HoldingsChannel.com
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 404 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 Retirement Systems of Alabama. For more details on the positions held by Retirement Systems of Alabama (or by any of the other funds holding DFAE), click the fund name in the "Holder" column of the funds-holding-DFAE table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Retirement Systems of Alabama | 12,668,769 | $305,444 | 12/31/2023 |
| DFAE | 12,668,769 | $305,444 | 12/31/2023 |
| FMR LLC | 5,939,941 | $143,212 | 12/31/2023 |
| DFAE | 5,939,941 | $143,212 | 12/31/2023 |
| UBS Group AG | 4,966,645 | $119,746 | 12/31/2023 |
| DFAE | 4,966,645 | $119,746 | 12/31/2023 |
| Envestnet Asset Management Inc. | 4,333,055 | $104,470 | 12/31/2023 |
| DFAE | 4,333,055 | $104,470 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 3,747,457 | $90,351 | 12/31/2023 |
| DFAE | 3,747,457 | $90,351 | 12/31/2023 |
| Bank of America Corp DE | 3,412,268 | $82,270 | 12/31/2023 |
| DFAE | 3,412,268 | $82,270 | 12/31/2023 |
| Mariner LLC | 2,864,880 | $69,072 | 12/31/2023 |
| DFAE | 2,864,880 | $69,072 | 12/31/2023 |
| Cable Hill Partners LLC | 2,587,914 | $60,687 | 12/31/2023 |
| DFAE | 2,587,914 | $60,687 | 12/31/2023 |
| Private Ocean LLC | 2,064,259 | $51,028 | 03/31/2024 |
| DFAE | 2,064,259 | $51,028 | 03/31/2024 |
| CI Private Wealth LLC | 1,793,337 | $43,237 | 12/31/2023 |
| DFAE | 1,793,337 | $43,237 | 12/31/2023 |
| Creative Planning | 1,759,830 | $42,429 | 12/31/2023 |
| DFAE | 1,759,830 | $42,429 | 12/31/2023 |
| Rational Advisors LLC | 1,594,086 | $38,433 | 12/31/2023 |
| DFAE | 1,594,086 | $38,433 | 12/31/2023 |
| Millburn Ridgefield Corp | 1,594,086 | $38,433 | 12/31/2023 |
| DFAE | 1,594,086 | $38,433 | 12/31/2023 |
| Catalyst Capital Advisors LLC | 1,594,086 | $38,433 | 12/31/2023 |
| DFAE | 1,594,086 | $38,433 | 12/31/2023 |
| Falcon Wealth Planning | 1,470,022 | $36,339 | 03/31/2024 |
| DFAE | 1,470,022 | $36,339 | 03/31/2024 |
| True Link Financial Advisors LLC | 1,431,811 | $35,394 | 03/31/2024 |
| DFAE | 1,431,811 | $35,394 | 03/31/2024 |
| Mission Wealth Management LP | 1,386,556 | $33,430 | 12/31/2023 |
| DFAE | 1,386,556 | $33,430 | 12/31/2023 |
| Evoke Wealth LLC | 1,213,162 | $29,249 | 12/31/2023 |
| DFAE | 1,213,162 | $29,249 | 12/31/2023 |
| CWM LLC | 1,148,674 | $28,395 | 03/31/2024 |
| DFAE | 1,148,674 | $28,395 | 03/31/2024 |
| Integrated Wealth Concepts LLC | 1,106,931 | $26,688 | 12/31/2023 |
| DFAE | 1,106,931 | $26,688 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 1,053,779 | $26,049 | 03/31/2024 |
| DFAE | 1,053,779 | $26,049 | 03/31/2024 |
| Bank of Montreal Can | 1,041,254 | $25,188 | 12/31/2023 |
| DFAE | 1,041,254 | $25,188 | 12/31/2023 |
| RVW Wealth LLC | 956,449 | $23,643 | 03/31/2024 |
| DFAE | 956,449 | $23,643 | 03/31/2024 |
| Aquire Wealth Advisors LLC | 966,336 | $23,298 | 12/31/2023 |
| DFAE | 966,336 | $23,298 | 12/31/2023 |
| Buckingham Strategic Wealth LLC | 953,274 | $22,983 | 12/31/2023 |
| DFAE | 953,274 | $22,983 | 12/31/2023 |
| West Financial Advisors LLC | 874,492 | $21,617 | 03/31/2024 |
| DFAE | 874,492 | $21,617 | 03/31/2024 |
| Financial Planning & Information Services Inc. | 824,899 | $19,888 | 12/31/2023 |
| DFAE | 824,899 | $19,888 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 752,500 | $18,602 | 03/31/2024 |
| DFAE | 752,500 | $18,602 | 03/31/2024 |
| Market Street Wealth Management Advisors LLC | 744,802 | $18,412 | 03/31/2024 |
| DFAE | 744,802 | $18,412 | 03/31/2024 |
| RAM Investment Partners LLC | 757,371 | $18,260 | 12/31/2023 |
| DFAE | 757,371 | $18,260 | 12/31/2023 |
| Root Financial Partners LLC | 749,190 | $18,063 | 12/31/2023 |
| DFAE | 749,190 | $18,063 | 12/31/2023 |
| Ledyard National Bank | 747,688 | $18,027 | 12/31/2023 |
| DFAE | 747,688 | $18,027 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 738,027 | $17,794 | 12/31/2023 |
| DFAE | 738,027 | $17,794 | 12/31/2023 |
| Royal Bank of Canada | 726,412 | $17,514 | 12/31/2023 |
| DFAE | 726,412 | $17,514 | 12/31/2023 |
| Aveo Capital Partners LLC | 699,974 | $16,876 | 12/31/2023 |
| DFAE | 699,974 | $16,876 | 12/31/2023 |
| JFS Wealth Advisors LLC | 674,694 | $16,267 | 12/31/2023 |
| DFAE | 674,694 | $16,267 | 12/31/2023 |
| Eqis Capital Management Inc. | 667,358 | $16,090 | 12/31/2023 |
| DFAE | 667,358 | $16,090 | 12/31/2023 |
| Diversified Portfolios Inc. | 667,088 | $16,084 | 12/31/2023 |
| DFAE | 667,088 | $16,084 | 12/31/2023 |
| WPWealth LLP | 649,911 | $15,669 | 12/31/2023 |
| DFAE | 649,911 | $15,669 | 12/31/2023 |
| Marquette Asset Management LLC | 641,782 | $15,473 | 12/31/2023 |
| DFAE | 641,782 | $15,473 | 12/31/2023 |
| Great Waters Wealth Management | 622,222 | $15,381 | 03/31/2024 |
| DFAE | 622,222 | $15,381 | 03/31/2024 |
| CPA Asset Management LLC | 621,512 | $14,985 | 12/31/2023 |
| DFAE | 621,512 | $14,985 | 12/31/2023 |
| Commonwealth Equity Services LLC | 617,018 | $14,876 | 12/31/2023 |
| DFAE | 617,018 | $14,876 | 12/31/2023 |
| Moisand Fitzgerald Tamayo LLC | 558,373 | $13,803 | 03/31/2024 |
| DFAE | 558,373 | $13,803 | 03/31/2024 |
| Horizon Investments LLC | 564,199 | $13,603 | 12/31/2023 |
