HoldingsChannel.com
Funds Holding DFAI

On this page, we present all of the funds holding DFAI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFAI, with a link to that fund's top holdings. The next columns indicate the amount of DFAI stock held by each of the funds holding DFAI, followed by the DFAI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 353 funds holding DFAI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by SYM FINANCIAL Corp. For more details on the positions held by SYM FINANCIAL Corp (or by any of the other funds holding DFAI), click the fund name in the "Holder" column of the funds-holding-DFAI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
SYM FINANCIAL Corp6,246,180$170,646 06/30/2023
     DFAI6,246,180$170,646 06/30/2023
Cable Hill Partners LLC4,820,643$131,700 06/30/2023
     DFAI4,820,643$131,700 06/30/2023
Bank of America Corp DE4,105,326$112,158 06/30/2023
     DFAI4,105,326$112,158 06/30/2023
CI Private Wealth LLC3,056,947$83,516 06/30/2023
     DFAI3,056,947$83,516 06/30/2023
Moisand Fitzgerald Tamayo LLC3,022,075$82,563 06/30/2023
     DFAI3,022,075$82,563 06/30/2023
Jane Street Group LLC2,968,011$81,086 06/30/2023
     DFAI2,968,011$81,086 06/30/2023
Royal Bank of Canada2,012,748$54,987 06/30/2023
     DFAI2,012,748$54,987 06/30/2023
LVZ Advisors Inc.1,906,321$52,081 06/30/2023
     DFAI1,906,321$52,081 06/30/2023
Commonwealth Equity Services LLC1,473,347$40,252 06/30/2023
     DFAI1,473,347$40,252 06/30/2023
Evoke Wealth LLC1,404,473$38,370 06/30/2023
     DFAI1,404,473$38,370 06/30/2023
Mariner LLC1,329,221$36,314 06/30/2023
     DFAI1,329,221$36,314 06/30/2023
RVW Wealth LLC1,305,582$35,668 06/30/2023
     DFAI1,305,582$35,668 06/30/2023
UBS Group AG1,194,632$32,637 06/30/2023
     DFAI1,194,632$32,637 06/30/2023
RAM Investment Partners LLC1,174,132$32,077 06/30/2023
     DFAI1,174,132$32,077 06/30/2023
Arista Wealth Management LLC1,105,820$30,211 06/30/2023
     DFAI1,105,820$30,211 06/30/2023
Sequoia Financial Advisors LLC1,099,925$30,050 06/30/2023
     DFAI1,099,925$30,050 06/30/2023
Spinnaker Investment Group LLC1,066,368$29,252 06/30/2023
     DFAI1,066,368$29,252 06/30/2023
Marquette Asset Management LLC1,061,096$28,989 06/30/2023
     DFAI1,061,096$28,989 06/30/2023
Mather Group LLC.1,048,491$28,645 06/30/2023
     DFAI1,048,491$28,645 06/30/2023
Zhang Financial LLC988,628$26,993 06/30/2023
     DFAI988,628$26,993 06/30/2023
Aquire Wealth Advisors LLC984,705$26,902 06/30/2023
     DFAI984,705$26,902 06/30/2023
Bedel Financial Consulting Inc.964,540$26,351 06/30/2023
     DFAI964,540$26,351 06/30/2023
Mission Wealth Management LP939,622$25,670 06/30/2023
     DFAI939,622$25,670 06/30/2023
Financial Planning & Information Services Inc.900,514$24,602 06/30/2023
     DFAI900,514$24,602 06/30/2023
Root Financial Partners LLC889,038$24,289 06/30/2023
     DFAI889,038$24,289 06/30/2023
Chico Wealth RIA786,315$21,482 06/30/2023
     DFAI786,315$21,482 06/30/2023
Envestnet Asset Management Inc.736,294$20,116 06/30/2023
     DFAI736,294$20,116 06/30/2023
Larson Financial Group LLC710,260$19,404 06/30/2023
     DFAI710,260$19,404 06/30/2023
Raymond James Financial Services Advisors Inc.708,404$19,354 06/30/2023
     DFAI708,404$19,354 06/30/2023
McIlrath & Eck LLC693,927$18,958 06/30/2023
     DFAI693,927$18,958 06/30/2023
Allworth Financial LP679,448$18,563 06/30/2023
     DFAI679,448$18,563 06/30/2023
Creative Planning677,407$18,507 06/30/2023
     DFAI677,407$18,507 06/30/2023
Private Capital Management LLC659,881$18,028 06/30/2023
     DFAI659,881$18,028 06/30/2023
Stonehearth Capital Management LLC593,908$16,226 06/30/2023
     DFAI593,908$16,226 06/30/2023
Plan Group Financial LLC584,902$16,009 06/30/2023
     DFAI584,902$16,009 06/30/2023
