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 | 26M | $1.1B | 28% | Mar 2024 |
|
| Envestnet Asset Management | 24M | $982M | 35% | Mar 2024 |
|
| Savant Capital Management | 17M | $678M | 2% | Mar 2024 |
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| Buckingham Asset Management | 15M | $593M | 1% | Mar 2024 |
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| CI Private Wealth | 11M | $449M | -1% | Mar 2024 |
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| Plan | 6.8M | $253M | 0% | Dec 2023 |
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| Index Fund Advisors | 6.7M | $274M | -3% | Mar 2024 |
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| Northern Trust | 6.0M | $245M | 4% | Mar 2024 |
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| HighTower Advisors | 5.0M | $203M | 1017% | Mar 2024 |
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| Resource Consulting Group | 4.6M | $170M | -1% | Dec 2023 |
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| Creative Planning | 4.2M | $171M | -2% | Mar 2024 |
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| Buckingham Strategic Partners | 3.4M | $141M | 116% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 3.3M | $135M | -5% | Mar 2024 |
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| HPM Partners | 2.5M | $101M | 2% | Mar 2024 |
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| Modera Wealth Management | 2.4M | $100M | 0% | Mar 2024 |
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| Ml & R Wealth Management | 2.2M | $83M | 3% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.1M | $87M | 3% | Mar 2024 |
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| TCI Wealth Advisors | 2.1M | $87M | 2% | Mar 2024 |
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| Truepoint | 1.9M | $79M | -4% | Mar 2024 |
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| Trust Co of the South | 1.9M | $77M | -3% | Mar 2024 |
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| Rsm Us Wealth Management | 1.9M | $77M | 1% | Mar 2024 |
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| Jackson Thornton Asset Management | 1.6M | $64M | -1% | Mar 2024 |
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| Pathstone Holdings | 1.5M | $61M | -1% | Mar 2024 |
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| Foster Group | 1.5M | $61M | -1% | Mar 2024 |
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| Forum Financial Management | 1.4M | $57M | -3% | Mar 2024 |
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| Beaird Harris Wealth Management | 1.3M | $55M | -1% | Mar 2024 |
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| Symmetry Partner | 1.3M | $49M | -4% | Dec 2023 |
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| Evanson Asset Management | 1.3M | $54M | 0% | Mar 2024 |
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| RW Investment Management | 1.3M | $53M | 100% | Mar 2024 |
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| Team Hewins | 1.2M | $47M | -1% | Mar 2024 |
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| LPL Financial | 1.1M | $44M | -7% | Mar 2024 |
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| Schoolcraft Capital | 1.0M | $42M | -3% | Mar 2024 |
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| Heritage Investment Group | 1.0M | $41M | -1% | Mar 2024 |
|
| TFC Financial Management | 1000k | $41M | -4% | Mar 2024 |
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| Bridgeworth | 981k | $37M | 41% | Dec 2023 |
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| Raymond James Financial Services Advisors | 929k | $38M | 7% | Mar 2024 |
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| American Investment Services | 923k | $38M | -1% | Mar 2024 |
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| Wescott Financial Advisory Group | 908k | $37M | -6% | Mar 2024 |
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| Sax Wealth Advisors | 847k | $35M | 9% | Mar 2024 |
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| Dixon Fnancial Services | 796k | $33M | -1% | Mar 2024 |
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| Efficient Frontier Advisors | 793k | $32M | 2% | Mar 2024 |
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| Tillman Hartley | 780k | $32M | -1% | Mar 2024 |
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| Paragon Wealth Strategies | 774k | $29M | 100% | Dec 2023 |
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| Keb Asset Management | 768k | $31M | 0% | Mar 2024 |
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| Planning Center | 767k | $31M | -4% | Mar 2024 |
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| Commonwealth Equity Services | 755k | $31M | 3% | Mar 2024 |
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| Cardiff Park Advisors | 755k | $28M | 0% | Dec 2023 |
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| Wealth Architects | 728k | $30M | -1% | Mar 2024 |
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| McLean Asset Management Corp | 721k | $29M | -3% | Mar 2024 |
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| Aspiriant | 709k | $29M | 0% | Mar 2024 |
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| Merriman Wealth Management | 686k | $28M | -4% | Mar 2024 |
