HoldingsChannel.com
Funds Holding DFAX

On this page, we present all of the funds holding DFAX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFAX, with a link to that fund's top holdings. The next columns indicate the amount of DFAX stock held by each of the funds holding DFAX, followed by the DFAX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 313 funds holding DFAX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Buckingham Strategic Wealth LLC. For more details on the positions held by Buckingham Strategic Wealth LLC (or by any of the other funds holding DFAX), click the fund name in the "Holder" column of the funds-holding-DFAX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Buckingham Strategic Wealth LLC10,672,425$228,817 06/30/2022
     DFAX10,672,425$228,817 06/30/2022
Envestnet Asset Management Inc.8,737,455$187,331 06/30/2022
     DFAX8,737,455$187,331 06/30/2022
LPL Financial LLC6,689,882$143,431 06/30/2022
     DFAX6,689,882$143,431 06/30/2022
Glenmede Trust Co. NA5,497,798$117,871 06/30/2022
     DFAX5,497,798$117,871 06/30/2022
Monograph Wealth Advisors LLC4,495,524$96,384 06/30/2022
     DFAX4,495,524$96,384 06/30/2022
Comerica Bank4,459,661$95,660 06/30/2022
     DFAX4,459,661$95,660 06/30/2022
Plancorp LLC4,237,396$90,850 06/30/2022
     DFAX4,237,396$90,850 06/30/2022
Cobblestone Capital Advisors LLC NY3,890,310$83,408 06/30/2022
     DFAX3,890,310$83,408 06/30/2022
JFS Wealth Advisors LLC3,816,949$81,835 06/30/2022
     DFAX3,816,949$81,835 06/30/2022
Geometric Wealth Advisors3,529,524$75,673 06/30/2022
     DFAX3,529,524$75,673 06/30/2022
Pathstone Family Office LLC3,460,856$74,200 06/30/2022
     DFAX3,460,856$74,200 06/30/2022
Evanson Asset Management LLC3,238,666$69,437 06/30/2022
     DFAX3,238,666$69,437 06/30/2022
Alerus Financial NA2,866,129$61,449 06/30/2022
     DFAX2,866,129$61,449 06/30/2022
Assetmark Inc.2,806,674$60,170 06/30/2022
     DFAX2,806,674$60,170 06/30/2022
Commonwealth Equity Services LLC2,360,603$50,611 06/30/2022
     DFAX2,360,603$50,611 06/30/2022
Allworth Financial LP2,190,985$46,975 06/30/2022
     DFAX2,190,985$46,975 06/30/2022
Greenspring Advisors LLC2,145,127$45,991 06/30/2022
     DFAX2,145,127$45,991 06/30/2022
UBS Group AG2,026,854$43,456 06/30/2022
     DFAX2,026,854$43,456 06/30/2022
Buckingham Strategic Partners1,876,334$40,230 06/30/2022
     DFAX1,876,334$40,230 06/30/2022
Cliftonlarsonallen Wealth Advisors LLC1,781,321$38,192 06/30/2022
     DFAX1,781,321$38,192 06/30/2022
1,727,919$37,029 06/30/2022
     DFAX1,727,919$37,029 06/30/2022
Capstone Financial Advisors Inc.1,526,328$32,724 06/30/2022
     DFAX1,526,328$32,724 06/30/2022
Cardiff Park Advisors LLC1,482,113$31,776 06/30/2022
     DFAX1,482,113$31,776 06/30/2022
Forum Financial Management LP1,410,895$30,250 06/30/2022
     DFAX1,410,895$30,250 06/30/2022
Jackson Thornton Asset Management LLC1,395,429$29,918 06/30/2022
     DFAX1,395,429$29,918 06/30/2022
Mercer Global Advisors Inc. ADV1,360,123$29,161 06/30/2022
     DFAX1,360,123$29,161 06/30/2022
Planning Center Inc.1,367,635$28,570 06/30/2022
     DFAX1,367,635$28,570 06/30/2022
Asset Dedication LLC1,322,936$28,364 06/30/2022
     DFAX1,322,936$28,364 06/30/2022
Raymond James Financial Services Advisors Inc.1,308,858$28,062 06/30/2022
     DFAX1,308,858$28,062 06/30/2022
