HoldingsChannel.com
Funds Holding DFAE

On this page, we present all of the funds holding DFAE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFAE, with a link to that fund's top holdings. The next columns indicate the amount of DFAE stock held by each of the funds holding DFAE, followed by the DFAE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 211 funds holding DFAE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by FMR LLC. For more details on the positions held by FMR LLC (or by any of the other funds holding DFAE), click the fund name in the "Holder" column of the funds-holding-DFAE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
FMR LLC4,973,729$115,192 06/30/2022
     DFAE4,973,729$115,192 06/30/2022
Envestnet Asset Management Inc.3,576,932$82,842 06/30/2022
     DFAE3,576,932$82,842 06/30/2022
Mercer Global Advisors Inc. ADV3,504,578$81,166 06/30/2022
     DFAE3,504,578$81,166 06/30/2022
Parcion Private Wealth LLC2,258,439$51,379 06/30/2022
     DFAE2,258,439$51,379 06/30/2022
Evoke Wealth LLC1,138,681$26,372 06/30/2022
     DFAE1,138,681$26,372 06/30/2022
Mariner LLC874,792$20,260 06/30/2022
     DFAE874,792$20,260 06/30/2022
Bank of America Corp DE853,569$19,768 06/30/2022
     DFAE853,569$19,768 06/30/2022
3D L Capital Management LLC746,686$17,293 06/30/2022
     DFAE746,686$17,293 06/30/2022
Flow Traders U.S. LLC606,787$14,053 06/30/2022
     DFAE606,787$14,053 06/30/2022
West Financial Advisors LLC598,543$13,862 06/30/2022
     DFAE598,543$13,862 06/30/2022
Sequoia Financial Advisors LLC583,275$13,509 06/30/2022
     DFAE583,275$13,509 06/30/2022
Commonwealth Equity Services LLC569,562$13,191 06/30/2022
     DFAE569,562$13,191 06/30/2022
CWM LLC515,626$11,942 06/30/2022
     DFAE515,626$11,942 06/30/2022
Pathstone Family Office LLC515,245$11,933 06/30/2022
     DFAE515,245$11,933 06/30/2022
Wipfli Financial Advisors LLC456,047$10,562 06/30/2022
     DFAE456,047$10,562 06/30/2022
AWM Capital LLC433,228$10,034 06/30/2022
     DFAE433,228$10,034 06/30/2022
Relaxing Retirement Coach400,672$9,280 06/30/2022
     DFAE400,672$9,280 06/30/2022
Financial Planning & Information Services Inc.391,538$9,068 06/30/2022
     DFAE391,538$9,068 06/30/2022
Moisand Fitzgerald Tamayo LLC389,765$9,027 06/30/2022
     DFAE389,765$9,027 06/30/2022
Aveo Capital Partners LLC389,731$9,026 06/30/2022
     DFAE389,731$9,026 06/30/2022
Aquire Wealth Advisors LLC292,150$6,766 06/30/2022
     DFAE292,150$6,766 06/30/2022
Bank of Montreal Can288,120$6,739 06/30/2022
     DFAE288,120$6,739 06/30/2022
Aptus Capital Advisors LLC283,195$6,559 06/30/2022
     DFAE283,195$6,559 06/30/2022
MML Investors Services LLC281,681$6,524 06/30/2022
     DFAE281,681$6,524 06/30/2022
Shore Point Advisors LLC279,247$6,467 06/30/2022
     DFAE279,247$6,467 06/30/2022
CVA Family Office LLC270,910$6,274 06/30/2022
     DFAE270,910$6,274 06/30/2022
Great Point Wealth Advisors LLC265,192$6,142 06/30/2022
     DFAE265,192$6,142 06/30/2022
