HoldingsChannel.com
Funds Holding DFEM

On this page, we present all of the funds holding DFEM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFEM, with a link to that fund's top holdings. The next columns indicate the amount of DFEM stock held by each of the funds holding DFEM, followed by the DFEM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 204 funds holding DFEM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Forum Financial Management LP. For more details on the positions held by Forum Financial Management LP (or by any of the other funds holding DFEM), click the fund name in the "Holder" column of the funds-holding-DFEM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Forum Financial Management LP12,143,519$292,052 06/30/2023
     DFEM12,143,519$292,052 06/30/2023
CI Private Wealth LLC4,019,536$96,670 06/30/2023
     DFEM4,019,536$96,670 06/30/2023
HighTower Advisors LLC3,329,537$80,082 06/30/2023
     DFEM3,329,537$80,082 06/30/2023
Truepoint Inc.2,676,676$64,374 06/30/2023
     DFEM2,676,676$64,374 06/30/2023
Carlson Capital Management2,213,530$53,235 06/30/2023
     DFEM2,213,530$53,235 06/30/2023
Evensky & Katz LLC2,061,441$49,578 06/30/2023
     DFEM2,061,441$49,578 06/30/2023
Asset Dedication LLC1,888,981$45,442 06/30/2023
     DFEM1,888,981$45,442 06/30/2023
BKD Wealth Advisors LLC1,622,071$39,011 06/30/2023
     DFEM1,622,071$39,011 06/30/2023
Hill Investment Group Partners LLC1,346,350$32,380 06/30/2023
     DFEM1,346,350$32,380 06/30/2023
Your Advocates Ltd. LLP1,179,669$28,371 06/30/2023
     DFEM1,179,669$28,371 06/30/2023
Relaxing Retirement Coach1,022,219$24,584 06/30/2023
     DFEM1,022,219$24,584 06/30/2023
AWM Capital LLC949,999$22,847 06/30/2023
     DFEM949,999$22,847 06/30/2023
Total Wealth Planning LLC931,897$22,412 06/30/2023
     DFEM931,897$22,412 06/30/2023
Parcion Private Wealth LLC866,493$20,839 06/30/2023
     DFEM866,493$20,839 06/30/2023
LPL Financial LLC747,718$17,983 06/30/2023
     DFEM747,718$17,983 06/30/2023
Mosaic Family Wealth Partners LLC743,904$17,890 06/30/2023
     DFEM743,904$17,890 06/30/2023
Bridgeworth LLC723,986$17,412 06/30/2023
     DFEM723,986$17,412 06/30/2023
Kooman & Associates723,662$17,404 06/30/2023
     DFEM723,662$17,404 06/30/2023
Oakwell Private Wealth Management LLC707,590$17,018 06/30/2023
     DFEM707,590$17,018 06/30/2023
Sequoia Financial Advisors LLC666,482$16,029 06/30/2023
     DFEM666,482$16,029 06/30/2023
Seaside Wealth Management Inc.650,483$15,644 06/30/2023
     DFEM650,483$15,644 06/30/2023
Wealthstream Advisors Inc.610,386$14,680 06/30/2023
     DFEM610,386$14,680 06/30/2023
Stordahl Capital Management Inc.574,111$13,807 06/30/2023
     DFEM574,111$13,807 06/30/2023
Jane Street Group LLC545,470$13,119 06/30/2023
     DFEM545,470$13,119 06/30/2023
BetterWealth LLC544,705$13,100 06/30/2023
     DFEM544,705$13,100 06/30/2023
Syverson Strege & Co500,318$12,033 06/30/2023
     DFEM500,318$12,033 06/30/2023
SRS Capital Advisors Inc.496,528$11,941 06/30/2023
     DFEM496,528$11,941 06/30/2023
