HoldingsChannel.com



Funds Holding DFAT

On this page, we present all of the funds holding DFAT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFAT, with a link to that fund's top holdings. The next columns indicate the amount of DFAT stock held by each of the funds holding DFAT, followed by the DFAT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 587 funds holding DFAT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Creative Planning. For more details on the positions held by Creative Planning (or by any of the other funds holding DFAT), click the fund name in the "Holder" column of the funds-holding-DFAT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning13,695,016$745,420 03/31/2024
     DFAT13,695,016$745,420 03/31/2024
Buckingham Strategic Wealth LLC12,646,874$688,369 03/31/2024
     DFAT12,646,874$688,369 03/31/2024
Forum Financial Management LP9,086,153$494,559 03/31/2024
     DFAT9,086,153$494,559 03/31/2024
Index Fund Advisors Inc.7,732,381$420,873 03/31/2024
     DFAT7,732,381$420,873 03/31/2024
Savant Capital LLC4,817,359$262,209 03/31/2024
     DFAT4,817,359$262,209 03/31/2024
Buckingham Strategic Partners3,735,668$203,332 03/31/2024
     DFAT3,735,668$203,332 03/31/2024
Mercer Global Advisors Inc. ADV2,847,560$154,993 03/31/2024
     DFAT2,847,560$154,993 03/31/2024
CI Private Wealth LLC2,768,344$150,681 03/31/2024
     DFAT2,768,344$150,681 03/31/2024
Envestnet Asset Management Inc.2,716,941$147,883 03/31/2024
     DFAT2,716,941$147,883 03/31/2024
Jackson Thornton Asset Management LLC2,562,184$139,460 03/31/2024
     DFAT2,562,184$139,460 03/31/2024
Wealth Enhancement Advisory Services LLC2,295,880$124,965 03/31/2024
     DFAT2,295,880$124,965 03/31/2024
Pure Financial Advisors Inc.2,062,366$112,255 03/31/2024
     DFAT2,062,366$112,255 03/31/2024
HighTower Advisors LLC2,032,513$110,631 03/31/2024
     DFAT2,032,513$110,631 03/31/2024
Asset Dedication LLC1,979,614$107,761 03/31/2024
     DFAT1,979,614$107,761 03/31/2024
Trust Co of the South1,864,868$101,505 03/31/2024
     DFAT1,864,868$101,505 03/31/2024
RW Investment Management LLC1,817,725$98,939 03/31/2024
     DFAT1,817,725$98,939 03/31/2024
Willow Creek Wealth Management Inc.1,746,773$91,409 12/31/2023
     DFAT1,746,773$91,409 12/31/2023
Plancorp LLC1,670,937$90,949 03/31/2024
     DFAT1,670,937$90,949 03/31/2024
Truepoint Inc.1,573,506$85,646 03/31/2024
     DFAT1,573,506$85,646 03/31/2024
Resource Consulting Group Inc.1,572,359$82,282 12/31/2023
     DFAT1,572,359$82,282 12/31/2023
Apella Capital LLC1,452,640$77,803 03/31/2024
     DFAT1,452,640$77,803 03/31/2024
EP Wealth Advisors LLC1,317,564$71,715 03/31/2024
     DFAT1,317,564$71,715 03/31/2024
Abacus Wealth Partners LLC1,225,236$66,690 03/31/2024
     DFAT1,225,236$66,690 03/31/2024
Evanson Asset Management LLC1,143,992$62,267 03/31/2024
     DFAT1,143,992$62,267 03/31/2024
Great Oak Capital Partners LLC1,046,514$56,962 03/31/2024
     DFAT1,046,514$56,962 03/31/2024
Team Hewins LLC1,005,673$54,739 03/31/2024
     DFAT1,005,673$54,739 03/31/2024
Sax Wealth Advisors LLC894,850$48,707 03/31/2024
     DFAT894,850$48,707 03/31/2024
BKD Wealth Advisors LLC889,482$48,415 03/31/2024
     DFAT889,482$48,415 03/31/2024
Modera Wealth Management LLC880,923$47,949 03/31/2024
     DFAT880,923$47,949 03/31/2024
Bayshore Asset Management LLC880,215$47,910 03/31/2024
     DFAT880,215$47,910 03/31/2024
Bank of America Corp DE879,811$47,888 03/31/2024
     DFAT879,811$47,888 03/31/2024
Merriman Wealth Management LLC876,756$47,722 03/31/2024
     DFAT876,756$47,722 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management856,066$46,596 03/31/2024
     DFAT856,066$46,596 03/31/2024
Capital Performance Advisors LLP818,186$44,534 03/31/2024
     DFAT818,186$44,534 03/31/2024
ML & R Wealth Management LLC813,319$44,269 03/31/2024
     DFAT813,319$44,269 03/31/2024
Raymond James Financial Services Advisors Inc.742,460$40,412 03/31/2024
     DFAT742,460$40,412 03/31/2024
Sequoia Financial Advisors LLC718,356$39,100 03/31/2024
     DFAT718,356$39,100 03/31/2024
LPL Financial LLC690,859$37,603 03/31/2024
     DFAT690,859$37,603 03/31/2024
Monograph Wealth Advisors LLC659,423$35,892 03/31/2024
     DFAT659,423$35,892 03/31/2024
MBB Public Markets I LLC650,991$35,433 03/31/2024
     DFAT650,991$35,433 03/31/2024
Hill Investment Group Partners LLC632,895$34,448 03/31/2024
     DFAT632,895$34,448 03/31/2024
Keb Asset Management LLC630,859$34,338 03/31/2024
     DFAT630,859$34,338 03/31/2024
Joel Isaacson & Co. LLC628,078$34,186 03/31/2024
     DFAT628,078$34,186 03/31/2024
Cambridge Investment Research Advisors Inc.594,283$32,347 03/31/2024
     DFAT594,283$32,347 03/31/2024
Efficient Frontier Advisors LLC572,227$31,146 03/31/2024
     DFAT572,227$31,146 03/31/2024
Mariner LLC555,439$30,233 03/31/2024
     DFAT555,439$30,233 03/31/2024
Beaird Harris Wealth Management LLC546,052$29,722 03/31/2024
     DFAT546,052$29,722 03/31/2024
TFC Financial Management535,565$29,151 03/31/2024
     DFAT535,565$29,151 03/31/2024
FMFE Wealth Management LLC532,451$28,981 03/31/2024
     DFAT532,451$28,981 03/31/2024
TCI Wealth Advisors Inc.524,987$28,575 03/31/2024
     DFAT524,987$28,575 03/31/2024
Foster Group Inc.524,657$28,557 03/31/2024
     DFAT524,657$28,557 03/31/2024
Cerity Partners LLC516,821$28,131 03/31/2024
     DFAT516,821$28,131 03/31/2024
Assetmark Inc.514,449$28,001 03/31/2024
     DFAT514,449$28,001 03/31/2024
RSM US Wealth Management LLC509,175$27,714 03/31/2024
     DFAT509,175$27,714 03/31/2024
Allworth Financial LP508,503$27,678 03/31/2024
     DFAT508,503$27,678 03/31/2024
EnRich Financial Partners LLC506,304$27,558 03/31/2024
     DFAT506,304$27,558 03/31/2024
Kraft Asset Management LLC503,345$27,397 03/31/2024
     DFAT503,345$27,397 03/31/2024
Meritas Wealth Management LLC471,851$25,683 03/31/2024
     DFAT471,851$25,683 03/31/2024
Great Waters Wealth Management470,906$25,631 03/31/2024
     DFAT470,906$25,631 03/31/2024
Watchman Group Inc.454,055$24,714 03/31/2024
     DFAT454,055$24,714 03/31/2024
Planning Center Inc.439,251$23,908 03/31/2024
     DFAT439,251$23,908 03/31/2024