Ullmann Financial Group Inc.1,277,984$27,400 06/30/2022
     DFAX1,277,984$27,400 06/30/2022
Private Advisor Group LLC1,267,263$27,171 06/30/2022
     DFAX1,267,263$27,171 06/30/2022
Flow Traders U.S. LLC1,238,253$26,548 06/30/2022
     DFAX1,238,253$26,548 06/30/2022
ShankerValleau Wealth Advisors Inc.1,362,441$25,737 09/30/2022
     DFAX1,362,441$25,737 09/30/2022
Meridian Wealth Partners LLC1,162,035$24,914 06/30/2022
     DFAX1,162,035$24,914 06/30/2022
Comerica Securities Inc.1,160,915$24,890 06/30/2022
     DFAX1,160,915$24,890 06/30/2022
First Ascent Asset Management LLC1,126,092$24,143 06/30/2022
     DFAX1,126,092$24,143 06/30/2022
Apella Capital LLC1,081,608$23,190 06/30/2022
     DFAX1,081,608$23,190 06/30/2022
BlueSky Wealth Advisors LLC998,833$21,415 06/30/2022
     DFAX998,833$21,415 06/30/2022
M Holdings Securities Inc.985,420$21,127 06/30/2022
     DFAX985,420$21,127 06/30/2022
New Capital Management LP978,426$20,801 06/30/2022
     DFAX978,426$20,801 06/30/2022
Vance Wealth Inc.933,746$20,020 06/30/2022
     DFAX933,746$20,020 06/30/2022
Advisor Group Holdings Inc.907,509$19,457 06/30/2022
     DFAX907,509$19,457 06/30/2022
Symmetry Partners LLC1,027,970$19,418 09/30/2022
     DFAX1,027,970$19,418 09/30/2022
Grand Wealth Management LLC809,855$17,363 06/30/2022
     DFAX809,855$17,363 06/30/2022
BetterWealth LLC808,560$17,336 06/30/2022
     DFAX808,560$17,336 06/30/2022
Royal Bank of Canada708,159$15,183 06/30/2022
     DFAX708,159$15,183 06/30/2022
Kestra Advisory Services LLC645,877$13,848 06/30/2022
     DFAX645,877$13,848 06/30/2022
Susquehanna International Group LLP644,790$13,824 06/30/2022
     DFAX644,790$13,824 06/30/2022
Prosperity Planning Inc.616,088$13,622 06/30/2022
     DFAX616,088$13,622 06/30/2022
TCI Wealth Advisors Inc.608,252$13,041 06/30/2022
     DFAX608,252$13,041 06/30/2022
IFG Advisory LLC607,685$13,028 06/30/2022
     DFAX607,685$13,028 06/30/2022
HighTower Advisors LLC589,151$12,630 06/30/2022
     DFAX589,151$12,630 06/30/2022
Shearwater Capital LLC557,434$12,057 06/30/2022
     DFAX557,434$12,057 06/30/2022
Mather Group LLC.544,249$11,669 06/30/2022
     DFAX544,249$11,669 06/30/2022
Andrews Lucia Wealth Management LLC461,797$11,521 06/30/2022
     DFAX461,797$11,521 06/30/2022
MML Investors Services LLC496,200$10,639 06/30/2022
     DFAX496,200$10,639 06/30/2022
American Investment Services Inc.493,698$10,585 06/30/2022
     DFAX493,698$10,585 06/30/2022
EP Wealth Advisors LLC482,549$10,346 06/30/2022
     DFAX482,549$10,346 06/30/2022
Lauterbach Financial Advisors LLC472,102$10,122 06/30/2022
     DFAX472,102$10,122 06/30/2022
Cherrydale Wealth Management LLC457,496$9,808 06/30/2022
     DFAX457,496$9,808 06/30/2022
Chicago Partners Investment Group LLC428,333$9,492 06/30/2022
     DFAX428,333$9,492 06/30/2022
Truepoint Inc.438,870$9,409 06/30/2022
     DFAX438,870$9,409 06/30/2022
Hemington Wealth Management438,366$9,399 06/30/2022
     DFAX438,366$9,399 06/30/2022
Soundmark Wealth Management LLC432,767$9,279 06/30/2022
     DFAX432,767$9,279 06/30/2022
Jane Street Group LLC416,916$8,939 06/30/2022
     DFAX416,916$8,939 06/30/2022
Glassman Wealth Services414,980$8,897 06/30/2022
     DFAX414,980$8,897 06/30/2022
Captrust Financial Advisors402,112$8,621 06/30/2022
     DFAX402,112$8,621 06/30/2022
