Who owns DFA Tax-Managed US Marketwide Value II?

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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 20M $750M 14% Dec 2023
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Envestnet Asset Management 18M $603M 10% Sep 2023
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Savant Capital Management 16M $606M 9% Dec 2023
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Buckingham Asset Management 14M $535M -1% Dec 2023
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CI Private Wealth 11M $412M -1% Dec 2023
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Index Fund Advisors 6.9M $236M -1% Sep 2023
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Plan 6.8M $253M 0% Dec 2023
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Strategic Investment Solutions 6.7M $240M 7070% Sep 2023
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Northern Trust 5.8M $196M -2% Sep 2023
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Resource Consulting Group 4.6M $170M -1% Dec 2023
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Creative Planning 4.3M $158M -2% Dec 2023
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Wealth Enhancement Advisory Services 3.5M $130M -3% Dec 2023
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Modera Wealth Management 2.5M $91M -2% Dec 2023
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HPM Partners 2.4M $91M 11% Dec 2023
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Ml & R Wealth Management 2.2M $83M 3% Dec 2023
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TCI Wealth Advisors 2.1M $78M 1% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 2.1M $77M 10% Dec 2023
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Truepoint 2.0M $75M 0% Dec 2023
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Trust Co of the South 1.9M $72M 100% Dec 2023
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Rsm Us Wealth Management 1.8M $69M -2% Dec 2023
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Buckingham Strategic Partners 1.6M $59M -25% Dec 2023
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Jackson Thornton Asset Management 1.6M $59M -4% Dec 2023
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Pathstone Holdings 1.5M $56M 100% Dec 2023
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Foster Group 1.5M $51M 0% Dec 2023
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Forum Financial Management 1.4M $54M -2% Dec 2023
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Beaird Harris Wealth Management 1.3M $46M -3% Sep 2023
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Symmetry Partner 1.3M $49M -4% Dec 2023
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Evanson Asset Management 1.3M $49M 0% Dec 2023
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Willow Creek Wealth Management 1.2M $40M -1% Sep 2023
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Team Hewins 1.2M $43M -3% Dec 2023
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Pathstone Family Office 1.2M $39M -16% Sep 2023
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LPL Financial 1.1M $39M 2% Sep 2023
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Schoolcraft Capital 1.0M $39M -1% Dec 2023
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TFC Financial Management 1.0M $39M -2% Dec 2023
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Heritage Investment Group 1.0M $38M -1% Dec 2023
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Bridgeworth 981k $37M 41% Dec 2023
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Wescott Financial Advisory Group 969k $33M -1% Sep 2023
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American Investment Services 935k $35M -1% Dec 2023
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Raymond James Financial Services Advisors 870k $32M 5% Dec 2023
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Dixon Fnancial Services 804k $30M 0% Dec 2023
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Planning Center 801k $30M 0% Dec 2023
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Tillman Hartley 786k $29M 0% Dec 2023
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Efficient Frontier Advisors 778k $29M 100% Dec 2023
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Sax Wealth Advisors 777k $29M 1% Dec 2023
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Paragon Wealth Strategies 774k $29M 100% Dec 2023
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Keb Asset Management 769k $29M -1% Dec 2023
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Cardiff Park Advisors 755k $28M 0% Dec 2023
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McLean Asset Management Corp 742k $27M -1% Dec 2023
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Wealth Architects 735k $27M 0% Dec 2023
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Commonwealth Equity Services 733k $27M -1% Dec 2023
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Merriman Wealth Management 716k $24M -1% Sep 2023
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Aspiriant 712k $27M -2% Dec 2023
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Carlson Capital Management 673k $25M -6% Dec 2023
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Integrated Wealth Concepts 657k $22M 0% Sep 2023
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Meritas Wealth Management 652k $24M -25% Dec 2023
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Disciplined Equity Management 650k $24M 10% Dec 2023
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Moisand Fitzgerald Tamayo 645k $24M -4% Dec 2023
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Tfo-tdc 627k $23B -2% Dec 2023
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Monograph Wealth Advisors 613k $23M -14% Dec 2023
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WorthPointe 590k $22M 2% Dec 2023
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Monticello Wealth Management 590k $22M -4% Dec 2023
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Heritage Wealth Management, Inc./Texas 575k $21M 5% Dec 2023
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Steward Financial Group 574k $20M 4% Sep 2023
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Bayshore Asset Management 555k $21M 0% Dec 2023
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Capital Performance Advisors 532k $20M 2% Dec 2023
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Baker Boyer National Bank 520k $19M -5% Dec 2023
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Advisor Group Holdings 508k $19M -36% Dec 2023
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DiNuzzo Private Wealth 501k $19M 100% Dec 2023
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Investmark Advisory Group 462k $16M 3% Sep 2023
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Root Financial Partners 458k $17M 39% Dec 2023
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HighTower Advisors 443k $17M -1% Dec 2023
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Mather Group 442k $17M -6% Dec 2023
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Apella Capital 436k $16M 0% Dec 2023
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Stifel Financial 433k $16M 708% Dec 2023
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Ruedi Wealth Management 430k $16M 1% Dec 2023
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Legacy Financial Group 426k $15M 1% Sep 2023
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Dopkins Wealth Management 416k $16M -2% Dec 2023
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Hill Investment Group Partners 408k $15M -2% Dec 2023