Pathstone Holdings LLC434,840$23,669 03/31/2024
     DFAT434,840$23,669 03/31/2024
Baird Financial Group Inc.433,554$23,598 03/31/2024
     DFAT433,554$23,598 03/31/2024
Cetera Investment Advisers428,015$23,297 03/31/2024
     DFAT428,015$23,297 03/31/2024
Conrad Siegel Investment Advisors Inc.425,165$23,142 03/31/2024
     DFAT425,165$23,142 03/31/2024
TFO TDC LLC423,220$23,036 03/31/2024
     DFAT423,220$23,036 03/31/2024
WPWealth LLP409,868$22,309 03/31/2024
     DFAT409,868$22,309 03/31/2024
Lauterbach Financial Advisors LLC391,542$21,312 03/31/2024
     DFAT391,542$21,312 03/31/2024
PBMares Wealth Management LLC388,091$21,124 03/31/2024
     DFAT388,091$21,124 03/31/2024
Larson Financial Group LLC386,177$21,020 03/31/2024
     DFAT386,177$21,020 03/31/2024
Commonwealth Equity Services LLC383,176$20,856 03/31/2024
     DFAT383,176$20,856 03/31/2024
Phillips Financial Management LLC379,533$20,658 03/31/2024
     DFAT379,533$20,658 03/31/2024
UBS Group AG377,346$20,539 03/31/2024
     DFAT377,346$20,539 03/31/2024
Allen Capital Group LLC373,499$20,330 03/31/2024
     DFAT373,499$20,330 03/31/2024
Tillman Hartley LLC352,318$19,177 03/31/2024
     DFAT352,318$19,177 03/31/2024
First Command Advisory Services Inc.348,533$18,971 03/31/2024
     DFAT348,533$18,971 03/31/2024
Dopkins Wealth Management LLC345,307$18,795 03/31/2024
     DFAT345,307$18,795 03/31/2024
Disciplined Equity Management Inc.345,107$18,784 03/31/2024
     DFAT345,107$18,784 03/31/2024
Cardiff Park Advisors LLC341,275$18,576 03/31/2024
     DFAT341,275$18,576 03/31/2024
Quantum Financial Advisors LLC332,002$18,071 03/31/2024
     DFAT332,002$18,071 03/31/2024
Mosaic Family Wealth Partners LLC333,231$17,438 12/31/2023
     DFAT333,231$17,438 12/31/2023
MML Investors Services LLC320,163$17,426 03/31/2024
     DFAT320,163$17,426 03/31/2024
Exencial Wealth Advisors LLC311,818$16,972 03/31/2024
     DFAT311,818$16,972 03/31/2024
Financial Engines Advisors L.L.C.309,829$16,864 03/31/2024
     DFAT309,829$16,864 03/31/2024
Mather Group LLC.319,943$16,743 03/31/2024
     DFAT319,943$16,743 03/31/2024
Northwestern Mutual Wealth Management Co.301,559$16,414 03/31/2024
     DFAT301,559$16,414 03/31/2024
Vista Wealth Management Group LLC300,300$16,345 03/31/2024
     DFAT300,300$16,345 03/31/2024
RF&L Wealth Management LLC298,385$16,241 03/31/2024
     DFAT298,385$16,241 03/31/2024
Libra Wealth LLC290,944$15,836 03/31/2024
     DFAT290,944$15,836 03/31/2024
New England Private Wealth Advisors LLC290,425$15,771 03/31/2024
     DFAT290,425$15,771 03/31/2024
Lakeshore Financial Planning Inc.287,309$15,638 03/31/2024
     DFAT287,309$15,638 03/31/2024
RS Crum Inc.283,804$15,447 03/31/2024
     DFAT283,804$15,447 03/31/2024
AE Wealth Management LLC273,884$14,908 03/31/2024
     DFAT273,884$14,908 03/31/2024
Keyes Stange & Wooten Wealth Management LLC273,741$14,900 03/31/2024
     DFAT273,741$14,900 03/31/2024
Compass Advisory Group LLC273,562$14,890 03/31/2024
     DFAT273,562$14,890 03/31/2024
Truist Financial Corp263,531$14,344 03/31/2024
     DFAT263,531$14,344 03/31/2024
BlueSky Wealth Advisors LLC262,399$14,282 03/31/2024
     DFAT262,399$14,282 03/31/2024
Andrews Lucia Wealth Management LLC260,070$14,156 03/31/2024
     DFAT260,070$14,156 03/31/2024
G2 Capital Management LLC OH259,706$14,136 03/31/2024
     DFAT259,706$14,136 03/31/2024
Symmetry Partners LLC257,694$14,026 03/31/2024
     DFAT257,694$14,026 03/31/2024
McLean Asset Management Corp254,481$13,630 03/31/2024
     DFAT254,481$13,630 03/31/2024
Landmark Financial Advisors LLC247,065$12,929 12/31/2023
     DFAT247,065$12,929 12/31/2023
Visionary Wealth Advisors236,361$12,865 03/31/2024
     DFAT236,361$12,865 03/31/2024
Beacon Pointe Advisors LLC235,659$12,827 03/31/2024
     DFAT235,659$12,827 03/31/2024
Equitable Holdings Inc.232,049$12,630 03/31/2024
     DFAT232,049$12,630 03/31/2024
Strategic Investment Solutions Inc. IL239,543$12,535 12/31/2023
     DFAT239,543$12,535 12/31/2023
Summit Financial Strategies Inc.227,557$12,386 03/31/2024
     DFAT227,557$12,386 03/31/2024
JPMorgan Chase & Co.224,952$12,244 03/31/2024
     DFAT224,952$12,244 03/31/2024
Ruedi Wealth Management Inc.224,600$12,225 03/31/2024
     DFAT224,600$12,225 03/31/2024
Moisand Fitzgerald Tamayo LLC220,390$11,996 03/31/2024
     DFAT220,390$11,996 03/31/2024
Empowered Funds LLC217,885$11,859 03/31/2024
     DFAT217,885$11,859 03/31/2024
Henrickson Nauta Wealth Advisors Inc.223,471$11,659 03/31/2024
     DFAT223,471$11,659 03/31/2024
Cook Wealth Management Group LLC216,795$11,265 03/31/2024
     DFAT216,795$11,265 03/31/2024
Sandy Spring Bank198,951$10,829 03/31/2024
     DFAT198,951$10,829 03/31/2024
ShankerValleau Wealth Advisors Inc.190,541$10,371 03/31/2024
     DFAT190,541$10,371 03/31/2024
Betterment LLC189,825$10,332 03/31/2024
     DFAT189,825$10,332 03/31/2024
Kestra Advisory Services LLC188,290$10,249 03/31/2024
     DFAT188,290$10,249 03/31/2024
Robertson Stephens Wealth Management LLC187,326$10,196 03/31/2024
     DFAT187,326$10,196 03/31/2024
Spire Wealth Management182,442$9,930 03/31/2024
     DFAT182,442$9,930 03/31/2024
Austin Asset Management Co Inc175,891$9,574 03/31/2024
     DFAT175,891$9,574 03/31/2024
Aspiriant LLC172,695$9,400 03/31/2024
     DFAT172,695$9,400 03/31/2024
Raymond James & Associates170,378$9,274 03/31/2024
     DFAT170,378$9,274 03/31/2024
American Investment Services Inc.170,138$9,261 03/31/2024
     DFAT170,138$9,261 03/31/2024
Legacy Financial Group Inc.169,653$9,234 03/31/2024
     DFAT169,653$9,234 03/31/2024
Vawter Financial Ltd.169,541$9,228 03/31/2024
     DFAT169,541$9,228 03/31/2024
Oppenheimer & Co. Inc.164,903$8,976 03/31/2024
     DFAT164,903$8,976 03/31/2024
Susquehanna International Group LLP162,775$8,860 03/31/2024
     DFAT162,775$8,860 03/31/2024
Sterling Wealth Management Inc.161,790$8,806 03/31/2024
     DFAT161,790$8,806 03/31/2024
Confluence Wealth Services Inc.160,594$8,741 03/31/2024
     DFAT160,594$8,741 03/31/2024
Altiora Financial Group LLC159,806$8,698 03/31/2024
     DFAT159,806$8,698 03/31/2024
Juncture Wealth Strategies LLC157,961$8,598 03/31/2024
