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 | 42M | $2.1B | 6% | Mar 2026 |
|
| Savant Capital Management | 15M | $746M | -2% | Mar 2026 |
|
| Colony | 15M | $688M | 1% | Dec 2025 |
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| CI Private Wealth | 9.7M | $472M | -2% | Mar 2026 |
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| Northern Trust | 5.9M | $274M | -1% | Dec 2025 |
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| Index Fund Advisors | 5.7M | $278M | 0% | Mar 2026 |
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| Plan | 5.6M | $278M | -3% | Mar 2026 |
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| Creative Planning | 5.0M | $240M | -2% | Mar 2026 |
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| Buckingham Strategic Partners | 4.9M | $240M | 7% | Mar 2026 |
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| HighTower Advisors | 4.5M | $217M | -1% | Mar 2026 |
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| TCI Wealth Advisors | 3.5M | $168M | 4% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 3.2M | $155M | 4% | Mar 2026 |
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| HPM Partners | 2.5M | $123M | 2% | Mar 2026 |
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| Modera Wealth Management | 2.2M | $106M | -1% | Mar 2026 |
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| Maseco | 2.0M | $98M | -1% | Mar 2026 |
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| Truepoint | 1.9M | $94M | -1% | Mar 2026 |
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| Trust Co of the South | 1.7M | $84M | -2% | Mar 2026 |
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| Jackson Thornton Asset Management | 1.7M | $84M | -1% | Mar 2026 |
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| LPL Financial | 1.4M | $66M | 1% | Mar 2026 |
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| Raymond James Financial | 1.4M | $64M | -2% | Dec 2025 |
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| Evanson Asset Management | 1.3M | $65M | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 1.3M | $62M | 8% | Dec 2025 |
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| Rsm Us Wealth Management | 1.3M | $62M | -2% | Mar 2026 |
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| Foster Group | 1.3M | $62M | -1% | Mar 2026 |
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| Beaird Harris Wealth Management | 1.3M | $59M | -1% | Dec 2025 |
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| Forum Financial Management | 1.2M | $57M | -1% | Mar 2026 |
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| Pathstone Holdings | 1.2M | $56M | -6% | Mar 2026 |
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| Apella Capital | 1.1M | $55M | 46% | Mar 2026 |
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| Schoolcraft Capital | 1.1M | $51M | 0% | Mar 2026 |
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| Parkwoods Wealth Partners | 1.0M | $50M | 9% | Mar 2026 |
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| Monograph Wealth Advisors | 1.0M | $49M | 5% | Mar 2026 |
|
| Porter White Investment Advisors | 978k | $47M | 0% | Mar 2026 |
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| Team Hewins | 964k | $47M | -1% | Mar 2026 |
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| Triune Financial Partners | 956k | $46M | 1% | Mar 2026 |
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| TFC Financial Management | 909k | $44M | -1% | Mar 2026 |
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| Elser Financial Planning | 892k | $43M | 12074% | Mar 2026 |
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| Keb Asset Management | 849k | $41M | 3% | Mar 2026 |
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| Smartleaf Asset Management | 847k | $40M | 2% | Mar 2026 |
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| Heritage Investment Group | 846k | $41M | -3% | Mar 2026 |
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| Guardian Wealth Management | 844k | $41M | 100% | Mar 2026 |
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| Sax Wealth Advisors | 812k | $38M | 0% | Mar 2026 |
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| Disciplined Equity Management | 809k | $39M | 1% | Mar 2026 |
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| Capital Performance Advisors | 801k | $39M | 0% | Mar 2026 |
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| Wescott Financial Advisory Group | 772k | $37M | 0% | Mar 2026 |
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| Frank. Day | 770k | $39M | 17% | Mar 2026 |
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| Timonier Family Office | 766k | $36M | -3% | Dec 2025 |
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| Integrated Wealth Concepts | 759k | $37M | 15% | Mar 2026 |