RFG Advisory LLC380,947$8,362 06/30/2022
     DFAX380,947$8,362 06/30/2022
Modera Wealth Management LLC388,915$8,338 06/30/2022
     DFAX388,915$8,338 06/30/2022
Conrad Siegel Investment Advisors Inc.374,278$8,025 06/30/2022
     DFAX374,278$8,025 06/30/2022
Claris Advisors LLC MO346,439$7,428 06/30/2022
     DFAX346,439$7,428 06/30/2022
PBMares Wealth Management LLC329,133$7,057 06/30/2022
     DFAX329,133$7,057 06/30/2022
Moisand Fitzgerald Tamayo LLC318,803$6,835 06/30/2022
     DFAX318,803$6,835 06/30/2022
Savant Capital LLC317,038$6,797 06/30/2022
     DFAX317,038$6,797 06/30/2022
Lincoln National Corp309,511$6,636 06/30/2022
     DFAX309,511$6,636 06/30/2022
ERn Financial LLC308,018$6,604 06/30/2022
     DFAX308,018$6,604 06/30/2022
Mariner LLC306,260$6,566 06/30/2022
     DFAX306,260$6,566 06/30/2022
Balasa Dinverno & Foltz LLC302,897$6,494 06/30/2022
     DFAX302,897$6,494 06/30/2022
Betterment LLC302,459$6,485 06/30/2022
     DFAX302,459$6,485 06/30/2022
Eldridge Investment Advisors Inc.301,507$6,464 06/30/2022
     DFAX301,507$6,464 06/30/2022
Hurlow Wealth Management Group Inc.295,814$6,342 06/30/2022
     DFAX295,814$6,342 06/30/2022
Silver Oak Advisory Group Inc.294,675$6,318 06/30/2022
     DFAX294,675$6,318 06/30/2022
Aspiriant LLC291,421$6,248 06/30/2022
     DFAX291,421$6,248 06/30/2022
Briggs Advisory Group Inc.290,773$6,234 06/30/2022
     DFAX290,773$6,234 06/30/2022
AWM Capital LLC285,504$6,121 06/30/2022
     DFAX285,504$6,121 06/30/2022
Henrickson Nauta Wealth Advisors Inc.285,192$6,115 06/30/2022
     DFAX285,192$6,115 06/30/2022
Bayshore Asset Management LLC281,504$6,035 06/30/2022
     DFAX281,504$6,035 06/30/2022
Cahill Financial Advisors Inc.280,561$6,015 06/30/2022
     DFAX280,561$6,015 06/30/2022
Truist Financial Corp279,588$5,995 06/30/2022
     DFAX279,588$5,995 06/30/2022
Cambridge Investment Research Advisors Inc.276,709$5,933 06/30/2022
     DFAX276,709$5,933 06/30/2022
First National Bank Sioux Falls275,999$5,917 06/30/2022
     DFAX275,999$5,917 06/30/2022
Equitable Holdings Inc.270,643$5,803 06/30/2022
     DFAX270,643$5,803 06/30/2022
Cedar Wealth Management LLC261,881$5,615 06/30/2022
     DFAX261,881$5,615 06/30/2022
Baldrige Asset Management LLC254,794$5,463 06/30/2022
     DFAX254,794$5,463 06/30/2022
Financial Engines Advisors L.L.C.254,151$5,449 06/30/2022
     DFAX254,151$5,449 06/30/2022
Financial Connections Group Inc.232,593$4,986 06/30/2022
     DFAX232,593$4,986 06/30/2022
Dopkins Wealth Management LLC228,996$4,910 06/30/2022
     DFAX228,996$4,910 06/30/2022
BKD Wealth Advisors LLC222,189$4,764 06/30/2022
     DFAX222,189$4,764 06/30/2022
Creative Planning222,138$4,763 06/30/2022
     DFAX222,138$4,763 06/30/2022
Integrated Wealth Concepts LLC219,198$4,700 06/30/2022
     DFAX219,198$4,700 06/30/2022
Intelligent Financial Strategies213,796$4,584 06/30/2022
     DFAX213,796$4,584 06/30/2022
Dowling & Yahnke LLC211,851$4,542 06/30/2022
     DFAX211,851$4,542 06/30/2022
Bridgeworth LLC209,837$4,499 06/30/2022
     DFAX209,837$4,499 06/30/2022
Integrated Advisors Network LLC206,293$4,423 06/30/2022
     DFAX206,293$4,423 06/30/2022
RS Crum Inc.205,664$4,409 06/30/2022
     DFAX205,664$4,409 06/30/2022
Applied Capital LLC203,398$4,361 06/30/2022
     DFAX203,398$4,361 06/30/2022
Park Avenue Securities LLC190,783$4,090 06/30/2022