Perigon Wealth Management LLC584,339$15,964 06/30/2023
     DFAI584,339$15,964 06/30/2023
M Holdings Securities Inc.590,169$15,905 03/31/2023
     DFAI590,169$15,905 03/31/2023
JFS Wealth Advisors LLC556,858$15,213 06/30/2023
     DFAI556,858$15,213 06/30/2023
UMA Financial Services Inc.540,830$14,797 06/30/2023
     DFAI540,830$14,797 06/30/2023
GWM Advisors LLC525,628$14,360 06/30/2023
     DFAI525,628$14,360 06/30/2023
Legacy Financial Group Inc.522,306$14,269 06/30/2023
     DFAI522,306$14,269 06/30/2023
MML Investors Services LLC515,394$14,081 06/30/2023
     DFAI515,394$14,081 06/30/2023
MAI Capital Management512,466$14,001 06/30/2023
     DFAI512,466$14,001 06/30/2023
SC&H Financial Advisors Inc.503,043$13,743 06/30/2023
     DFAI503,043$13,743 06/30/2023
GeoWealth Management LLC500,830$13,682 06/30/2023
     DFAI500,830$13,682 06/30/2023
AWM Capital LLC499,559$13,648 06/30/2023
     DFAI499,559$13,648 06/30/2023
Pallas Capital Advisors LLC485,943$13,548 06/30/2023
     DFAI485,943$13,548 06/30/2023
Captrust Financial Advisors495,669$13,542 06/30/2023
     DFAI495,669$13,542 06/30/2023
Mercer Global Advisors Inc. ADV483,075$13,198 06/30/2023
     DFAI483,075$13,198 06/30/2023
Private Ocean LLC482,039$13,169 06/30/2023
     DFAI482,039$13,169 06/30/2023
Financial Advocates Investment Management469,408$12,824 06/30/2023
     DFAI469,408$12,824 06/30/2023
Brighton Jones LLC466,344$12,741 06/30/2023
     DFAI466,344$12,741 06/30/2023
Consilium Wealth Advisory LLC465,747$12,724 06/30/2023
     DFAI465,747$12,724 06/30/2023
Sterling Financial Group Inc.459,889$12,564 06/30/2023
     DFAI459,889$12,564 06/30/2023
Essential Planning LLC.424,308$11,588 06/30/2023
     DFAI424,308$11,588 06/30/2023
FirstPurpose Wealth LLC413,672$11,302 06/30/2023
     DFAI413,672$11,302 06/30/2023
Pinnacle Associates Ltd.409,925$11,199 06/30/2023
     DFAI409,925$11,199 06/30/2023
Baystate Wealth Management LLC409,625$11,191 06/30/2023
     DFAI409,625$11,191 06/30/2023
Pinnacle Wealth Management Advisory Group LLC409,625$11,191 06/30/2023
     DFAI409,625$11,191 06/30/2023
Betterment LLC398,385$10,884 06/30/2023
     DFAI398,385$10,884 06/30/2023
Builder Investment Group Inc. ADV386,106$10,548 06/30/2023
     DFAI386,106$10,548 06/30/2023
Modera Wealth Management LLC368,586$10,070 06/30/2023
     DFAI368,586$10,070 06/30/2023
Triad Financial Advisors Inc.367,151$10,031 06/30/2023
     DFAI367,151$10,031 06/30/2023
Okabena Investment Services Inc.361,293$9,871 06/30/2023
     DFAI361,293$9,871 06/30/2023
Financial Alternatives Inc361,145$9,866 06/30/2023
     DFAI361,145$9,866 06/30/2023
TCP Asset Management LLC357,303$9,762 06/30/2023
     DFAI357,303$9,762 06/30/2023
Wealth Dimensions Group Ltd.349,223$9,541 06/30/2023
     DFAI349,223$9,541 06/30/2023
Exencial Wealth Advisors LLC348,899$9,532 06/30/2023
     DFAI348,899$9,532 06/30/2023
Pioneer Wealth Management Group348,490$9,521 06/30/2023
     DFAI348,490$9,521 06/30/2023
Advisory Alpha LLC346,757$9,473 06/30/2023
     DFAI346,757$9,473 06/30/2023
Great Point Wealth Advisors LLC340,939$9,314 06/30/2023
     DFAI340,939$9,314 06/30/2023
Advisor Group Holdings Inc.341,112$9,239 06/30/2023
     DFAI341,112$9,239 06/30/2023
Chicago Partners Investment Group LLC335,518$9,173 06/30/2023
     DFAI335,518$9,173 06/30/2023
tru Independence LLC332,336$9,079 06/30/2023
     DFAI332,336$9,079 06/30/2023
Annandale Capital LLC331,809$9,065 06/30/2023
     DFAI331,809$9,065 06/30/2023
Rappaport Reiches Capital Management LLC331,375$9,053 06/30/2023
     DFAI331,375$9,053 06/30/2023
Annapolis Financial Services LLC330,937$9,041 06/30/2023
     DFAI330,937$9,041 06/30/2023
Evanson Asset Management LLC328,123$8,964 06/30/2023
     DFAI328,123$8,964 06/30/2023
Willow Creek Wealth Management Inc.327,843$8,957 06/30/2023