| DFAE | 564,199 | $13,603 | 12/31/2023 |
| Jane Street Group LLC | 560,293 | $13,509 | 12/31/2023 |
| DFAE | 560,293 | $13,509 | 12/31/2023 |
| Bedel Financial Consulting Inc. | 531,781 | $12,821 | 12/31/2023 |
| DFAE | 531,781 | $12,821 | 12/31/2023 |
| Pallas Capital Advisors LLC | 510,172 | $12,611 | 03/31/2024 |
| DFAE | 510,172 | $12,611 | 03/31/2024 |
| Park Avenue Securities LLC | 487,841 | $12,059 | 03/31/2024 |
| DFAE | 487,841 | $12,059 | 03/31/2024 |
| Wilbanks Smith & Thomas Asset Management LLC | 481,463 | $11,608 | 12/31/2023 |
| DFAE | 481,463 | $11,608 | 12/31/2023 |
| MML Investors Services LLC | 475,906 | $11,474 | 12/31/2023 |
| DFAE | 475,906 | $11,474 | 12/31/2023 |
| Colony Family Offices LLC | 474,899 | $11,450 | 12/31/2023 |
| DFAE | 474,899 | $11,450 | 12/31/2023 |
| JPMorgan Chase & Co. | 473,838 | $11,424 | 12/31/2023 |
| DFAE | 473,838 | $11,424 | 12/31/2023 |
| DiNuzzo Private Wealth Inc. | 454,043 | $10,947 | 12/31/2023 |
| DFAE | 454,043 | $10,947 | 12/31/2023 |
| Great Point Wealth Advisors LLC | 453,799 | $10,941 | 12/31/2023 |
| DFAE | 453,799 | $10,941 | 12/31/2023 |
| UMA Financial Services Inc. | 454,567 | $10,923 | 03/31/2024 |
| DFAE | 454,567 | $10,923 | 03/31/2024 |
| Mather Group LLC. | 446,398 | $10,763 | 03/31/2024 |
| DFAE | 446,398 | $10,763 | 03/31/2024 |
| CFS Investment Advisory Services LLC | 439,360 | $10,593 | 12/31/2023 |
| DFAE | 439,360 | $10,593 | 12/31/2023 |
| Perigon Wealth Management LLC | 431,878 | $10,413 | 12/31/2023 |
| DFAE | 431,878 | $10,413 | 12/31/2023 |
| Founders Financial Securities LLC | 420,146 | $10,386 | 03/31/2024 |
| DFAE | 420,146 | $10,386 | 03/31/2024 |
| Creative Capital Management Investments LLC | 424,830 | $10,243 | 12/31/2023 |
| DFAE | 424,830 | $10,243 | 12/31/2023 |
| Morling Financial Advisors LLC | 420,438 | $10,137 | 12/31/2023 |
| DFAE | 420,438 | $10,137 | 12/31/2023 |
| Annandale Capital LLC | 414,716 | $9,999 | 12/31/2023 |
| DFAE | 414,716 | $9,999 | 12/31/2023 |
| DDFG Inc | 408,045 | $9,838 | 12/31/2023 |
| DFAE | 408,045 | $9,838 | 12/31/2023 |
| Avondale Wealth Management | 385,851 | $9,538 | 03/31/2024 |
| DFAE | 385,851 | $9,538 | 03/31/2024 |
| GeoWealth Management LLC | 392,310 | $9,457 | 12/31/2023 |
| DFAE | 392,310 | $9,457 | 12/31/2023 |
| Efficient Advisors LLC | 389,366 | $9,388 | 12/31/2023 |
| DFAE | 389,366 | $9,388 | 12/31/2023 |
| AWM Capital LLC | 376,983 | $9,319 | 03/31/2024 |
| DFAE | 376,983 | $9,319 | 03/31/2024 |
| Private Capital Management LLC | 368,374 | $9,106 | 03/31/2024 |
| DFAE | 368,374 | $9,106 | 03/31/2024 |
| Pioneer Wealth Management Group | 368,000 | $9,097 | 03/31/2024 |
| DFAE | 368,000 | $9,097 | 03/31/2024 |
| TCI Wealth Advisors Inc. | 372,490 | $8,981 | 12/31/2023 |
| DFAE | 372,490 | $8,981 | 12/31/2023 |
| SOL Capital Management CO | 363,706 | $8,769 | 12/31/2023 |
| DFAE | 363,706 | $8,769 | 12/31/2023 |
| Modera Wealth Management LLC | 363,672 | $8,768 | 12/31/2023 |
| DFAE | 363,672 | $8,768 | 12/31/2023 |
| Brighton Jones LLC | 360,979 | $8,703 | 12/31/2023 |
| DFAE | 360,979 | $8,703 | 12/31/2023 |
| Chico Wealth RIA | 351,820 | $8,697 | 03/31/2024 |
| DFAE | 351,820 | $8,697 | 03/31/2024 |
| TCP Asset Management LLC | 346,741 | $8,571 | 03/31/2024 |
| DFAE | 346,741 | $8,571 | 03/31/2024 |
| Envision Financial Planning LLC | 352,497 | $8,499 | 12/31/2023 |
| DFAE | 352,497 | $8,499 | 12/31/2023 |
| HighTower Advisors LLC | 351,720 | $8,477 | 12/31/2023 |
| DFAE | 351,720 | $8,477 | 12/31/2023 |
| Dynamic Advisor Solutions LLC | 341,325 | $8,438 | 03/31/2024 |
| DFAE | 341,325 | $8,438 | 03/31/2024 |
| Collective Family Office LLC | 337,403 | $8,341 | 03/31/2024 |
| DFAE | 337,403 | $8,341 | 03/31/2024 |
| Evergreen Capital Management LLC | 343,185 | $8,274 | 12/31/2023 |
| DFAE | 343,185 | $8,274 | 12/31/2023 |
| Mutual Advisors LLC | 333,714 | $8,046 | 12/31/2023 |
| DFAE | 333,714 | $8,046 | 12/31/2023 |
| Beaird Harris Wealth Management LLC | 329,917 | $7,954 | 12/31/2023 |
| DFAE | 329,917 | $7,954 | 12/31/2023 |
| Exencial Wealth Advisors LLC | 325,088 | $7,838 | 12/31/2023 |
| DFAE | 325,088 | $7,838 | 12/31/2023 |
| Shore Point Advisors LLC | 313,228 | $7,552 | 12/31/2023 |
| DFAE | 313,228 | $7,552 | 12/31/2023 |
| Larson Financial Group LLC | 306,230 | $7,383 | 12/31/2023 |
| DFAE | 306,230 | $7,383 | 12/31/2023 |
| SC&H Financial Advisors Inc. | 295,764 | $7,131 | 12/31/2023 |
| DFAE | 295,764 | $7,131 | 12/31/2023 |
| FirstPurpose Wealth LLC | 286,133 | $7,113 | 03/31/2024 |
| DFAE | 286,133 | $7,113 | 03/31/2024 |
| Betterment LLC | 293,490 | $7,076 | 12/31/2023 |
| DFAE | 293,490 | $7,076 | 12/31/2023 |
| Towneley Capital Management Inc DE | 284,743 | $7,039 | 03/31/2024 |
| DFAE | 284,743 | $7,039 | 03/31/2024 |
| Wescott Financial Advisory Group LLC | 291,747 | $7,034 | 12/31/2023 |
| DFAE | 291,747 | $7,034 | 12/31/2023 |
| Keyes Stange & Wooten Wealth Management LLC | 289,808 | $6,987 | 12/31/2023 |
| DFAE | 289,808 | $6,987 | 12/31/2023 |
| LPL Financial LLC | 285,333 | $6,879 | 12/31/2023 |
| DFAE | 285,333 | $6,879 | 12/31/2023 |
| Bridgewater Advisors Inc. | 282,711 | $6,816 | 12/31/2023 |
| DFAE | 282,711 | $6,816 | 12/31/2023 |
