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 | ||
|---|---|---|---|---|---|---|
| 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 |