     DFAT157,961$8,598 03/31/2024
Glassy Mountain Advisors Inc.155,027$8,438 03/31/2024
     DFAT155,027$8,438 03/31/2024
Rise Advisors LLC154,380$8,403 03/31/2024
     DFAT154,380$8,403 03/31/2024
Balyasny Asset Management LLC149,452$8,135 03/31/2024
     DFAT149,452$8,135 03/31/2024
DiNuzzo Private Wealth Inc.148,691$8,093 03/31/2024
     DFAT148,691$8,093 03/31/2024
Lutz Financial Services LLC146,102$7,952 03/31/2024
     DFAT146,102$7,952 03/31/2024
Liberty Wealth Management LLC142,513$7,757 03/31/2024
     DFAT142,513$7,757 03/31/2024
McKinley Carter Wealth Services Inc.140,749$7,661 03/31/2024
     DFAT140,749$7,661 03/31/2024
Northwest Wealth Management LLC140,216$7,632 03/31/2024
     DFAT140,216$7,632 03/31/2024
Gradient Capital Advisors LLC139,360$7,585 03/31/2024
     DFAT139,360$7,585 03/31/2024
Regions Financial Corp139,068$7,569 03/31/2024
     DFAT139,068$7,569 03/31/2024
Better Money Decisions LLC138,953$7,563 03/31/2024
     DFAT138,953$7,563 03/31/2024
Rather & Kittrell Inc.137,736$7,497 03/31/2024
     DFAT137,736$7,497 03/31/2024
Captrust Financial Advisors131,437$7,154 03/31/2024
     DFAT131,437$7,154 03/31/2024
Cetera Advisor Networks LLC131,272$7,145 03/31/2024
     DFAT131,272$7,145 03/31/2024
Activest Wealth Management128,904$7,016 03/31/2024
     DFAT128,904$7,016 03/31/2024
Avondale Wealth Management125,416$6,826 03/31/2024
     DFAT125,416$6,826 03/31/2024
RFG Advisory LLC122,365$6,660 03/31/2024
     DFAT122,365$6,660 03/31/2024
GWM Advisors LLC119,144$6,485 03/31/2024
     DFAT119,144$6,485 03/31/2024
Stratos Wealth Partners LTD.118,084$6,427 03/31/2024
     DFAT118,084$6,427 03/31/2024
Mason Investment Advisory Services Inc.117,751$6,409 03/31/2024
     DFAT117,751$6,409 03/31/2024
Verdence Capital Advisors LLC117,335$6,387 03/31/2024
     DFAT117,335$6,387 03/31/2024
D.A. Davidson & CO.116,957$6,366 03/31/2024
     DFAT116,957$6,366 03/31/2024
Royal Bank of Canada114,753$6,247 03/31/2024
     DFAT114,753$6,247 03/31/2024
MAI Capital Management114,171$6,214 03/31/2024
     DFAT114,171$6,214 03/31/2024
Stifel Financial Corp113,129$6,158 03/31/2024
     DFAT113,129$6,158 03/31/2024
FinDec Wealth Services Inc.112,557$6,126 03/31/2024
     DFAT112,557$6,126 03/31/2024
OMNI 360 Wealth Inc.108,324$5,896 03/31/2024
     DFAT108,324$5,896 03/31/2024
Schoolcraft Capital LLC107,508$5,852 03/31/2024
     DFAT107,508$5,852 03/31/2024
Cherry Tree Wealth Management LLC104,862$5,708 03/31/2024
     DFAT104,862$5,708 03/31/2024
Red Lighthouse Investment Management LLC104,544$5,690 03/31/2024
     DFAT104,544$5,690 03/31/2024
Monticello Wealth Management LLC103,154$5,615 03/31/2024
     DFAT103,154$5,615 03/31/2024
Gibson Capital LLC101,519$5,526 03/31/2024
     DFAT101,519$5,526 03/31/2024
Disciplined Investments LLC101,100$5,503 03/31/2024
     DFAT101,100$5,503 03/31/2024
Watershed Private Wealth LLC99,084$5,393 03/31/2024
     DFAT99,084$5,393 03/31/2024
Cresset Asset Management LLC96,163$5,234 03/31/2024
     DFAT96,163$5,234 03/31/2024
BBR Partners LLC94,424$5,139 03/31/2024
     DFAT94,424$5,139 03/31/2024
CFS Investment Advisory Services LLC92,509$5,035 03/31/2024
     DFAT92,509$5,035 03/31/2024
Carlson Capital Management91,618$4,987 03/31/2024
     DFAT91,618$4,987 03/31/2024
Private Wealth Management Group LLC90,236$4,912 03/31/2024
     DFAT90,236$4,912 03/31/2024
Resources Investment Advisors LLC.89,058$4,847 03/31/2024
     DFAT89,058$4,847 03/31/2024
TAGStone Capital Inc.87,945$4,787 03/31/2024
     DFAT87,945$4,787 03/31/2024
Shearwater Capital LLC86,234$4,694 03/31/2024
     DFAT86,234$4,694 03/31/2024
Park Avenue Securities LLC86,190$4,691 03/31/2024
     DFAT86,190$4,691 03/31/2024
RTD Financial Advisors Inc.85,600$4,659 03/31/2024
     DFAT85,600$4,659 03/31/2024
Morgan Stanley85,108$4,633 03/31/2024
     DFAT85,108$4,633 03/31/2024
Pioneer Wealth Management Group82,748$4,504 03/31/2024
     DFAT82,748$4,504 03/31/2024
Wealthstream Advisors Inc.81,772$4,451 03/31/2024
     DFAT81,772$4,451 03/31/2024
Soundmark Wealth Management LLC79,133$4,307 03/31/2024
     DFAT79,133$4,307 03/31/2024
Claris Advisors LLC MO78,067$4,249 03/31/2024
     DFAT78,067$4,249 03/31/2024
Shira Ridge Wealth Management77,419$4,214 03/31/2024
     DFAT77,419$4,214 03/31/2024
Diversified Portfolios Inc.76,182$4,147 03/31/2024
     DFAT76,182$4,147 03/31/2024
Hartline Investment Corp75,665$4,118 03/31/2024
     DFAT75,665$4,118 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors75,665$4,118 03/31/2024
     DFAT75,665$4,118 03/31/2024
Level Financial Advisors Inc.75,368$4,102 03/31/2024
     DFAT75,368$4,102 03/31/2024
Valued Wealth Advisors LLC75,145$4,090 03/31/2024
     DFAT75,145$4,090 03/31/2024
True Wealth Design LLC74,587$4,060 03/31/2024
     DFAT74,587$4,060 03/31/2024
Evensky & Katz LLC74,455$4,053 03/31/2024
     DFAT74,455$4,053 03/31/2024
City State Bank74,201$4,039 03/31/2024
     DFAT74,201$4,039 03/31/2024
BetterWealth LLC72,294$3,935 03/31/2024
     DFAT72,294$3,935 03/31/2024
Efficient Advisors LLC70,280$3,825 03/31/2024
     DFAT70,280$3,825 03/31/2024
SC&H Financial Advisors Inc.68,863$3,748 03/31/2024
     DFAT68,863$3,748 03/31/2024
Total Wealth Planning LLC68,801$3,745 03/31/2024
     DFAT68,801$3,745 03/31/2024
Advisor Group Holdings Inc.68,331$3,720 03/31/2024
     DFAT68,331$3,720 03/31/2024
Orion Portfolio Solutions LLC68,274$3,716 03/31/2024
     DFAT68,274$3,716 03/31/2024
Klingman & Associates LLC62,218$3,387 03/31/2024
     DFAT62,218$3,387 03/31/2024
Physician Wealth Solutions Inc.60,911$3,315 03/31/2024
     DFAT60,911$3,315 03/31/2024
LJI Wealth Management LLC60,261$3,280 03/31/2024
     DFAT60,261$3,280 03/31/2024
Eqis Capital Management Inc.59,805$3,255 03/31/2024
     DFAT59,805$3,255 03/31/2024
Annandale Capital LLC58,812$3,201 03/31/2024
     DFAT58,812$3,201 03/31/2024
Schwarz Dygos Wheeler Investment Advisors LLC55,980$3,047 03/31/2024
     DFAT55,980$3,047 03/31/2024
Live Oak Private Wealth LLC55,382$3,014 03/31/2024
     DFAT55,382$3,014 03/31/2024
Grand Wealth Management LLC55,359$3,013 03/31/2024
     DFAT55,359$3,013 03/31/2024