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| Disciplined Equity Management | 679k | $28M | 5% | Mar 2024 |
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| Integrated Wealth Concepts | 662k | $27M | 1% | Mar 2024 |
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| Meritas Wealth Management | 645k | $26M | -1% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 629k | $26M | -2% | Mar 2024 |
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| Monograph Wealth Advisors | 613k | $23M | -14% | Dec 2023 |
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| FMFE Wealth Management | 595k | $24M | 0% | Mar 2024 |
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| Heritage Wealth Management, Inc./Texas | 594k | $24M | 3% | Mar 2024 |
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| Root Financial Partners | 592k | $24M | 29% | Mar 2024 |
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| Tfo-tdc | 591k | $24M | -6% | Mar 2024 |
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| WorthPointe | 590k | $22M | 2% | Dec 2023 |
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| Monticello Wealth Management | 585k | $24M | -1% | Mar 2024 |
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| Advisor Group Holdings | 549k | $22M | 8% | Mar 2024 |
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| Bayshore Asset Management | 547k | $22M | -2% | Mar 2024 |
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| Capital Performance Advisors | 530k | $22M | 0% | Mar 2024 |
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| Baker Boyer National Bank | 515k | $21M | -1% | Mar 2024 |
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| DiNuzzo Private Wealth | 500k | $20M | 0% | Mar 2024 |
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| Investmark Advisory Group | 467k | $19M | 1% | Mar 2024 |
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| Dopkins Wealth Management | 440k | $18M | 6% | Mar 2024 |
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| Mather Group | 439k | $16M | -1% | Mar 2024 |
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| Legacy Financial Group | 437k | $18M | 3% | Mar 2024 |
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| Stifel Financial | 436k | $18M | 1% | Mar 2024 |
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| Apella Capital | 432k | $18M | -1% | Mar 2024 |
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| Ruedi Wealth Management | 425k | $17M | -1% | Mar 2024 |
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| Juncture Wealth Strategies | 412k | $17M | 38% | Mar 2024 |
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| Hanson McClain Advisors | 410k | $17M | 1% | Mar 2024 |
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| Mariner Wealth Advisors | 409k | $17M | 7% | Mar 2024 |
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| Hill Investment Group Partners | 408k | $15M | -2% | Dec 2023 |
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| Grunden Financial Advisory | 397k | $16M | -2% | Mar 2024 |
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| Kooman & Associates | 394k | $15M | 2% | Dec 2023 |
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| Claris Advisors, Llc / Mo / | 391k | $16M | 0% | Mar 2024 |
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| Austin Asset Management | 391k | $16M | -3% | Mar 2024 |
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| Beacon Pointe Advisors | 381k | $14M | -8% | Dec 2023 |
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| PBMares Wealth Management | 381k | $16M | 0% | Mar 2024 |
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| Larson Financial Group | 373k | $15M | -3% | Mar 2024 |
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| Werba Rubin Papier Wealth Management | 372k | $15M | -1% | Mar 2024 |
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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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| Rs Crum | 334k | $14M | 60% | Mar 2024 |
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| Altiora Financial Group | 317k | $13M | 196% | Mar 2024 |
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| WPWealth | 314k | $13M | -6% | Mar 2024 |
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| Financial Synergies Wealth Advisors | 310k | $13M | -13% | Mar 2024 |
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| Diversified Portfolios | 306k | $13M | -1% | Mar 2024 |
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| Sterling Wealth Management | 299k | $12M | 2% | Mar 2024 |
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| Sequoia Financial Advisors | 294k | $12M | -1% | Mar 2024 |
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| ShankerValleau Wealth Advisors | 292k | $12M | -3% | Mar 2024 |
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| RTD Financial Advisors | 289k | $12M | -2% | Mar 2024 |
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| Sandy Spring Bank | 278k | $11M | 32% | Mar 2024 |
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| Kestra Advisory Services | 278k | $10M | 1% | Dec 2023 |
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| EP Wealth Advisors | 265k | $9.9M | 1% | Dec 2023 |
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| Soundmark Wealth Management | 265k | $11M | -3% | Mar 2024 |
