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Funds Holding DFCA

On this page, we present all of the funds holding DFCA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFCA, with a link to that fund's top holdings. The next columns indicate the amount of DFCA stock held by each of the funds holding DFCA, followed by the DFCA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 20 funds holding DFCA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Mercer Global Advisors Inc. ADV. For more details on the positions held by Mercer Global Advisors Inc. ADV (or by any of the other funds holding DFCA), click the fund name in the "Holder" column of the funds-holding-DFCA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Mercer Global Advisors Inc. ADV3,267,680$165,802 12/31/2023
     DFCA3,267,680$165,802 12/31/2023
Envestnet Asset Management Inc.3,023,877$153,432 12/31/2023
     DFCA3,023,877$153,432 12/31/2023
Commonwealth Equity Services LLC46,183$2,328 03/31/2024
     DFCA46,183$2,328 03/31/2024
Wealth Enhancement Advisory Services LLC21,065$1,062 03/31/2024
     DFCA21,065$1,062 03/31/2024
Jane Street Group LLC17,833$905 12/31/2023
     DFCA17,833$905 12/31/2023
TriaGen Wealth Management LLC14,746$743 03/31/2024
     DFCA14,746$743 03/31/2024
True Link Financial Advisors LLC11,700$590 03/31/2024
     DFCA11,700$590 03/31/2024
CI Private Wealth LLC10,180$517 12/31/2023
     DFCA10,180$517 12/31/2023
Tortoise Investment Management LLC9,837$499 12/31/2023
     DFCA9,837$499 12/31/2023
First National Bank Sioux Falls7,500$378 03/31/2024
     DFCA7,500$378 03/31/2024
RSM US Wealth Management LLC6,626$334 03/31/2024
     DFCA6,626$334 03/31/2024
RAM Investment Partners LLC5,592$282 03/31/2024
     DFCA5,592$282 03/31/2024
Red Lighthouse Investment Management LLC4,967$252 12/31/2023
     DFCA4,967$252 12/31/2023
HighTower Advisors LLC4,240$214 12/31/2023
     DFCA4,240$214 12/31/2023
Signature Resources Capital Management LLC2,396$122 03/31/2024
     DFCA2,396$122 03/31/2024
Strategic Investment Solutions Inc. IL1,992$101 12/31/2023
     DFCA1,992$101 12/31/2023
IFP Advisors Inc1,003$51 12/31/2023
     DFCA1,003$51 12/31/2023
Advisor Group Holdings Inc.747$38 12/31/2023
     DFCA747$38 12/31/2023
FMR LLC20$1 12/31/2023
     DFCA20$1 12/31/2023
Bell Investment Advisors Inc25$1 12/31/2023
     DFCA25$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     DFCA0$0 03/31/2024

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

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