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 | 34M | $1.4B | 9% | Mar 2025 |
|
| Envestnet Asset Management | 31M | $1.3B | -10% | Mar 2025 |
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| Savant Capital Management | 17M | $713M | -4% | Mar 2025 |
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| Colony | 15M | $592M | 1% | Dec 2024 |
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| CI Private Wealth | 11M | $434M | -2% | Mar 2025 |
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| Plan | 6.4M | $261M | -2% | Dec 2024 |
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| Northern Trust | 6.1M | $253M | 3% | Mar 2025 |
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| Index Fund Advisors | 5.4M | $223M | -12% | Mar 2025 |
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| Creative Planning | 5.3M | $218M | -2% | Mar 2025 |
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| HighTower Advisors | 4.9M | $200M | 0% | Dec 2024 |
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| Buckingham Strategic Partners | 4.7M | $192M | 2% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 2.8M | $117M | -2% | Mar 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.8M | $114M | 5% | Mar 2025 |
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| TCI Wealth Advisors | 2.5M | $102M | 8% | Mar 2025 |
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| HPM Partners | 2.4M | $100M | -3% | Mar 2025 |
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| Modera Wealth Management | 2.3M | $95M | -2% | Mar 2025 |
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| Truepoint | 1.8M | $76M | 1% | Mar 2025 |
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| Trust Co of the South | 1.8M | $74M | -1% | Mar 2025 |
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| Jackson Thornton Asset Management | 1.7M | $66M | 0% | Mar 2025 |
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| Rsm Us Wealth Management | 1.6M | $66M | -15% | Mar 2025 |
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| Pathstone Holdings | 1.4M | $59M | 0% | Mar 2025 |
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| Root Financial Partners | 1.4M | $56M | -10% | Mar 2025 |
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| Beacon Pointe Advisors | 1.3M | $55M | 1% | Dec 2024 |
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| Foster Group | 1.3M | $55M | -1% | Mar 2025 |
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| LPL Financial | 1.3M | $55M | 13% | Mar 2025 |
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| Raymond James Financial | 1.3M | $54M | 8% | Mar 2025 |
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| Evanson Asset Management | 1.3M | $54M | -2% | Mar 2025 |
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| Beaird Harris Wealth Management | 1.3M | $53M | -1% | Mar 2025 |
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| Forum Financial Management | 1.2M | $50M | -8% | Mar 2025 |
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| RW Investment Management | 1.2M | $49M | -4% | Mar 2025 |
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| Team Hewins | 1.2M | $43M | 0% | Dec 2024 |
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| Willow Creek Wealth Management | 1.1M | $45M | 100% | Dec 2024 |
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| Schoolcraft Capital | 1.1M | $45M | -1% | Mar 2025 |
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| Heritage Investment Group | 947k | $39M | -3% | Mar 2025 |
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| TFC Financial Management | 942k | $39M | -2% | Mar 2025 |
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| Triune Financial Partners | 921k | $38M | 2% | Dec 2024 |
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| Sax Wealth Advisors | 861k | $35M | 3% | Dec 2024 |
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| Wescott Financial Advisory Group | 855k | $35M | -5% | Dec 2024 |
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| American Investment Services | 851k | $35M | -4% | Mar 2025 |
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| Tillman Hartley | 849k | $35M | -3% | Mar 2025 |
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| Keb Asset Management | 822k | $34M | 2% | Mar 2025 |
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| Efficient Frontier Advisors | 803k | $33M | 0% | Mar 2025 |
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| Dixon Fnancial Services | 775k | $32M | 0% | Mar 2025 |
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| Planning Center | 771k | $32M | 0% | Mar 2025 |
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| Cardiff Park Advisors | 752k | $31M | 0% | Dec 2024 |
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| Hanson McClain Advisors | 728k | $29M | -2% | Mar 2025 |
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| Heritage Wealth Management, Inc./Texas | 728k | $30M | 2% | Mar 2025 |
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| Timonier Family Office | 724k | $30M | 10% | Mar 2025 |
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| Commonwealth Equity Services | 717k | $29M | 0% | Dec 2024 |
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| Wealth Management Nebraska | 712k | $29M | -3% | Mar 2025 |
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| Aspiriant | 703k | $29M | 1% | Mar 2025 |
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| Integrated Wealth Concepts | 698k | $29M | -29% | Dec 2024 |