Ledyard National Bank259,973$6,021 06/30/2022
     DFAE259,973$6,021 06/30/2022
Perritt Capital Management Inc.254,452$5,893 06/30/2022
     DFAE254,452$5,893 06/30/2022
SC&H Financial Advisors Inc.242,734$5,622 06/30/2022
     DFAE242,734$5,622 06/30/2022
Midwest Heritage Bank FSB242,486$5,616 06/30/2022
     DFAE242,486$5,616 06/30/2022
Chico Wealth RIA241,309$5,589 06/30/2022
     DFAE241,309$5,589 06/30/2022
Allworth Financial LP212,170$4,914 06/30/2022
     DFAE212,170$4,914 06/30/2022
Buckingham Strategic Wealth LLC208,473$4,828 06/30/2022
     DFAE208,473$4,828 06/30/2022
Founders Financial Securities LLC205,052$4,749 06/30/2022
     DFAE205,052$4,749 06/30/2022
Horizon Investments LLC204,391$4,734 06/30/2022
     DFAE204,391$4,734 06/30/2022
Advisor Group Holdings Inc.181,432$4,202 06/30/2022
     DFAE181,432$4,202 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC181,360$4,200 06/30/2022
     DFAE181,360$4,200 06/30/2022
Wealthquest Corp177,983$4,122 06/30/2022
     DFAE177,983$4,122 06/30/2022
Chicago Partners Investment Group LLC177,678$4,099 06/30/2022
     DFAE177,678$4,099 06/30/2022
Mission Wealth Management LP168,337$3,899 06/30/2022
     DFAE168,337$3,899 06/30/2022
Portfolio Solutions LLC164,350$3,806 06/30/2022
     DFAE164,350$3,806 06/30/2022
Raymond James Financial Services Advisors Inc.163,729$3,792 06/30/2022
     DFAE163,729$3,792 06/30/2022
Wealthsource Partners LLC161,577$3,742 06/30/2022
     DFAE161,577$3,742 06/30/2022
UMA Financial Services Inc.151,160$3,463 06/30/2022
     DFAE151,160$3,463 06/30/2022
Mather Group LLC.145,817$3,377 06/30/2022
     DFAE145,817$3,377 06/30/2022
Brighton Jones LLC145,124$3,361 06/30/2022
     DFAE145,124$3,361 06/30/2022
PBMares Wealth Management LLC137,301$3,180 06/30/2022
     DFAE137,301$3,180 06/30/2022
Cpwm LLC136,691$3,166 06/30/2022
     DFAE136,691$3,166 06/30/2022
Larson Financial Group LLC134,480$3,115 06/30/2022
     DFAE134,480$3,115 06/30/2022
Willow Creek Wealth Management Inc.128,207$2,969 06/30/2022
     DFAE128,207$2,969 06/30/2022
Bedel Financial Consulting Inc.124,061$2,873 06/30/2022
     DFAE124,061$2,873 06/30/2022
Financial Advocates Investment Management119,694$2,772 06/30/2022
     DFAE119,694$2,772 06/30/2022
Stifel Financial Corp115,596$2,677 06/30/2022
     DFAE115,596$2,677 06/30/2022
FirstPurpose Wealth LLC115,342$2,671 06/30/2022
     DFAE115,342$2,671 06/30/2022
Annapolis Financial Services LLC115,251$2,669 06/30/2022
     DFAE115,251$2,669 06/30/2022
Northland Capital Management LLC113,910$2,638 06/30/2022
     DFAE113,910$2,638 06/30/2022
Forum Private Client Group LLC111,943$2,593 06/30/2022
     DFAE111,943$2,593 06/30/2022
Wealth Dimensions Group Ltd.110,277$2,554 06/30/2022
     DFAE110,277$2,554 06/30/2022
Diversified Portfolios Inc.110,202$2,552 06/30/2022
     DFAE110,202$2,552 06/30/2022
Vista Wealth Management Group LLC111,387$2,487 06/30/2022
     DFAE111,387$2,487 06/30/2022
Okabena Investment Services Inc.104,238$2,414 06/30/2022