| Vawter Financial Ltd. | 281,862 | $6,796 | 12/31/2023 |
| DFAE | 281,862 | $6,796 | 12/31/2023 |
| Index Fund Advisors Inc. | 277,010 | $6,679 | 12/31/2023 |
| DFAE | 277,010 | $6,679 | 12/31/2023 |
| Perritt Capital Management Inc. | 275,068 | $6,632 | 12/31/2023 |
| DFAE | 275,068 | $6,632 | 12/31/2023 |
| PBMares Wealth Management LLC | 263,284 | $6,348 | 12/31/2023 |
| DFAE | 263,284 | $6,348 | 12/31/2023 |
| Captrust Financial Advisors | 258,879 | $6,242 | 12/31/2023 |
| DFAE | 258,879 | $6,242 | 12/31/2023 |
| Valued Wealth Advisors LLC | 276,264 | $6,235 | 12/31/2023 |
| DFAE | 276,264 | $6,235 | 12/31/2023 |
| Wealth Dimensions Group Ltd. | 252,425 | $6,086 | 12/31/2023 |
| DFAE | 252,425 | $6,086 | 12/31/2023 |
| Legacy Financial Group Inc. | 249,299 | $6,011 | 12/31/2023 |
| DFAE | 249,299 | $6,011 | 12/31/2023 |
| Plan Group Financial LLC | 243,734 | $5,876 | 12/31/2023 |
| DFAE | 243,734 | $5,876 | 12/31/2023 |
| Grimes & Company Inc. | 237,185 | $5,863 | 03/31/2024 |
| DFAE | 237,185 | $5,863 | 03/31/2024 |
| Newman Dignan & Sheerar Inc. | 242,214 | $5,840 | 12/31/2023 |
| DFAE | 242,214 | $5,840 | 12/31/2023 |
| Monticello Wealth Management LLC | 241,827 | $5,830 | 12/31/2023 |
| DFAE | 241,827 | $5,830 | 12/31/2023 |
| Advisory Alpha LLC | 238,688 | $5,755 | 12/31/2023 |
| DFAE | 238,688 | $5,755 | 12/31/2023 |
| UMB Bank N A MO | 233,237 | $5,623 | 12/31/2023 |
| DFAE | 233,237 | $5,623 | 12/31/2023 |
| FinDec Wealth Services Inc. | 233,077 | $5,619 | 12/31/2023 |
| DFAE | 233,077 | $5,619 | 12/31/2023 |
| Financial Alternatives Inc | 221,409 | $5,338 | 12/31/2023 |
| DFAE | 221,409 | $5,338 | 12/31/2023 |
| One Capital Management LLC | 221,254 | $5,334 | 12/31/2023 |
| DFAE | 221,254 | $5,334 | 12/31/2023 |
| Aptus Capital Advisors LLC | 219,906 | $5,302 | 12/31/2023 |
| DFAE | 219,906 | $5,302 | 12/31/2023 |
| Private Advisor Group LLC | 219,856 | $5,301 | 12/31/2023 |
| DFAE | 219,856 | $5,301 | 12/31/2023 |
| Pinnacle Associates Ltd. | 215,480 | $5,195 | 12/31/2023 |
| DFAE | 215,480 | $5,195 | 12/31/2023 |
| Pinnacle Wealth Management Advisory Group LLC | 215,375 | $5,193 | 12/31/2023 |
| DFAE | 215,375 | $5,193 | 12/31/2023 |
| tru Independence LLC | 209,419 | $5,177 | 03/31/2024 |
| DFAE | 209,419 | $5,177 | 03/31/2024 |
| Forum Private Client Group LLC | 213,160 | $5,139 | 12/31/2023 |
| DFAE | 213,160 | $5,139 | 12/31/2023 |
| Essential Planning LLC. | 210,856 | $5,084 | 12/31/2023 |
| DFAE | 210,856 | $5,084 | 12/31/2023 |
| Catalyst Private Wealth LLC | 204,851 | $5,064 | 03/31/2024 |
| DFAE | 204,851 | $5,064 | 03/31/2024 |
| Financial Advocates Investment Management | 206,415 | $4,977 | 12/31/2023 |
| DFAE | 206,415 | $4,977 | 12/31/2023 |
| Balyasny Asset Management LLC | 205,833 | $4,963 | 12/31/2023 |
| DFAE | 205,833 | $4,963 | 12/31/2023 |
| Monument Group Wealth Advisors LLC | 203,828 | $4,914 | 12/31/2023 |
| DFAE | 203,828 | $4,914 | 12/31/2023 |
| DecisionPoint Financial LLC | 203,165 | $4,898 | 12/31/2023 |
| DFAE | 203,165 | $4,898 | 12/31/2023 |
| MAI Capital Management | 200,786 | $4,841 | 12/31/2023 |
| DFAE | 200,786 | $4,841 | 12/31/2023 |
| Wealthquest Corp | 194,194 | $4,682 | 12/31/2023 |
| DFAE | 194,194 | $4,682 | 12/31/2023 |
| Sterling Wealth Management Inc. | 193,128 | $4,656 | 12/31/2023 |
| DFAE | 193,128 | $4,656 | 12/31/2023 |
| Arista Wealth Management LLC | 187,847 | $4,644 | 03/31/2024 |
| DFAE | 187,847 | $4,644 | 03/31/2024 |
| Austin Wealth Management LLC | 192,087 | $4,631 | 12/31/2023 |
| DFAE | 192,087 | $4,631 | 12/31/2023 |
| Jackson Thornton Asset Management LLC | 186,839 | $4,505 | 12/31/2023 |
| DFAE | 186,839 | $4,505 | 12/31/2023 |
| Kure Advisory LLC | 185,609 | $4,475 | 12/31/2023 |
| DFAE | 185,609 | $4,475 | 12/31/2023 |
| OLD Mission Capital LLC | 184,431 | $4,447 | 12/31/2023 |
| DFAE | 184,431 | $4,447 | 12/31/2023 |
| Oceanside Advisors LLC | 183,234 | $4,418 | 12/31/2023 |
| DFAE | 183,234 | $4,418 | 12/31/2023 |
| Relative Value Partners Group LLC | 182,763 | $4,406 | 12/31/2023 |
| DFAE | 182,763 | $4,406 | 12/31/2023 |
| Stifel Financial Corp | 181,278 | $4,371 | 12/31/2023 |
| DFAE | 181,278 | $4,371 | 12/31/2023 |
| Willow Creek Wealth Management Inc. | 180,937 | $4,362 | 12/31/2023 |
| DFAE | 180,937 | $4,362 | 12/31/2023 |
| Sageworth Trust Co | 174,668 | $4,318 | 03/31/2024 |
| DFAE | 174,668 | $4,318 | 03/31/2024 |
| Sax Wealth Advisors LLC | 176,830 | $4,263 | 12/31/2023 |
| DFAE | 176,830 | $4,263 | 12/31/2023 |
| Landmark Financial Advisors LLC | 176,169 | $4,247 | 12/31/2023 |
| DFAE | 176,169 | $4,247 | 12/31/2023 |
| Rappaport Reiches Capital Management LLC | 170,295 | $4,210 | 03/31/2024 |
| DFAE | 170,295 | $4,210 | 03/31/2024 |
| ML & R Wealth Management LLC | 173,592 | $4,185 | 12/31/2023 |
| DFAE | 173,592 | $4,185 | 12/31/2023 |
| Quantum Financial Advisors LLC | 172,122 | $4,150 | 12/31/2023 |
| DFAE | 172,122 | $4,150 | 12/31/2023 |
| Resources Investment Advisors LLC. | 171,736 | $4,141 | 12/31/2023 |
| DFAE | 171,736 | $4,141 | 12/31/2023 |
| Cerity Partners LLC | 169,040 | $4,076 | 12/31/2023 |
| DFAE | 169,040 | $4,076 | 12/31/2023 |
| AE Wealth Management LLC | 167,882 | $3,937 | 12/31/2023 |
| DFAE | 167,882 | $3,937 | 12/31/2023 |