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Hanson McClain Advisors 405k $15M -1% Dec 2023
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Grunden Financial Advisory 404k $15M 100% Dec 2023
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Austin Asset Management 403k $15M -1% Dec 2023
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Kooman & Associates 394k $15M 2% Dec 2023
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Claris Advisors, Llc / Mo / 391k $15M -1% Dec 2023
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Larson Financial Group 386k $14M -1% Dec 2023
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Beacon Pointe Advisors 381k $14M -8% Dec 2023
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PBMares Wealth Management 381k $14M 1% Dec 2023
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Mariner Wealth Advisors 381k $14M 3% Dec 2023
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Werba Rubin Papier Wealth Management 374k $14M 0% Dec 2023
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Andrews, Lucia Wealth Management 366k $14M 0% Dec 2023
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Mosaic Family Wealth Partners 352k $13M 0% Dec 2023
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Kraft Asset Management 344k $13M -1% Dec 2023
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Advisor Partners Ii 343k $12M 1% Sep 2023
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Arden Trust 339k $13M -1% Dec 2023
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WPWealth 336k $13M -2% Dec 2023
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Cetera Investment Advisers 332k $11M 9% Sep 2023
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Ancora Advisors 323k $12M 5% Dec 2023
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Diversified Portfolios 308k $12M 0% Dec 2023
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ShankerValleau Wealth Advisors 301k $11M 2% Dec 2023
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Juncture Wealth Strategies 299k $11M 8% Dec 2023
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Sequoia Financial Advisors 298k $11M -1% Dec 2023
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Lauterbach Financial Advisors 297k $11M 0% Dec 2023
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RTD Financial Advisors 296k $11M 0% Dec 2023
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Sterling Wealth Management 293k $11M 100% Dec 2023
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Kestra Advisory Services 278k $10M 1% Dec 2023
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Advisory Services & Investments 276k $9.4M -2% Sep 2023
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Soundmark Wealth Management 273k $10M -2% Dec 2023
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EP Wealth Advisors 263k $8.9M 581% Sep 2023
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Bridgewater Advisors 255k $9.5M 0% Dec 2023
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MAI Wealth Advisors 251k $9.4M 4% Dec 2023
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Sprinkle Financial Consultants 239k $8.9M 100% Dec 2023
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Tobias Financial Advisors 237k $8.1M 0% Sep 2023
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Rf&l Wealth Management 235k $8.8M -1% Dec 2023
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Private Ocean 225k $8.4M -1% Dec 2023
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Burns Wealth Management 221k $7.5M -1% Sep 2023
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Sandy Spring Bank 210k $7.8M 29% Dec 2023
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M Financial Asset Management 210k $7.8M 0% Dec 2023
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Dynamic Advisors Solutions 210k $7.8M 14% Dec 2023
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Level Financial Advisors 209k $7.8M -2% Dec 2023
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Addison Advisors 209k $7.8M 5% Dec 2023
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Rs Crum 208k $7.7M 12% Dec 2023
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Triad Financial Advisors 206k $7.0M -1% Sep 2023
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Cambridge Investment Research Advisors 205k $7.6M 3% Dec 2023
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Jpmorgan Chase & Co 190k $7.1M 86% Dec 2023
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Captrust Financial Advisors 189k $7.0M -1% Dec 2023
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Envestnet Portfolio Solutions 187k $7.0M 100% Dec 2023
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JFS Wealth Advisors 187k $7.0M 0% Dec 2023
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Graves-Light Private Wealth Management 185k $6.9M 7% Dec 2023
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Peirce Capital Management 180k $6.7M 100% Dec 2023
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Colorado Capital Management 180k $6.7M 0% Dec 2023
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Wealthstream Advisors 173k $6.4M -3% Dec 2023
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UBS Group 170k $6.3M 20% Dec 2023
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Total Wealth Planning 169k $6.3M -21% Dec 2023
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Farther Finance Advisors 169k $6.3M 7763% Dec 2023
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Versant Capital Management 165k $6.1M 4% Dec 2023
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WNY Asset Management 161k $6.0M -5% Dec 2023
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Cresset Asset Management 160k $5.4M -10% Sep 2023
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Abacus Wealth Partners 155k $5.8M 0% Dec 2023
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Cherry Tree Wealth Management 155k $5.8M 0% Dec 2023
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Milestone Group 150k $5.6M -1% Dec 2023
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Shearwater Capital 150k $5.6M 0% Dec 2023
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Financial Engines Advisors L.L.C 150k $5.1M -1% Sep 2023
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Lutz Financial Services 144k $5.3M -2% Dec 2023
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Annandale Capital 143k $5.3M -2% Dec 2023
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Branch Banking & Trust Company 140k $5.2M -1% Dec 2023
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First National Bank Sioux Falls 135k $5.0M 0% Dec 2023
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Lam Group 132k $4.9M -6% Dec 2023
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Gradient Capital Advisors 130k $4.8M -4% Dec 2023
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Builder Investment Group 127k $4.7M 2% Dec 2023
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EverSource Wealth Advisors 126k $4.7M 0% Dec 2023
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Hemington Wealth Management 126k $4.7M -1% Dec 2023
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GEM Asset Management 124k $4.6M -2% Dec 2023
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United Capital Financial Advisers 108k $4.0M -59% Dec 2023
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Altiora Financial Group 107k $3.6M -24% Sep 2023
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LJI Wealth Management 23k $771k -96% Sep 2023
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Who sold out of DFA Tax-Managed US Marketwide Value II?

Fund or Company Name Date Sold Shares Held Valued At
Veritable Jun 2023 130k $4.5M