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
Buckingham Asset Management 14M $419M 0% Sep 2022
Savant Capital Management 8.8M $260M 6% Sep 2022
Envestnet Asset Management 7.7M $227M 4% Sep 2022
Balasa Dinverno & Foltz 7.6M $226M 0% Sep 2022
Index Fund Advisors 7.2M $242M 0% Dec 2022
Plan 7.0M $206M -1% Sep 2022
Mercer Global Advisors 6.2M $183M 8% Sep 2022
Resource Consulting Group 4.4M $131M 100% Sep 2022
Equius Partners 3.0M $99M -2% Dec 2022
Modera Wealth Management 2.8M $83M -7% Sep 2022
Creative Planning 2.5M $74M -1% Sep 2022

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Rsm Us Wealth Management 2.1M $61M 0% Sep 2022
Ml & R Wealth Management 2.0M $58M 100% Sep 2022
TCI Wealth Advisors 1.9M $56M 1% Sep 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 1.7M $52M -1% Sep 2022
Wipfli Financial Advisors Llc, 1.7M $50M 100% Sep 2022
Jackson Thornton Asset Management 1.6M $47M 6% Sep 2022
Foster Group 1.6M $52M -2% Dec 2022
Forum Financial Management 1.5M $51M 11% Dec 2022
Symmetry Partner 1.5M $50M -3% Dec 2022
Beaird Harris Wealth Management 1.5M $43M -1% Sep 2022
Evanson Asset Management 1.3M $44M 5% Dec 2022
Dowling & Yahnke, LLC" 1.2M $36M 16% Sep 2022
Willow Creek Wealth Management 1.2M $35M -3% Sep 2022
Heritage Investment Group 1.1M $33M 0% Sep 2022
TFC Financial Management 1.1M $32M -2% Sep 2022
American Investment Services 998k $30M 4% Sep 2022
Stonnington Group 981k $34M -6% Dec 2022
McLean Asset Management Corp 873k $27M 0% Sep 2022
Sax Wealth Advisors 848k $25M 2% Sep 2022
Planning Center 839k $28M 62% Dec 2022
Wealth Architects 838k $25M 3% Sep 2022
Dixon Fnancial Services 826k $28M -1% Dec 2022
Liberty Wealth Management 795k $24M 100% Sep 2022
Keb Asset Management 770k $23M 1% Sep 2022
Cardiff Park Advisors 768k $23M 3% Sep 2022
Merriman Wealth Management 766k $23M -2% Sep 2022
Moisand Fitzgerald Tamayo 749k $25M -5% Dec 2022
Carlson Capital Management 731k $22M -3% Sep 2022
Aspiriant 709k $24M -4% Dec 2022
Monograph Wealth Advisors 690k $20M 100% Sep 2022
Monticello Wealth Management 678k $20M 3% Sep 2022
Tfo-tdc 668k $20M -2% Sep 2022
Raymond James Financial Services Advisors 652k $19M 1% Sep 2022
Disciplined Equity Management 585k $20M -1% Dec 2022
Baker Boyer National Bank 581k $19M -2% Dec 2022
WorthPointe 553k $16M 1% Sep 2022
Bayshore Asset Management 550k $16M 0% Sep 2022
Capital Performance Advisors 501k $15M 0% Sep 2022
Steward Financial Group 498k $15M 0% Sep 2022
WPWealth 498k $17M 100% Dec 2022
Beacon Pointe Advisors 486k $14M 20% Sep 2022
Larson Financial Group 467k $14M -1% Sep 2022
Hanson McClain Advisors 460k $15M 0% Dec 2022
Apella Capital 453k $15M 0% Dec 2022
Investmark Advisory Group 440k $15M 24% Dec 2022
Juncture Wealth Strategies 422k $13M 37% Sep 2022
Kraft Asset Management 417k $12M -1% Sep 2022
Austin Asset Management 395k $12M 0% Dec 2022
Mariner Wealth Advisors 390k $12M 100% Sep 2022
PBMares Wealth Management 384k $13M 0% Dec 2022
Claris Advisors, Llc / Mo / 379k $11M 2% Sep 2022
Dopkins Wealth Management 377k $11M -1% Sep 2022
HighTower Advisors 375k $11M -13% Sep 2022
Diversified Portfolios 353k $12M 40% Dec 2022
Andrews, Lucia Wealth Management 343k $10M 100% Sep 2022
Sequoia Financial Advisors 338k $11M 0% Dec 2022
Advisory Services & Investments 313k $9.3M 29% Sep 2022
RTD Financial Advisors 308k $10M -1% Dec 2022
Mather Group 301k $8.9M 12% Sep 2022
Lauterbach Financial Advisors 297k $9.9M 1% Dec 2022
Soundmark Wealth Management 289k $9.7M -1% Dec 2022
EP Wealth Advisors 288k $8.5M -1% Sep 2022
Kestra Advisory Services 281k $9.4M -22% Dec 2022
United Capital Financial Advisers 280k $8.3M 0% Sep 2022
ShankerValleau Wealth Advisors 279k $9.3M -4% Dec 2022
MAI Wealth Advisors 260k $7.7M 226% Sep 2022
Bridgewater Advisors 256k $8.6M -1% Dec 2022