| Integrity Wealth Solutions LLC | 150,982 | $3,732 | 03/31/2024 |
| DFAE | 150,982 | $3,732 | 03/31/2024 |
| Disciplined Investments LLC | 150,421 | $3,718 | 03/31/2024 |
| DFAE | 150,421 | $3,718 | 03/31/2024 |
| Cetera Investment Advisers | 153,336 | $3,697 | 12/31/2023 |
| DFAE | 153,336 | $3,697 | 12/31/2023 |
| Sutton Place Investors LLC | 148,059 | $3,660 | 03/31/2024 |
| DFAE | 148,059 | $3,660 | 03/31/2024 |
| Apella Capital LLC | 140,829 | $3,550 | 03/31/2024 |
| DFAE | 140,829 | $3,550 | 03/31/2024 |
| Fort Henry Capital LLC | 142,949 | $3,534 | 03/31/2024 |
| DFAE | 142,949 | $3,534 | 03/31/2024 |
| Seven Mile Advisory | 142,314 | $3,431 | 12/31/2023 |
| DFAE | 142,314 | $3,431 | 12/31/2023 |
| Level Financial Advisors Inc. | 138,417 | $3,422 | 03/31/2024 |
| DFAE | 138,417 | $3,422 | 03/31/2024 |
| Keb Asset Management LLC | 140,563 | $3,389 | 12/31/2023 |
| DFAE | 140,563 | $3,389 | 12/31/2023 |
| Tortoise Investment Management LLC | 138,627 | $3,342 | 12/31/2023 |
| DFAE | 138,627 | $3,342 | 12/31/2023 |
| Heritage Wealth Management Inc. Texas | 137,473 | $3,315 | 12/31/2023 |
| DFAE | 137,473 | $3,315 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 134,712 | $3,248 | 12/31/2023 |
| DFAE | 134,712 | $3,248 | 12/31/2023 |
| Flow Traders U.S. LLC | 128,730 | $3,104 | 12/31/2023 |
| DFAE | 128,730 | $3,104 | 12/31/2023 |
| Andrews Lucia Wealth Management LLC | 123,052 | $2,967 | 12/31/2023 |
| DFAE | 123,052 | $2,967 | 12/31/2023 |
| Buckingham Strategic Partners | 120,580 | $2,907 | 12/31/2023 |
| DFAE | 120,580 | $2,907 | 12/31/2023 |
| Stadion Money Management LLC | 117,946 | $2,844 | 12/31/2023 |
| DFAE | 117,946 | $2,844 | 12/31/2023 |
| Builder Investment Group Inc. ADV | 116,890 | $2,818 | 12/31/2023 |
| DFAE | 116,890 | $2,818 | 12/31/2023 |
| Financial Gravity Asset Management Inc. | 115,539 | $2,786 | 12/31/2023 |
| DFAE | 115,539 | $2,786 | 12/31/2023 |
| Pettinga Financial Advisors LLC | 111,326 | $2,752 | 03/31/2024 |
| DFAE | 111,326 | $2,752 | 03/31/2024 |
| Waypoint Wealth Partners Inc. | 112,425 | $2,711 | 12/31/2023 |
| DFAE | 112,425 | $2,711 | 12/31/2023 |
| CVA Family Office LLC | 109,610 | $2,710 | 03/31/2024 |
| DFAE | 109,610 | $2,710 | 03/31/2024 |
| Advisor Group Holdings Inc. | 107,846 | $2,600 | 12/31/2023 |
| DFAE | 107,846 | $2,600 | 12/31/2023 |
| RCS Financial Planning LLC | 105,910 | $2,553 | 12/31/2023 |
| DFAE | 105,910 | $2,553 | 12/31/2023 |
| Baker Boyer National Bank | 102,403 | $2,530 | 03/31/2024 |
| DFAE | 102,403 | $2,530 | 03/31/2024 |
| Okabena Investment Services Inc. | 104,798 | $2,527 | 12/31/2023 |
| DFAE | 104,798 | $2,527 | 12/31/2023 |
| PFG Advisors | 102,037 | $2,460 | 12/31/2023 |
| DFAE | 102,037 | $2,460 | 12/31/2023 |
| IFP Advisors Inc | 101,897 | $2,457 | 12/31/2023 |
| DFAE | 101,897 | $2,457 | 12/31/2023 |
| Glass Jacobson Investment Advisors llc | 101,493 | $2,447 | 12/31/2023 |
| DFAE | 101,493 | $2,447 | 12/31/2023 |
| Heritage Wealth Management Inc. CA | 99,159 | $2,391 | 12/31/2023 |
| DFAE | 99,159 | $2,391 | 12/31/2023 |
| AA Financial Advisors LLC | 98,559 | $2,376 | 12/31/2023 |
| DFAE | 98,559 | $2,376 | 12/31/2023 |
| Annapolis Financial Services LLC | 95,521 | $2,361 | 03/31/2024 |
| DFAE | 95,521 | $2,361 | 03/31/2024 |
| Midwest Heritage Bank FSB | 97,811 | $2,358 | 12/31/2023 |
| DFAE | 97,811 | $2,358 | 12/31/2023 |
| Raymond James & Associates | 94,685 | $2,341 | 03/31/2024 |
| DFAE | 94,685 | $2,341 | 03/31/2024 |
| Beacon Pointe Advisors LLC | 93,038 | $2,243 | 12/31/2023 |
| DFAE | 93,038 | $2,243 | 12/31/2023 |
| Vista Wealth Management Group LLC | 91,265 | $2,200 | 12/31/2023 |
| DFAE | 91,265 | $2,200 | 12/31/2023 |
| Saxony Capital Management LLC | 90,429 | $2,180 | 12/31/2023 |
| DFAE | 90,429 | $2,180 | 12/31/2023 |
| Waddell & Associates LLC | 89,505 | $2,158 | 12/31/2023 |
| DFAE | 89,505 | $2,158 | 12/31/2023 |
| AlTi Global Inc. | 88,370 | $2,131 | 12/31/2023 |
| DFAE | 88,370 | $2,131 | 12/31/2023 |
| Pathstone Holdings LLC | 88,327 | $2,130 | 12/31/2023 |
| DFAE | 88,327 | $2,130 | 12/31/2023 |
| Cassady Schiller Wealth Management LLC | 87,908 | $2,119 | 12/31/2023 |
| DFAE | 87,908 | $2,119 | 12/31/2023 |
| American Investment Services Inc. | 87,519 | $2,110 | 12/31/2023 |
| DFAE | 87,519 | $2,110 | 12/31/2023 |
| Lodestone Wealth Management LLC | 87,396 | $2,107 | 12/31/2023 |
| DFAE | 87,396 | $2,107 | 12/31/2023 |
| RFG Advisory LLC | 84,377 | $2,086 | 03/31/2024 |
| DFAE | 84,377 | $2,086 | 03/31/2024 |
| Cetera Advisor Networks LLC | 85,695 | $2,066 | 12/31/2023 |
| DFAE | 85,695 | $2,066 | 12/31/2023 |
| Savant Capital LLC | 84,979 | $2,049 | 12/31/2023 |
| DFAE | 84,979 | $2,049 | 12/31/2023 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 82,818 | $1,997 | 12/31/2023 |
| DFAE | 82,818 | $1,997 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 78,732 | $1,898 | 12/31/2023 |
| DFAE | 78,732 | $1,898 | 12/31/2023 |
| Security Financial Services INC. | 74,785 | $1,849 | 03/31/2024 |
| DFAE | 74,785 | $1,849 | 03/31/2024 |
| Keebeck Wealth Management LLC | 74,700 | $1,801 | 12/31/2023 |
| DFAE | 74,700 | $1,801 | 12/31/2023 |
| Total Wealth Planning LLC | 71,476 | $1,767 | 03/31/2024 |
