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 | 34M | $1.4B | 3% | Dec 2024 |
|
| Mercer Global Advisors | 32M | $1.3B | -11% | Dec 2024 |
|
| Savant Capital Management | 18M | $735M | -3% | Dec 2024 |
|
| Colony | 15M | $592M | 1% | Dec 2024 |
|
| CI Private Wealth | 11M | $440M | -1% | Dec 2024 |
|
| Plan | 6.4M | $261M | -2% | Dec 2024 |
|
| Index Fund Advisors | 6.2M | $252M | -3% | Dec 2024 |
|
| Northern Trust | 6.0M | $244M | 0% | Dec 2024 |
|
| Creative Planning | 5.4M | $221M | -1% | Dec 2024 |
|
| HighTower Advisors | 4.9M | $200M | 0% | Dec 2024 |
|
| Buckingham Strategic Partners | 4.6M | $186M | 31% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 2.8M | $117M | -2% | Mar 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.6M | $108M | 6% | Dec 2024 |
|
| HPM Partners | 2.5M | $102M | -1% | Dec 2024 |
|
| Modera Wealth Management | 2.4M | $97M | -1% | Dec 2024 |
|
| TCI Wealth Advisors | 2.3M | $94M | 2% | Dec 2024 |
|
| Rsm Us Wealth Management | 1.9M | $77M | -1% | Dec 2024 |
|
| Trust Co of the South | 1.8M | $75M | -1% | Dec 2024 |
|
| Truepoint | 1.8M | $74M | -1% | Dec 2024 |
|
| Jackson Thornton Asset Management | 1.7M | $70M | 0% | Dec 2024 |
|
| Root Financial Partners | 1.5M | $62M | 32% | Dec 2024 |
|
| Pathstone Holdings | 1.4M | $59M | -1% | Dec 2024 |
|
| Beacon Pointe Advisors | 1.3M | $55M | 1% | Dec 2024 |
|
| Foster Group | 1.3M | $55M | -1% | Mar 2025 |
|
| Evanson Asset Management | 1.3M | $55M | 0% | Dec 2024 |
|
| Forum Financial Management | 1.3M | $54M | 9% | Dec 2024 |
|
| Beaird Harris Wealth Management | 1.3M | $53M | -1% | Dec 2024 |
|
| RW Investment Management | 1.3M | $51M | -8% | Dec 2024 |
|
| Raymond James Financial | 1.2M | $50M | 100% | Dec 2024 |
|
| LPL Financial | 1.2M | $48M | -2% | Dec 2024 |
|
| Team Hewins | 1.2M | $43M | 0% | Dec 2024 |
|
| Willow Creek Wealth Management | 1.1M | $45M | 100% | Dec 2024 |
|
| Schoolcraft Capital | 1.1M | $45M | -1% | Mar 2025 |
|
| Elser Financial Planning | 986k | $40M | 13351% | Dec 2024 |
|
| Heritage Investment Group | 971k | $40M | -2% | Dec 2024 |
|
| TFC Financial Management | 957k | $39M | -1% | Dec 2024 |
|
| Triune Financial Partners | 921k | $38M | 2% | Dec 2024 |
|
| American Investment Services | 885k | $36M | -1% | Dec 2024 |
|
| Tillman Hartley | 879k | $36M | 0% | Dec 2024 |
|
| Sax Wealth Advisors | 861k | $35M | 3% | Dec 2024 |
|
| Wescott Financial Advisory Group | 855k | $35M | -5% | Dec 2024 |
|
| Keb Asset Management | 805k | $33M | 2% | Dec 2024 |
|
| Efficient Frontier Advisors | 803k | $33M | 0% | Mar 2025 |
|
| Dixon Fnancial Services | 779k | $32M | -1% | Dec 2024 |
|
| Planning Center | 775k | $32M | -1% | Dec 2024 |
|
| Cardiff Park Advisors | 752k | $31M | 0% | Dec 2024 |
|
| Hanson McClain Advisors | 742k | $32M | 65% | Dec 2024 |
|
| Wealth Management Nebraska | 736k | $30M | 100% | Dec 2024 |
|
| Symmetry Partner | 722k | $30M | 18% | Dec 2024 |
|
| Commonwealth Equity Services | 717k | $29M | 0% | Dec 2024 |
|
| Heritage Wealth Management, Inc./Texas | 716k | $29M | 9% | Dec 2024 |
