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 | 43M | $2.4B | 2% | Jun 2026 |
|
| Savant Capital Management | 15M | $839M | -1% | Jun 2026 |
|
| Colony | 14M | $782M | -3% | Jun 2026 |
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| Index Fund Advisors | 5.8M | $318M | 1% | Jun 2026 |
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| Buckingham Strategic Partners | 5.0M | $275M | 1% | Jun 2026 |
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| Northern Trust | 4.9M | $269M | -12% | Jun 2026 |
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| Creative Planning | 4.9M | $268M | -2% | Jun 2026 |
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| HighTower Advisors | 4.4M | $244M | -1% | Jun 2026 |
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| TCI Wealth Advisors | 4.0M | $223M | 17% | Jun 2026 |
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| CI Private Wealth | 3.8M | $209M | -61% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 3.4M | $185M | 5% | Jun 2026 |
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| Plan | 3.2M | $178M | -42% | Jun 2026 |
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| HPM Partners | 2.6M | $146M | 4% | Jun 2026 |
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| Modera Wealth Management | 2.3M | $126M | 5% | Jun 2026 |
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| Maseco | 2.0M | $110M | -1% | Jun 2026 |
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| Truepoint | 1.9M | $105M | -2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 1.9M | $102M | 100% | Jun 2026 |
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| Trust Co of the South | 1.7M | $95M | 0% | Jun 2026 |
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| Jackson Thornton Asset Management | 1.7M | $92M | 0% | Jun 2026 |
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| Raymond James Financial | 1.4M | $78M | 3% | Jun 2026 |
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| Integrated Wealth Concepts | 1.4M | $76M | 83% | Jun 2026 |
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| Beacon Pointe Advisors | 1.3M | $74M | -2% | Jun 2026 |
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| LPL Financial | 1.3M | $74M | -2% | Jun 2026 |
|
| Evanson Asset Management | 1.3M | $65M | 0% | Mar 2026 |
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| Evanson Financial | 1.3M | $73M | 100% | Jun 2026 |
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| Rsm Us Wealth Management | 1.3M | $71M | 0% | Jun 2026 |
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| Foster Group | 1.3M | $70M | -1% | Jun 2026 |
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| Beaird Harris Wealth Management | 1.2M | $66M | -3% | Jun 2026 |
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| Forum Financial Management | 1.2M | $64M | -1% | Jun 2026 |
|
| Pathstone Holdings | 1.1M | $62M | -2% | Jun 2026 |
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| Apella Capital | 1.1M | $59M | 0% | Jun 2026 |
|
| Parkwoods Wealth Partners | 1.1M | $59M | 4% | Jun 2026 |
|
| Schoolcraft Capital | 1.0M | $58M | -1% | Jun 2026 |
|
| Monograph Wealth Advisors | 1.0M | $56M | 1% | Jun 2026 |
|
| Triune Financial Partners | 982k | $54M | 3% | Jun 2026 |
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| Team Hewins | 952k | $52M | -1% | Jun 2026 |
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| Clune & Associates | 948k | $52M | 32% | Jun 2026 |
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| TFC Financial Management | 906k | $50M | 0% | Jun 2026 |
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| Keb Asset Management | 900k | $50M | 6% | Jun 2026 |
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| Porter White Investment Advisors | 887k | $49M | -9% | Jun 2026 |
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| Elser Financial Planning | 883k | $49M | -1% | Jun 2026 |
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| Smartleaf Asset Management | 847k | $47M | 0% | Jun 2026 |
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| Disciplined Equity Management | 839k | $46M | 4% | Jun 2026 |
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| Heritage Investment Group | 837k | $46M | -1% | Jun 2026 |
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| Kuehl Shepherd Kozlowski & Associates | 834k | $46M | 11% | Jun 2026 |
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| Guardian Wealth Management | 824k | $45M | -2% | Jun 2026 |
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| Sax Wealth Advisors | 814k | $39M | 0% | Jun 2026 |
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| Capital Performance Advisors | 792k | $44M | -1% | Jun 2026 |