Commonwealth Equity Services LLC470,190$11,308 06/30/2023
     DFEM470,190$11,308 06/30/2023
Monograph Wealth Advisors LLC455,550$10,956 06/30/2023
     DFEM455,550$10,956 06/30/2023
Bfsg LLC451,183$10,851 06/30/2023
     DFEM451,183$10,851 06/30/2023
JMG Financial Group Ltd.448,520$10,787 06/30/2023
     DFEM448,520$10,787 06/30/2023
Planning Center Inc.433,711$10,431 06/30/2023
     DFEM433,711$10,431 06/30/2023
Pinnacle Financial Group LLC IL430,546$10,355 06/30/2023
     DFEM430,546$10,355 06/30/2023
Steward Financial Group LLC428,628$10,308 06/30/2023
     DFEM428,628$10,308 06/30/2023
Rather & Kittrell Inc.417,268$10,035 06/30/2023
     DFEM417,268$10,035 06/30/2023
Buckingham Strategic Partners404,933$9,739 06/30/2023
     DFEM404,933$9,739 06/30/2023
Brighton Jones LLC379,145$9,118 06/30/2023
     DFEM379,145$9,118 06/30/2023
Advisory Services & Investments LLC338,398$8,138 06/30/2023
     DFEM338,398$8,138 06/30/2023
Rockwood Wealth Management LLC332,697$8,001 06/30/2023
     DFEM332,697$8,001 06/30/2023
Cravens & Co Advisors LLC327,986$7,888 06/30/2023
     DFEM327,986$7,888 06/30/2023
Watchman Group Inc.317,134$7,627 06/30/2023
     DFEM317,134$7,627 06/30/2023
Phillips Financial Management LLC306,899$7,381 06/30/2023
     DFEM306,899$7,381 06/30/2023
BCR Wealth Strategies LLC306,556$7,372 06/30/2023
     DFEM306,556$7,372 06/30/2023
Willow Creek Wealth Management Inc.304,930$7,334 06/30/2023
     DFEM304,930$7,334 06/30/2023
AdvisorNet Financial Inc300,965$7,238 06/30/2023
     DFEM300,965$7,238 06/30/2023
Hassell Wealth Management LLC284,301$7,079 06/30/2023
     DFEM284,301$7,079 06/30/2023
Blume Capital Management Inc.289,822$6,970 06/30/2023
     DFEM289,822$6,970 06/30/2023
Evanson Asset Management LLC277,386$6,671 06/30/2023
     DFEM277,386$6,671 06/30/2023
RS Crum Inc.264,560$6,363 06/30/2023
     DFEM264,560$6,363 06/30/2023
Chicago Partners Investment Group LLC256,034$6,278 06/30/2023
     DFEM256,034$6,278 06/30/2023
Buckingham Strategic Wealth LLC259,297$6,236 06/30/2023
     DFEM259,297$6,236 06/30/2023
JNBA Financial Advisors246,812$5,936 06/30/2023
     DFEM246,812$5,936 06/30/2023
Cardiff Park Advisors LLC244,071$5,870 06/30/2023
     DFEM244,071$5,870 06/30/2023
Liberty Wealth Management LLC235,061$5,653 06/30/2023
     DFEM235,061$5,653 06/30/2023
Keb Asset Management LLC229,251$5,513 06/30/2023
     DFEM229,251$5,513 06/30/2023
Flagstone Financial Management228,656$5,499 06/30/2023
     DFEM228,656$5,499 06/30/2023
Bank of Montreal Can215,848$5,342 06/30/2023
     DFEM215,848$5,342 06/30/2023
Envestnet Asset Management Inc.213,508$5,135 06/30/2023
     DFEM213,508$5,135 06/30/2023
HTG Investment Advisors Inc.211,911$5,096 06/30/2023
     DFEM211,911$5,096 06/30/2023
Tillman Hartley LLC211,306$5,082 06/30/2023
     DFEM211,306$5,082 06/30/2023
Heritage Investment Group Inc.204,846$4,927 06/30/2023
     DFEM204,846$4,927 06/30/2023
Greenspring Advisors LLC202,343$4,866 06/30/2023
     DFEM202,343$4,866 06/30/2023