     DFAX190,783$4,090 06/30/2022
SC&H Financial Advisors Inc.189,478$4,062 06/30/2022
     DFAX189,478$4,062 06/30/2022
Brighton Jones LLC183,831$3,941 06/30/2022
     DFAX183,831$3,941 06/30/2022
N.E.W. Advisory Services LLC182,390$3,910 06/30/2022
     DFAX182,390$3,910 06/30/2022
Phillips Financial Management LLC174,077$3,732 06/30/2022
     DFAX174,077$3,732 06/30/2022
Treynor Bancshares Inc.171,666$3,681 06/30/2022
     DFAX171,666$3,681 06/30/2022
Midwest Heritage Bank FSB166,831$3,577 06/30/2022
     DFAX166,831$3,577 06/30/2022
CVA Family Office LLC166,643$3,573 06/30/2022
     DFAX166,643$3,573 06/30/2022
ML & R Wealth Management LLC163,324$3,502 06/30/2022
     DFAX163,324$3,502 06/30/2022
Sloy Dahl & Holst LLC162,967$3,494 06/30/2022
     DFAX162,967$3,494 06/30/2022
Investment Advisory Group LLC158,936$3,410 06/30/2022
     DFAX158,936$3,410 06/30/2022
Cresset Asset Management LLC155,711$3,339 06/30/2022
     DFAX155,711$3,339 06/30/2022
Rehmann Capital Advisory Group148,849$3,191 06/30/2022
     DFAX148,849$3,191 06/30/2022
Cetera Investment Advisers144,371$3,095 06/30/2022
     DFAX144,371$3,095 06/30/2022
Cpwm LLC142,942$3,065 06/30/2022
     DFAX142,942$3,065 06/30/2022
Capital Performance Advisors LLP140,807$3,019 06/30/2022
     DFAX140,807$3,019 06/30/2022
McCarthy Asset Management Inc.140,753$3,018 06/30/2022
     DFAX140,753$3,018 06/30/2022
Advisor Partners LLC134,690$2,888 06/30/2022
     DFAX134,690$2,888 06/30/2022
Keb Asset Management LLC134,609$2,886 06/30/2022
     DFAX134,609$2,886 06/30/2022
CFS Investment Advisory Services LLC134,123$2,876 06/30/2022
     DFAX134,123$2,876 06/30/2022
G2 Capital Management LLC OH133,631$2,865 06/30/2022
     DFAX133,631$2,865 06/30/2022
Kraft Asset Management LLC129,107$2,768 06/30/2022
     DFAX129,107$2,768 06/30/2022
Harbor Group Inc.128,406$2,753 06/30/2022
     DFAX128,406$2,753 06/30/2022
Ballentine Partners LLC126,291$2,708 06/30/2022
     DFAX126,291$2,708 06/30/2022
Live Oak Private Wealth LLC125,470$2,690 06/30/2022
     DFAX125,470$2,690 06/30/2022
Northwest Wealth Management LLC124,694$2,673 06/30/2022
     DFAX124,694$2,673 06/30/2022
Versant Capital Management Inc119,814$2,569 06/30/2022
     DFAX119,814$2,569 06/30/2022
AE Wealth Management LLC117,404$2,517 06/30/2022
     DFAX117,404$2,517 06/30/2022
Sax Wealth Advisors LLC113,172$2,426 06/30/2022
     DFAX113,172$2,426 06/30/2022
Firethorn Wealth Partners LLC104,431$2,311 06/30/2022
     DFAX104,431$2,311 06/30/2022
Wealth Architects LLC103,119$2,211 06/30/2022
     DFAX103,119$2,211 06/30/2022
Marietta Wealth Management LLC101,277$2,171 06/30/2022
     DFAX101,277$2,171 06/30/2022
Beacon Pointe Advisors LLC98,817$2,119 06/30/2022
     DFAX98,817$2,119 06/30/2022
Strategic Wealth Advisors Group LLC95,582$2,032 06/30/2022
     DFAX95,582$2,032 06/30/2022
Willow Creek Wealth Management Inc.92,712$1,988 06/30/2022
     DFAX92,712$1,988 06/30/2022
Morris Financial Concepts Inc.90,186$1,934 06/30/2022
     DFAX90,186$1,934 06/30/2022
Safeguard Investment Advisory Group LLC76,722$1,914 06/30/2022
     DFAX76,722$1,914 06/30/2022
Dynamic Advisor Solutions LLC87,841$1,883 06/30/2022
     DFAX87,841$1,883 06/30/2022
Merriman Wealth Management LLC85,705$1,838 06/30/2022
     DFAX85,705$1,838 06/30/2022
Aquire Wealth Advisors LLC81,119$1,739 06/30/2022