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| Timonier Family Office | 770k | $42M | 1% | Jun 2026 |
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| Wescott Financial Advisory Group | 754k | $42M | -2% | Jun 2026 |
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| Dixon Fnancial Services | 746k | $41M | -1% | Jun 2026 |
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| Mission Wealth Management | 716k | $39M | 0% | Jun 2026 |
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| Richard Young Associates | 708k | $39M | 0% | Jun 2026 |
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| Aspiriant | 707k | $39M | 0% | Jun 2026 |
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| Hanson McClain Advisors | 705k | $39M | -36% | Jun 2026 |
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| Tillman Hartley | 702k | $39M | -1% | Jun 2026 |
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| Planning Center | 699k | $39M | -2% | Jun 2026 |
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| Wealth Management Nebraska | 698k | $38M | -1% | Jun 2026 |
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| Envestnet Asset Management | 682k | $38M | -9% | Jun 2026 |
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| Wealth Architects | 679k | $37M | -3% | Jun 2026 |
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| Mariner Wealth Advisors | 675k | $37M | -7% | Jun 2026 |
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| Heritage Wealth Management, Inc./Texas | 668k | $37M | -3% | Jun 2026 |
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| Cardiff Park Advisors | 632k | $35M | -1% | Jun 2026 |
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| Commonwealth Equity Services | 603k | $33M | -4% | Jun 2026 |
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| McLean Asset Management Corp | 600k | $33M | -2% | Jun 2026 |
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| Three Arch Wealth Management | 599k | $33M | 0% | Jun 2026 |
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| Farther Finance Advisors | 583k | $32M | 4% | Jun 2026 |
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| RW Investment Management | 576k | $32M | -2% | Jun 2026 |
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| Premier Financial Group | 575k | $28M | -2% | Mar 2026 |
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| AQR Capital Management | 563k | $31M | 26% | Jun 2026 |
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| Frank. Day | 558k | $31M | -28% | Jun 2026 |
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| Meritas Wealth Management | 555k | $31M | -1% | Jun 2026 |
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| Tfo-tdc | 553k | $30M | -1% | Jun 2026 |
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| WPWealth | 548k | $30M | -9% | Jun 2026 |
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| ShankerValleau Wealth Advisors | 544k | $30M | -5% | Jun 2026 |
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| LRI Investments | 542k | $30M | 0% | Jun 2026 |
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| Moisand Fitzgerald Tamayo | 535k | $29M | -2% | Jun 2026 |
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| Symmetry Partner | 517k | $29M | -5% | Jun 2026 |
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| Fischer Investment Strategies | 514k | $28M | 20% | Jun 2026 |
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| Bayshore Asset Management | 506k | $28M | -2% | Jun 2026 |
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| WorthPointe | 505k | $28M | -3% | Jun 2026 |
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| Benningfield Financial Advisors | 504k | $28M | 0% | Jun 2026 |
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| Petersen Hastings Wealth Advisors | 503k | $28M | -1% | Jun 2026 |
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| Monticello Wealth Management | 497k | $27M | -2% | Jun 2026 |
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| Stifel Financial | 484k | $27M | 1% | Jun 2026 |
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| Mather Group | 475k | $26M | -1% | Jun 2026 |
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| American Investment Services | 475k | $26M | -1% | Jun 2026 |
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| Rs Crum | 472k | $26M | 0% | Jun 2026 |
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| Prudent Man Investment Management | 471k | $22M | -2% | Jun 2026 |
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| Cetera Investment Advisers | 469k | $26M | 3% | Jun 2026 |
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| UBS Group | 459k | $25M | 12% | Jun 2026 |
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| DiNuzzo Private Wealth | 453k | $25M | -1% | Jun 2026 |
