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
Download as csv
Download as Excel
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 | 26M | $1.1B | 28% | Mar 2024 |
|
| Envestnet Asset Management | 24M | $982M | 100% | Mar 2024 |
|
| Savant Capital Management | 17M | $678M | 2% | Mar 2024 |
|
| Buckingham Asset Management | 15M | $593M | 1% | Mar 2024 |
|
| CI Private Wealth | 11M | $449M | -1% | Mar 2024 |
|
| Index Fund Advisors | 6.7M | $274M | 100% | Mar 2024 |
|
| Plan | 6.7M | $272M | -2% | Mar 2024 |
|
| Northern Trust | 6.0M | $245M | 100% | Mar 2024 |
|
| HighTower Advisors | 5.0M | $203M | 1017% | Mar 2024 |
|
| Creative Planning | 4.2M | $171M | -2% | Mar 2024 |
|
| Buckingham Strategic Partners | 3.4M | $141M | 116% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 3.3M | $129M | -1% | Jun 2024 |
|
| HPM Partners | 2.5M | $101M | 2% | Mar 2024 |
|
| Modera Wealth Management | 2.4M | $100M | 0% | Mar 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.1M | $87M | 3% | Mar 2024 |
|
| Ml & R Wealth Management | 2.1M | $87M | -5% | Mar 2024 |
|
| TCI Wealth Advisors | 2.1M | $87M | 2% | Mar 2024 |
|
| Truepoint | 1.9M | $79M | -4% | Mar 2024 |
|
| Rsm Us Wealth Management | 1.9M | $77M | 1% | Mar 2024 |
|
| Trust Co of the South | 1.8M | $73M | -1% | Jun 2024 |
|
| Jackson Thornton Asset Management | 1.6M | $64M | -1% | Mar 2024 |
|
| Pathstone Holdings | 1.5M | $61M | -1% | Mar 2024 |
|
| Foster Group | 1.5M | $61M | -1% | Mar 2024 |
|
| Forum Financial Management | 1.4M | $57M | -3% | Mar 2024 |
|
| Beaird Harris Wealth Management | 1.3M | $55M | -1% | Mar 2024 |
|
| Evanson Asset Management | 1.3M | $52M | 1% | Jun 2024 |
|
| RW Investment Management | 1.3M | $53M | 3% | Mar 2024 |
|
| Beacon Pointe Advisors | 1.2M | $49M | 211% | Mar 2024 |
|
| Symmetry Partner | 1.2M | $46M | 8% | Jun 2024 |
|
| Team Hewins | 1.2M | $47M | -1% | Mar 2024 |
|
| LPL Financial | 1.1M | $44M | 100% | Mar 2024 |
|
| Schoolcraft Capital | 1.0M | $42M | -3% | Mar 2024 |
|
| Heritage Investment Group | 1.0M | $39M | -1% | Jun 2024 |
|
| TFC Financial Management | 980k | $39M | -2% | Jun 2024 |
|
| Elser Financial Planning | 952k | $37M | 100% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 945k | $37M | 2% | Jun 2024 |
|
| American Investment Services | 923k | $38M | -1% | Mar 2024 |
|
| Wescott Financial Advisory Group | 908k | $37M | 100% | Mar 2024 |
|
| Sax Wealth Advisors | 839k | $33M | -1% | Jun 2024 |
|
| Dixon Fnancial Services | 790k | $31M | -1% | Jun 2024 |
|
| Efficient Frontier Advisors | 786k | $31M | -1% | Jun 2024 |
|
| Tillman Hartley | 780k | $32M | -1% | Mar 2024 |
|
| Keb Asset Management | 771k | $30M | 0% | Jun 2024 |
|
| Planning Center | 767k | $31M | -4% | Mar 2024 |
|
| Commonwealth Equity Services | 755k | $31M | 3% | Mar 2024 |
|
| Cardiff Park Advisors | 751k | $31M | -1% | Mar 2024 |
|
| Wealth Architects | 728k | $30M | -1% | Mar 2024 |
|
| McLean Asset Management Corp | 721k | $28M | 0% | Jun 2024 |
|
| Aspiriant | 710k | $28M | 0% | Jun 2024 |
|
| Merriman Wealth Management | 686k | $28M | 100% | Mar 2024 |
|
| Disciplined Equity Management | 679k | $28M | 5% | Mar 2024 |