SpiderRock Advisors LLC57,196$2,951 03/31/2024
     DFAT57,196$2,951 03/31/2024
Elevate Wealth Advisory Inc.52,960$2,883 03/31/2024
     DFAT52,960$2,883 03/31/2024
EverSource Wealth Advisors LLC54,892$2,872 03/31/2024
     DFAT54,892$2,872 03/31/2024
Farther Finance Advisors LLC52,204$2,817 03/31/2024
     DFAT52,204$2,817 03/31/2024
ARK & TLK Investments LLC49,741$2,707 03/31/2024
     DFAT49,741$2,707 03/31/2024
Delap Wealth Advisory LLC48,954$2,665 03/31/2024
     DFAT48,954$2,665 03/31/2024
Jentner Corp48,634$2,647 03/31/2024
     DFAT48,634$2,647 03/31/2024
SOL Capital Management CO48,355$2,632 03/31/2024
     DFAT48,355$2,632 03/31/2024
WorthPointe LLC48,130$2,620 03/31/2024
     DFAT48,130$2,620 03/31/2024
Werba Rubin Papier Wealth Management47,949$2,610 03/31/2024
     DFAT47,949$2,610 03/31/2024
White Wing Wealth Management47,852$2,582 03/31/2024
     DFAT47,852$2,582 03/31/2024
US Bancorp DE47,192$2,569 03/31/2024
     DFAT47,192$2,569 03/31/2024
Applied Capital LLC46,922$2,554 03/31/2024
     DFAT46,922$2,554 03/31/2024
Jones Financial Companies Lllp43,324$2,358 03/31/2024
     DFAT43,324$2,358 03/31/2024
Keel Point LLC42,886$2,334 03/31/2024
     DFAT42,886$2,334 03/31/2024
Certified Advisory Corp42,242$2,299 03/31/2024
     DFAT42,242$2,299 03/31/2024
OLIO Financial Planning43,336$2,292 03/31/2024
     DFAT43,336$2,292 03/31/2024
Townsquare Capital LLC41,257$2,246 03/31/2024
     DFAT41,257$2,246 03/31/2024
Mattern Wealth Management LLC40,005$2,177 03/31/2024
     DFAT40,005$2,177 03/31/2024
Aviance Capital Partners LLC39,292$2,139 03/31/2024
     DFAT39,292$2,139 03/31/2024
Abel Hall LLC38,672$2,105 03/31/2024
     DFAT38,672$2,105 03/31/2024
Aurum Wealth Management Group LLC38,355$2,088 03/31/2024
     DFAT38,355$2,088 03/31/2024
Bridgewater Advisors Inc.38,260$2,083 03/31/2024
     DFAT38,260$2,083 03/31/2024
Investmark Advisory Group LLC37,330$2,032 03/31/2024
     DFAT37,330$2,032 03/31/2024
Glass Jacobson Investment Advisors llc37,263$2,028 03/31/2024
     DFAT37,263$2,028 03/31/2024
Cassady Schiller Wealth Management LLC37,040$2,016 03/31/2024
     DFAT37,040$2,016 03/31/2024
Fortress Wealth Management Inc.36,199$1,970 03/31/2024
     DFAT36,199$1,970 03/31/2024
Concentrum Wealth Management35,990$1,959 03/31/2024
     DFAT35,990$1,959 03/31/2024
Rooted Wealth Advisors Inc.36,871$1,959 03/31/2024
     DFAT36,871$1,959 03/31/2024
Cypress Point Wealth Management LLC35,919$1,955 03/31/2024
     DFAT35,919$1,955 03/31/2024
Private Advisor Group LLC35,766$1,947 03/31/2024
     DFAT35,766$1,947 03/31/2024
Avantax Advisory Services Inc.35,325$1,923 03/31/2024
     DFAT35,325$1,923 03/31/2024
Cascade Financial Partners LLC37,346$1,921 03/31/2024
     DFAT37,346$1,921 03/31/2024
Financial Counselors Inc.35,076$1,909 03/31/2024
     DFAT35,076$1,909 03/31/2024
Fortitude Family Office LLC33,763$1,838 03/31/2024
     DFAT33,763$1,838 03/31/2024
Financial Synergies Wealth Advisors Inc.33,485$1,823 03/31/2024
     DFAT33,485$1,823 03/31/2024
Waypoint Capital Advisors LLC33,343$1,815 03/31/2024
     DFAT33,343$1,815 03/31/2024
Heritage Investment Group Inc.33,027$1,798 03/31/2024
     DFAT33,027$1,798 03/31/2024
Maryland Capital Advisors Inc.32,398$1,763 03/31/2024
     DFAT32,398$1,763 03/31/2024
Measured Wealth Private Client Group LLC32,090$1,747 03/31/2024
     DFAT32,090$1,747 03/31/2024
Lam Group Inc.32,010$1,742 03/31/2024
     DFAT32,010$1,742 03/31/2024
Rehmann Capital Advisory Group31,860$1,734 03/31/2024
     DFAT31,860$1,734 03/31/2024
Long Island Wealth Management Inc.31,801$1,731 03/31/2024
     DFAT31,801$1,731 03/31/2024
Schubert & Co31,748$1,728 03/31/2024
     DFAT31,748$1,728 03/31/2024
IHT Wealth Management LLC30,874$1,680 03/31/2024
     DFAT30,874$1,680 03/31/2024
Websterrogers Financial Advisors LLC30,413$1,655 03/31/2024
     DFAT30,413$1,655 03/31/2024
Jane Street Group LLC30,379$1,654 03/31/2024
     DFAT30,379$1,654 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC30,243$1,646 03/31/2024
     DFAT30,243$1,646 03/31/2024
CarsonAllaria Wealth Management Ltd.29,972$1,631 03/31/2024
     DFAT29,972$1,631 03/31/2024
Montag A & Associates Inc.29,849$1,625 03/31/2024
     DFAT29,849$1,625 03/31/2024
ZRC Wealth Management LLC29,715$1,617 03/31/2024
     DFAT29,715$1,617 03/31/2024
Sigma Planning Corp29,497$1,606 03/31/2024
     DFAT29,497$1,606 03/31/2024
Versant Capital Management Inc29,148$1,587 03/31/2024
     DFAT29,148$1,587 03/31/2024
RMB Capital Management LLC28,620$1,558 03/31/2024
     DFAT28,620$1,558 03/31/2024
Northern Trust Corp28,291$1,540 03/31/2024
     DFAT28,291$1,540 03/31/2024
Prime Capital Investment Advisors LLC28,237$1,537 03/31/2024
     DFAT28,237$1,537 03/31/2024
Integrated Wealth Concepts LLC27,746$1,510 03/31/2024
     DFAT27,746$1,510 03/31/2024
Tobias Financial Advisors Inc.27,674$1,506 03/31/2024
     DFAT27,674$1,506 03/31/2024
Quarry Hill Advisors LLC27,196$1,480 03/31/2024
     DFAT27,196$1,480 03/31/2024
Lauer Wealth LLC28,020$1,465 03/31/2024
     DFAT28,020$1,465 03/31/2024
Prospera Financial Services Inc27,880$1,459 12/31/2023
     DFAT27,880$1,459 12/31/2023
Main Street Financial Solutions LLC26,657$1,451 03/31/2024
     DFAT26,657$1,451 03/31/2024
Renasant Bank26,436$1,439 03/31/2024
     DFAT26,436$1,439 03/31/2024
Stephens Inc. AR26,366$1,435 03/31/2024
     DFAT26,366$1,435 03/31/2024
Melfa Wealth Management LLC26,285$1,431 03/31/2024
     DFAT26,285$1,431 03/31/2024
Addison Advisors LLC25,829$1,406 03/31/2024
     DFAT25,829$1,406 03/31/2024
25 LLC25,677$1,398 03/31/2024
     DFAT25,677$1,398 03/31/2024
Root Financial Partners LLC25,336$1,379 03/31/2024
     DFAT25,336$1,379 03/31/2024
Bedel Financial Consulting Inc.25,217$1,373 03/31/2024
     DFAT25,217$1,373 03/31/2024
Balboa Wealth Partners25,118$1,367 03/31/2024
     DFAT25,118$1,367 03/31/2024
Bragg Financial Advisors Inc24,993$1,360 03/31/2024
     DFAT24,993$1,360 03/31/2024
Steward Partners Investment Advisory LLC24,881$1,354 03/31/2024
     DFAT24,881$1,354 03/31/2024
Bank of Montreal Can24,576$1,339 03/31/2024
     DFAT24,576$1,339 03/31/2024