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| McLean Asset Management Corp | 685k | $25M | -3% | Mar 2025 |
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| Disciplined Equity Management | 682k | $28M | 1% | Mar 2025 |
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| Symmetry Partner | 677k | $28M | -6% | Mar 2025 |
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| Parkwoods Wealth Partners | 677k | $28M | 4% | Mar 2025 |
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| Monograph Wealth Advisors | 658k | $27M | 0% | Mar 2025 |
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| Merriman Wealth Management | 647k | $27M | -3% | Dec 2024 |
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| Financial Engines Advisors L.L.C | 636k | $26M | -2% | Mar 2025 |
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| Mather Group | 623k | $26M | 94% | Mar 2025 |
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| Meritas Wealth Management | 599k | $25M | -2% | Mar 2025 |
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| Mission Wealth Management | 588k | $24M | 4% | Mar 2025 |
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| Moisand Fitzgerald Tamayo | 587k | $24M | -2% | Mar 2025 |
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| ShankerValleau Wealth Advisors | 582k | $24M | 7% | Mar 2025 |
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| Tfo-tdc | 548k | $23M | -1% | Mar 2025 |
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| Monticello Wealth Management | 543k | $22M | -2% | Mar 2025 |
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| Capital Performance Advisors | 537k | $22M | 0% | Mar 2025 |
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| WorthPointe | 534k | $22M | -8% | Mar 2025 |
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| LRI Investments | 530k | $22M | 2268% | Mar 2025 |
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| Mariner Wealth Advisors | 527k | $22M | 20% | Mar 2025 |
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| Cetera Investment Advisers | 524k | $21M | 22% | Dec 2024 |
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| Bayshore Asset Management | 519k | $21M | 1% | Mar 2025 |
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| Investmark Advisory Group | 506k | $21M | 1% | Mar 2025 |
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| Apella Capital | 486k | $19M | 0% | Mar 2025 |
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| Juncture Wealth Strategies | 479k | $20M | 0% | Mar 2025 |
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| DiNuzzo Private Wealth | 479k | $20M | -1% | Mar 2025 |
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| Baker Boyer National Bank | 467k | $19M | 1% | Mar 2025 |
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| Prudent Man Investment Management | 452k | $19M | 100% | Mar 2025 |
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| Clune & Associates | 451k | $19M | 7% | Mar 2025 |
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| Dopkins Wealth Management | 451k | $19M | 1% | Mar 2025 |
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| Legacy Financial Group | 450k | $19M | 1% | Mar 2025 |
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| Stifel Financial | 448k | $18M | 1% | Dec 2024 |
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| Kooman & Associates | 435k | $18M | 0% | Mar 2025 |
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| Farther Finance Advisors | 426k | $18M | -2% | Mar 2025 |
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| Claris Advisors, Llc / Mo / | 426k | $18M | 9% | Mar 2025 |
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| Rs Crum | 419k | $17M | 0% | Mar 2025 |
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| Sequoia Financial Advisors | 404k | $17M | 10% | Mar 2025 |
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| Grunden Financial Advisory | 384k | $16M | -4% | Mar 2025 |
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| Dynamic Advisors Solutions | 374k | $15M | 1% | Mar 2025 |
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| Andrews, Lucia Wealth Management | 372k | $15M | 0% | Mar 2025 |
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| Resources Investment Advisors | 361k | $15M | -4% | Mar 2025 |
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| PBMares Wealth Management | 360k | $15M | -6% | Mar 2025 |
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| Ruedi Wealth Management | 355k | $15M | -2% | Mar 2025 |
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| Pillar Financial Advisors | 354k | $15M | 0% | Mar 2025 |
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| Mosaic Family Wealth Partners | 346k | $14M | 0% | Mar 2025 |
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| Larson Financial Group | 344k | $14M | -2% | Mar 2025 |
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| Austin Asset Management | 338k | $14M | -7% | Mar 2025 |
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| Pinney & Scofield | 330k | $14M | -2% | Mar 2025 |
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| Navigoe | 326k | $13M | 1% | Mar 2025 |
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| WPWealth | 321k | $13M | 2% | Dec 2024 |
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| Spire Wealth Management | 317k | $13M | 3% | Mar 2025 |