     DFAE104,238$2,414 06/30/2022
UBS Group AG103,149$2,389 06/30/2022
     DFAE103,149$2,389 06/30/2022
Disciplined Investments LLC102,003$2,362 06/30/2022
     DFAE102,003$2,362 06/30/2022
Betterment LLC98,688$2,286 06/30/2022
     DFAE98,688$2,286 06/30/2022
Collective Family Office LLC95,600$2,214 06/30/2022
     DFAE95,600$2,214 06/30/2022
Susquehanna International Group LLP92,345$2,139 06/30/2022
     DFAE92,345$2,139 06/30/2022
Beacon Pointe Advisors LLC91,500$2,115 06/30/2022
     DFAE91,500$2,115 06/30/2022
91,081$2,109 06/30/2022
     DFAE91,081$2,109 06/30/2022
Advanced Research Investment Solutions LLC89,541$2,074 06/30/2022
     DFAE89,541$2,074 06/30/2022
WMG Financial Advisors LLC89,154$2,064 06/30/2022
     DFAE89,154$2,064 06/30/2022
American Investment Services Inc.83,716$1,939 06/30/2022
     DFAE83,716$1,939 06/30/2022
Newman Dignan & Sheerar Inc.83,182$1,926 06/30/2022
     DFAE83,182$1,926 06/30/2022
JFS Wealth Advisors LLC78,229$1,812 06/30/2022
     DFAE78,229$1,812 06/30/2022
Jane Street Group LLC76,513$1,772 06/30/2022
     DFAE76,513$1,772 06/30/2022
Rather & Kittrell Inc.73,574$1,703 06/30/2022
     DFAE73,574$1,703 06/30/2022
Total Wealth Planning LLC73,059$1,692 06/30/2022
     DFAE73,059$1,692 06/30/2022
Gradient Capital Advisors LLC71,268$1,651 06/30/2022
     DFAE71,268$1,651 06/30/2022
Evergreen Capital Management LLC69,500$1,610 06/30/2022
     DFAE69,500$1,610 06/30/2022
RFG Advisory LLC68,144$1,572 06/30/2022
     DFAE68,144$1,572 06/30/2022
Perigon Wealth Management LLC66,930$1,550 06/30/2022
     DFAE66,930$1,550 06/30/2022
Fort Henry Capital LLC66,309$1,536 06/30/2022
     DFAE66,309$1,536 06/30/2022
Beaird Harris Wealth Management LLC64,334$1,490 06/30/2022
     DFAE64,334$1,490 06/30/2022
Quantum Financial Advisors LLC63,627$1,486 06/30/2022
     DFAE63,627$1,486 06/30/2022
Evanson Asset Management LLC61,583$1,426 06/30/2022
     DFAE61,583$1,426 06/30/2022
Dynamic Advisor Solutions LLC61,205$1,417 06/30/2022
     DFAE61,205$1,417 06/30/2022
Colony Family Offices LLC61,014$1,413 06/30/2022
     DFAE61,014$1,413 06/30/2022
Marshall Financial Group LLC58,989$1,366 06/30/2022
     DFAE58,989$1,366 06/30/2022
Garrett Investment Advisors LLC57,381$1,329 06/30/2022
     DFAE57,381$1,329 06/30/2022
Buckingham Strategic Partners56,716$1,314 06/30/2022
     DFAE56,716$1,314 06/30/2022
56,068$1,299 06/30/2022
     DFAE56,068$1,299 06/30/2022
Level Financial Advisors Inc.52,576$1,218 06/30/2022
     DFAE52,576$1,218 06/30/2022
Morling Financial Advisors LLC51,008$1,181 06/30/2022
     DFAE51,008$1,181 06/30/2022
Cetera Investment Advisers50,925$1,179 06/30/2022
     DFAE50,925$1,179 06/30/2022
Market Street Wealth Management Advisors LLC50,540$1,171 06/30/2022
     DFAE50,540$1,171 06/30/2022
Sageworth Trust Co50,532$1,170 06/30/2022
     DFAE50,532$1,170 06/30/2022
Sutton Place Investors LLC50,066$1,160 06/30/2022
     DFAE50,066$1,160 06/30/2022
SOL Capital Management CO50,014$1,158 06/30/2022
     DFAE50,014$1,158 06/30/2022