|
| Integrated Wealth Concepts | 662k | $27M | 100% | Mar 2024 |
|
| Moisand Fitzgerald Tamayo | 629k | $26M | -2% | Mar 2024 |
|
| Meritas Wealth Management | 626k | $25M | -3% | Jun 2024 |
|
| FMFE Wealth Management | 595k | $24M | 0% | Mar 2024 |
|
| Heritage Wealth Management, Inc./Texas | 594k | $24M | 3% | Mar 2024 |
|
| Root Financial Partners | 592k | $24M | 29% | Mar 2024 |
|
| Tfo-tdc | 591k | $24M | -6% | Mar 2024 |
|
| WorthPointe | 589k | $24M | 0% | Mar 2024 |
|
| Monticello Wealth Management | 585k | $24M | -1% | Mar 2024 |
|
| Monograph Wealth Advisors | 585k | $24M | -5% | Mar 2024 |
|
| Advisor Group Holdings | 549k | $22M | 8% | Mar 2024 |
|
| Bayshore Asset Management | 547k | $22M | -2% | Mar 2024 |
|
| Capital Performance Advisors | 530k | $22M | 0% | Mar 2024 |
|
| Baker Boyer National Bank | 515k | $21M | -1% | Mar 2024 |
|
| DiNuzzo Private Wealth | 500k | $20M | 0% | Mar 2024 |
|
| Apella Capital | 494k | $19M | 14% | Jun 2024 |
|
| Cetera Investment Advisers | 493k | $20M | 100% | Mar 2024 |
|
| Investmark Advisory Group | 467k | $19M | 100% | Mar 2024 |
|
| Mather Group | 463k | $19M | 5% | Jun 2024 |
|
| Dopkins Wealth Management | 440k | $18M | 6% | Mar 2024 |
|
| Juncture Wealth Strategies | 439k | $17M | 7% | Jun 2024 |
|
| Legacy Financial Group | 437k | $18M | 100% | Mar 2024 |
|
| Stifel Financial | 436k | $18M | 1% | Mar 2024 |
|
| Hanson McClain Advisors | 415k | $17M | 1% | Jun 2024 |
|
| Mariner Wealth Advisors | 409k | $17M | 7% | Mar 2024 |
|
| Ruedi Wealth Management | 399k | $16M | -6% | Jun 2024 |
|
| Kooman & Associates | 398k | $16M | 1% | Mar 2024 |
|
| Hill Investment Group Partners | 398k | $16M | -3% | Mar 2024 |
|
| Grunden Financial Advisory | 397k | $16M | -2% | Mar 2024 |
|
| Claris Advisors, Llc / Mo / | 391k | $16M | 0% | Mar 2024 |
|
| Austin Asset Management | 391k | $16M | -3% | Mar 2024 |
|
| PBMares Wealth Management | 383k | $15M | 0% | Jun 2024 |
|
| Larson Financial Group | 373k | $15M | -3% | Mar 2024 |
|
| Werba Rubin Papier Wealth Management | 372k | $15M | -1% | Mar 2024 |
|
| Andrews, Lucia Wealth Management | 368k | $15M | 0% | Jun 2024 |
|
| Dynamic Advisors Solutions | 350k | $14M | 56% | Jun 2024 |
|
| Rs Crum | 334k | $14M | 60% | Mar 2024 |
|
| Mosaic Family Wealth Partners | 332k | $14M | -6% | Mar 2024 |
|
| Kraft Asset Management | 319k | $13M | -5% | Jun 2024 |
|
| Altiora Financial Group | 317k | $13M | 100% | Mar 2024 |
|
| WPWealth | 314k | $13M | -6% | Mar 2024 |
|
| Financial Synergies Wealth Advisors | 311k | $12M | 0% | Jun 2024 |
|
| Diversified Portfolios | 306k | $12M | 0% | Jun 2024 |
|
| Sterling Wealth Management | 299k | $12M | 2% | Mar 2024 |
|
| ShankerValleau Wealth Advisors | 294k | $12M | 1% | Jun 2024 |
|
| Sequoia Financial Advisors | 294k | $12M | 0% | Jun 2024 |
|
| Kestra Advisory Services | 292k | $12M | 5% | Mar 2024 |
|
| RTD Financial Advisors | 287k | $11M | -1% | Jun 2024 |
|
| Sandy Spring Bank | 278k | $11M | 32% | Mar 2024 |
|
| Advisory Services & Investments | 264k | $11M | 100% | Mar 2024 |
|
| Lauterbach Financial Advisors | 261k | $11M | -12% | Mar 2024 |