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| Kuehl Shepherd Kozlowski & Associates | 751k | $38M | 26% | Mar 2026 |
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| Dixon Fnancial Services | 751k | $36M | -1% | Mar 2026 |
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| Envestnet Asset Management | 749k | $36M | 54% | Mar 2026 |
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| Mariner Wealth Advisors | 729k | $35M | 9% | Mar 2026 |
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| Clune & Associates | 718k | $35M | 33% | Mar 2026 |
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| Hanson McClain Advisors | 717k | $33M | -1% | Dec 2025 |
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| Mission Wealth Management | 713k | $35M | -1% | Mar 2026 |
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| Tillman Hartley | 711k | $35M | -3% | Mar 2026 |
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| Planning Center | 711k | $35M | -6% | Mar 2026 |
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| Richard Young Associates | 710k | $34M | 100% | Mar 2026 |
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| Aspiriant | 708k | $34M | -1% | Mar 2026 |
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| Wealth Management Nebraska | 707k | $34M | 0% | Mar 2026 |
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| Wealth Architects | 700k | $34M | -1% | Mar 2026 |
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| Heritage Wealth Management, Inc./Texas | 688k | $33M | 2% | Mar 2026 |
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| Cardiff Park Advisors | 641k | $31M | -6% | Mar 2026 |
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| Commonwealth Equity Services | 626k | $30M | -4% | Mar 2026 |
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| McLean Asset Management Corp | 615k | $30M | -2% | Mar 2026 |
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| Three Arch Wealth Management | 601k | $29M | 100% | Mar 2026 |
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| WPWealth | 601k | $29M | 3% | Mar 2026 |
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| RW Investment Management | 587k | $29M | -5% | Mar 2026 |
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| ShankerValleau Wealth Advisors | 576k | $28M | -1% | Mar 2026 |
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| Premier Financial Group | 575k | $28M | -2% | Mar 2026 |
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| Root Financial Partners | 574k | $28M | -13% | Mar 2026 |
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| Farther Finance Advisors | 561k | $27M | 18% | Mar 2026 |
|
| Tfo-tdc | 559k | $27M | 0% | Mar 2026 |
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| Meritas Wealth Management | 559k | $27M | -1% | Mar 2026 |
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| Symmetry Partner | 546k | $27M | -7% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 545k | $26M | -2% | Mar 2026 |
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| LRI Investments | 544k | $26M | 0% | Mar 2026 |
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| WorthPointe | 520k | $25M | -8% | Mar 2026 |
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| Bayshore Asset Management | 518k | $25M | 1% | Mar 2026 |
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| Petersen Hastings Wealth Advisors | 510k | $25M | 100% | Mar 2026 |
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| Monticello Wealth Management | 508k | $25M | -1% | Mar 2026 |
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| Benningfield Financial Advisors | 507k | $25M | 0% | Mar 2026 |
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| Vise Technologies | 484k | $23M | 0% | Mar 2026 |
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| American Investment Services | 480k | $23M | -1% | Mar 2026 |
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| Prudent Man Investment Management | 480k | $22M | 0% | Mar 2026 |
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| Stifel Financial | 479k | $23M | 1% | Mar 2026 |
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| Mather Group | 478k | $23M | -1% | Mar 2026 |
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| Rs Crum | 470k | $23M | 0% | Mar 2026 |
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| Kooman & Associates | 469k | $23M | 0% | Mar 2026 |
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| Legacy Financial Group | 468k | $23M | -1% | Mar 2026 |
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| Cetera Investment Advisers | 457k | $22M | 2% | Mar 2026 |
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| DiNuzzo Private Wealth | 455k | $22M | -2% | Mar 2026 |
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| AQR Capital Management | 446k | $22M | 16% | Mar 2026 |