Baldrige Asset Management LLC49,967$1,157 06/30/2022
     DFAE49,967$1,157 06/30/2022
47,846$1,108 06/30/2022
     DFAE47,846$1,108 06/30/2022
TCI Wealth Advisors Inc.47,781$1,107 06/30/2022
     DFAE47,781$1,107 06/30/2022
Advisory Alpha LLC46,505$1,077 06/30/2022
     DFAE46,505$1,077 06/30/2022
IFP Advisors Inc40,956$1,062 06/30/2022
     DFAE40,956$1,062 06/30/2022
Andrews Lucia Wealth Management LLC39,698$1,041 06/30/2022
     DFAE39,698$1,041 06/30/2022
Shearwater Capital LLC41,810$1,034 06/30/2022
     DFAE41,810$1,034 06/30/2022
AE Wealth Management LLC44,373$1,028 06/30/2022
     DFAE44,373$1,028 06/30/2022
Royal Bank of Canada43,935$1,017 06/30/2022
     DFAE43,935$1,017 06/30/2022
Syverson Strege & Co43,686$1,012 06/30/2022
     DFAE43,686$1,012 06/30/2022
Highland Financial Advisors LLC43,381$1,005 06/30/2022
     DFAE43,381$1,005 06/30/2022
Bristlecone Advisors LLC42,725$990 06/30/2022
     DFAE42,725$990 06/30/2022
AdvisorNet Financial Inc48,475$974 09/30/2022
     DFAE48,475$974 09/30/2022
Sax Wealth Advisors LLC40,336$934 06/30/2022
     DFAE40,336$934 06/30/2022
Kestra Advisory Services LLC39,630$918 06/30/2022
     DFAE39,630$918 06/30/2022
Private Advisor Group LLC39,457$913 06/30/2022
     DFAE39,457$913 06/30/2022
Laurel Wealth Advisors Inc.38,325$888 06/30/2022
     DFAE38,325$888 06/30/2022
Maryland Capital Advisors Inc.37,991$880 06/30/2022
     DFAE37,991$880 06/30/2022
ML & R Wealth Management LLC37,455$867 06/30/2022
     DFAE37,455$867 06/30/2022
Cordant Inc.37,058$858 06/30/2022
     DFAE37,058$858 06/30/2022
PrairieView Partners LLC36,858$854 06/30/2022
     DFAE36,858$854 06/30/2022
RVW Wealth LLC35,396$820 06/30/2022
     DFAE35,396$820 06/30/2022
Steward Financial Group LLC34,964$809 06/30/2022
     DFAE34,964$809 06/30/2022
Capital Investment Advisory Services LLC34,526$800 06/30/2022
     DFAE34,526$800 06/30/2022
D.A. Davidson & CO.34,455$798 06/30/2022
     DFAE34,455$798 06/30/2022
Orion Portfolio Solutions LLC34,211$792 06/30/2022
     DFAE34,211$792 06/30/2022
Tortoise Investment Management LLC33,448$775 06/30/2022
     DFAE33,448$775 06/30/2022
Rehmann Capital Advisory Group30,709$711 06/30/2022
     DFAE30,709$711 06/30/2022
Bank of New York Mellon Corp30,241$700 06/30/2022
     DFAE30,241$700 06/30/2022
Pinnacle Financial Group LLC IL29,289$678 06/30/2022
     DFAE29,289$678 06/30/2022
Change Path LLC28,396$658 06/30/2022
     DFAE28,396$658 06/30/2022
Firethorn Wealth Partners LLC28,517$653 06/30/2022
     DFAE28,517$653 06/30/2022
Quad Cities Investment Group LLC27,476$636 06/30/2022
     DFAE27,476$636 06/30/2022
Ameritas Advisory Services LLC27,205$630 06/30/2022
     DFAE27,205$630 06/30/2022
RBF Capital LLC25,000$579 06/30/2022
     DFAE25,000$579 06/30/2022
City State Bank24,480$567 06/30/2022
     DFAE24,480$567 06/30/2022
Waddell & Associates LLC24,171$560 06/30/2022
     DFAE24,171$560 06/30/2022
Wolff Wiese Magana LLC23,964$555 06/30/2022
     DFAE23,964$555 06/30/2022