     DFAX81,119$1,739 06/30/2022
UMA Financial Services Inc.87,142$1,727 09/30/2022
     DFAX87,142$1,727 09/30/2022
Waypoint Wealth Partners Inc.71,510$1,533 06/30/2022
     DFAX71,510$1,533 06/30/2022
MAI Capital Management70,894$1,520 06/30/2022
     DFAX70,894$1,520 06/30/2022
EverSource Wealth Advisors LLC68,166$1,461 06/30/2022
     DFAX68,166$1,461 06/30/2022
Regions Financial Corp66,281$1,421 06/30/2022
     DFAX66,281$1,421 06/30/2022
Morgan Stanley65,022$1,394 06/30/2022
     DFAX65,022$1,394 06/30/2022
Mutual Advisors LLC64,240$1,377 06/30/2022
     DFAX64,240$1,377 06/30/2022
Cetera Advisors LLC62,512$1,340 06/30/2022
     DFAX62,512$1,340 06/30/2022
Belpointe Asset Management LLC60,771$1,303 06/30/2022
     DFAX60,771$1,303 06/30/2022
Wealthstream Advisors Inc.58,420$1,253 06/30/2022
     DFAX58,420$1,253 06/30/2022
Ameritas Advisory Services LLC58,268$1,249 06/30/2022
     DFAX58,268$1,249 06/30/2022
Lansing Street Advisors57,596$1,235 06/30/2022
     DFAX57,596$1,235 06/30/2022
Global Retirement Partners LLC57,022$1,223 06/30/2022
     DFAX57,022$1,223 06/30/2022
Zhang Financial LLC54,971$1,179 06/30/2022
     DFAX54,971$1,179 06/30/2022
Sanctuary Wealth Management L.L.C.54,664$1,172 06/30/2022
     DFAX54,664$1,172 06/30/2022
Garrett Investment Advisors LLC54,372$1,166 06/30/2022
     DFAX54,372$1,166 06/30/2022
Gradient Capital Advisors LLC53,697$1,151 06/30/2022
     DFAX53,697$1,151 06/30/2022
Security Financial Services INC.52,987$1,136 06/30/2022
     DFAX52,987$1,136 06/30/2022
Wipfli Financial Advisors LLC50,834$1,090 06/30/2022
     DFAX50,834$1,090 06/30/2022
Schwarz Dygos Wheeler Investment Advisors LLC50,435$1,081 06/30/2022
     DFAX50,435$1,081 06/30/2022
Summit Wealth Group LLC50,039$1,073 06/30/2022
     DFAX50,039$1,073 06/30/2022
Unconventional Investor LLC48,888$1,048 06/30/2022
     DFAX48,888$1,048 06/30/2022
Annapolis Financial Services LLC48,389$1,037 06/30/2022
     DFAX48,389$1,037 06/30/2022
C M Bidwell & Associates Ltd.47,819$1,025 06/30/2022
     DFAX47,819$1,025 06/30/2022
Red Wave Investments LLC47,429$1,017 06/30/2022
     DFAX47,429$1,017 06/30/2022
Merit Financial Group LLC46,982$1,007 06/30/2022
     DFAX46,982$1,007 06/30/2022
Life Planning Partners Inc46,601$1,000 06/30/2022
     DFAX46,601$1,000 06/30/2022
Magnolia Capital Advisors LLC46,488$996 06/30/2022
     DFAX46,488$996 06/30/2022
Renaissance Technologies LLC46,400$995 06/30/2022
     DFAX46,400$995 06/30/2022
Rockefeller Capital Management L.P.45,992$984 06/30/2022
     DFAX45,992$984 06/30/2022
Change Path LLC45,484$975 06/30/2022
     DFAX45,484$975 06/30/2022
RBF Capital LLC45,000$965 06/30/2022
     DFAX45,000$965 06/30/2022
IFP Advisors Inc35,238$964 06/30/2022
     DFAX35,238$964 06/30/2022
IFG Advisors LLC44,558$955 06/30/2022
     DFAX44,558$955 06/30/2022
Tortoise Investment Management LLC43,798$939 06/30/2022
     DFAX43,798$939 06/30/2022
VERITY Wealth Advisors43,719$937 06/30/2022
     DFAX43,719$937 06/30/2022
55I LLC43,353$929 06/30/2022
     DFAX43,353$929 06/30/2022
Investmark Advisory Group LLC43,057$923 06/30/2022
     DFAX43,057$923 06/30/2022
Five Oceans Advisors43,001$922 06/30/2022
     DFAX43,001$922 06/30/2022
Concord Wealth Partners42,777$917 06/30/2022
     DFAX42,777$917 06/30/2022