|
| Integrated Wealth Concepts | 698k | $29M | -29% | Dec 2024 |
|
| Aspiriant | 696k | $29M | 0% | Dec 2024 |
|
| Wealth Architects | 689k | $28M | -2% | Dec 2024 |
|
| McLean Asset Management Corp | 685k | $25M | -3% | Mar 2025 |
|
| Disciplined Equity Management | 682k | $28M | 1% | Mar 2025 |
|
| Timonier Family Office | 661k | $27M | 100% | Dec 2024 |
|
| Monograph Wealth Advisors | 657k | $27M | 1% | Dec 2024 |
|
| Parkwoods Wealth Partners | 654k | $27M | 3% | Dec 2024 |
|
| Merriman Wealth Management | 647k | $27M | -3% | Dec 2024 |
|
| Financial Engines Advisors L.L.C | 646k | $26M | 60% | Dec 2024 |
|
| Meritas Wealth Management | 599k | $25M | -2% | Mar 2025 |
|
| Moisand Fitzgerald Tamayo | 598k | $25M | -2% | Dec 2024 |
|
| ShankerValleau Wealth Advisors | 582k | $24M | 7% | Mar 2025 |
|
| WorthPointe | 580k | $24M | -1% | Dec 2024 |
|
| Mission Wealth Management | 566k | $23M | 1034% | Dec 2024 |
|
| Tfo-tdc | 554k | $23M | -2% | Dec 2024 |
|
| Monticello Wealth Management | 543k | $22M | -2% | Mar 2025 |
|
| Capital Performance Advisors | 534k | $22M | 0% | Dec 2024 |
|
| Cetera Investment Advisers | 524k | $21M | 22% | Dec 2024 |
|
| Bayshore Asset Management | 516k | $21M | -1% | Dec 2024 |
|
| Investmark Advisory Group | 501k | $21M | 2% | Dec 2024 |
|
| Apella Capital | 486k | $19M | 0% | Mar 2025 |
|
| DiNuzzo Private Wealth | 482k | $20M | -2% | Dec 2024 |
|
| Juncture Wealth Strategies | 479k | $20M | 0% | Mar 2025 |
|
| Baker Boyer National Bank | 462k | $19M | -3% | Dec 2024 |
|
| Stifel Financial | 448k | $18M | 1% | Dec 2024 |
|
| Dopkins Wealth Management | 447k | $18M | 59% | Dec 2024 |
|
| Legacy Financial Group | 446k | $18M | 1% | Dec 2024 |
|
| Mariner Wealth Advisors | 440k | $18M | 5% | Dec 2024 |
|
| Kooman & Associates | 434k | $18M | 4% | Dec 2024 |
|
| Farther Finance Advisors | 426k | $18M | -2% | Mar 2025 |
|
| Claris Advisors, Llc / Mo / | 426k | $18M | 9% | Mar 2025 |
|
| Clune & Associates | 423k | $17M | 100% | Dec 2024 |
|
| Rs Crum | 419k | $17M | 0% | Mar 2025 |
|
| Grunden Financial Advisory | 400k | $16M | -1% | Dec 2024 |
|
| Essential Planning | 392k | $17M | 6403% | Dec 2024 |
|
| PBMares Wealth Management | 382k | $16M | -1% | Dec 2024 |
|
| Resources Investment Advisors | 376k | $15M | 1% | Dec 2024 |
|
| Dynamic Advisors Solutions | 370k | $15M | 2% | Dec 2024 |
|
| Andrews, Lucia Wealth Management | 370k | $15M | -1% | Dec 2024 |
|
| Sequoia Financial Advisors | 369k | $15M | 27% | Dec 2024 |
|
| Austin Asset Management | 364k | $15M | -3% | Dec 2024 |
|
| Ruedi Wealth Management | 361k | $15M | -3% | Dec 2024 |
|
| Pillar Financial Advisors | 354k | $15M | 0% | Mar 2025 |
|
| Larson Financial Group | 349k | $14M | -1% | Dec 2024 |
|
| Mosaic Family Wealth Partners | 344k | $14M | -1% | Dec 2024 |
|
| Hill Investment Group Partners | 337k | $14M | -18% | Dec 2024 |
|
| Pinney & Scofield | 335k | $14M | 100% | Dec 2024 |
|
| Sandy Spring Bank | 329k | $14M | 0% | Dec 2024 |
|