     DFAI327,843$8,957 06/30/2023
Private Advisor Group LLC320,351$8,908 06/30/2023
     DFAI320,351$8,908 06/30/2023
Cambridge Investment Research Advisors Inc.322,882$8,821 06/30/2023
     DFAI322,882$8,821 06/30/2023
Traverso Chambers Private Wealth Management LLC322,452$8,809 06/30/2023
     DFAI322,452$8,809 06/30/2023
Plancorp LLC313,088$8,554 06/30/2023
     DFAI313,088$8,554 06/30/2023
AE Wealth Management LLC304,813$8,327 06/30/2023
     DFAI304,813$8,327 06/30/2023
Vista Wealth Management Group LLC303,098$8,281 06/30/2023
     DFAI303,098$8,281 06/30/2023
Diversified Portfolios Inc.296,931$8,112 06/30/2023
     DFAI296,931$8,112 06/30/2023
First National Corp MA ADV295,391$8,070 06/30/2023
     DFAI295,391$8,070 06/30/2023
Schwarz Dygos Wheeler Investment Advisors LLC285,393$7,797 06/30/2023
     DFAI285,393$7,797 06/30/2023
Raymond James & Associates281,461$7,690 06/30/2023
     DFAI281,461$7,690 06/30/2023
Liberty Wealth Management LLC276,618$7,557 06/30/2023
     DFAI276,618$7,557 06/30/2023
Flow Traders U.S. LLC268,817$7,344 06/30/2023
     DFAI268,817$7,344 06/30/2023
CVA Family Office LLC265,777$7,261 06/30/2023
     DFAI265,777$7,261 06/30/2023
Mutual Advisors LLC258,801$7,070 06/30/2023
     DFAI258,801$7,070 06/30/2023
Buckingham Strategic Wealth LLC252,851$6,908 06/30/2023
     DFAI252,851$6,908 06/30/2023
Baird Financial Group Inc.252,784$6,906 06/30/2023
     DFAI252,784$6,906 06/30/2023
Quantum Financial Advisors LLC250,388$6,841 06/30/2023
     DFAI250,388$6,841 06/30/2023
Cowa LLC250,273$6,840 06/30/2023
     DFAI250,273$6,840 06/30/2023
Heritage Wealth Management Inc. Texas247,677$6,766 06/30/2023
     DFAI247,677$6,766 06/30/2023
B&D White Capital Company LLC240,810$6,579 06/30/2023
     DFAI240,810$6,579 06/30/2023
Shira Ridge Wealth Management238,577$6,518 06/30/2023
     DFAI238,577$6,518 06/30/2023
Helen Stephens Group LLC237,914$6,500 06/30/2023
     DFAI237,914$6,500 06/30/2023
Forum Private Client Group LLC231,498$6,325 06/30/2023
     DFAI231,498$6,325 06/30/2023
First Republic Investment Management Inc.227,261$6,209 06/30/2023
     DFAI227,261$6,209 06/30/2023
Stifel Financial Corp220,350$6,020 06/30/2023
     DFAI220,350$6,020 06/30/2023
Continuum Wealth Advisors LLC217,026$5,929 06/30/2023
     DFAI217,026$5,929 06/30/2023
Hurlow Wealth Management Group Inc.216,421$5,913 06/30/2023
     DFAI216,421$5,913 06/30/2023
Landmark Financial Advisors LLC206,888$5,652 06/30/2023
     DFAI206,888$5,652 06/30/2023
Wealth Enhancement Advisory Services LLC202,756$5,539 06/30/2023
     DFAI202,756$5,539 06/30/2023
Dynamic Advisor Solutions LLC194,228$5,306 06/30/2023
     DFAI194,228$5,306 06/30/2023
Fort Henry Capital LLC193,426$5,284 06/30/2023
     DFAI193,426$5,284 06/30/2023
Aptus Capital Advisors LLC185,391$5,065 06/30/2023
     DFAI185,391$5,065 06/30/2023
AdvisorNet Financial Inc185,014$5,055 06/30/2023
     DFAI185,014$5,055 06/30/2023
Syverson Strege & Co181,726$4,965 06/30/2023
     DFAI181,726$4,965 06/30/2023
Regal Wealth Group Inc.182,690$4,905 06/30/2023
     DFAI182,690$4,905 06/30/2023
D.A. Davidson & CO.179,298$4,898 06/30/2023
     DFAI179,298$4,898 06/30/2023
Brainard Capital Management LLC178,473$4,810 03/31/2023
     DFAI178,473$4,810 03/31/2023
Buckingham Strategic Partners173,356$4,736 06/30/2023
     DFAI173,356$4,736 06/30/2023
Silicon Hills Wealth Management LLC171,831$4,694 06/30/2023
     DFAI171,831$4,694 06/30/2023
Sax Wealth Advisors LLC170,338$4,654 06/30/2023
     DFAI170,338$4,654 06/30/2023
Allegiance Financial Group Advisory Services LLC170,290$4,652 06/30/2023
     DFAI170,290$4,652 06/30/2023
Warren Averett Asset Management LLC166,731$4,555 06/30/2023
     DFAI166,731$4,555 06/30/2023
Baker Boyer National Bank166,470$4,546 06/30/2023