| DFAE | 71,476 | $1,767 | 03/31/2024 |
| Tillman Hartley LLC | 73,262 | $1,766 | 12/31/2023 |
| DFAE | 73,262 | $1,766 | 12/31/2023 |
| Versant Capital Management Inc | 71,334 | $1,763 | 03/31/2024 |
| DFAE | 71,334 | $1,763 | 03/31/2024 |
| Financial Symmetry Inc | 72,467 | $1,747 | 12/31/2023 |
| DFAE | 72,467 | $1,747 | 12/31/2023 |
| Garrett Investment Advisors LLC | 70,453 | $1,742 | 03/31/2024 |
| DFAE | 70,453 | $1,742 | 03/31/2024 |
| Zhang Financial LLC | 70,942 | $1,710 | 12/31/2023 |
| DFAE | 70,942 | $1,710 | 12/31/2023 |
| Lauer Wealth LLC | 67,085 | $1,679 | 03/31/2024 |
| DFAE | 67,085 | $1,679 | 03/31/2024 |
| Meritas Wealth Management LLC | 67,487 | $1,668 | 03/31/2024 |
| DFAE | 67,487 | $1,668 | 03/31/2024 |
| Yoder Wealth Management Inc. | 67,055 | $1,658 | 03/31/2024 |
| DFAE | 67,055 | $1,658 | 03/31/2024 |
| Allworth Financial LP | 68,636 | $1,655 | 12/31/2023 |
| DFAE | 68,636 | $1,655 | 12/31/2023 |
| Chicago Partners Investment Group LLC | 70,802 | $1,654 | 12/31/2023 |
| DFAE | 70,802 | $1,654 | 12/31/2023 |
| GEM Asset Management LLC | 68,282 | $1,646 | 12/31/2023 |
| DFAE | 68,282 | $1,646 | 12/31/2023 |
| City State Bank | 65,734 | $1,625 | 03/31/2024 |
| DFAE | 65,734 | $1,625 | 03/31/2024 |
| Aviance Capital Partners LLC | 64,820 | $1,602 | 03/31/2024 |
| DFAE | 64,820 | $1,602 | 03/31/2024 |
| Gradient Capital Advisors LLC | 64,443 | $1,593 | 03/31/2024 |
| DFAE | 64,443 | $1,593 | 03/31/2024 |
| Breakwater Capital Group | 64,243 | $1,588 | 03/31/2024 |
| DFAE | 64,243 | $1,588 | 03/31/2024 |
| Cardiff Park Advisors LLC | 65,488 | $1,579 | 12/31/2023 |
| DFAE | 65,488 | $1,579 | 12/31/2023 |
| Peapack Gladstone Financial Corp | 63,620 | $1,534 | 12/31/2023 |
| DFAE | 63,620 | $1,534 | 12/31/2023 |
| Claris Advisors LLC MO | 61,232 | $1,476 | 12/31/2023 |
| DFAE | 61,232 | $1,476 | 12/31/2023 |
| First Command Advisory Services Inc. | 61,108 | $1,473 | 12/31/2023 |
| DFAE | 61,108 | $1,473 | 12/31/2023 |
| Beta Wealth Group Inc. | 60,529 | $1,459 | 12/31/2023 |
| DFAE | 60,529 | $1,459 | 12/31/2023 |
| Krilogy Financial LLC | 60,285 | $1,453 | 12/31/2023 |
| DFAE | 60,285 | $1,453 | 12/31/2023 |
| Evanson Asset Management LLC | 57,439 | $1,420 | 03/31/2024 |
| DFAE | 57,439 | $1,420 | 03/31/2024 |
| Equitable Holdings Inc. | 58,767 | $1,417 | 12/31/2023 |
| DFAE | 58,767 | $1,417 | 12/31/2023 |
| Bay Harbor Wealth Management LLC | 56,759 | $1,403 | 03/31/2024 |
| DFAE | 56,759 | $1,403 | 03/31/2024 |
| AdvisorNet Financial Inc | 56,661 | $1,401 | 03/31/2024 |
| DFAE | 56,661 | $1,401 | 03/31/2024 |
| Sontag Advisory LLC | 57,560 | $1,388 | 12/31/2023 |
| DFAE | 57,560 | $1,388 | 12/31/2023 |
| PrairieView Partners LLC | 57,372 | $1,383 | 12/31/2023 |
| DFAE | 57,372 | $1,383 | 12/31/2023 |
| Quad Cities Investment Group LLC | 54,281 | $1,342 | 03/31/2024 |
| DFAE | 54,281 | $1,342 | 03/31/2024 |
| Clarity Capital Advisors LLC | 53,723 | $1,328 | 03/31/2024 |
| DFAE | 53,723 | $1,328 | 03/31/2024 |
| American Capital Advisory LLC | 54,798 | $1,321 | 12/31/2023 |
| DFAE | 54,798 | $1,321 | 12/31/2023 |
| Hutchinson Capital Management CA | 54,766 | $1,320 | 12/31/2023 |
| DFAE | 54,766 | $1,320 | 12/31/2023 |
| Sailer Financial LLC | 54,385 | $1,311 | 12/31/2023 |
| DFAE | 54,385 | $1,311 | 12/31/2023 |
| Heritage Financial Services LLC | 53,887 | $1,299 | 12/31/2023 |
| DFAE | 53,887 | $1,299 | 12/31/2023 |
| LaSalle St. Investment Advisors LLC | 53,710 | $1,295 | 12/31/2023 |
| DFAE | 53,710 | $1,295 | 12/31/2023 |
| Birchcreek Wealth Management LLC | 52,970 | $1,277 | 12/31/2023 |
| DFAE | 52,970 | $1,277 | 12/31/2023 |
| Syverson Strege & Co | 52,610 | $1,268 | 12/31/2023 |
| DFAE | 52,610 | $1,268 | 12/31/2023 |
| Cahill Wealth Management LLC | 51,878 | $1,251 | 12/31/2023 |
| DFAE | 51,878 | $1,251 | 12/31/2023 |
| Kestra Advisory Services LLC | 51,857 | $1,250 | 12/31/2023 |
| DFAE | 51,857 | $1,250 | 12/31/2023 |
| Penobscot Wealth Management | 51,273 | $1,236 | 12/31/2023 |
| DFAE | 51,273 | $1,236 | 12/31/2023 |
| MBA Advisors LLC | 51,238 | $1,235 | 12/31/2023 |
| DFAE | 51,238 | $1,235 | 12/31/2023 |
| Pinnacle Financial Group LLC IL | 49,235 | $1,187 | 12/31/2023 |
| DFAE | 49,235 | $1,187 | 12/31/2023 |
| 180 Wealth Advisors LLC | 47,143 | $1,165 | 03/31/2024 |
| DFAE | 47,143 | $1,165 | 03/31/2024 |
| Ronald Blue Trust Inc. | 51,439 | $1,161 | 12/31/2023 |
| DFAE | 51,439 | $1,161 | 12/31/2023 |
| Wealthsource Partners LLC | 47,999 | $1,157 | 12/31/2023 |
| DFAE | 47,999 | $1,157 | 12/31/2023 |
| Investmark Advisory Group LLC | 47,395 | $1,143 | 12/31/2023 |
| DFAE | 47,395 | $1,143 | 12/31/2023 |
| Change Path LLC | 46,877 | $1,131 | 12/31/2023 |
| DFAE | 46,877 | $1,131 | 12/31/2023 |
| Vermillion & White Wealth Management Group LLC | 46,679 | $1,125 | 12/31/2023 |
| DFAE | 46,679 | $1,125 | 12/31/2023 |
| Foster & Motley Inc. | 45,134 | $1,116 | 03/31/2024 |
| DFAE | 45,134 | $1,116 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 45,473 | $1,096 | 12/31/2023 |
| DFAE | 45,473 | $1,096 | 12/31/2023 |
| Werba Rubin Papier Wealth Management | 43,760 | $1,055 | 12/31/2023 |
| DFAE | 43,760 | $1,055 | 12/31/2023 |