| Navigoe | 322k | $13M | 100% | Dec 2024 |
|
| WPWealth | 321k | $13M | 2% | Dec 2024 |
|
| Mather Group | 321k | $13M | -6% | Dec 2024 |
|
| Financial Synergies Wealth Advisors | 315k | $13M | 0% | Dec 2024 |
|
| Kraft Asset Management | 312k | $13M | -3% | Dec 2024 |
|
| Spire Wealth Management | 308k | $13M | 100% | Dec 2024 |
|
| Diversified Portfolios | 305k | $13M | 0% | Dec 2024 |
|
| Altiora Financial Group | 302k | $12M | -5% | Dec 2024 |
|
| Sterling Wealth Management | 298k | $12M | 0% | Dec 2024 |
|
| Addison Advisors | 297k | $12M | 3% | Dec 2024 |
|
| Kestra Advisory Services | 291k | $12M | 16% | Dec 2024 |
|
| Squire Investment Management Company | 284k | $12M | 7% | Dec 2024 |
|
| Strategic Investment Solutions | 264k | $11M | 25% | Dec 2024 |
|
| Summit Wealth Group | 264k | $11M | 3% | Dec 2024 |
|
| Lauterbach Financial Advisors | 263k | $11M | -2% | Dec 2024 |
|
| UBS Group | 259k | $11M | 1% | Dec 2024 |
|
| Bridgewater Advisors | 257k | $11M | 0% | Dec 2024 |
|
| Graves-Light Private Wealth Management | 256k | $11M | 6% | Mar 2025 |
|
| EP Wealth Advisors | 255k | $10M | -5% | Dec 2024 |
|
| MAI Wealth Advisors | 246k | $10M | -1% | Dec 2024 |
|
| RTD Financial Advisors | 244k | $10M | -11% | Mar 2025 |
|
| Confluence Wealth Services | 238k | $10M | 35% | Dec 2024 |
|
| Jpmorgan Chase & Co | 235k | $9.6M | 3% | Dec 2024 |
|
| BIP Wealth | 234k | $9.6M | 10% | Dec 2024 |
|
| Sprinkle Financial Consultants | 228k | $9.4M | -4% | Mar 2025 |
|
| Embree Financial Group | 222k | $9.1M | 6% | Dec 2024 |
|
| Tobias Financial Advisors | 215k | $8.8M | -1% | Dec 2024 |
|
| Sontag Advisory | 213k | $8.7M | -1% | Dec 2024 |
|
| Arkadios Wealth Advisors | 211k | $8.6M | 23% | Dec 2024 |
|
| Rf&l Wealth Management | 209k | $8.6M | -1% | Dec 2024 |
|
| Werba Rubin Papier Wealth Management | 206k | $8.4M | 0% | Dec 2024 |
|
| Ariadne Wealth Management | 205k | $8.7M | 15% | Dec 2024 |
|
| Level Financial Advisors | 200k | $8.2M | 0% | Mar 2025 |
|
| Capstone Wealth Management | 200k | $8.2M | 1% | Mar 2025 |
|
| Financial Harvest | 197k | $8.1M | 100% | Dec 2024 |
|
| Vestia Personal Wealth Advisors | 194k | $7.9M | 7% | Dec 2024 |
|
| Wells Fargo & Company | 192k | $7.9M | 12% | Dec 2024 |
|
| Morgan Stanley | 191k | $7.8M | 50% | Dec 2024 |
|
| Strathmore Capital Advisors | 190k | $7.8M | 100% | Dec 2024 |
|
| Peirce Capital Management | 188k | $7.7M | -4% | Dec 2024 |
|
| Captrust Financial Advisors | 180k | $7.4M | 4% | Dec 2024 |
|
| JFS Wealth Advisors | 179k | $7.3M | 0% | Dec 2024 |
|
| Advisor Group Holdings | 177k | $7.4M | 0% | Dec 2024 |
|
| Aegis Wealth Management | 176k | $7.2M | 100% | Dec 2024 |
|
| Burns Wealth Management | 174k | $7.1M | -3% | Dec 2024 |
|
| TruNorth Capital Management | 165k | $6.7M | 0% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 164k | $6.7M | -2% | Dec 2024 |
|
| Colorado Capital Management | 161k | $6.6M | -9% | Dec 2024 |
|
| Wealthstream Advisors | 159k | $6.5M | -5% | Dec 2024 |
|
| Versant Capital Management | 159k | $6.6M | 0% | Mar 2025 |
|