     DFAI166,470$4,546 06/30/2023
RBF Capital LLC165,000$4,508 06/30/2023
     DFAI165,000$4,508 06/30/2023
PBMares Wealth Management LLC162,453$4,438 06/30/2023
     DFAI162,453$4,438 06/30/2023
Wealthquest Corp159,350$4,353 06/30/2023
     DFAI159,350$4,353 06/30/2023
ERn Financial LLC157,739$4,309 06/30/2023
     DFAI157,739$4,309 06/30/2023
Apella Capital LLC157,351$4,299 06/30/2023
     DFAI157,351$4,299 06/30/2023
Market Street Wealth Management Advisors LLC157,307$4,298 06/30/2023
     DFAI157,307$4,298 06/30/2023
GEM Asset Management LLC148,924$4,069 06/30/2023
     DFAI148,924$4,069 06/30/2023
Midwest Heritage Bank FSB148,710$4,063 06/30/2023
     DFAI148,710$4,063 06/30/2023
D. B. Root & Company LLC147,966$4,042 06/30/2023
     DFAI147,966$4,042 06/30/2023
Glass Jacobson Investment Advisors llc145,501$3,975 06/30/2023
     DFAI145,501$3,975 06/30/2023
Drive Wealth Management LLC144,397$3,945 06/30/2023
     DFAI144,397$3,945 06/30/2023
Beacon Pointe Advisors LLC142,655$3,897 06/30/2023
     DFAI142,655$3,897 06/30/2023
Sutton Place Investors LLC142,515$3,894 06/30/2023
     DFAI142,515$3,894 06/30/2023
Wealthsource Partners LLC139,939$3,823 06/30/2023
     DFAI139,939$3,823 06/30/2023
Quad Cities Investment Group LLC136,831$3,738 06/30/2023
     DFAI136,831$3,738 06/30/2023
Andrews Lucia Wealth Management LLC134,760$3,682 06/30/2023
     DFAI134,760$3,682 06/30/2023
Morling Financial Advisors LLC133,322$3,642 06/30/2023
     DFAI133,322$3,642 06/30/2023
Equitable Holdings Inc.130,092$3,554 06/30/2023
     DFAI130,092$3,554 06/30/2023
Wealthspan Partners LLC124,780$3,409 06/30/2023
     DFAI124,780$3,409 06/30/2023
Hutchinson Capital Management CA121,453$3,318 06/30/2023
     DFAI121,453$3,318 06/30/2023
IFP Advisors Inc120,844$3,301 06/30/2023
     DFAI120,844$3,301 06/30/2023
CFS Investment Advisory Services LLC118,951$3,250 06/30/2023
     DFAI118,951$3,250 06/30/2023
Security Financial Services INC.116,960$3,195 06/30/2023
     DFAI116,960$3,195 06/30/2023
Kestra Advisory Services LLC114,353$3,124 06/30/2023
     DFAI114,353$3,124 06/30/2023
Maryland Capital Advisors Inc.114,254$3,121 06/30/2023
     DFAI114,254$3,121 06/30/2023
Pinnacle Financial Group LLC IL113,144$3,091 06/30/2023
     DFAI113,144$3,091 06/30/2023
Fermata Advisors LLC111,997$3,060 06/30/2023
     DFAI111,997$3,060 06/30/2023
Baldrige Asset Management LLC112,608$3,035 03/31/2023
     DFAI112,608$3,035 03/31/2023
FinDec Wealth Services Inc.111,033$3,033 06/30/2023
     DFAI111,033$3,033 06/30/2023
Tortoise Investment Management LLC109,464$2,991 06/30/2023
     DFAI109,464$2,991 06/30/2023
Werba Rubin Papier Wealth Management103,757$2,835 06/30/2023
     DFAI103,757$2,835 06/30/2023
Cardiff Park Advisors LLC102,915$2,812 06/30/2023
     DFAI102,915$2,812 06/30/2023
CPA Asset Management LLC102,833$2,809 06/30/2023
     DFAI102,833$2,809 06/30/2023
Patriot Financial Group Insurance Agency LLC101,904$2,784 06/30/2023
     DFAI101,904$2,784 06/30/2023
Cetera Investment Advisers101,534$2,774 06/30/2023
     DFAI101,534$2,774 06/30/2023
Ancora Advisors LLC100,457$2,744 06/30/2023
     DFAI100,457$2,744 06/30/2023
Pathstone Family Office LLC100,137$2,736 06/30/2023
     DFAI100,137$2,736 06/30/2023
RFG Advisory LLC100,032$2,733 06/30/2023
     DFAI100,032$2,733 06/30/2023
Change Path LLC97,445$2,662 06/30/2023
     DFAI97,445$2,662 06/30/2023
LPL Financial LLC96,558$2,638 06/30/2023
     DFAI96,558$2,638 06/30/2023
Catalyst Private Wealth LLC96,563$2,638 06/30/2023
     DFAI96,563$2,638 06/30/2023
Ameritas Advisory Services LLC97,380$2,615 06/30/2023
     DFAI97,380$2,615 06/30/2023
SOL Capital Management CO93,155$2,545 06/30/2023
     DFAI93,155$2,545 06/30/2023
R. W. Roge & Company Inc.89,612$2,448 06/30/2023
     DFAI89,612$2,448 06/30/2023