Verus Financial Partners Inc.41,240$889 06/30/2022
     DFAX41,240$889 06/30/2022
Aurora Private Wealth Inc.40,359$865 06/30/2022
     DFAX40,359$865 06/30/2022
Pallas Capital Advisors LLC39,860$855 06/30/2022
     DFAX39,860$855 06/30/2022
Sage Rhino Capital LLC38,880$834 06/30/2022
     DFAX38,880$834 06/30/2022
Western Wealth Management LLC37,880$813 06/30/2022
     DFAX37,880$813 06/30/2022
Raymond James & Associates37,531$805 06/30/2022
     DFAX37,531$805 06/30/2022
Hoylecohen LLC37,215$798 06/30/2022
     DFAX37,215$798 06/30/2022
Ascent Group LLC32,885$729 06/30/2022
     DFAX32,885$729 06/30/2022
Orion Portfolio Solutions LLC33,017$708 06/30/2022
     DFAX33,017$708 06/30/2022
Independent Wealth Network Inc.32,816$704 06/30/2022
     DFAX32,816$704 06/30/2022
First Republic Investment Management Inc.32,321$693 06/30/2022
     DFAX32,321$693 06/30/2022
Bank of America Corp DE32,154$689 06/30/2022
     DFAX32,154$689 06/30/2022
Advisory Services & Investments LLC32,042$687 06/30/2022
     DFAX32,042$687 06/30/2022
GWM Advisors LLC31,461$674 06/30/2022
     DFAX31,461$674 06/30/2022
Janney Montgomery Scott LLC30,682$666 06/30/2022
     DFAX30,682$666 06/30/2022
RVW Wealth LLC31,045$666 06/30/2022
     DFAX31,045$666 06/30/2022
Mission Wealth Management LP29,441$631 06/30/2022
     DFAX29,441$631 06/30/2022
Tranquilli Financial Advisor LLC29,045$623 06/30/2022
     DFAX29,045$623 06/30/2022
Nicholas Hoffman & Company LLC.28,269$606 06/30/2022
     DFAX28,269$606 06/30/2022
Cetera Advisor Networks LLC28,011$600 06/30/2022
     DFAX28,011$600 06/30/2022
Schubert & Co27,581$591 06/30/2022
     DFAX27,581$591 06/30/2022
Veritable L.P.27,364$587 06/30/2022
     DFAX27,364$587 06/30/2022
Gould Asset Management LLC CA26,925$577 06/30/2022
     DFAX26,925$577 06/30/2022
Quadrant Private Wealth Management LLC26,378$566 06/30/2022
     DFAX26,378$566 06/30/2022
Waterfront Wealth Inc.26,180$561 06/30/2022
     DFAX26,180$561 06/30/2022
Evercore Wealth Management LLC25,330$543 06/30/2022
     DFAX25,330$543 06/30/2022
Brewster Financial Planning LLC24,777$531 06/30/2022
     DFAX24,777$531 06/30/2022
Websterrogers Financial Advisors LLC23,980$514 06/30/2022
     DFAX23,980$514 06/30/2022
Headinvest LLC23,331$500 06/30/2022
     DFAX23,331$500 06/30/2022
David Loasby23,396$497 06/30/2022
     DFAX23,396$497 06/30/2022
Steward Partners Investment Advisory LLC23,117$496 06/30/2022
     DFAX23,117$496 06/30/2022
Diversified Trust Co22,472$482 06/30/2022
     DFAX22,472$482 06/30/2022
Financial Advocates Investment Management22,200$476 06/30/2022
     DFAX22,200$476 06/30/2022
Stifel Financial Corp20,813$446 06/30/2022
     DFAX20,813$446 06/30/2022
Rise Advisors LLC20,817$446 06/30/2022
     DFAX20,817$446 06/30/2022
Falcon Wealth Planning20,749$445 06/30/2022
     DFAX20,749$445 06/30/2022
Kerntke Otto McGlone Wealth Management Group19,552$419 06/30/2022
     DFAX19,552$419 06/30/2022
Krilogy Financial LLC21,458$405 09/30/2022
     DFAX21,458$405 09/30/2022
D.A. Davidson & CO.18,657$400 06/30/2022
     DFAX18,657$400 06/30/2022
Moneta Group Investment Advisors LLC18,377$394 06/30/2022
     DFAX18,377$394 06/30/2022
Signaturefd LLC18,246$391 06/30/2022
     DFAX18,246$391 06/30/2022
Sterneck Capital Management LLC18,056$387 06/30/2022
     DFAX18,056$387 06/30/2022
