M | 6% | Sep 2025 |
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| Resources Investment Advisors | 342k | $15M | -2% | Sep 2025 |
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| Mosaic Family Wealth Partners | 342k | $15M | 0% | Sep 2025 |
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| Austin Asset Management | 333k | $15M | -2% | Sep 2025 |
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| Confluence Wealth Services | 332k | $15M | 8% | Sep 2025 |
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| Navigoe | 327k | $15M | 4% | Sep 2025 |
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| Larson Financial Group | 327k | $15M | -2% | Sep 2025 |
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| Pinney & Scofield | 325k | $15M | -1% | Sep 2025 |
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| Financial Synergies Wealth Advisors | 321k | $14M | 1% | Sep 2025 |
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| Spire Wealth Management | 315k | $14M | -1% | Sep 2025 |
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| Jpmorgan Chase & Co | 315k | $14M | 16% | Sep 2025 |
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| Union Bankshares | 311k | $14M | 0% | Sep 2025 |
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| Baker Tilly Financial | 311k | $14M | 1210% | Sep 2025 |
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| AQR Capital Management | 311k | $14M | 75% | Sep 2025 |
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| Andrews, Lucia Wealth Management | 303k | $14M | -2% | Sep 2025 |
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| Diversified Portfolios | 301k | $13M | -1% | Sep 2025 |
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| Graves-Light Private Wealth Management | 294k | $13M | 8% | Sep 2025 |
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| Altiora Financial Group | 294k | $13M | -3% | Sep 2025 |
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| Summit Wealth Group | 293k | $13M | 4% | Sep 2025 |
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| Savvy Advisors | 293k | $13M | 100% | Sep 2025 |
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| Sterling Wealth Management | 291k | $13M | -3% | Sep 2025 |
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| EP Wealth Advisors | 288k | $12M | 18% | Jun 2025 |
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| Advisor Group Holdings | 287k | $13M | 12% | Sep 2025 |
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| Squire Investment Management Company | 287k | $13M | 2% | Sep 2025 |
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| New Dimensions Wealth Management | 284k | $13M | 2% | Sep 2025 |
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| Kraft Asset Management | 281k | $12M | -4% | Jun 2025 |
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| BIP Wealth | 279k | $13M | 9% | Sep 2025 |
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| Addison Advisors | 271k | $12M | -3% | Sep 2025 |
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| Morgan Stanley | 267k | $11M | 100% | Jun 2025 |
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| Lauterbach Financial Advisors | 261k | $12M | 0% | Sep 2025 |
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| Bridgewater Advisors | 258k | $12M | 0% | Sep 2025 |
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| Kestra Advisory Services | 247k | $11M | -4% | Sep 2025 |
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| Vestia Personal Wealth Advisors | 243k | $11M | 4% | Sep 2025 |
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| Investmark Advisory Group | 239k | $11M | -49% | Sep 2025 |
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| Wells Fargo & Company | 233k | $10M | 8% | Sep 2025 |
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| RTD Financial Advisors | 230k | $10M | -5% | Sep 2025 |
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| Atomi Financial Group | 228k | $10M | -7% | Sep 2025 |
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| JDH Wealth Management | 226k | $10M | -1% | Sep 2025 |
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| MAI Wealth Advisors | 222k | $9.9M | 0% | Sep 2025 |
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| Capstone Wealth Management | 215k | $9.6M | 2% | Sep 2025 |
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| Burk Holdings | 212k | $9.5M | 4% | Sep 2025 |
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| Tobias Financial Advisors | 210k | $9.4M | 0% | Sep 2025 |
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| Rf&l Wealth Management | 208k | $9.3M | 1% | Sep 2025 |
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| Versant Capital Management | 206k | $9.2M | -1% | Sep 2025 |
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| Sontag Advisory | 204k | $9.1M | -1% | Sep 2025 |
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| Level Financial Advisors | 198k | $8.8M | -1% | Sep 2025 |
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| Peirce Capital Management | 196k | $8.7M | 5% | Sep 2025 |
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| Werba Rubin Papier Wealth Management | 187k | $8.4M | 0% | Sep 2025 |
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| Financial Harvest | 181k | $8.1M | -3% | Sep 2025 |
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| Strathmore Capital Advisors | 175k | $7.8M | -2% | Sep 2025 |
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| EverSource Wealth Advisors | 171k | $7.6M | -2% | Sep 2025 |
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| Sprinkle Financial Consultants | 170k | $7.6M | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 168k | $7.5M | 15% | Sep 2025 |
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| Aegis Wealth Management | 164k | $7.3M | -6% | Sep 2025 |
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| Simplicity Wealth | 117k | $5.2M | -50% | Sep 2025 |
|
| Frank. Day | 19k | $857k | -90% | Sep 2025 |
|
Who sold out of DFA Tax-Managed US Marketwide Value II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| VSM Wealth Advisory | Jun 2025 | 203k | $8.6M |