Leading Edge Financial Planning LLC87,544$2,392 06/30/2023
     DFAI87,544$2,392 06/30/2023
Integrated Wealth Concepts LLC86,360$2,359 06/30/2023
     DFAI86,360$2,359 06/30/2023
Shearwater Capital LLC83,834$2,290 06/30/2023
     DFAI83,834$2,290 06/30/2023
Quarry Hill Advisors LLC82,226$2,246 06/30/2023
     DFAI82,226$2,246 06/30/2023
Atria Investments LLC80,609$2,202 06/30/2023
     DFAI80,609$2,202 06/30/2023
LifeGuide Financial Advisors LLC79,427$2,170 06/30/2023
     DFAI79,427$2,170 06/30/2023
U.S. Capital Wealth Advisors LLC79,094$2,161 06/30/2023
     DFAI79,094$2,161 06/30/2023
Capital Investment Advisory Services LLC78,548$2,146 06/30/2023
     DFAI78,548$2,146 06/30/2023
Marshall Financial Group LLC75,373$2,059 06/30/2023
     DFAI75,373$2,059 06/30/2023
Mraz Amerine & Associates Inc.75,094$2,052 06/30/2023
     DFAI75,094$2,052 06/30/2023
Bridge Advisory LLC74,429$2,033 06/30/2023
     DFAI74,429$2,033 06/30/2023
Bank of Montreal Can71,765$2,019 06/30/2023
     DFAI71,765$2,019 06/30/2023
Assetmark Inc.70,866$1,936 06/30/2023
     DFAI70,866$1,936 06/30/2023
Aveo Capital Partners LLC70,812$1,935 06/30/2023
     DFAI70,812$1,935 06/30/2023
180 Wealth Advisors LLC70,589$1,931 06/30/2023
     DFAI70,589$1,931 06/30/2023
JPMorgan Chase & Co.70,113$1,915 06/30/2023
     DFAI70,113$1,915 06/30/2023
Beverly Hills Private Wealth LLC68,576$1,877 06/30/2023
     DFAI68,576$1,877 06/30/2023
Red Lighthouse Investment Management LLC68,123$1,861 06/30/2023
     DFAI68,123$1,861 06/30/2023
LaSalle St. Investment Advisors LLC67,316$1,839 06/30/2023
     DFAI67,316$1,839 06/30/2023
Lodestone Wealth Management LLC67,104$1,833 06/30/2023
     DFAI67,104$1,833 06/30/2023
American Investment Services Inc.66,901$1,828 06/30/2023
     DFAI66,901$1,828 06/30/2023
Merit Financial Group LLC66,483$1,816 06/30/2023
     DFAI66,483$1,816 06/30/2023
Bay Harbor Wealth Management LLC66,415$1,814 06/30/2023
     DFAI66,415$1,814 06/30/2023
Wescott Financial Advisory Group LLC65,731$1,796 06/30/2023
     DFAI65,731$1,796 06/30/2023
Garrett Investment Advisors LLC64,404$1,760 06/30/2023
     DFAI64,404$1,760 06/30/2023
Relaxing Retirement Coach64,026$1,749 06/30/2023
     DFAI64,026$1,749 06/30/2023
Bridgewater Advisors Inc.63,882$1,745 06/30/2023
     DFAI63,882$1,745 06/30/2023
Rehmann Capital Advisory Group63,193$1,726 06/30/2023
     DFAI63,193$1,726 06/30/2023
Rather & Kittrell Inc.61,119$1,669 06/30/2023
     DFAI61,119$1,669 06/30/2023
Keb Asset Management LLC59,688$1,631 06/30/2023
     DFAI59,688$1,631 06/30/2023
Retirement Guys Formula LLC59,532$1,626 06/30/2023
     DFAI59,532$1,626 06/30/2023
Cetera Advisors LLC59,424$1,623 06/30/2023
     DFAI59,424$1,623 06/30/2023
Valley National Advisers Inc.57,958$1,584 06/30/2023
     DFAI57,958$1,584 06/30/2023
Atria Wealth Solutions Inc.56,729$1,550 06/30/2023
     DFAI56,729$1,550 06/30/2023
Cahill Wealth Management LLC55,490$1,516 06/30/2023
     DFAI55,490$1,516 06/30/2023
WMG Financial Advisors LLC54,363$1,485 06/30/2023
     DFAI54,363$1,485 06/30/2023
PFG Advisors54,105$1,478 06/30/2023
     DFAI54,105$1,478 06/30/2023
Samalin Investment Counsel LLC53,082$1,450 06/30/2023
     DFAI53,082$1,450 06/30/2023
Wolff Wiese Magana LLC51,964$1,420 06/30/2023
     DFAI51,964$1,420 06/30/2023
Orion Portfolio Solutions LLC51,741$1,414 06/30/2023
     DFAI51,741$1,414 06/30/2023
Birchcreek Wealth Management LLC51,719$1,413 06/30/2023
     DFAI51,719$1,413 06/30/2023
Meritas Wealth Management LLC50,662$1,384 06/30/2023
     DFAI50,662$1,384 06/30/2023
Total Wealth Planning LLC50,515$1,380 06/30/2023
     DFAI50,515$1,380 06/30/2023
My Personal CFO LLC50,279$1,374 06/30/2023
     DFAI50,279$1,374 06/30/2023
Susquehanna International Group LLP48,104$1,314 06/30/2023