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| Financial Synergies Wealth Advisors | 316k | $13M | 0% | Mar 2025 |
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| Sandy Spring Bank | 308k | $13M | -6% | Mar 2025 |
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| Altiora Financial Group | 308k | $13M | 2% | Mar 2025 |
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| Addison Advisors | 306k | $13M | 3% | Mar 2025 |
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| Diversified Portfolios | 303k | $13M | 0% | Mar 2025 |
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| Sterling Wealth Management | 298k | $12M | 0% | Dec 2024 |
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| Kraft Asset Management | 294k | $12M | -6% | Mar 2025 |
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| Kestra Advisory Services | 291k | $12M | 16% | Dec 2024 |
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| Atomi Financial Group | 291k | $12M | 100% | Mar 2025 |
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| Squire Investment Management Company | 290k | $12M | 2% | Mar 2025 |
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| Summit Wealth Group | 286k | $12M | 8% | Mar 2025 |
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| UBS Group | 282k | $12M | 9% | Mar 2025 |
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| Jpmorgan Chase & Co | 272k | $11M | 16% | Mar 2025 |
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| Confluence Wealth Services | 270k | $10M | 13% | Mar 2025 |
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| Wealth Architects | 264k | $19M | -62% | Mar 2025 |
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| Lauterbach Financial Advisors | 262k | $11M | 0% | Mar 2025 |
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| Bridgewater Advisors | 257k | $10M | 0% | Mar 2025 |
|
| Graves-Light Private Wealth Management | 256k | $11M | 6% | Mar 2025 |
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| MAI Wealth Advisors | 247k | $10M | 0% | Mar 2025 |
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| BIP Wealth | 245k | $10M | 5% | Mar 2025 |
|
| EP Wealth Advisors | 245k | $10M | -4% | Mar 2025 |
|
| RTD Financial Advisors | 244k | $10M | -11% | Mar 2025 |
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| Sprinkle Financial Consultants | 228k | $9.4M | -4% | Mar 2025 |
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| Tobias Financial Advisors | 215k | $8.8M | -1% | Dec 2024 |
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| JDH Wealth Management | 215k | $8.9M | 100% | Mar 2025 |
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| Strategic Investment Solutions | 213k | $8.8M | -19% | Mar 2025 |
|
| Sontag Advisory | 211k | $8.7M | -1% | Mar 2025 |
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| Vestia Personal Wealth Advisors | 210k | $8.6M | 8% | Mar 2025 |
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| Advisor Group Holdings | 207k | $8.5M | 17% | Mar 2025 |
|
| Rf&l Wealth Management | 205k | $8.5M | -2% | Mar 2025 |
|
| Werba Rubin Papier Wealth Management | 205k | $8.5M | 0% | Mar 2025 |
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| Ariadne Wealth Management | 203k | $8.2M | -1% | Mar 2025 |
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| Wells Fargo & Company | 201k | $8.3M | 4% | Mar 2025 |
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| Level Financial Advisors | 200k | $8.2M | 0% | Mar 2025 |
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| Capstone Wealth Management | 200k | $8.2M | 1% | Mar 2025 |
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| Morgan Stanley | 191k | $7.8M | 100% | Dec 2024 |
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| Strathmore Capital Advisors | 190k | $7.8M | 100% | Dec 2024 |
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| Embree Financial Group | 188k | $7.7M | -15% | Mar 2025 |
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| Peirce Capital Management | 185k | $7.6M | -2% | Mar 2025 |
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| Aegis Wealth Management | 174k | $7.2M | -1% | Mar 2025 |
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| Burns Wealth Management | 173k | $7.1M | -1% | Mar 2025 |
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| TruNorth Capital Management | 164k | $6.8M | 0% | Mar 2025 |
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| Seneschal Advisors | 160k | $6.6M | 100% | Mar 2025 |
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| JFS Wealth Advisors | 159k | $6.6M | -11% | Mar 2025 |
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| Versant Capital Management | 159k | $6.6M | 0% | Mar 2025 |
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| Colorado Capital Management | 159k | $6.5M | -1% | Mar 2025 |
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| Wealthstream Advisors | 157k | $6.5M | -1% | Mar 2025 |
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| Captrust Financial Advisors | 157k | $6.5M | -13% | Mar 2025 |
|
| Envestnet Portfolio Solutions | 155k | $6.4M | -6% | Mar 2025 |
|
| Arkadios Wealth Advisors | 32k | $1.3M | -85% | Mar 2025 |
|
| Elser Financial Planning | 7.3k | $302k | -99% | Mar 2025 |
|
| Essential Planning | 6.1k | $250k | -98% | Mar 2025 |
|
Who sold out of DFA Tax-Managed US Marketwide Value II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hill Investment Group Partners | Dec 2024 | 337k | $14M |
| Financial Harvest | Dec 2024 | 197k | $8.1M |