| Sollinda Capital Management LLC | 42,478 | $1,050 | 03/31/2024 |
| DFAE | 42,478 | $1,050 | 03/31/2024 |
| Retirement Guys Formula LLC | 41,880 | $1,035 | 03/31/2024 |
| DFAE | 41,880 | $1,035 | 03/31/2024 |
| Mustard Seed Financial LLC | 41,000 | $1,014 | 03/31/2024 |
| DFAE | 41,000 | $1,014 | 03/31/2024 |
| Advanced Research Investment Solutions LLC | 40,507 | $977 | 12/31/2023 |
| DFAE | 40,507 | $977 | 12/31/2023 |
| Walden Wealth Partners LLC | 39,252 | $975 | 03/31/2024 |
| DFAE | 39,252 | $975 | 03/31/2024 |
| Morton Capital Management LLC CA | 38,768 | $958 | 03/31/2024 |
| DFAE | 38,768 | $958 | 03/31/2024 |
| Soundmark Wealth Management LLC | 38,531 | $952 | 03/31/2024 |
| DFAE | 38,531 | $952 | 03/31/2024 |
| Capital Investment Advisory Services LLC | 37,832 | $912 | 12/31/2023 |
| DFAE | 37,832 | $912 | 12/31/2023 |
| Shearwater Capital LLC | 36,135 | $893 | 03/31/2024 |
| DFAE | 36,135 | $893 | 03/31/2024 |
| Sprinkle Financial Consultants LLC | 36,972 | $891 | 12/31/2023 |
| DFAE | 36,972 | $891 | 12/31/2023 |
| L & S Advisors Inc | 35,817 | $864 | 12/31/2023 |
| DFAE | 35,817 | $864 | 12/31/2023 |
| Bridge Advisory LLC | 34,797 | $860 | 03/31/2024 |
| DFAE | 34,797 | $860 | 03/31/2024 |
| Plancorp LLC | 35,423 | $854 | 12/31/2023 |
| DFAE | 35,423 | $854 | 12/31/2023 |
| Presidio Capital Management LLC | 33,753 | $814 | 12/31/2023 |
| DFAE | 33,753 | $814 | 12/31/2023 |
| Highland Financial Advisors LLC | 32,982 | $795 | 12/31/2023 |
| DFAE | 32,982 | $795 | 12/31/2023 |
| ARK & TLK Investments LLC | 32,902 | $793 | 12/31/2023 |
| DFAE | 32,902 | $793 | 12/31/2023 |
| Cordant Inc. | 31,584 | $781 | 03/31/2024 |
| DFAE | 31,584 | $781 | 03/31/2024 |
| Flagstone Financial Management | 31,555 | $761 | 12/31/2023 |
| DFAE | 31,555 | $761 | 12/31/2023 |
| Northwest Wealth Management LLC | 31,493 | $759 | 12/31/2023 |
| DFAE | 31,493 | $759 | 12/31/2023 |
| Axxcess Wealth Management LLC | 30,312 | $731 | 12/31/2023 |
| DFAE | 30,312 | $731 | 12/31/2023 |
| Bank of New York Mellon Corp | 30,244 | $729 | 12/31/2023 |
| DFAE | 30,244 | $729 | 12/31/2023 |
| DDD Partners LLC | 29,435 | $710 | 12/31/2023 |
| DFAE | 29,435 | $710 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 29,769 | $708 | 12/31/2023 |
| DFAE | 29,769 | $708 | 12/31/2023 |
| Lam Group Inc. | 28,100 | $695 | 03/31/2024 |
| DFAE | 28,100 | $695 | 03/31/2024 |
| WMS Partners LLC | 28,603 | $690 | 12/31/2023 |
| DFAE | 28,603 | $690 | 12/31/2023 |
| Tanager Wealth Management LLP | 28,527 | $688 | 12/31/2023 |
| DFAE | 28,527 | $688 | 12/31/2023 |
| CarsonAllaria Wealth Management Ltd. | 27,457 | $662 | 12/31/2023 |
| DFAE | 27,457 | $662 | 12/31/2023 |
| Baird Financial Group Inc. | 26,695 | $644 | 12/31/2023 |
| DFAE | 26,695 | $644 | 12/31/2023 |
| Total Clarity Wealth Management Inc. | 25,962 | $642 | 03/31/2024 |
| DFAE | 25,962 | $642 | 03/31/2024 |
| AQR Capital Management LLC | 26,446 | $638 | 12/31/2023 |
| DFAE | 26,446 | $638 | 12/31/2023 |
| Drive Wealth Management LLC | 23,856 | $590 | 03/31/2024 |
| DFAE | 23,856 | $590 | 03/31/2024 |
| Signature Resources Capital Management LLC | 24,350 | $587 | 03/31/2024 |
| DFAE | 24,350 | $587 | 03/31/2024 |
| Valeo Financial Advisors LLC | 23,624 | $584 | 03/31/2024 |
| DFAE | 23,624 | $584 | 03/31/2024 |
| Patriot Financial Group Insurance Agency LLC | 23,645 | $570 | 12/31/2023 |
| DFAE | 23,645 | $570 | 12/31/2023 |
| Naples Global Advisors LLC | 23,485 | $566 | 12/31/2023 |
| DFAE | 23,485 | $566 | 12/31/2023 |
| Bristlecone Advisors LLC | 22,649 | $560 | 03/31/2024 |
| DFAE | 22,649 | $560 | 03/31/2024 |
| Investment Advisory Group LLC | 23,165 | $559 | 12/31/2023 |
| DFAE | 23,165 | $559 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 22,429 | $541 | 12/31/2023 |
| DFAE | 22,429 | $541 | 12/31/2023 |
| Hoylecohen LLC | 22,374 | $539 | 12/31/2023 |
| DFAE | 22,374 | $539 | 12/31/2023 |
| VanderPol Investments L.L.C. | 21,686 | $536 | 03/31/2024 |
| DFAE | 21,686 | $536 | 03/31/2024 |
| Farther Finance Advisors LLC | 21,452 | $517 | 12/31/2023 |
| DFAE | 21,452 | $517 | 12/31/2023 |
| Rehmann Capital Advisory Group | 21,136 | $510 | 12/31/2023 |
| DFAE | 21,136 | $510 | 12/31/2023 |
| Rather & Kittrell Inc. | 20,659 | $498 | 12/31/2023 |
| DFAE | 20,659 | $498 | 12/31/2023 |
| Parcion Private Wealth LLC | 20,300 | $489 | 12/31/2023 |
| DFAE | 20,300 | $489 | 12/31/2023 |
| WMG Financial Advisors LLC | 20,182 | $487 | 12/31/2023 |
| DFAE | 20,182 | $487 | 12/31/2023 |
| Exeter Financial LLC | 19,340 | $480 | 03/31/2024 |
| DFAE | 19,340 | $480 | 03/31/2024 |
| Samalin Investment Counsel LLC | 19,821 | $478 | 12/31/2023 |
| DFAE | 19,821 | $478 | 12/31/2023 |
| Lauterbach Financial Advisors LLC | 19,594 | $472 | 12/31/2023 |
| DFAE | 19,594 | $472 | 12/31/2023 |
| DBK Financial Counsel LLC | 19,000 | $470 | 03/31/2024 |
| DFAE | 19,000 | $470 | 03/31/2024 |
| Wealthfront Advisers LLC | 18,783 | $464 | 03/31/2024 |
| DFAE | 18,783 | $464 | 03/31/2024 |
| USAdvisors Wealth Management LLC | 19,078 | $459 | 12/31/2023 |
| DFAE | 19,078 | $459 | 12/31/2023 |
| Tranquility Partners LLC | 18,857 | $455 | 12/31/2023 |
| DFAE | 18,857 | $455 | 12/31/2023 |
| BCU Wealth Advisors LLC | 18,287 | $441 | 12/31/2023 |