Wealthcare Advisory Partners LLC24,528$1,335 03/31/2024
     DFAT24,528$1,335 03/31/2024
Zhang Financial LLC24,503$1,334 03/31/2024
     DFAT24,503$1,334 03/31/2024
Prudential Financial Inc.24,341$1,325 03/31/2024
     DFAT24,341$1,325 03/31/2024
JFS Wealth Advisors LLC23,791$1,295 03/31/2024
     DFAT23,791$1,295 03/31/2024
Moneta Group Investment Advisors LLC24,721$1,294 12/31/2023
     DFAT24,721$1,294 12/31/2023
Chicago Partners Investment Group LLC24,751$1,287 03/31/2024
     DFAT24,751$1,287 03/31/2024
Mission Wealth Management LP23,482$1,278 03/31/2024
     DFAT23,482$1,278 03/31/2024
Dfpg Investments LLC24,998$1,271 12/31/2023
     DFAT24,998$1,271 12/31/2023
WealthCollab LLC23,334$1,270 03/31/2024
     DFAT23,334$1,270 03/31/2024
Mutual Advisors LLC22,610$1,231 03/31/2024
     DFAT22,610$1,231 03/31/2024
Sanctuary Wealth Management L.L.C.22,474$1,223 03/31/2024
     DFAT22,474$1,223 03/31/2024
Diversify Advisory Services LLC22,621$1,221 03/31/2024
     DFAT22,621$1,221 03/31/2024
Wealthspan Partners LLC21,866$1,190 03/31/2024
     DFAT21,866$1,190 03/31/2024
Peirce Capital Management LLC21,718$1,182 03/31/2024
     DFAT21,718$1,182 03/31/2024
TIAA Trust National Association21,375$1,163 03/31/2024
     DFAT21,375$1,163 03/31/2024
Safeguard Investment Advisory Group LLC21,168$1,152 03/31/2024
     DFAT21,168$1,152 03/31/2024
United Capital Financial Advisers LLC20,905$1,138 03/31/2024
     DFAT20,905$1,138 03/31/2024
Morris Financial Concepts Inc.20,799$1,132 03/31/2024
     DFAT20,799$1,132 03/31/2024
MB Generational Wealth LLC20,727$1,128 03/31/2024
     DFAT20,727$1,128 03/31/2024
BOS Asset Management LLC20,449$1,113 03/31/2024
     DFAT20,449$1,113 03/31/2024
Basso Capital Management L.P.20,303$1,105 03/31/2024
     DFAT20,303$1,105 03/31/2024
Principal Securities Inc.20,241$1,102 03/31/2024
     DFAT20,241$1,102 03/31/2024
Intergy Private Wealth LLC19,998$1,088 03/31/2024
     DFAT19,998$1,088 03/31/2024
Rockwood Wealth Management LLC19,900$1,083 03/31/2024
     DFAT19,900$1,083 03/31/2024
DiMeo Schneider & Associates L.L.C.19,870$1,082 03/31/2024
     DFAT19,870$1,082 03/31/2024
Meredith Wealth Planning19,752$1,075 03/31/2024
     DFAT19,752$1,075 03/31/2024
Brighton Jones LLC19,246$1,048 03/31/2024
     DFAT19,246$1,048 03/31/2024
Nicholas Hoffman & Company LLC.19,180$1,044 03/31/2024
     DFAT19,180$1,044 03/31/2024
Studio Investment Management LLC19,034$1,036 03/31/2024
     DFAT19,034$1,036 03/31/2024
CWM LLC18,742$1,020 03/31/2024
     DFAT18,742$1,020 03/31/2024
Vannoy Advisory Group Inc.18,687$1,017 03/31/2024
     DFAT18,687$1,017 03/31/2024
Dakota Wealth Management18,311$997 03/31/2024
     DFAT18,311$997 03/31/2024
Rollins Financial18,829$985 12/31/2023
     DFAT18,829$985 12/31/2023
Pinnacle Bank17,579$957 03/31/2024
     DFAT17,579$957 03/31/2024
Keebeck Wealth Management LLC17,580$957 03/31/2024
     DFAT17,580$957 03/31/2024
Peapack Gladstone Financial Corp17,330$943 03/31/2024
     DFAT17,330$943 03/31/2024
Commerce Bank17,264$940 03/31/2024
     DFAT17,264$940 03/31/2024
Kavar Capital Partners Group LLC16,808$915 03/31/2024
     DFAT16,808$915 03/31/2024
Bromfield Sneider Wealth Advisors16,714$910 03/31/2024
     DFAT16,714$910 03/31/2024
Sensible Financial Planning & Management LLC.16,608$904 03/31/2024
     DFAT16,608$904 03/31/2024
Clear Creek Financial Management LLC16,455$896 03/31/2024
     DFAT16,455$896 03/31/2024
Rollins Financial Advisors LLC16,228$883 03/31/2024
     DFAT16,228$883 03/31/2024
Trustmark National Bank Trust Department16,080$875 03/31/2024
     DFAT16,080$875 03/31/2024
Veriti Management LLC15,846$862 03/31/2024
     DFAT15,846$862 03/31/2024
Warwick Investment Management Inc.15,781$859 03/31/2024
     DFAT15,781$859 03/31/2024
Advisory Services & Investments LLC15,626$851 03/31/2024
     DFAT15,626$851 03/31/2024
Smartleaf Asset Management LLC15,979$847 03/31/2024
     DFAT15,979$847 03/31/2024
Falcon Wealth Planning15,523$845 03/31/2024
     DFAT15,523$845 03/31/2024
Apollon Wealth Management LLC14,969$815 03/31/2024
     DFAT14,969$815 03/31/2024
Murphy Pohlad Asset Management LLC14,893$811 03/31/2024
     DFAT14,893$811 03/31/2024
CPA Asset Management LLC14,837$808 03/31/2024
     DFAT14,837$808 03/31/2024
Warren Averett Asset Management LLC14,701$800 03/31/2024
     DFAT14,701$800 03/31/2024
Rockefeller Capital Management L.P.14,661$798 03/31/2024
     DFAT14,661$798 03/31/2024
Capital Investment Advisors LLC14,631$796 03/31/2024
     DFAT14,631$796 03/31/2024
Keybank National Association OH14,486$788 03/31/2024
     DFAT14,486$788 03/31/2024
Olistico Wealth LLC14,261$776 03/31/2024
     DFAT14,261$776 03/31/2024
Plante Moran Financial Advisors LLC13,986$761 03/31/2024
     DFAT13,986$761 03/31/2024
WMG Financial Advisors LLC13,964$760 03/31/2024
     DFAT13,964$760 03/31/2024
Baker Tilly Financial LLC13,940$759 03/31/2024
     DFAT13,940$759 03/31/2024
Signet Financial Management LLC13,847$754 03/31/2024
     DFAT13,847$754 03/31/2024
Signaturefd LLC13,440$732 03/31/2024
     DFAT13,440$732 03/31/2024
U.S. Capital Wealth Advisors LLC13,177$717 03/31/2024
     DFAT13,177$717 03/31/2024
FMR LLC13,101$713 03/31/2024
     DFAT13,101$713 03/31/2024
O Shaughnessy Asset Management LLC13,060$711 03/31/2024
     DFAT13,060$711 03/31/2024
CAPROCK Group Inc.13,059$711 03/31/2024
     DFAT13,059$711 03/31/2024
BCR Wealth Strategies LLC12,917$704 03/31/2024
     DFAT12,917$704 03/31/2024
STA Wealth Management LLC12,899$702 03/31/2024
     DFAT12,899$702 03/31/2024
Atria Wealth Solutions Inc.12,870$701 03/31/2024
     DFAT12,870$701 03/31/2024
Whittier Trust Co.12,640$688 03/31/2024
     DFAT12,640$688 03/31/2024
CVA Family Office LLC12,575$684 03/31/2024
     DFAT12,575$684 03/31/2024
Dynamic Advisor Solutions LLC12,438$677 03/31/2024
     DFAT12,438$677 03/31/2024
Dorsey & Whitney Trust CO LLC12,410$675 03/31/2024
     DFAT12,410$675 03/31/2024
Smith Chas P & Associates PA Cpas12,271$668 03/31/2024
     DFAT12,271$668 03/31/2024
GUNN & Co INVESTMENT MANAGEMENT INC.12,271$668 03/31/2024
     DFAT12,271$668 03/31/2024
Vance Wealth Inc.12,256$667 03/31/2024