Versant Capital Management Inc23,437$543 06/30/2022
     DFAE23,437$543 06/30/2022
Investmark Advisory Group LLC23,398$541 06/30/2022
     DFAE23,398$541 06/30/2022
Apella Capital LLC22,351$518 06/30/2022
     DFAE22,351$518 06/30/2022
Hutchinson Capital Management CA22,335$517 06/30/2022
     DFAE22,335$517 06/30/2022
First National Bank Sioux Falls21,871$507 06/30/2022
     DFAE21,871$507 06/30/2022
Bridgeworth LLC21,872$507 06/30/2022
     DFAE21,872$507 06/30/2022
Wescott Financial Advisory Group LLC21,770$504 06/30/2022
     DFAE21,770$504 06/30/2022
Retirement Guys Formula LLC21,333$494 06/30/2022
     DFAE21,333$494 06/30/2022
Dowling & Yahnke LLC20,590$477 06/30/2022
     DFAE20,590$477 06/30/2022
Cambridge Investment Research Advisors Inc.19,381$449 06/30/2022
     DFAE19,381$449 06/30/2022
Relative Value Partners Group LLC19,415$448 06/30/2022
     DFAE19,415$448 06/30/2022
Watchman Group Inc.17,890$414 06/30/2022
     DFAE17,890$414 06/30/2022
C M Bidwell & Associates Ltd.17,260$400 06/30/2022
     DFAE17,260$400 06/30/2022
Silicon Hills Wealth Management LLC16,926$392 06/30/2022
     DFAE16,926$392 06/30/2022
Triad Financial Advisors Inc.15,172$351 06/30/2022
     DFAE15,172$351 06/30/2022
Five Oceans Advisors14,887$345 06/30/2022
     DFAE14,887$345 06/30/2022
Applied Capital LLC14,670$340 06/30/2022
     DFAE14,670$340 06/30/2022
CarsonAllaria Wealth Management Ltd.14,485$335 06/30/2022
     DFAE14,485$335 06/30/2022
Parsons Capital Management Inc. RI13,931$323 06/30/2022
     DFAE13,931$323 06/30/2022
Burney Co.13,858$321 06/30/2022
     DFAE13,858$321 06/30/2022
HighTower Advisors LLC13,820$320 06/30/2022
     DFAE13,820$320 06/30/2022
Birchcreek Wealth Management LLC13,609$315 06/30/2022
     DFAE13,609$315 06/30/2022
Truist Financial Corp13,151$305 06/30/2022
     DFAE13,151$305 06/30/2022
CAPROCK Group Inc.12,802$296 06/30/2022
     DFAE12,802$296 06/30/2022
Resolute Financial LLC12,568$291 06/30/2022
     DFAE12,568$291 06/30/2022
Bridge Advisory LLC12,839$287 06/30/2022
     DFAE12,839$287 06/30/2022
Lauterbach Financial Advisors LLC12,321$285 06/30/2022
     DFAE12,321$285 06/30/2022
DBK Financial Counsel LLC12,250$284 06/30/2022
     DFAE12,250$284 06/30/2022
Greenspring Advisors LLC12,183$283 06/30/2022
     DFAE12,183$283 06/30/2022
USAdvisors Wealth Management LLC11,953$277 06/30/2022
     DFAE11,953$277 06/30/2022
Cardiff Park Advisors LLC11,882$275 06/30/2022
     DFAE11,882$275 06/30/2022
RNC Capital Management LLC11,530$267 06/30/2022
     DFAE11,530$267 06/30/2022
Patriot Financial Group Insurance Agency LLC11,446$265 06/30/2022
     DFAE11,446$265 06/30/2022
Bluestein R H & Co.11,400$264 06/30/2022
     DFAE11,400$264 06/30/2022
Stonnington Group LLC11,190$258 06/30/2022
     DFAE11,190$258 06/30/2022
Koshinski Asset Management Inc.10,822$251 06/30/2022
     DFAE10,822$251 06/30/2022
Mutual Advisors LLC10,767$249 06/30/2022
     DFAE10,767$249 06/30/2022
Integrated Advisors Network LLC10,612$246 06/30/2022