Shakespeare Wealth Management Inc.17,805$384 06/30/2022
     DFAX17,805$384 06/30/2022
Copperleaf Capital LLC17,902$384 06/30/2022
     DFAX17,902$384 06/30/2022
Disciplined Investments LLC17,335$372 06/30/2022
     DFAX17,335$372 06/30/2022
3D L Capital Management LLC17,057$366 06/30/2022
     DFAX17,057$366 06/30/2022
ICA Group Wealth Management LLC16,351$359 06/30/2022
     DFAX16,351$359 06/30/2022
Northwestern Mutual Wealth Management Co.16,209$348 06/30/2022
     DFAX16,209$348 06/30/2022
Prime Capital Investment Advisors LLC16,017$343 06/30/2022
     DFAX16,017$343 06/30/2022
Sage Mountain Advisors LLC15,423$331 06/30/2022
     DFAX15,423$331 06/30/2022
Surevest LLC14,544$312 06/30/2022
     DFAX14,544$312 06/30/2022
Clearstead Advisors LLC14,444$310 06/30/2022
     DFAX14,444$310 06/30/2022
FMR LLC12,620$271 06/30/2022
     DFAX12,620$271 06/30/2022
Main Street Financial Solutions LLC12,637$271 06/30/2022
     DFAX12,637$271 06/30/2022
RHS Financial LLC12,636$271 06/30/2022
     DFAX12,636$271 06/30/2022
Raymond James Trust N.A.12,435$267 06/30/2022
     DFAX12,435$267 06/30/2022
Resource Consulting Group Inc.12,408$266 06/30/2022
     DFAX12,408$266 06/30/2022
Capital Financial Planning LLC12,413$266 06/30/2022
     DFAX12,413$266 06/30/2022
Camden Capital LLC11,942$256 06/30/2022
     DFAX11,942$256 06/30/2022
Stonnington Group LLC12,000$255 06/30/2022
     DFAX12,000$255 06/30/2022
Sage Financial Group Inc.11,763$252 06/30/2022
     DFAX11,763$252 06/30/2022
Your Advocates Ltd. LLP11,776$252 06/30/2022
     DFAX11,776$252 06/30/2022
Intercontinental Wealth Advisors LLC11,500$247 06/30/2022
     DFAX11,500$247 06/30/2022
Arete Wealth Advisors LLC11,333$243 06/30/2022
     DFAX11,333$243 06/30/2022
Anson Capital Inc.11,312$243 06/30/2022
     DFAX11,312$243 06/30/2022
American Trust11,173$240 06/30/2022
     DFAX11,173$240 06/30/2022
Ironwood Financial llc11,132$239 06/30/2022
     DFAX11,132$239 06/30/2022
Robertson Stephens Wealth Management LLC11,173$239 06/30/2022
     DFAX11,173$239 06/30/2022
U.S. Capital Wealth Advisors LLC11,025$236 06/30/2022
     DFAX11,025$236 06/30/2022
Vivaldi Capital Management LLC10,896$234 06/30/2022
     DFAX10,896$234 06/30/2022
Gemmer Asset Management LLC10,847$233 06/30/2022
     DFAX10,847$233 06/30/2022
USAdvisors Wealth Management LLC10,694$229 06/30/2022
     DFAX10,694$229 06/30/2022
Baird Financial Group Inc.10,635$228 06/30/2022
     DFAX10,635$228 06/30/2022
M&T Bank Corp10,989$227 06/30/2022
     DFAX10,989$227 06/30/2022
Regentatlantic Capital LLC10,497$225 06/30/2022
     DFAX10,497$225 06/30/2022
Dakota Wealth Management10,456$224 06/30/2022
     DFAX10,456$224 06/30/2022
Sawtooth Solutions LLC10,380$223 06/30/2022
     DFAX10,380$223 06/30/2022
FirstPurpose Wealth LLC10,412$223 06/30/2022
     DFAX10,412$223 06/30/2022
Signet Financial Management LLC10,243$220 06/30/2022
     DFAX10,243$220 06/30/2022
Affinity Capital Advisors LLC9,825$211 06/30/2022
     DFAX9,825$211 06/30/2022
ARGI Investment Services LLC9,761$209 06/30/2022
     DFAX9,761$209 06/30/2022
Consilium Wealth Advisory LLC9,750$209 06/30/2022
     DFAX9,750$209 06/30/2022
Sheets Smith Wealth Management9,717$208 06/30/2022
     DFAX9,717$208 06/30/2022
Kovack Advisors Inc.9,571$205 06/30/2022
     DFAX9,571$205 06/30/2022
Spire Wealth Management9,422$202 06/30/2022