     DFAT12,256$667 03/31/2024
Rappaport Reiches Capital Management LLC12,191$664 03/31/2024
     DFAT12,191$664 03/31/2024
Institute for Wealth Management LLC.12,186$663 03/31/2024
     DFAT12,186$663 03/31/2024
We Are One Seven LLC12,089$658 03/31/2024
     DFAT12,089$658 03/31/2024
Evoke Wealth LLC12,041$655 03/31/2024
     DFAT12,041$655 03/31/2024
RAM Investment Partners LLC11,936$650 03/31/2024
     DFAT11,936$650 03/31/2024
HB Wealth Management LLC11,884$647 03/31/2024
     DFAT11,884$647 03/31/2024
Ferguson Wellman Capital Management Inc.11,787$642 03/31/2024
     DFAT11,787$642 03/31/2024
Tcwp LLC11,789$642 03/31/2024
     DFAT11,789$642 03/31/2024
NCM Capital Management LLC11,746$639 03/31/2024
     DFAT11,746$639 03/31/2024
Janney Montgomery Scott LLC11,685$636 03/31/2024
     DFAT11,685$636 03/31/2024
Cascade Wealth Advisors Inc12,351$635 03/31/2024
     DFAT12,351$635 03/31/2024
Aptus Capital Advisors LLC11,164$608 03/31/2024
     DFAT11,164$608 03/31/2024
Stone Point Wealth LLC11,161$607 03/31/2024
     DFAT11,161$607 03/31/2024
GenTrust LLC11,082$603 03/31/2024
     DFAT11,082$603 03/31/2024
Five Oceans Advisors11,041$601 03/31/2024
     DFAT11,041$601 03/31/2024
B.O.S.S. Retirement Advisors LLC11,462$600 03/31/2024
     DFAT11,462$600 03/31/2024
Two Sigma Investments LP10,900$593 03/31/2024
     DFAT10,900$593 03/31/2024
Integrated Advisors Network LLC10,752$585 03/31/2024
     DFAT10,752$585 03/31/2024
Strategic Financial Services Inc 10,714$583 03/31/2024
     DFAT10,714$583 03/31/2024
WoodTrust Financial Corp10,648$580 03/31/2024
     DFAT10,648$580 03/31/2024
Global Trust Asset Management LLC10,382$565 03/31/2024
     DFAT10,382$565 03/31/2024
Liberty Capital Management Inc.10,305$561 03/31/2024
     DFAT10,305$561 03/31/2024
Bartlett & CO. Wealth Management LLC10,309$561 03/31/2024
     DFAT10,309$561 03/31/2024
Revisor Wealth Management LLC10,488$560 03/31/2024
     DFAT10,488$560 03/31/2024
McGlone Suttner Wealth Management Inc.10,242$557 03/31/2024
     DFAT10,242$557 03/31/2024
Clayton Financial Group LLC10,218$556 03/31/2024
     DFAT10,218$556 03/31/2024
Paragon Financial Partners Inc.10,164$553 03/31/2024
     DFAT10,164$553 03/31/2024
Pinnacle Financial Partners Inc.10,079$549 03/31/2024
     DFAT10,079$549 03/31/2024
Bartlett & Co. LLC10,309$545 12/31/2023
     DFAT10,309$545 12/31/2023
Fort Point Capital Partners LLC10,000$544 03/31/2024
     DFAT10,000$544 03/31/2024
Forza Wealth Management LLC9,585$522 03/31/2024
     DFAT9,585$522 03/31/2024
Monument Group Wealth Advisors LLC9,581$521 03/31/2024
     DFAT9,581$521 03/31/2024
Lodestone Wealth Management LLC9,538$519 03/31/2024
     DFAT9,538$519 03/31/2024
Ronald Blue Trust Inc.9,500$517 03/31/2024
     DFAT9,500$517 03/31/2024
Sand Hill Global Advisors LLC9,450$514 03/31/2024
     DFAT9,450$514 03/31/2024
Centaurus Financial Inc.9,344$509 03/31/2024
     DFAT9,344$509 03/31/2024
SILVER OAK SECURITIES Inc9,269$505 03/31/2024
     DFAT9,269$505 03/31/2024
CWA Asset Management Group LLC9,119$496 03/31/2024
     DFAT9,119$496 03/31/2024
Secure Asset Management LLC9,100$495 03/31/2024
     DFAT9,100$495 03/31/2024
Baker Boyer National Bank9,079$494 03/31/2024
     DFAT9,079$494 03/31/2024
Wetherby Asset Management Inc.9,046$492 03/31/2024
     DFAT9,046$492 03/31/2024
Fifth Third Bancorp8,966$488 03/31/2024
     DFAT8,966$488 03/31/2024
Parkside Financial Bank & Trust8,872$483 03/31/2024
     DFAT8,872$483 03/31/2024
Hemington Wealth Management8,844$482 03/31/2024
     DFAT8,844$482 03/31/2024
Wells Fargo & Company MN8,811$480 03/31/2024
     DFAT8,811$480 03/31/2024
Fortis Advisors LLC8,718$475 03/31/2024
     DFAT8,718$475 03/31/2024
Silver Oak Advisory Group Inc.8,652$471 03/31/2024
     DFAT8,652$471 03/31/2024
Baystate Wealth Management LLC9,004$471 12/31/2023
     DFAT9,004$471 12/31/2023
Hutchinson Capital Management CA8,617$469 03/31/2024
     DFAT8,617$469 03/31/2024
180 Wealth Advisors LLC8,621$469 03/31/2024
     DFAT8,621$469 03/31/2024
AQR Capital Management LLC8,584$467 03/31/2024
     DFAT8,584$467 03/31/2024
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,563$466 03/31/2024
     DFAT8,563$466 03/31/2024
Greenspring Advisors LLC8,549$465 03/31/2024
     DFAT8,549$465 03/31/2024
Lbmc Investment Advisors LLC8,457$460 03/31/2024
     DFAT8,457$460 03/31/2024
Exeter Financial LLC8,456$448 03/31/2024
     DFAT8,456$448 03/31/2024
Hanover Advisors Inc.8,033$437 03/31/2024
     DFAT8,033$437 03/31/2024
Axxcess Wealth Management LLC7,983$435 03/31/2024
     DFAT7,983$435 03/31/2024
Capital Investment Advisory Services LLC7,981$434 03/31/2024
     DFAT7,981$434 03/31/2024
The PNC Financial Services Group Inc.7,922$431 03/31/2024
     DFAT7,922$431 03/31/2024
Financial Symmetry Inc7,839$427 03/31/2024
     DFAT7,839$427 03/31/2024
Wedmont Private Capital7,841$420 03/31/2024
     DFAT7,841$420 03/31/2024
Miracle Mile Advisors LLC7,647$416 03/31/2024
     DFAT7,647$416 03/31/2024
Geometric Wealth Advisors7,629$415 03/31/2024
     DFAT7,629$415 03/31/2024
MBM Wealth Consultants LLC7,591$413 03/31/2024
     DFAT7,591$413 03/31/2024
Mesirow Financial Investment Management Inc.7,540$410 03/31/2024
     DFAT7,540$410 03/31/2024
Perigon Wealth Management LLC7,475$407 03/31/2024
     DFAT7,475$407 03/31/2024
Bordeaux Wealth Advisors LLC7,464$406 03/31/2024
     DFAT7,464$406 03/31/2024
Greenleaf Trust7,396$403 03/31/2024
     DFAT7,396$403 03/31/2024
HTG Investment Advisors Inc.7,328$399 03/31/2024
     DFAT7,328$399 03/31/2024
AWM Capital LLC7,302$397 03/31/2024
     DFAT7,302$397 03/31/2024
DBK Financial Counsel LLC7,150$389 03/31/2024
     DFAT7,150$389 03/31/2024
Staley Capital Advisers Inc.7,133$388 03/31/2024
     DFAT7,133$388 03/31/2024
ST Germain D J Co. Inc.7,099$386 03/31/2024
     DFAT7,099$386 03/31/2024
Greenline Partners LLC7,076$385 03/31/2024
     DFAT7,076$385 03/31/2024
Lido Advisors LLC6,882$375 03/31/2024
     DFAT6,882$375 03/31/2024
St. Louis Trust Co6,762$368 03/31/2024
     DFAT6,762$368 03/31/2024
Rowland & Co. Investment Counsel ADV6,748$367 03/31/2024
     DFAT6,748$367 03/31/2024