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| Baker Boyer National Bank | 442k | $21M | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 436k | $21M | -3% | Mar 2026 |
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| Fischer Investment Strategies | 428k | $21M | 100% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 413k | $19M | -1% | Dec 2025 |
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| UBS Group | 411k | $20M | 9% | Mar 2026 |
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| Dopkins Wealth Management | 406k | $20M | -5% | Mar 2026 |
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| Grunden Financial Advisory | 397k | $19M | 0% | Dec 2025 |
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| Claris Advisors, Llc / Mo / | 394k | $19M | -1% | Mar 2026 |
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| Confluence Wealth Services | 371k | $18M | 4% | Mar 2026 |
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| Juncture Wealth Strategies | 365k | $18M | -7% | Mar 2026 |
|
| Graves-Light Private Wealth Management | 354k | $17M | 9% | Mar 2026 |
|
| Quantinno Capital Management | 339k | $16M | 27% | Mar 2026 |
|
| Mosaic Family Wealth Partners | 336k | $16M | 0% | Mar 2026 |
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| Pillar Financial Advisors | 333k | $16M | -2% | Mar 2026 |
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| Ruedi Wealth Management | 330k | $16M | -1% | Mar 2026 |
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| Austin Asset Management | 327k | $16M | -1% | Mar 2026 |
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| Spire Wealth Management | 326k | $16M | 2% | Mar 2026 |
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| Larson Financial Group | 321k | $15M | -2% | Dec 2025 |
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| Navigoe | 321k | $16M | 1% | Mar 2026 |
|
| Savvy Advisors | 320k | $16M | 8% | Mar 2026 |
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| Financial Synergies Wealth Advisors | 318k | $15M | -2% | Mar 2026 |
|
| Advisor Group Holdings | 318k | $15M | 11% | Dec 2025 |
|
| Pinney & Scofield | 317k | $15M | -1% | Mar 2026 |
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| Resources Investment Advisors | 316k | $15M | -4% | Mar 2026 |
|
| Union Bankshares | 314k | $15M | 3% | Mar 2026 |
|
| Summit Wealth Group | 311k | $15M | 3% | Mar 2026 |
|
| Squire Investment Management Company | 298k | $14M | 1% | Mar 2026 |
|
| Diversified Portfolios | 295k | $14M | -2% | Mar 2026 |
|
| Dynamic Advisors Solutions | 293k | $14M | 3% | Mar 2026 |
|
| Professional Financial Solutions | 292k | $14M | -1% | Mar 2026 |
|
| Morgan Stanley | 287k | $14M | -1% | Mar 2026 |
|
| Sterling Wealth Management | 285k | $14M | -1% | Mar 2026 |
|
| BIP Wealth | 283k | $14M | -1% | Mar 2026 |
|
| Altiora Financial Group | 280k | $14M | 0% | Mar 2026 |
|
| New Dimensions Wealth Management | 279k | $13M | -2% | Dec 2025 |
|
| Addison Advisors | 274k | $13M | -1% | Mar 2026 |
|
| Frankly Finances | 268k | $13M | 1% | Mar 2026 |
|
| SB Capital Management | 265k | $12M | 100% | Dec 2025 |
|
| Wells Fargo & Company | 262k | $13M | 6% | Mar 2026 |
|
| Lauterbach Financial Advisors | 261k | $12M | 0% | Dec 2025 |
|
| Andrews, Lucia Wealth Management | 260k | $13M | 1% | Mar 2026 |
|
| Bridgewater Advisors | 258k | $13M | 0% | Dec 2025 |
|
| Kestra Advisory Services | 257k | $13M | 11% | Mar 2026 |
|
| Vestia Personal Wealth Advisors | 250k | $12M | 2% | Mar 2026 |
|
| Bank Of Montreal | 244k | $12M | 100% | Mar 2026 |
|
| EP Wealth Advisors | 241k | $12M | -7% | Mar 2026 |
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| Burk Holdings | 227k | $11M | 5% | Mar 2026 |
|
| Investmark Advisory Group | 227k | $11M | -3% | Mar 2026 |
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| RTD Financial Advisors | 222k | $11M | -3% | Mar 2026 |
|
| JDH Wealth Management | 219k | $11M | -2% | Mar 2026 |
|
| Capstone Wealth Management | 212k | $10M | -1% | Mar 2026 |
|
| Tobias Financial Advisors | 205k | $9.9M | -2% | Mar 2026 |
|
| Versant Capital Management | 205k | $9.9M | 0% | Mar 2026 |
|
| Rf&l Wealth Management | 201k | $9.7M | -2% | Mar 2026 |
|
| Greenspring Advisors | 200k | $9.7M | -2% | Mar 2026 |
|
| Jones Financial Companies, L.L | 197k | $9.2M | 17% | Dec 2025 |
|
| MAI Wealth Advisors | 195k | $9.4M | -1% | Mar 2026 |
|
| Peirce Capital Management | 195k | $9.4M | -1% | Mar 2026 |
|
| Level Financial Advisors | 193k | $9.4M | -1% | Mar 2026 |
|
| Atomi Financial Group | 186k | $8.6M | -19% | Dec 2025 |
|
Who sold out of DFA Tax-Managed US Marketwide Value II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.7M | $130M |
| McMill Wealth Management | Dec 2025 | 352k | $16M |
| Jpmorgan Chase & Co | Sep 2025 | 315k | $14M |