     DFAX9,422$202 06/30/2022
Private Trust Co. NA8,938$192 06/30/2022
     DFAX8,938$192 06/30/2022
Better Money Decisions LLC7,758$166 06/30/2022
     DFAX7,758$166 06/30/2022
Harbour Investments Inc.7,677$165 06/30/2022
     DFAX7,677$165 06/30/2022
Steward Financial Group LLC7,179$153 06/30/2022
     DFAX7,179$153 06/30/2022
Graves Light Private Wealth Management Inc.6,725$144 06/30/2022
     DFAX6,725$144 06/30/2022
Capital Investment Advisory Services LLC5,974$128 06/30/2022
     DFAX5,974$128 06/30/2022
CWM LLC5,858$126 06/30/2022
     DFAX5,858$126 06/30/2022
Orion Capital Management LLC5,510$118 06/30/2022
     DFAX5,510$118 06/30/2022
Beaird Harris Wealth Management LLC4,631$99 06/30/2022
     DFAX4,631$99 06/30/2022
Roble Belko & Company Inc4,540$97 06/30/2022
     DFAX4,540$97 06/30/2022
Heritage Wealth Advisors3,960$85 06/30/2022
     DFAX3,960$85 06/30/2022
Private Ocean LLC3,786$81 06/30/2022
     DFAX3,786$81 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC3,626$77 06/30/2022
     DFAX3,626$77 06/30/2022
Tradition Wealth Management LLC3,596$77 06/30/2022
     DFAX3,596$77 06/30/2022
AdvisorNet Financial Inc4,037$76 09/30/2022
     DFAX4,037$76 09/30/2022
Coston McIsaac & Partners3,502$75 06/30/2022
     DFAX3,502$75 06/30/2022
Quadrant Capital Group LLC3,278$70 06/30/2022
     DFAX3,278$70 06/30/2022
Washington Trust Advisors Inc.3,207$69 06/30/2022
     DFAX3,207$69 06/30/2022
Investors Research Corp2,452$53 06/30/2022
     DFAX2,452$53 06/30/2022
John W. Brooker & Co. CPAs1,808$39 06/30/2022
     DFAX1,808$39 06/30/2022
Mine & Arao Wealth Creation & Management LLC.1,563$34 06/30/2022
     DFAX1,563$34 06/30/2022
Fifth Third Bancorp1,550$33 06/30/2022
     DFAX1,550$33 06/30/2022
BOK Financial Private Wealth Inc.1,535$33 06/30/2022
     DFAX1,535$33 06/30/2022
Syverson Strege & Co1,349$29 06/30/2022
     DFAX1,349$29 06/30/2022
CX Institutional1,346$29 06/30/2022
     DFAX1,346$29 06/30/2022
Wells Fargo & Company MN1,188$26 06/30/2022
     DFAX1,188$26 06/30/2022
Key Financial Inc1,225$26 06/30/2022
     DFAX1,225$26 06/30/2022
Professional Financial Advisors LLC1,101$24 06/30/2022
     DFAX1,101$24 06/30/2022
US Bancorp DE1,089$23 06/30/2022
     DFAX1,089$23 06/30/2022
First Command Bank874$19 06/30/2022
     DFAX874$19 06/30/2022
First Command Financial Services Inc.874$19 06/30/2022
     DFAX874$19 06/30/2022
Aptus Capital Advisors LLC511$11 06/30/2022
     DFAX511$11 06/30/2022
Guardian Wealth Advisors LLC NC511$11 06/30/2022
     DFAX511$11 06/30/2022
Heritage Financial Services LLC448$9 06/30/2022
     DFAX448$9 06/30/2022
Gradient Investments LLC303$6 06/30/2022
     DFAX303$6 06/30/2022
Fairfield Bush & CO.220$5 06/30/2022
     DFAX220$5 06/30/2022
JNBA Financial Advisors152$3 06/30/2022
     DFAX152$3 06/30/2022
Cordasco Financial Network125$3 06/30/2022
     DFAX125$3 06/30/2022
Global Trust Asset Management LLC50$1 09/30/2022
     DFAX50$1 09/30/2022
Patriot Financial Group Insurance Agency LLC37$1 06/30/2022
     DFAX37$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     DFAX0$0 06/30/2022
BlackRock Inc.12$0 06/30/2022
     DFAX12$0 06/30/2022
Evolution Advisers Inc.40$0 06/30/2022
     DFAX40$0 06/30/2022

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

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