     DFAI48,104$1,314 06/30/2023
Column Capital Advisors LLC46,397$1,268 06/30/2023
     DFAI46,397$1,268 06/30/2023
Exeter Financial LLC46,542$1,265 06/30/2023
     DFAI46,542$1,265 06/30/2023
TCI Wealth Advisors Inc.45,913$1,254 06/30/2023
     DFAI45,913$1,254 06/30/2023
Versant Capital Management Inc44,828$1,225 06/30/2023
     DFAI44,828$1,225 06/30/2023
CarsonAllaria Wealth Management Ltd.43,251$1,182 06/30/2023
     DFAI43,251$1,182 06/30/2023
Northwestern Mutual Wealth Management Co.43,110$1,178 06/30/2023
     DFAI43,110$1,178 06/30/2023
Investmark Advisory Group LLC43,125$1,178 06/30/2023
     DFAI43,125$1,178 06/30/2023
Forum Financial Management LP41,715$1,140 06/30/2023
     DFAI41,715$1,140 06/30/2023
USAdvisors Wealth Management LLC41,695$1,139 06/30/2023
     DFAI41,695$1,139 06/30/2023
Sigma Planning Corp38,553$1,053 06/30/2023
     DFAI38,553$1,053 06/30/2023
Great Valley Advisor Group Inc.37,285$1,019 06/30/2023
     DFAI37,285$1,019 06/30/2023
Shore Point Advisors LLC35,489$970 06/30/2023
     DFAI35,489$970 06/30/2023
Independent Advisor Alliance34,927$954 06/30/2023
     DFAI34,927$954 06/30/2023
DBK Financial Counsel LLC34,530$943 06/30/2023
     DFAI34,530$943 06/30/2023
Colony Family Offices LLC34,319$938 06/30/2023
     DFAI34,319$938 06/30/2023
Firethorn Wealth Partners LLC34,216$935 06/30/2023
     DFAI34,216$935 06/30/2023
Claris Advisors LLC MO34,154$933 06/30/2023
     DFAI34,154$933 06/30/2023
Spire Wealth Management33,387$912 06/30/2023
     DFAI33,387$912 06/30/2023
Five Oceans Advisors31,862$870 06/30/2023
     DFAI31,862$870 06/30/2023
Newman Dignan & Sheerar Inc.31,825$869 06/30/2023
     DFAI31,825$869 06/30/2023
Raymond James Trust N.A.31,694$866 06/30/2023
     DFAI31,694$866 06/30/2023
Capstone Financial Advisors Inc.31,271$854 06/30/2023
     DFAI31,271$854 06/30/2023
Capital Asset Advisory Services LLC29,734$830 06/30/2023
     DFAI29,734$830 06/30/2023
Monticello Wealth Management LLC30,078$822 06/30/2023
     DFAI30,078$822 06/30/2023
WealthSpring Partners LLC29,464$805 06/30/2023
     DFAI29,464$805 06/30/2023
Evermay Wealth Management LLC29,300$800 06/30/2023
     DFAI29,300$800 06/30/2023
ML & R Wealth Management LLC26,566$726 06/30/2023
     DFAI26,566$726 06/30/2023
Forza Wealth Management LLC25,895$707 06/30/2023
     DFAI25,895$707 06/30/2023
Biltmore Family Office LLC24,871$679 06/30/2023
     DFAI24,871$679 06/30/2023
Barrett & Company Inc.24,408$667 06/30/2023
     DFAI24,408$667 06/30/2023
G2 Capital Management LLC OH23,948$654 06/30/2023
     DFAI23,948$654 06/30/2023
Eldridge Investment Advisors Inc.23,860$652 06/30/2023
     DFAI23,860$652 06/30/2023
Melfa Wealth Management LLC23,367$638 06/30/2023
     DFAI23,367$638 06/30/2023
Altiora Financial Group LLC22,985$628 06/30/2023
     DFAI22,985$628 06/30/2023
Francis Financial Inc.22,804$623 06/30/2023
     DFAI22,804$623 06/30/2023
EP Wealth Advisors LLC29,773$612 06/30/2023
     DFAI29,773$612 06/30/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors22,118$604 06/30/2023
     DFAI22,118$604 06/30/2023
Cresset Asset Management LLC21,826$596 06/30/2023
     DFAI21,826$596 06/30/2023
Acorn Wealth Advisors LLC21,614$591 06/30/2023
     DFAI21,614$591 06/30/2023
Darrow Company Inc.21,406$585 06/30/2023
     DFAI21,406$585 06/30/2023
Heritage Financial Services LLC20,720$566 06/30/2023
     DFAI20,720$566 06/30/2023
Stone Point Wealth LLC19,832$542 06/30/2023
     DFAI19,832$542 06/30/2023
Collective Family Office LLC19,707$538 06/30/2023
     DFAI19,707$538 06/30/2023
Hill Investment Group Partners LLC19,664$537 06/30/2023
     DFAI19,664$537 06/30/2023
Truist Financial Corp18,985$519 06/30/2023
     DFAI18,985$519 06/30/2023
Townsquare Capital LLC19,107$515 03/31/2023
     DFAI19,107$515 03/31/2023