| DFAE | 18,287 | $441 | 12/31/2023 |
| IFG Advisors LLC | 17,753 | $428 | 12/31/2023 |
| DFAE | 17,753 | $428 | 12/31/2023 |
| Prosperity Planning Inc. | 17,064 | $422 | 03/31/2024 |
| DFAE | 17,064 | $422 | 03/31/2024 |
| Cherry Tree Wealth Management LLC | 17,355 | $418 | 12/31/2023 |
| DFAE | 17,355 | $418 | 12/31/2023 |
| Comerica Bank | 17,304 | $417 | 12/31/2023 |
| DFAE | 17,304 | $417 | 12/31/2023 |
| Fortress Wealth Management Inc. | 16,452 | $407 | 03/31/2024 |
| DFAE | 16,452 | $407 | 03/31/2024 |
| Abel Hall LLC | 16,849 | $406 | 12/31/2023 |
| DFAE | 16,849 | $406 | 12/31/2023 |
| Parsons Capital Management Inc. RI | 16,391 | $405 | 03/31/2024 |
| DFAE | 16,391 | $405 | 03/31/2024 |
| Eastover Investment Advisors LLC | 16,745 | $404 | 12/31/2023 |
| DFAE | 16,745 | $404 | 12/31/2023 |
| Ruedi Wealth Management Inc. | 16,626 | $401 | 12/31/2023 |
| DFAE | 16,626 | $401 | 12/31/2023 |
| Spire Wealth Management | 17,226 | $399 | 12/31/2023 |
| DFAE | 17,226 | $399 | 12/31/2023 |
| SJS Investment Consulting Inc. | 16,000 | $396 | 03/31/2024 |
| DFAE | 16,000 | $396 | 03/31/2024 |
| EP Wealth Advisors LLC | 16,342 | $394 | 12/31/2023 |
| DFAE | 16,342 | $394 | 12/31/2023 |
| Quarry Hill Advisors LLC | 16,183 | $390 | 12/31/2023 |
| DFAE | 16,183 | $390 | 12/31/2023 |
| Eaton Cambridge Inc. | 16,001 | $386 | 12/31/2023 |
| DFAE | 16,001 | $386 | 12/31/2023 |
| Golden State Equity Partners | 15,594 | $376 | 12/31/2023 |
| DFAE | 15,594 | $376 | 12/31/2023 |
| Elevate Wealth Advisory Inc. | 15,274 | $368 | 12/31/2023 |
| DFAE | 15,274 | $368 | 12/31/2023 |
| Jacobi Capital Management LLC | 14,876 | $359 | 12/31/2023 |
| DFAE | 14,876 | $359 | 12/31/2023 |
| Hill Investment Group Partners LLC | 14,648 | $353 | 12/31/2023 |
| DFAE | 14,648 | $353 | 12/31/2023 |
| Marshall Financial Group LLC | 14,155 | $350 | 03/31/2024 |
| DFAE | 14,155 | $350 | 03/31/2024 |
| D.A. Davidson & CO. | 14,533 | $350 | 12/31/2023 |
| DFAE | 14,533 | $350 | 12/31/2023 |
| Cullen Frost Bankers Inc. | 14,369 | $346 | 12/31/2023 |
| DFAE | 14,369 | $346 | 12/31/2023 |
| Foster Group Inc. | 13,876 | $343 | 03/31/2024 |
| DFAE | 13,876 | $343 | 03/31/2024 |
| Aire Advisors LLC | 14,075 | $339 | 12/31/2023 |
| DFAE | 14,075 | $339 | 12/31/2023 |
| Principal Securities Inc. | 13,877 | $335 | 12/31/2023 |
| DFAE | 13,877 | $335 | 12/31/2023 |
| Townsquare Capital LLC | 13,727 | $331 | 12/31/2023 |
| DFAE | 13,727 | $331 | 12/31/2023 |
| Resource Consulting Group Inc. | 13,155 | $317 | 12/31/2023 |
| DFAE | 13,155 | $317 | 12/31/2023 |
| HRT Financial LP | 12,995 | $313 | 12/31/2023 |
| DFAE | 12,995 | $313 | 12/31/2023 |
| Burney Co. | 12,685 | $306 | 12/31/2023 |
| DFAE | 12,685 | $306 | 12/31/2023 |
| Maryland Capital Advisors Inc. | 12,298 | $304 | 03/31/2024 |
| DFAE | 12,298 | $304 | 03/31/2024 |
| Leading Edge Financial Planning LLC | 12,551 | $303 | 12/31/2023 |
| DFAE | 12,551 | $303 | 12/31/2023 |
| Great Valley Advisor Group Inc. | 12,313 | $297 | 12/31/2023 |
| DFAE | 12,313 | $297 | 12/31/2023 |
| Abacus Planning Group Inc. | 11,878 | $294 | 03/31/2024 |
| DFAE | 11,878 | $294 | 03/31/2024 |
| US Bancorp DE | 12,192 | $294 | 12/31/2023 |
| DFAE | 12,192 | $294 | 12/31/2023 |
| Wedmont Private Capital | 11,075 | $279 | 03/31/2024 |
| DFAE | 11,075 | $279 | 03/31/2024 |
| REDW Wealth LLC | 11,547 | $278 | 12/31/2023 |
| DFAE | 11,547 | $278 | 12/31/2023 |
| Websterrogers Financial Advisors LLC | 11,394 | $275 | 12/31/2023 |
| DFAE | 11,394 | $275 | 12/31/2023 |
| Truist Financial Corp | 11,184 | $270 | 12/31/2023 |
| DFAE | 11,184 | $270 | 12/31/2023 |
| Envestnet Portfolio Solutions Inc. | 10,564 | $255 | 12/31/2023 |
| DFAE | 10,564 | $255 | 12/31/2023 |
| Acorn Wealth Advisors LLC | 10,479 | $253 | 12/31/2023 |
| DFAE | 10,479 | $253 | 12/31/2023 |
| Morgan Stanley | 10,466 | $252 | 12/31/2023 |
| DFAE | 10,466 | $252 | 12/31/2023 |
| C M Bidwell & Associates Ltd. | 10,252 | $247 | 12/31/2023 |
| DFAE | 10,252 | $247 | 12/31/2023 |
| Tanglewood Legacy Advisors LLC | 9,876 | $244 | 03/31/2024 |
| DFAE | 9,876 | $244 | 03/31/2024 |
| Pinnacle Family Advisors LLC | 9,873 | $238 | 12/31/2023 |
| DFAE | 9,873 | $238 | 12/31/2023 |
| Matisse Capital | 9,746 | $235 | 12/31/2023 |
| DFAE | 9,746 | $235 | 12/31/2023 |
| CAPROCK Group Inc. | 9,675 | $233 | 12/31/2023 |
| DFAE | 9,675 | $233 | 12/31/2023 |
| Girard Partners LTD. | 9,163 | $221 | 12/31/2023 |
| DFAE | 9,163 | $221 | 12/31/2023 |
| Lakeridge Wealth Management LLC | 9,144 | $220 | 12/31/2023 |
| DFAE | 9,144 | $220 | 12/31/2023 |
| Financial Counselors Inc. | 9,068 | $219 | 12/31/2023 |
| DFAE | 9,068 | $219 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 8,622 | $213 | 03/31/2024 |
| DFAE | 8,622 | $213 | 03/31/2024 |
| Raymond James Trust N.A. | 8,676 | $209 | 12/31/2023 |
| DFAE | 8,676 | $209 | 12/31/2023 |
| Greenspring Advisors LLC | 8,662 | $209 | 12/31/2023 |
| DFAE | 8,662 | $209 | 12/31/2023 |
| Private Trust Co. NA | 8,603 | $207 | 12/31/2023 |
| DFAE | 8,603 | $207 | 12/31/2023 |
| G2 Capital Management LLC OH | 8,601 | $207 | 12/31/2023 |
| DFAE | 8,601 | $207 | 12/31/2023 |
| Trinity Financial Advisors LLC | 8,225 | $203 | 03/31/2024 |