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| Legacy Financial Group | 452k | $25M | -3% | Jun 2026 |
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| Baker Boyer National Bank | 436k | $24M | -2% | Jun 2026 |
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| Sequoia Financial Advisors | 421k | $23M | -3% | Jun 2026 |
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| Quantinno Capital Management | 409k | $23M | 21% | Jun 2026 |
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| Graves-Light Private Wealth Management | 403k | $22M | 14% | Jun 2026 |
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| Dopkins Wealth Management | 401k | $22M | -1% | Jun 2026 |
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| Confluence Wealth Services | 388k | $21M | 4% | Jun 2026 |
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| Claris Advisors, Llc / Mo / | 385k | $21M | -2% | Jun 2026 |
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| Two Sigma Investments | 384k | $21M | 100% | Jun 2026 |
|
| Financial Engines Advisors L.L.C | 375k | $21M | -3% | Jun 2026 |
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| Jpmorgan Chase & Co | 358k | $20M | 100% | Jun 2026 |
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| Advisor Group Holdings | 357k | $20M | 19% | Jun 2026 |
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| Union Bankshares | 342k | $19M | 9% | Jun 2026 |
|
| Mosaic Family Wealth Partners | 336k | $19M | 0% | Jun 2026 |
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| Juncture Wealth Strategies | 335k | $18M | -8% | Jun 2026 |
|
| Pillar Financial Advisors | 332k | $18M | 0% | Jun 2026 |
|
| Spire Wealth Management | 330k | $18M | 1% | Jun 2026 |
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| MAI Wealth Advisors | 329k | $18M | 69% | Jun 2026 |
|
| Root Financial Partners | 327k | $18M | -43% | Jun 2026 |
|
| Ruedi Wealth Management | 326k | $18M | -1% | Jun 2026 |
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| Austin Asset Management | 324k | $18M | -1% | Jun 2026 |
|
| Savvy Advisors | 322k | $18M | 1% | Jun 2026 |
|
| Summit Wealth Group | 319k | $18M | 3% | Jun 2026 |
|
| Financial Synergies Wealth Advisors | 319k | $18M | 0% | Jun 2026 |
|
| Navigoe | 318k | $18M | -1% | Jun 2026 |
|
| BIP Wealth | 318k | $18M | 13% | Jun 2026 |
|
| Larson Financial Group | 314k | $17M | -2% | Jun 2026 |
|
| Pinney & Scofield | 312k | $17M | -2% | Jun 2026 |
|
| Resources Investment Advisors | 311k | $17M | -2% | Jun 2026 |
|
| Squire Investment Management Company | 298k | $16M | 0% | Jun 2026 |
|
| Diversified Portfolios | 292k | $16M | -1% | Jun 2026 |
|
| Professional Financial Solutions | 288k | $16M | -1% | Jun 2026 |
|
| Morgan Stanley | 287k | $14M | -1% | Mar 2026 |
|
| Dynamic Advisors Solutions | 287k | $16M | -2% | Jun 2026 |
|
| New Dimensions Wealth Management | 286k | $16M | 3% | Jun 2026 |
|
| Altiora Financial Group | 280k | $15M | 0% | Jun 2026 |
|
| Sterling Wealth Management | 275k | $15M | -3% | Jun 2026 |
|
| Andrews, Lucia Wealth Management | 270k | $15M | 4% | Jun 2026 |
|
| Frankly Finances | 268k | $15M | 0% | Jun 2026 |
|
| Vise Technologies | 262k | $14M | -46% | Jun 2026 |
|
| Bridgewater Advisors | 258k | $15M | 0% | Jun 2026 |
|
| Kestra Advisory Services | 254k | $14M | -1% | Jun 2026 |
|
| EP Wealth Advisors | 254k | $14M | 5% | Jun 2026 |
|
| Lauterbach Financial Advisors | 252k | $14M | -2% | Jun 2026 |
|
| Vestia Personal Wealth Advisors | 250k | $14M | 0% | Jun 2026 |
|
| Bank Of Montreal | 244k | $12M | 100% | Mar 2026 |
|
| Wells Fargo & Company | 243k | $13M | -7% | Jun 2026 |
|
| Burk Holdings | 231k | $13M | 2% | Jun 2026 |
|
| Investmark Advisory Group | 228k | $13M | 0% | Jun 2026 |
|
| Atomi Financial Group | 224k | $12M | 8% | Jun 2026 |
|
| RTD Financial Advisors | 219k | $12M | -1% | Jun 2026 |
|
| JDH Wealth Management | 214k | $12M | -2% | Jun 2026 |
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| Capstone Wealth Management | 211k | $12M | 0% | Jun 2026 |
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| Walsh & Associates | 209k | $12M | 12% | Jun 2026 |
|
| Versant Capital Management | 204k | $11M | -1% | Jun 2026 |
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| Tobias Financial Advisors | 201k | $11M | -2% | Jun 2026 |
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| Action Point Financial Planning | 199k | $11M | 84% | Jun 2026 |
|
| Rf&l Wealth Management | 198k | $11M | -1% | Jun 2026 |
|
| Jones Financial Companies, L.L | 193k | $11M | -6% | Jun 2026 |
|
| Greenspring Advisors | 182k | $10M | -9% | Jun 2026 |
|
| Kooman & Associates | 134k | $7.4M | -71% | Jun 2026 |
|
| Addison Advisors | 133k | $7.3M | -51% | Jun 2026 |
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