RCS Financial Planning LLC18,625$509 06/30/2023
     DFAI18,625$509 06/30/2023
Morgan Stanley18,548$507 06/30/2023
     DFAI18,548$507 06/30/2023
Seed Wealth Management Inc.18,450$504 06/30/2023
     DFAI18,450$504 06/30/2023
Tanager Wealth Management LLP18,352$501 06/30/2023
     DFAI18,352$501 06/30/2023
Ruedi Wealth Management Inc.17,963$491 06/30/2023
     DFAI17,963$491 06/30/2023
HB Wealth Management LLC17,949$490 06/30/2023
     DFAI17,949$490 06/30/2023
Girard Partners LTD.17,633$482 06/30/2023
     DFAI17,633$482 06/30/2023
City State Bank17,580$480 06/30/2023
     DFAI17,580$480 06/30/2023
Integrated Advisors Network LLC17,476$477 06/30/2023
     DFAI17,476$477 06/30/2023
Vawter Financial Ltd.17,198$470 06/30/2023
     DFAI17,198$470 06/30/2023
REDW Wealth LLC16,896$462 06/30/2023
     DFAI16,896$462 06/30/2023
Soundmark Wealth Management LLC16,860$461 06/30/2023
     DFAI16,860$461 06/30/2023
Burney Co.16,841$460 06/30/2023
     DFAI16,841$460 06/30/2023
Pinnacle Family Advisors LLC16,514$451 06/30/2023
     DFAI16,514$451 06/30/2023
Financial Engines Advisors L.L.C.16,462$450 06/30/2023
     DFAI16,462$450 06/30/2023
Texas Capital Bank Wealth Management Services Inc.16,374$447 06/30/2023
     DFAI16,374$447 06/30/2023
Sanctuary Wealth Management L.L.C.16,224$443 06/30/2023
     DFAI16,224$443 06/30/2023
Gradient Capital Advisors LLC16,092$440 06/30/2023
     DFAI16,092$440 06/30/2023
C M Bidwell & Associates Ltd.16,066$439 06/30/2023
     DFAI16,066$439 06/30/2023
Stonnington Group LLC15,850$439 03/31/2023
     DFAI15,850$439 03/31/2023
Bordeaux Wealth Advisors LLC15,956$436 06/30/2023
     DFAI15,956$436 06/30/2023
US Bancorp DE15,847$433 06/30/2023
     DFAI15,847$433 06/30/2023
Tranquility Partners LLC15,707$429 06/30/2023
     DFAI15,707$429 06/30/2023
Renaissance Technologies LLC15,500$423 06/30/2023
     DFAI15,500$423 06/30/2023
First National Bank Sioux Falls15,330$419 06/30/2023
     DFAI15,330$419 06/30/2023
BOS Asset Management LLC15,238$416 06/30/2023
     DFAI15,238$416 06/30/2023
Private Trust Co. NA14,975$409 06/30/2023
     DFAI14,975$409 06/30/2023
Wealthcare Advisory Partners LLC14,910$407 06/30/2023
     DFAI14,910$407 06/30/2023
Concord Wealth Partners14,801$404 06/30/2023
     DFAI14,801$404 06/30/2023
B.O.S.S. Retirement Advisors LLC14,302$391 06/30/2023
     DFAI14,302$391 06/30/2023
Lam Group Inc.14,250$389 06/30/2023
     DFAI14,250$389 06/30/2023
Beacon Financial Advisory LLC14,069$384 06/30/2023
     DFAI14,069$384 06/30/2023
DHJJ Financial Advisors Ltd.13,961$381 06/30/2023
     DFAI13,961$381 06/30/2023
Cypress Wealth Services LLC13,311$371 06/30/2023
     DFAI13,311$371 06/30/2023
Passive Capital Management LLC.13,426$362 03/31/2023
     DFAI13,426$362 03/31/2023
Cypress Point Wealth Management LLC12,916$353 06/30/2023
     DFAI12,916$353 06/30/2023
Wealthfront Advisers LLC12,539$343 06/30/2023
     DFAI12,539$343 06/30/2023
Clearstead Advisors LLC10,964$300 06/30/2023
     DFAI10,964$300 06/30/2023
Tilson Financial Group Inc.10,792$295 06/30/2023
     DFAI10,792$295 06/30/2023
IFG Advisory LLC10,477$286 06/30/2023
     DFAI10,477$286 06/30/2023
RS Crum Inc.10,390$284 06/30/2023
     DFAI10,390$284 06/30/2023
Tillman Hartley LLC10,344$283 06/30/2023
     DFAI10,344$283 06/30/2023
Karpas Strategies LLC10,034$274 06/30/2023
     DFAI10,034$274 06/30/2023
Strategic Investment Solutions Inc. IL10,155$273 06/30/2023
     DFAI10,155$273 06/30/2023
Resources Investment Advisors LLC.9,914$271 06/30/2023
     DFAI9,914$271 06/30/2023
Redmont Wealth Advisors LLC9,208$252 06/30/2023
     DFAI9,208$252 06/30/2023
Gemmer Asset Management LLC9,101$249 06/30/2023
     DFAI9,101$249 06/30/2023
Graves Light Private Wealth Management Inc.8,547$234 06/30/2023
     DFAI8,547$234 06/30/2023