KM Capital Management Ltd.6,729$366 03/31/2024
     DFAT6,729$366 03/31/2024
Private Trust Co. NA6,514$355 03/31/2024
     DFAT6,514$355 03/31/2024
PrairieView Partners LLC6,480$353 03/31/2024
     DFAT6,480$353 03/31/2024
Wedbush Securities Inc.6,426$350 03/31/2024
     DFAT6,426$350 03/31/2024
Acorn Financial Advisory Services Inc. ADV6,391$348 03/31/2024
     DFAT6,391$348 03/31/2024
Empower Advisory Group LLC6,330$345 03/31/2024
     DFAT6,330$345 03/31/2024
Verus Financial Partners Inc.6,243$340 03/31/2024
     DFAT6,243$340 03/31/2024
Thoroughbred Financial Services LLC6,137$334 03/31/2024
     DFAT6,137$334 03/31/2024
Syverson Strege & Co6,090$331 03/31/2024
     DFAT6,090$331 03/31/2024
Mitchell Capital Management Co.6,036$329 03/31/2024
     DFAT6,036$329 03/31/2024
Running Point Capital Advisors LLC6,043$329 03/31/2024
     DFAT6,043$329 03/31/2024
Hilltop Holdings Inc.5,953$324 03/31/2024
     DFAT5,953$324 03/31/2024
Comerica Bank5,932$323 03/31/2024
     DFAT5,932$323 03/31/2024
Citizens Financial Group Inc RI5,913$322 03/31/2024
     DFAT5,913$322 03/31/2024
Lincoln National Corp5,880$320 03/31/2024
     DFAT5,880$320 03/31/2024
Well Done LLC5,888$320 03/31/2024
     DFAT5,888$320 03/31/2024
TFB Advisors LLC6,241$320 03/31/2024
     DFAT6,241$320 03/31/2024
Geneos Wealth Management Inc.5,831$317 03/31/2024
     DFAT5,831$317 03/31/2024
Castle Wealth Management LLC5,804$316 03/31/2024
     DFAT5,804$316 03/31/2024
Founders Financial Securities LLC5,747$313 03/31/2024
     DFAT5,747$313 03/31/2024
Vision Capital Management Inc.5,699$310 03/31/2024
     DFAT5,699$310 03/31/2024
Collective Family Office LLC5,658$308 03/31/2024
     DFAT5,658$308 03/31/2024
GEM Asset Management LLC6,040$303 03/31/2024
     DFAT6,040$303 03/31/2024
QRG Capital Management Inc.5,566$303 03/31/2024
     DFAT5,566$303 03/31/2024
Whalen Wealth Management Inc.5,542$302 03/31/2024
     DFAT5,542$302 03/31/2024
Yoder Wealth Management Inc.5,541$302 03/31/2024
     DFAT5,541$302 03/31/2024
Clearstead Advisors LLC5,605$301 03/31/2024
     DFAT5,605$301 03/31/2024
Amarillo National Bank5,455$297 03/31/2024
     DFAT5,455$297 03/31/2024
Midland Wealth Advisors LLC5,429$296 03/31/2024
     DFAT5,429$296 03/31/2024
CIBC Private Wealth Group LLC5,440$294 03/31/2024
     DFAT5,440$294 03/31/2024
Goldstein Advisors LLC5,310$289 03/31/2024
     DFAT5,310$289 03/31/2024
Keener Financial Planning LLC5,279$288 03/31/2024
     DFAT5,279$288 03/31/2024
Brookstone Capital Management5,246$286 03/31/2024
     DFAT5,246$286 03/31/2024
Mustard Seed Financial LLC5,204$283 03/31/2024
     DFAT5,204$283 03/31/2024
Peavine Capital LLC5,188$282 03/31/2024
     DFAT5,188$282 03/31/2024
Arista Wealth Management LLC5,163$281 03/31/2024
     DFAT5,163$281 03/31/2024
SJS Investment Consulting Inc.5,117$279 03/31/2024
     DFAT5,117$279 03/31/2024
Towneley Capital Management Inc DE5,097$277 03/31/2024
     DFAT5,097$277 03/31/2024
Procyon Private Wealth Partners LLC5,064$276 03/31/2024
     DFAT5,064$276 03/31/2024
Linscomb & Williams Inc.5,020$273 03/31/2024
     DFAT5,020$273 03/31/2024
Oakworth Capital Inc.4,999$272 03/31/2024
     DFAT4,999$272 03/31/2024
SageView Advisory Group LLC4,976$271 03/31/2024
     DFAT4,976$271 03/31/2024
Financial Alternatives Inc4,946$269 03/31/2024
     DFAT4,946$269 03/31/2024
Ellenbecker Investment Group4,896$267 03/31/2024
     DFAT4,896$267 03/31/2024
IFG Advisors LLC4,871$265 03/31/2024
     DFAT4,871$265 03/31/2024
Edge Capital Group LLC4,839$263 03/31/2024
     DFAT4,839$263 03/31/2024
Cypress Wealth Services LLC4,813$262 03/31/2024
     DFAT4,813$262 03/31/2024
Ironwood Financial llc4,801$261 03/31/2024
     DFAT4,801$261 03/31/2024
Gryphon Financial Partners LLC4,686$255 03/31/2024
     DFAT4,686$255 03/31/2024
Tower Research Capital LLC TRC 4,649$253 03/31/2024
     DFAT4,649$253 03/31/2024
Clarity Capital Advisors LLC4,644$253 03/31/2024
     DFAT4,644$253 03/31/2024
SilverOak Wealth Management LLC4,638$252 03/31/2024
     DFAT4,638$252 03/31/2024
Nalls Sherbakoff Group LLC4,822$252 12/31/2023
     DFAT4,822$252 12/31/2023
Significant Wealth Partners LLC4,611$251 03/31/2024
     DFAT4,611$251 03/31/2024
Tranquility Partners LLC4,596$250 03/31/2024
     DFAT4,596$250 03/31/2024
Harbor Group Inc.4,592$250 03/31/2024
     DFAT4,592$250 03/31/2024
Busey Wealth Management4,546$247 03/31/2024
     DFAT4,546$247 03/31/2024
Ridgewood Investments LLC4,513$246 03/31/2024
     DFAT4,513$246 03/31/2024
Key Financial Inc4,521$246 03/31/2024
     DFAT4,521$246 03/31/2024
Qube Research & Technologies Ltd4,503$245 03/31/2024
     DFAT4,503$245 03/31/2024
Brown Advisory Inc.4,471$243 03/31/2024
     DFAT4,471$243 03/31/2024
Chico Wealth RIA4,358$237 03/31/2024
     DFAT4,358$237 03/31/2024
Mowery & Schoenfeld Wealth Management LLC4,350$237 03/31/2024
     DFAT4,350$237 03/31/2024
Clifford Swan Investment Counsel LLC4,302$234 03/31/2024
     DFAT4,302$234 03/31/2024
LongView Wealth Management4,300$234 03/31/2024
     DFAT4,300$234 03/31/2024
AdvisorNet Financial Inc4,228$230 03/31/2024
     DFAT4,228$230 03/31/2024
tru Independence LLC4,229$230 03/31/2024
     DFAT4,229$230 03/31/2024
Steele Capital Management Inc.4,193$228 03/31/2024
     DFAT4,193$228 03/31/2024
IFP Advisors Inc4,349$228 12/31/2023
     DFAT4,349$228 12/31/2023
Flagstone Financial Management4,113$224 03/31/2024
     DFAT4,113$224 03/31/2024
Pacifica Partners Inc.4,224$223 03/31/2024
     DFAT4,224$223 03/31/2024
Cladis Investment Advisory LLC4,079$222 03/31/2024
     DFAT4,079$222 03/31/2024
Strategic Financial Concepts LLC4,037$220 03/31/2024
     DFAT4,037$220 03/31/2024
Core Wealth Management Inc.4,025$219 03/31/2024
     DFAT4,025$219 03/31/2024
D Orazio & Associates Inc.3,983$217 03/31/2024
     DFAT3,983$217 03/31/2024
Mokosak Advisory Group LLC3,989$217 03/31/2024
     DFAT3,989$217 03/31/2024
Pettinga Financial Advisors LLC3,956$215 03/31/2024
     DFAT3,956$215 03/31/2024
USAdvisors Wealth Management LLC3,967$215 03/31/2024
     DFAT3,967$215 03/31/2024
Davis R M Inc.3,930$214 03/31/2024
     DFAT3,930$214 03/31/2024
Fiduciary Alliance LLC3,935$212 03/31/2024