Private Ocean 250k $7.4M 0% Sep 2022
Sensible Financial Planning & Management 247k $7.3M 0% Sep 2022
Burns Wealth Management 229k $6.8M 0% Sep 2022
CFS Investment Advisory Services 220k $7.0k 100% Sep 2022
Level Financial Advisors 219k $7.3M -2% Dec 2022
Cambridge Investment Research Advisors 217k $6.4M 7% Sep 2022
First Republic Investment Management 198k $5.9M 0% Sep 2022
Colorado Capital Management 185k $6.2M 1% Dec 2022
M Financial Asset Management 184k $5.4M 69% Sep 2022
Wealthstream Advisors 182k $5.4M 0% Sep 2022
Hemington Wealth Management 179k $6.0M 7% Dec 2022
WNY Asset Management 179k $6.0M 4% Dec 2022
JFS Wealth Advisors 173k $5.1M 0% Sep 2022
Francis Financial 173k $5.1M 0% Sep 2022
Annandale Capital 168k $5.0M 6% Sep 2022
Lutz Financial Services 162k $4.8M -2% Sep 2022
Versant Capital Management 156k $5.2M 5% Dec 2022
Milestone Group 152k $4.5M 100% Sep 2022
Shearwater Capital 151k $4.5M 14% Sep 2022
Lam Group 141k $4.7M 100% Dec 2022
UBS Group 139k $4.1M 3% Sep 2022
Captrust Financial Advisors 138k $4.1M 3% Sep 2022
Intelligent Financial Strategies 135k $4.5M -1% Dec 2022
Sandy Spring Bank 135k $4.0M 1% Sep 2022
EverSource Wealth Advisors 132k $3.9M 12% Sep 2022
First National Bank Sioux Falls 132k $4.4M 0% Dec 2022
Frank. Day 129k $3.8M 1% Sep 2022
Evensky & Katz 129k $4.3M -2% Dec 2022
Triad Financial Advisors 128k $3.8M 51% Sep 2022
CarsonAllaria Wealth Management 125k $3.7M 16% Sep 2022
GEM Asset Management 124k $4.2M 100% Dec 2022
Bridgeworth 123k $3.6M 0% Sep 2022
Verdence Capital Advisors 121k $4.0M 0% Dec 2022
Branch Banking & Trust Company 113k $3.3M -1% Sep 2022
Gradient Capital Advisors 113k $3.3M 47% Sep 2022
Stratos Wealth Partners 108k $3.2M 719% Sep 2022
WoodTrust Financial Corp 105k $3.5M 0% Dec 2022
Disciplined Investments 101k $3.0M 35% Sep 2022
Jentner 100k $3.0M 0% Sep 2022
Summit Financial Strategies 99k $3.3M 0% Dec 2022
Crown Wealth Group 97k $2.9M -12% Sep 2022
Addison Advisors 96k $2.8M 384% Sep 2022
Budros, Ruhlin & Roe 94k $2.8M 100% Sep 2022
Pnc Financial Services 91k $2.7M 0% Sep 2022
Kooman & Associates 89k $3.0M 100% Dec 2022
Vista Wealth Management Group 87k $2.8M -2% Sep 2022
Applied Capital 82k $2.4M 2% Sep 2022
Royal Bank of Canada 81k $2.4M 100% Sep 2022
Relaxing Retirement Coach 77k $2.6M 100% Dec 2022
Melfa Wealth Management 76k $2.6M 100% Dec 2022
Zhang Financial 75k $2.5M 198% Dec 2022
Prospera Financial Services 74k $2.2M 2% Sep 2022
Cypress Wealth Services 74k $2.3M 0% Sep 2022
Northwest Wealth Management 74k $2.2M 8% Sep 2022
Cassady Schiller Wealth Management 71k $2.1M 0% Sep 2022
Grand Wealth Management 70k $2.1M 0% Sep 2022
Tiaa 69k $2.3M -1% Dec 2022
Nicholas Hoffman & Company 68k $2.0M 0% Sep 2022
Angeles Wealth Management 66k $2.0M 0% Sep 2022
Investment Advisory Group 66k $1.9M 1% Sep 2022
BetterWealth 65k $2.2M -20% Dec 2022
Wilbanks Smith & Thomas Asset Management 64k $1.9M 0% Sep 2022
Regions Bank 63k $1.9M 100% Sep 2022
FMR 62k $1.8M -2% Sep 2022
Websterrogers Financial Advisors 62k $1.8M 100% Sep 2022
3D/L Capital Management 60k $1.8M -3% Sep 2022
Quantum Financial Advisors 60k $2.0M 0% Dec 2022
AdvisorNet Financial 55k $1.8M -14% Dec 2022
Valeo Financial Advisors 55k $1.6M 0% Sep 2022
Washington Trust Company 55k $1.6M 100% Sep 2022
Rockefeller Capital Management 52k $1.5M -21% Sep 2022
Helen Stephens Group 52k $1.5M 0% Sep 2022
Bank Of Montreal 51k $1.8M 6998% Sep 2022
Annapolis Financial Services 49k $1.6M 1% Dec 2022
Us Bancorp 47k $1.4M 0% Sep 2022
Massmutual Trust 3.4k $113k -96% Dec 2022

Who sold out of DFA Tax-Managed US Marketwide Value II?

Fund or Company Name Date Sold Shares Held Valued At
Syverson Strege & Co Jun 2022 195k $6.2M
Sloy Dahl & Holst Sep 2022 151k $4.5M
Jane Street Jun 2022 110k $3.5M