Advisor Partners II LLC8,525$233 06/30/2023
     DFAI8,525$233 06/30/2023
Atlas Capital Advisors LLC8,430$230 06/30/2023
     DFAI8,430$230 06/30/2023
Citadel Advisors LLC8,175$223 06/30/2023
     DFAI8,175$223 06/30/2023
Avantax Advisory Services Inc.8,004$219 06/30/2023
     DFAI8,004$219 06/30/2023
CMH Wealth Management LLC7,896$216 06/30/2023
     DFAI7,896$216 06/30/2023
Satovsky Asset Management LLC7,802$213 06/30/2023
     DFAI7,802$213 06/30/2023
BKA Wealth Consulting Inc.7,807$213 06/30/2023
     DFAI7,807$213 06/30/2023
Keebeck Wealth Management LLC7,725$211 06/30/2023
     DFAI7,725$211 06/30/2023
Farther Finance Advisors LLC7,726$211 06/30/2023
     DFAI7,726$211 06/30/2023
Cobblestone Capital Advisors LLC NY7,665$209 06/30/2023
     DFAI7,665$209 06/30/2023
WMS Partners LLC7,512$205 06/30/2023
     DFAI7,512$205 06/30/2023
Clear Investment Research LLC7,262$198 06/30/2023
     DFAI7,262$198 06/30/2023
Bromfield Sneider Wealth Advisors6,463$177 06/30/2023
     DFAI6,463$177 06/30/2023
Cherry Tree Wealth Management LLC5,502$150 06/30/2023
     DFAI5,502$150 06/30/2023
Wells Fargo & Company MN4,313$118 06/30/2023
     DFAI4,313$118 06/30/2023
Morris Financial Concepts Inc.3,905$107 06/30/2023
     DFAI3,905$107 06/30/2023
Steward Financial Group LLC3,671$100 06/30/2023
     DFAI3,671$100 06/30/2023
Phillips Financial Management LLC3,294$90 06/30/2023
     DFAI3,294$90 06/30/2023
Creative Financial Designs Inc. ADV2,960$81 06/30/2023
     DFAI2,960$81 06/30/2023
Colonial Trust Co SC2,870$78 06/30/2023
     DFAI2,870$78 06/30/2023
Ronald Blue Trust Inc.2,817$76 06/30/2023
     DFAI2,817$76 06/30/2023
Van Den Berg Management I Inc.2,230$61 06/30/2023
     DFAI2,230$61 06/30/2023
Cassady Schiller Wealth Management LLC2,133$58 06/30/2023
     DFAI2,133$58 06/30/2023
JNBA Financial Advisors1,405$38 06/30/2023
     DFAI1,405$38 06/30/2023
Asset Dedication LLC1,313$36 06/30/2023
     DFAI1,313$36 06/30/2023
Harbour Investments Inc.1,244$34 06/30/2023
     DFAI1,244$34 06/30/2023
Global Trust Asset Management LLC1,145$31 06/30/2023
     DFAI1,145$31 06/30/2023
Disciplined Investments LLC1,134$31 06/30/2023
     DFAI1,134$31 06/30/2023
Oliver Lagore Vanvalin Investment Group949$26 06/30/2023
     DFAI949$26 06/30/2023
TFC Financial Management841$23 06/30/2023
     DFAI841$23 06/30/2023
Steward Partners Investment Advisory LLC739$20 06/30/2023
     DFAI739$20 06/30/2023
Citigroup Inc.685$19 06/30/2023
     DFAI685$19 06/30/2023
Financial Management Professionals Inc.607$17 06/30/2023
     DFAI607$17 06/30/2023
Level Financial Advisors Inc.638$17 06/30/2023
     DFAI638$17 06/30/2023
SJS Investment Consulting Inc.528$14 06/30/2023
     DFAI528$14 06/30/2023
Washington Trust Advisors Inc.504$14 06/30/2023
     DFAI504$14 06/30/2023
Financial Connections Group Inc.386$10 06/30/2023
     DFAI386$10 06/30/2023
Parkside Financial Bank & Trust206$6 06/30/2023
     DFAI206$6 06/30/2023
Creative Capital Management Investments LLC237$6 06/30/2023
     DFAI237$6 06/30/2023
AlphaMark Advisors LLC200$5 06/30/2023
     DFAI200$5 06/30/2023
FMR LLC157$4 06/30/2023
     DFAI157$4 06/30/2023
EverSource Wealth Advisors LLC101$3 06/30/2023
     DFAI101$3 06/30/2023
Salem Investment Counselors Inc.84$2 06/30/2023
     DFAI84$2 06/30/2023
Cranbrook Wealth Management LLC31$1 06/30/2023
     DFAI31$1 06/30/2023
Beaird Harris Wealth Management LLC29$1 06/30/2023
     DFAI29$1 06/30/2023
Proequities Inc.0$0 06/30/2023
     DFAI0$0 06/30/2023
Sound Income Strategies LLC1$0 06/30/2023
     DFAI1$0 06/30/2023
Global Retirement Partners LLC4$0 06/30/2023
     DFAI4$0 06/30/2023
West Financial Advisors LLC9$0 06/30/2023
     DFAI9$0 06/30/2023

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

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