On this page, we present all of the funds holding DFAW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFAW, with a link to that fund's top holdings. The next columns indicate the amount of DFAW stock held by each of the funds holding DFAW, followed by the DFAW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 45 funds holding DFAW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Arlington Financial Advisors LLC. For more details on the positions held by Arlington Financial Advisors LLC (or by any of the other funds holding DFAW), click the fund name in the "Holder" column of the funds-holding-DFAW table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Arlington Financial Advisors LLC | 483,111 | $28,566 | 03/31/2024 |
DFAW | 483,111 | $28,566 | 03/31/2024 |
DiNuzzo Private Wealth Inc. | 345,214 | $18,954 | 12/31/2023 |
DFAW | 345,214 | $18,954 | 12/31/2023 |
First Pacific Financial | 300,861 | $17,790 | 03/31/2024 |
DFAW | 300,861 | $17,790 | 03/31/2024 |
Abacus Planning Group Inc. | 179,463 | $10,612 | 03/31/2024 |
DFAW | 179,463 | $10,612 | 03/31/2024 |
Strategic Investment Solutions Inc. IL | 126,244 | $6,931 | 12/31/2023 |
DFAW | 126,244 | $6,931 | 12/31/2023 |
Sivia Capital Partners LLC | 103,933 | $6,146 | 03/31/2024 |
DFAW | 103,933 | $6,146 | 03/31/2024 |
Fundamentun LLC | 79,518 | $4,702 | 03/31/2024 |
DFAW | 79,518 | $4,702 | 03/31/2024 |
UMA Financial Services Inc. | 80,226 | $4,532 | 03/31/2024 |
DFAW | 80,226 | $4,532 | 03/31/2024 |
Builder Investment Group Inc. ADV | 47,033 | $2,582 | 12/31/2023 |
DFAW | 47,033 | $2,582 | 12/31/2023 |
Syverson Strege & Co | 39,450 | $2,333 | 03/31/2024 |
DFAW | 39,450 | $2,333 | 03/31/2024 |
Commonwealth Equity Services LLC | 36,389 | $2,152 | 03/31/2024 |
DFAW | 36,389 | $2,152 | 03/31/2024 |
Apella Capital LLC | 28,310 | $1,667 | 03/31/2024 |
DFAW | 28,310 | $1,667 | 03/31/2024 |
Main Street Financial Solutions LLC | 27,079 | $1,601 | 03/31/2024 |
DFAW | 27,079 | $1,601 | 03/31/2024 |
Krilogy Financial LLC | 18,703 | $1,106 | 03/31/2024 |
DFAW | 18,703 | $1,106 | 03/31/2024 |
Sprinkle Financial Consultants LLC | 12,551 | $742 | 03/31/2024 |
DFAW | 12,551 | $742 | 03/31/2024 |
Bryant Woods Investment Advisors LLC | 12,940 | $711 | 12/31/2023 |
DFAW | 12,940 | $711 | 12/31/2023 |
Evanson Asset Management LLC | 10,144 | $600 | 03/31/2024 |
DFAW | 10,144 | $600 | 03/31/2024 |
Barry Investment Advisors LLC | 10,008 | $592 | 03/31/2024 |
DFAW | 10,008 | $592 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 9,914 | $544 | 12/31/2023 |
DFAW | 9,914 | $544 | 12/31/2023 |
Spinnaker Investment Group LLC | 8,291 | $490 | 03/31/2024 |
DFAW | 8,291 | $490 | 03/31/2024 |
Root Financial Partners LLC | 6,986 | $413 | 03/31/2024 |
DFAW | 6,986 | $413 | 03/31/2024 |
Total Wealth Planning LLC | 6,584 | $389 | 03/31/2024 |
DFAW | 6,584 | $389 | 03/31/2024 |
Beacon Pointe Advisors LLC | 6,386 | $351 | 12/31/2023 |
DFAW | 6,386 | $351 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 5,896 | $349 | 03/31/2024 |
DFAW | 5,896 | $349 | 03/31/2024 |
Ronald Blue Trust Inc. | 5,354 | $317 | 03/31/2024 |
DFAW | 5,354 | $317 | 03/31/2024 |
Chicago Partners Investment Group LLC | 5,201 | $298 | 03/31/2024 |
DFAW | 5,201 | $298 | 03/31/2024 |
Austin Asset Management Co Inc | 4,346 | $257 | 03/31/2024 |
DFAW | 4,346 | $257 | 03/31/2024 |
Alpha Financial Advisors LLC | 4,192 | $248 | 03/31/2024 |
DFAW | 4,192 | $248 | 03/31/2024 |
Foster Group Inc. | 3,648 | $216 | 03/31/2024 |
DFAW | 3,648 | $216 | 03/31/2024 |
Greenspring Advisors LLC | 3,625 | $214 | 03/31/2024 |
DFAW | 3,625 | $214 | 03/31/2024 |
Phillips Financial Management LLC | 3,605 | $213 | 03/31/2024 |
DFAW | 3,605 | $213 | 03/31/2024 |
Smith Anglin Financial LLC | 3,594 | $213 | 03/31/2024 |
DFAW | 3,594 | $213 | 03/31/2024 |
Lam Group Inc. | 2,071 | $122 | 03/31/2024 |
DFAW | 2,071 | $122 | 03/31/2024 |
Mather Group LLC. | 1,770 | $97 | 03/31/2024 |
DFAW | 1,770 | $97 | 03/31/2024 |
DecisionPoint Financial LLC | 1,367 | $79 | 03/31/2024 |
DFAW | 1,367 | $79 | 03/31/2024 |
Concord Wealth Partners | 1,135 | $67 | 03/31/2024 |
DFAW | 1,135 | $67 | 03/31/2024 |
Ruedi Wealth Management Inc. | 965 | $53 | 12/31/2023 |
DFAW | 965 | $53 | 12/31/2023 |
McIlrath & Eck LLC | 607 | $33 | 12/31/2023 |
DFAW | 607 | $33 | 12/31/2023 |
Bank of Montreal Can | 580 | $32 | 12/31/2023 |
DFAW | 580 | $32 | 12/31/2023 |
UBS Group AG | 461 | $25 | 12/31/2023 |
DFAW | 461 | $25 | 12/31/2023 |
Coston McIsaac & Partners | 414 | $24 | 03/31/2024 |
DFAW | 414 | $24 | 03/31/2024 |
Morris Financial Concepts Inc. | 383 | $23 | 03/31/2024 |
DFAW | 383 | $23 | 03/31/2024 |
Allworth Financial LP | 165 | $10 | 03/31/2024 |
DFAW | 165 | $10 | 03/31/2024 |
Quent Capital LLC | 134 | $7 | 12/31/2023 |
DFAW | 134 | $7 | 12/31/2023 |
Grand Wealth Management LLC | 18 | $1 | 12/31/2023 |
DFAW | 18 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 03/31/2024 |
DFAW | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of DFAW
See Details: Top 10 Hedge Funds Holding DFAW
Also See: DFAW Holdings Changes
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