     DFAE10,612$246 06/30/2022
Claris Advisors LLC MO10,190$236 06/30/2022
     DFAE10,190$236 06/30/2022
Fortress Wealth Management Inc.10,043$233 06/30/2022
     DFAE10,043$233 06/30/2022
Keb Asset Management LLC9,892$229 06/30/2022
     DFAE9,892$229 06/30/2022
Pinnacle Family Advisors LLC9,506$220 06/30/2022
     DFAE9,506$220 06/30/2022
Morgan Stanley9,466$219 06/30/2022
     DFAE9,466$219 06/30/2022
Garrison Point Advisors LLC9,109$211 06/30/2022
     DFAE9,109$211 06/30/2022
Waypoint Wealth Partners Inc.8,913$206 06/30/2022
     DFAE8,913$206 06/30/2022
Forum Financial Management LP8,702$202 06/30/2022
     DFAE8,702$202 06/30/2022
Ancora Advisors LLC6,829$158 06/30/2022
     DFAE6,829$158 06/30/2022
Spire Wealth Management6,841$158 06/30/2022
     DFAE6,841$158 06/30/2022
Acropolis Investment Management LLC5,765$134 06/30/2022
     DFAE5,765$134 06/30/2022
Sageworth Trust Co of South Dakota5,515$128 06/30/2022
     DFAE5,515$128 06/30/2022
Castle Wealth Management LLC3,907$90 06/30/2022
     DFAE3,907$90 06/30/2022
Concord Wealth Partners3,272$76 06/30/2022
     DFAE3,272$76 06/30/2022
Washington Trust Advisors Inc.3,000$69 06/30/2022
     DFAE3,000$69 06/30/2022
Grand Wealth Management LLC2,872$67 06/30/2022
     DFAE2,872$67 06/30/2022
Fifth Third Bancorp1,275$30 06/30/2022
     DFAE1,275$30 06/30/2022
Harbor Investment Advisory LLC1,210$28 06/30/2022
     DFAE1,210$28 06/30/2022
Covington Capital Management1,013$23 06/30/2022
     DFAE1,013$23 06/30/2022
Heritage Financial Services LLC1,036$23 06/30/2022
     DFAE1,036$23 06/30/2022
Morris Financial Concepts Inc.835$19 06/30/2022
     DFAE835$19 06/30/2022
Intelligent Financial Strategies815$19 06/30/2022
     DFAE815$19 06/30/2022
Private Ocean LLC760$17 06/30/2022
     DFAE760$17 06/30/2022
Schubert & Co701$16 06/30/2022
     DFAE701$16 06/30/2022
EverSource Wealth Advisors LLC685$15 06/30/2022
     DFAE685$15 06/30/2022
Operose Advisors LLC512$12 06/30/2022
     DFAE512$12 06/30/2022
Captrust Financial Advisors428$10 06/30/2022
     DFAE428$10 06/30/2022
Quadrant Capital Group LLC346$8 06/30/2022
     DFAE346$8 06/30/2022
Financial Connections Group Inc.350$8 06/30/2022
     DFAE350$8 06/30/2022
Orion Capital Management LLC283$7 06/30/2022
     DFAE283$7 06/30/2022
McIlrath & Eck LLC204$5 06/30/2022
     DFAE204$5 06/30/2022
Salem Investment Counselors Inc.62$1 06/30/2022
     DFAE62$1 06/30/2022
Blume Capital Management Inc.50$1 06/30/2022
     DFAE50$1 06/30/2022
Cordasco Financial Network45$1 06/30/2022
     DFAE45$1 06/30/2022
Parallel Advisors LLC51$1 06/30/2022
     DFAE51$1 06/30/2022
Avion Wealth40$1 06/30/2022
     DFAE40$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     DFAE0$0 06/30/2022
Simplex Trading LLC100$0 06/30/2022
     Put100$0 06/30/2022
     Call100$0 06/30/2022

See Summary: Institutional Holders of DFAE
See Details: Top 10 Hedge Funds Holding DFAE
Also See: DFAE Holdings Changes

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