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| Advisory Services & Investments | 264k | $11M | -4% | Mar 2024 |
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| Lauterbach Financial Advisors | 261k | $11M | -12% | Mar 2024 |
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| Bridgewater Advisors | 254k | $10M | 0% | Mar 2024 |
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| MAI Wealth Advisors | 251k | $10M | 0% | Mar 2024 |
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| Sprinkle Financial Consultants | 240k | $9.8M | 0% | Mar 2024 |
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| Ancora Advisors | 228k | $9.3M | -29% | Mar 2024 |
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| Rf&l Wealth Management | 226k | $9.2M | -4% | Mar 2024 |
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| Dynamic Advisors Solutions | 224k | $9.2M | 7% | Mar 2024 |
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| Tobias Financial Advisors | 222k | $9.1M | -7% | Mar 2024 |
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| Addison Advisors | 220k | $9.0M | 5% | Mar 2024 |
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| Private Ocean | 217k | $8.9M | -4% | Mar 2024 |
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| Burns Wealth Management | 212k | $8.7M | -4% | Mar 2024 |
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| M Financial Asset Management | 210k | $8.6M | 0% | Mar 2024 |
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| Level Financial Advisors | 209k | $8.5M | 0% | Mar 2024 |
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| Graves-Light Private Wealth Management | 198k | $8.1M | 7% | Mar 2024 |
|
| Jpmorgan Chase & Co | 194k | $8.0M | 2% | Mar 2024 |
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| JFS Wealth Advisors | 187k | $7.6M | 0% | Mar 2024 |
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| Colorado Capital Management | 183k | $7.5M | 2% | Mar 2024 |
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| Resources Investment Advisors | 182k | $7.5M | 100% | Mar 2024 |
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| Embree Financial Group | 180k | $7.4M | 12% | Mar 2024 |
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| Peirce Capital Management | 180k | $6.7M | 100% | Dec 2023 |
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| Wealthstream Advisors | 172k | $7.0M | 0% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 171k | $7.0M | -9% | Mar 2024 |
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| BIP Wealth | 168k | $6.9M | 79% | Mar 2024 |
|
| Farther Finance Advisors | 167k | $6.8M | -1% | Mar 2024 |
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| WNY Asset Management | 164k | $6.7M | 2% | Mar 2024 |
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| Versant Capital Management | 162k | $6.6M | -2% | Mar 2024 |
|
| UBS Group | 162k | $6.6M | -5% | Mar 2024 |
|
| Financial Engines Advisors L.L.C | 160k | $6.5M | 7% | Mar 2024 |
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| Cherry Tree Wealth Management | 153k | $6.3M | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 152k | $6.2M | -26% | Mar 2024 |
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| Total Wealth Planning | 152k | $6.2M | -10% | Mar 2024 |
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| CarsonAllaria Wealth Management | 150k | $6.1M | 24% | Mar 2024 |
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| Shearwater Capital | 150k | $6.1M | 0% | Mar 2024 |
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| Abacus Wealth Partners | 149k | $6.1M | -4% | Mar 2024 |
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| Wells Fargo & Company | 148k | $6.0M | 19% | Mar 2024 |
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| Annandale Capital | 143k | $5.3M | -2% | Dec 2023 |
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| Lutz Financial Services | 143k | $5.9M | 0% | Mar 2024 |
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| EnRich Financial Partners | 143k | $5.8M | 100% | Mar 2024 |
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| Milestone Group | 142k | $5.8M | -5% | Mar 2024 |
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| Branch Banking & Trust Company | 141k | $5.8M | 1% | Mar 2024 |
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| Captrust Financial Advisors | 136k | $5.6M | -28% | Mar 2024 |
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| First National Bank Sioux Falls | 135k | $5.5M | 0% | Mar 2024 |
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| Confluence Wealth Services | 135k | $5.5M | 30% | Mar 2024 |
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| Lam Group | 132k | $5.4M | 0% | Mar 2024 |
|
| Gradient Capital Advisors | 130k | $5.3M | 0% | Mar 2024 |
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| Builder Investment Group | 127k | $5.2M | 0% | Mar 2024 |
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| EverSource Wealth Advisors | 126k | $4.7M | 0% | Mar 2024 |
|
| Hemington Wealth Management | 125k | $5.1M | 0% | Mar 2024 |
|
| Carlson Capital Management | 42k | $1.7M | -94% | Mar 2024 |
|
Who sold out of DFA Tax-Managed US Marketwide Value II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arden Trust | Dec 2023 | 339k | $13M |