     DFAT3,935$212 03/31/2024
FF Advisors LLC3,868$211 03/31/2024
     DFAT3,868$211 03/31/2024
Helen Stephens Group LLC3,859$210 03/31/2024
     DFAT3,859$210 03/31/2024
Argent Trust Co3,847$209 03/31/2024
     DFAT3,847$209 03/31/2024
Focus Financial Network Inc.4,148$209 03/31/2024
     DFAT4,148$209 03/31/2024
Nova R Wealth Inc.3,828$208 03/31/2024
     DFAT3,828$208 03/31/2024
Jacobi Capital Management LLC3,737$203 03/31/2024
     DFAT3,737$203 03/31/2024
Valmark Advisers Inc.3,706$202 03/31/2024
     DFAT3,706$202 03/31/2024
Franklin Resources Inc.3,696$201 03/31/2024
     DFAT3,696$201 03/31/2024
Blair William & Co. IL3,680$200 03/31/2024
     DFAT3,680$200 03/31/2024
Proequities Inc.3,665$199 03/31/2024
     DFAT3,665$199 03/31/2024
BOK Financial Private Wealth Inc.3,635$198 03/31/2024
     DFAT3,635$198 03/31/2024
Frazier Financial Advisors LLC3,595$196 03/31/2024
     DFAT3,595$196 03/31/2024
Princeton Global Asset Management LLC3,561$194 03/31/2024
     DFAT3,561$194 03/31/2024
Tortoise Investment Management LLC3,473$189 03/31/2024
     DFAT3,473$189 03/31/2024
Atlas Capital Advisors LLC3,296$179 03/31/2024
     DFAT3,296$179 03/31/2024
C M Bidwell & Associates Ltd.3,176$173 03/31/2024
     DFAT3,176$173 03/31/2024
Red Tortoise LLC3,175$173 03/31/2024
     DFAT3,175$173 03/31/2024
Angeles Wealth Management LLC3,158$172 03/31/2024
     DFAT3,158$172 03/31/2024
HWG Holdings LP2,976$156 12/31/2023
     DFAT2,976$156 12/31/2023
S.A. Mason LLC2,829$154 03/31/2024
     DFAT2,829$154 03/31/2024
National Bank of Canada FI2,824$151 03/31/2024
     DFAT2,824$151 03/31/2024
Bessemer Group Inc.2,738$149 03/31/2024
     DFAT2,738$149 03/31/2024
Motco2,352$128 03/31/2024
     DFAT2,352$128 03/31/2024
UMB Bank N A MO2,247$122 03/31/2024
     DFAT2,247$122 03/31/2024
Investors Research Corp2,238$122 03/31/2024
     DFAT2,238$122 03/31/2024
Private Ocean LLC2,188$119 03/31/2024
     DFAT2,188$119 03/31/2024
Coppell Advisory Solutions LLC2,282$119 12/31/2023
     DFAT2,282$119 12/31/2023
Clear Investment Research LLC2,176$118 03/31/2024
     DFAT2,176$118 03/31/2024
Center for Financial Planning Inc.2,100$114 03/31/2024
     DFAT2,100$114 03/31/2024
Glassman Wealth Services2,054$112 03/31/2024
     DFAT2,054$112 03/31/2024
Harbour Investments Inc.2,125$111 12/31/2023
     DFAT2,125$111 12/31/2023
Salomon & Ludwin LLC1,721$94 03/31/2024
     DFAT1,721$94 03/31/2024
Mine & Arao Wealth Creation & Management LLC.1,656$90 03/31/2024
     DFAT1,656$90 03/31/2024
Trifecta Capital Advisors LLC1,512$82 03/31/2024
     DFAT1,512$82 03/31/2024
Bull Oak Capital LLC1,495$81 03/31/2024
     DFAT1,495$81 03/31/2024
Global Retirement Partners LLC1,470$80 03/31/2024
     DFAT1,470$80 03/31/2024
Ritter Daniher Financial Advisory LLC DE1,467$80 03/31/2024
     DFAT1,467$80 03/31/2024
Coston McIsaac & Partners1,426$77 03/31/2024
     DFAT1,426$77 03/31/2024
Providence Capital Advisors LLC1,329$72 03/31/2024
     DFAT1,329$72 03/31/2024
CENTRAL TRUST Co1,301$71 03/31/2024
     DFAT1,301$71 03/31/2024
Financial Connections Group Inc.1,180$65 03/31/2024
     DFAT1,180$65 03/31/2024
Sunbelt Securities Inc.1,036$56 03/31/2024
     DFAT1,036$56 03/31/2024
Cullen Frost Bankers Inc.1,006$55 03/31/2024
     DFAT1,006$55 03/31/2024
Colonial Trust Co SC1,000$54 03/31/2024
     DFAT1,000$54 03/31/2024
Foster Dykema Cabot & Partners LLC976$53 03/31/2024
     DFAT976$53 03/31/2024
First Manhattan Co.963$52 03/31/2024
     DFAT963$52 03/31/2024
Sittner & Nelson LLC939$51 03/31/2024
     DFAT939$51 03/31/2024
CGC Financial Services LLC942$51 03/31/2024
     DFAT942$51 03/31/2024
American Capital Advisory LLC934$51 03/31/2024
     DFAT934$51 03/31/2024
Intelligent Financial Strategies896$49 03/31/2024
     DFAT896$49 03/31/2024
Valley National Advisers Inc.828$45 03/31/2024
     DFAT828$45 03/31/2024
Stephenson National Bank & Trust711$39 03/31/2024
     DFAT711$39 03/31/2024
Truvestments Capital LLC719$39 03/31/2024
     DFAT719$39 03/31/2024
Mascoma Wealth Management LLC675$37 03/31/2024
     DFAT675$37 03/31/2024
McIlrath & Eck LLC516$28 03/31/2024
     DFAT516$28 03/31/2024
Signature Resources Capital Management LLC508$27 03/31/2024
     DFAT508$27 03/31/2024
Armstrong Advisory Group Inc.412$22 03/31/2024
     DFAT412$22 03/31/2024
Oliver Lagore Vanvalin Investment Group365$20 03/31/2024
     DFAT365$20 03/31/2024
Archer Investment Corp335$18 03/31/2024
     DFAT335$18 03/31/2024
WealthShield Partners LLC304$17 03/31/2024
     DFAT304$17 03/31/2024
Annapolis Financial Services LLC310$17 03/31/2024
     DFAT310$17 03/31/2024
Bear Mountain Capital Inc.288$14 03/31/2024
     DFAT288$14 03/31/2024
Parallel Advisors LLC219$12 03/31/2024
     DFAT219$12 03/31/2024
Aspect Partners LLC214$12 03/31/2024
     DFAT214$12 03/31/2024
IAG Wealth Partners LLC189$10 03/31/2024
     DFAT189$10 03/31/2024
Wetzel Investment Advisors Inc.200$10 03/31/2024
     DFAT200$10 03/31/2024
Pineridge Advisors LLC191$10 03/31/2024
     DFAT191$10 03/31/2024
Howe & Rusling Inc.170$9 03/31/2024
     DFAT170$9 03/31/2024
Evermay Wealth Management LLC170$9 03/31/2024
     DFAT170$9 03/31/2024
Castleview Partners LLC168$9 03/31/2024
     DFAT168$9 03/31/2024
Financial Advisory Service Inc.136$7 03/31/2024
     DFAT136$7 03/31/2024
Caldwell Sutter Capital Inc.112$6 03/31/2024
     DFAT112$6 03/31/2024
Semmax Financial Advisors Inc.121$6 03/31/2024
     DFAT121$6 03/31/2024
Continuum Advisory LLC102$5 03/31/2024
     DFAT102$5 03/31/2024
Main Street Group LTD83$5 03/31/2024
     DFAT83$5 03/31/2024
VisionPoint Advisory Group LLC66$4 03/31/2024
     DFAT66$4 03/31/2024
LifeSteps Financial Inc.78$4 03/31/2024
     DFAT78$4 03/31/2024
Able Wealth Management LLC79$4 12/31/2023
     DFAT79$4 12/31/2023
Salem Investment Counselors Inc.50$3 03/31/2024
     DFAT50$3 03/31/2024
Gradient Investments LLC0$0 03/31/2024
     DFAT0$0 03/31/2024

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

Quotes delayed 20 minutes

Email EnvelopeFree DFAT Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding DFAT | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.