| DFAE | 8,225 | $203 | 03/31/2024 |
| Cresset Asset Management LLC | 8,369 | $202 | 12/31/2023 |
| DFAE | 8,369 | $202 | 12/31/2023 |
| Clearstead Advisors LLC | 6,170 | $149 | 12/31/2023 |
| DFAE | 6,170 | $149 | 12/31/2023 |
| Sanctuary Wealth Management L.L.C. | 5,989 | $144 | 12/31/2023 |
| DFAE | 5,989 | $144 | 12/31/2023 |
| Morris Financial Concepts Inc. | 5,774 | $143 | 03/31/2024 |
| DFAE | 5,774 | $143 | 03/31/2024 |
| Red Lighthouse Investment Management LLC | 5,581 | $135 | 12/31/2023 |
| DFAE | 5,581 | $135 | 12/31/2023 |
| Bromfield Sneider Wealth Advisors | 5,167 | $128 | 03/31/2024 |
| DFAE | 5,167 | $128 | 03/31/2024 |
| Financial Synergies Wealth Advisors Inc. | 3,762 | $93 | 03/31/2024 |
| DFAE | 3,762 | $93 | 03/31/2024 |
| Blume Capital Management Inc. | 3,630 | $88 | 12/31/2023 |
| DFAE | 3,630 | $88 | 12/31/2023 |
| Strategic Investment Solutions Inc. IL | 3,121 | $75 | 12/31/2023 |
| DFAE | 3,121 | $75 | 12/31/2023 |
| GWM Advisors LLC | 2,993 | $72 | 12/31/2023 |
| DFAE | 2,993 | $72 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 2,573 | $62 | 12/31/2023 |
| DFAE | 2,573 | $62 | 12/31/2023 |
| Smartleaf Asset Management LLC | 2,533 | $61 | 12/31/2023 |
| DFAE | 2,533 | $61 | 12/31/2023 |
| ST Germain D J Co. Inc. | 2,234 | $55 | 03/31/2024 |
| DFAE | 2,234 | $55 | 03/31/2024 |
| Able Wealth Management LLC | 2,257 | $54 | 12/31/2023 |
| DFAE | 2,257 | $54 | 12/31/2023 |
| Aspire Private Capital LLC | 1,939 | $48 | 03/31/2024 |
| DFAE | 1,939 | $48 | 03/31/2024 |
| Bartlett & Co. LLC | 1,832 | $44 | 12/31/2023 |
| DFAE | 1,832 | $44 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 1,832 | $44 | 12/31/2023 |
| DFAE | 1,832 | $44 | 12/31/2023 |
| Global Retirement Partners LLC | 1,542 | $36 | 12/31/2023 |
| DFAE | 1,542 | $36 | 12/31/2023 |
| Pinnacle Bank | 1,335 | $33 | 03/31/2024 |
| DFAE | 1,335 | $33 | 03/31/2024 |
| Glassman Wealth Services | 1,340 | $32 | 12/31/2023 |
| DFAE | 1,340 | $32 | 12/31/2023 |
| Advisory Services Network LLC | 1,237 | $30 | 12/31/2023 |
| DFAE | 1,237 | $30 | 12/31/2023 |
| Harbor Investment Advisory LLC | 1,080 | $27 | 03/31/2024 |
| DFAE | 1,080 | $27 | 03/31/2024 |
| Eagle Bay Advisors LLC | 1,078 | $26 | 12/31/2023 |
| DFAE | 1,078 | $26 | 12/31/2023 |
| First Manhattan Co. | 932 | $22 | 12/31/2023 |
| DFAE | 932 | $22 | 12/31/2023 |
| Washington Trust Advisors Inc. | 876 | $21 | 12/31/2023 |
| DFAE | 876 | $21 | 12/31/2023 |
| Nalls Sherbakoff Group LLC | 804 | $19 | 12/31/2023 |
| DFAE | 804 | $19 | 12/31/2023 |
| Geneos Wealth Management Inc. | 730 | $18 | 12/31/2023 |
| DFAE | 730 | $18 | 12/31/2023 |
| Oliver Lagore Vanvalin Investment Group | 512 | $12 | 12/31/2023 |
| DFAE | 512 | $12 | 12/31/2023 |
| Kayne Anderson Rudnick Investment Management LLC | 363 | $9 | 12/31/2023 |
| DFAE | 363 | $9 | 12/31/2023 |
| Rockbridge Investment Management LCC | 365 | $9 | 12/31/2023 |
| DFAE | 365 | $9 | 12/31/2023 |
| Lee Financial Co | 324 | $8 | 12/31/2023 |
| DFAE | 324 | $8 | 12/31/2023 |
| Parkside Financial Bank & Trust | 326 | $8 | 12/31/2023 |
| DFAE | 326 | $8 | 12/31/2023 |
| Financial Connections Group Inc. | 350 | $8 | 12/31/2023 |
| DFAE | 350 | $8 | 12/31/2023 |
| Frazier Financial Advisors LLC | 345 | $8 | 12/31/2023 |
| DFAE | 345 | $8 | 12/31/2023 |
| Voisard Asset Management Group Inc. | 279 | $7 | 03/31/2024 |
| DFAE | 279 | $7 | 03/31/2024 |
| GPS Wealth Strategies Group LLC | 271 | $7 | 12/31/2023 |
| DFAE | 271 | $7 | 12/31/2023 |
| Parallel Advisors LLC | 263 | $6 | 12/31/2023 |
| DFAE | 263 | $6 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 269 | $6 | 12/31/2023 |
| DFAE | 269 | $6 | 12/31/2023 |
| Asset Dedication LLC | 207 | $5 | 03/31/2024 |
| DFAE | 207 | $5 | 03/31/2024 |
| McIlrath & Eck LLC | 204 | $5 | 12/31/2023 |
| DFAE | 204 | $5 | 12/31/2023 |
| Tucker Asset Management LLC | 193 | $5 | 12/31/2023 |
| DFAE | 193 | $5 | 12/31/2023 |
| Salem Investment Counselors Inc. | 145 | $4 | 03/31/2024 |
| DFAE | 145 | $4 | 03/31/2024 |
| Kathleen S. Wright Associates Inc. | 170 | $4 | 03/31/2024 |
| DFAE | 170 | $4 | 03/31/2024 |
| Qube Research & Technologies Ltd | 166 | $4 | 12/31/2023 |
| DFAE | 166 | $4 | 12/31/2023 |
| Castleview Partners LLC | 172 | $4 | 12/31/2023 |
| DFAE | 172 | $4 | 12/31/2023 |
| Orion Capital Management LLC | 176 | $4 | 12/31/2023 |
| DFAE | 176 | $4 | 12/31/2023 |
| Cornerstone Planning Group LLC | 102 | $2 | 12/31/2023 |
| DFAE | 102 | $2 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 31 | $1 | 03/31/2024 |
| DFAE | 31 | $1 | 03/31/2024 |
| EverSource Wealth Advisors LLC | 44 | $1 | 12/31/2023 |
| DFAE | 44 | $1 | 12/31/2023 |
| ORG Partners LLC | 33 | $1 | 12/31/2023 |
| DFAE | 33 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| DFAE | 0 | $0 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 5 | $0 | 12/31/2023 |
| DFAE | 5 | $0 | 12/31/2023 |
| Ancora Advisors LLC | 10 | $0 | 12/31/2023 |
| DFAE | 10 | $0 | 12/31/2023 |
| Nemes Rush Group LLC | 11 | $0 | 12/31/2023 |
| DFAE | 11 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFAE
See Details: Top 10 Hedge Funds Holding DFAE
Also See: DFAE Holdings Changes
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