|
| EP Wealth Advisors | 258k | $11M | -3% | Mar 2024 |
|
| Bridgewater Advisors | 254k | $10M | 0% | Mar 2024 |
|
| MAI Wealth Advisors | 251k | $10M | 0% | Mar 2024 |
|
| Sprinkle Financial Consultants | 240k | $9.8M | 0% | Mar 2024 |
|
| Ancora Advisors | 228k | $9.3M | -29% | Mar 2024 |
|
| Tobias Financial Advisors | 222k | $9.1M | 100% | Mar 2024 |
|
| Addison Advisors | 220k | $9.0M | 5% | Mar 2024 |
|
| Rf&l Wealth Management | 218k | $8.6M | -3% | Jun 2024 |
|
| Private Ocean | 217k | $8.9M | -4% | Mar 2024 |
|
| Burns Wealth Management | 212k | $8.7M | 100% | Mar 2024 |
|
| M Financial Asset Management | 210k | $8.6M | 0% | Mar 2024 |
|
| Level Financial Advisors | 206k | $8.1M | -1% | Jun 2024 |
|
| Graves-Light Private Wealth Management | 198k | $8.1M | 7% | Mar 2024 |
|
| Peirce Capital Management | 197k | $7.7M | 9% | Jun 2024 |
|
| Jpmorgan Chase & Co | 194k | $8.0M | 2% | Mar 2024 |
|
| Resources Investment Advisors | 182k | $7.5M | 100% | Mar 2024 |
|
| JFS Wealth Advisors | 181k | $7.1M | -3% | Jun 2024 |
|
| Embree Financial Group | 180k | $7.4M | 12% | Mar 2024 |
|
| Colorado Capital Management | 179k | $7.0M | -2% | Jun 2024 |
|
| Wealthstream Advisors | 172k | $7.0M | 0% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 170k | $6.7M | 0% | Jun 2024 |
|
| BIP Wealth | 168k | $6.9M | 79% | Mar 2024 |
|
| Farther Finance Advisors | 167k | $6.8M | -1% | Mar 2024 |
|
| WNY Asset Management | 164k | $6.7M | 2% | Mar 2024 |
|
| TruNorth Capital Management | 163k | $6.4M | -1% | Jun 2024 |
|
| UBS Group | 162k | $6.6M | -5% | Mar 2024 |
|
| Versant Capital Management | 161k | $6.3M | -1% | Jun 2024 |
|
| Financial Engines Advisors L.L.C | 160k | $6.5M | 100% | Mar 2024 |
|
| Cherry Tree Wealth Management | 153k | $6.3M | -1% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 152k | $6.2M | -26% | Mar 2024 |
|
| Total Wealth Planning | 152k | $6.2M | -10% | Mar 2024 |
|
| Cresset Asset Management | 151k | $6.2M | 0% | Mar 2024 |
|
| CarsonAllaria Wealth Management | 151k | $5.9M | 0% | Jun 2024 |
|
| Abacus Wealth Partners | 149k | $5.8M | 0% | Jun 2024 |
|
| Wells Fargo & Company | 148k | $6.0M | 19% | Mar 2024 |
|
| Shearwater Capital | 146k | $5.7M | -3% | Jun 2024 |
|
| Lutz Financial Services | 143k | $5.9M | 0% | Mar 2024 |
|
| EnRich Financial Partners | 143k | $5.8M | 100% | Mar 2024 |
|
| Milestone Group | 142k | $5.8M | -5% | Mar 2024 |
|
| Branch Banking & Trust Company | 141k | $5.8M | 1% | Mar 2024 |
|
| Captrust Financial Advisors | 136k | $5.6M | -28% | Mar 2024 |
|
| First National Bank Sioux Falls | 135k | $5.5M | 0% | Mar 2024 |
|
| Confluence Wealth Services | 135k | $5.5M | 30% | Mar 2024 |
|
| Annandale Capital | 134k | $5.5M | -6% | Mar 2024 |
|
| EverSource Wealth Advisors | 134k | $5.2M | 6% | Mar 2024 |
|
| Lam Group | 132k | $5.2M | 0% | Jun 2024 |
|
| Gradient Capital Advisors | 130k | $5.1M | -1% | Jun 2024 |
|
| Builder Investment Group | 127k | $5.2M | 0% | Mar 2024 |
|
Who sold out of DFA Tax-Managed US Marketwide Value II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Soundmark Wealth Management | Mar 2024 | 265k | $11M |