Waterfront Wealth Inc.189,423$4,762 06/30/2023
     DFEM189,423$4,762 06/30/2023
Waypoint Wealth Partners Inc.181,220$4,358 06/30/2023
     DFEM181,220$4,358 06/30/2023
True Wealth Design LLC178,796$4,300 06/30/2023
     DFEM178,796$4,300 06/30/2023
Straight Path Wealth Management175,161$4,213 06/30/2023
     DFEM175,161$4,213 06/30/2023
Quarry Hill Advisors LLC168,934$4,063 06/30/2023
     DFEM168,934$4,063 06/30/2023
Studio Investment Management LLC168,876$4,061 06/30/2023
     DFEM168,876$4,061 06/30/2023
Garrett Investment Advisors LLC167,460$4,027 06/30/2023
     DFEM167,460$4,027 06/30/2023
Grand Wealth Management LLC164,136$3,947 06/30/2023
     DFEM164,136$3,947 06/30/2023
GWM Advisors LLC162,210$3,901 06/30/2023
     DFEM162,210$3,901 06/30/2023
Vestmark Advisory Solutions Inc.161,486$3,884 06/30/2023
     DFEM161,486$3,884 06/30/2023
Krilogy Financial LLC158,735$3,818 06/30/2023
     DFEM158,735$3,818 06/30/2023
Gradient Capital Advisors LLC146,619$3,526 06/30/2023
     DFEM146,619$3,526 06/30/2023
Mariner LLC144,218$3,468 06/30/2023
     DFEM144,218$3,468 06/30/2023
Triad Financial Advisors Inc.140,898$3,389 06/30/2023
     DFEM140,898$3,389 06/30/2023
Henrickson Nauta Wealth Advisors Inc.139,350$3,351 06/30/2023
     DFEM139,350$3,351 06/30/2023
Truist Financial Corp128,261$3,085 06/30/2023
     DFEM128,261$3,085 06/30/2023
Apella Capital LLC127,632$3,070 06/30/2023
     DFEM127,632$3,070 06/30/2023
Bridgewater Advisors Inc.126,658$3,046 06/30/2023
     DFEM126,658$3,046 06/30/2023
Ruedi Wealth Management Inc.123,326$2,966 06/30/2023
     DFEM123,326$2,966 06/30/2023
VeraBank N.A.117,662$2,830 06/30/2023
     DFEM117,662$2,830 06/30/2023
Apollon Wealth Management LLC117,400$2,823 06/30/2023
     DFEM117,400$2,823 06/30/2023
North Ridge Wealth Advisors Inc.117,395$2,823 06/30/2023
     DFEM117,395$2,823 06/30/2023
Kestra Advisory Services LLC116,672$2,806 06/30/2023
     DFEM116,672$2,806 06/30/2023
SC&H Financial Advisors Inc.109,050$2,623 06/30/2023
     DFEM109,050$2,623 06/30/2023
Passive Capital Management LLC.104,300$2,460 03/31/2023
     DFEM104,300$2,460 03/31/2023
American Investment Services Inc.97,919$2,355 06/30/2023
     DFEM97,919$2,355 06/30/2023
Bank of America Corp DE94,680$2,277 06/30/2023
     DFEM94,680$2,277 06/30/2023
Lutz Financial Services LLC94,573$2,274 06/30/2023
     DFEM94,573$2,274 06/30/2023
Modera Wealth Management LLC93,489$2,248 06/30/2023
     DFEM93,489$2,248 06/30/2023
Sageworth Trust Co86,544$2,081 06/30/2023
     DFEM86,544$2,081 06/30/2023
Sowell Financial Services LLC82,848$1,992 06/30/2023
     DFEM82,848$1,992 06/30/2023
Aveo Capital Partners LLC80,746$1,942 06/30/2023
     DFEM80,746$1,942 06/30/2023
WMS Partners LLC80,360$1,933 06/30/2023
     DFEM80,360$1,933 06/30/2023
JPMorgan Chase & Co.79,443$1,911 06/30/2023
     DFEM79,443$1,911 06/30/2023
Jentner Corp75,853$1,824 06/30/2023
     DFEM75,853$1,824 06/30/2023
Shearwater Capital LLC74,158$1,783 06/30/2023
     DFEM74,158$1,783 06/30/2023
Applied Capital LLC72,041$1,733 06/30/2023
     DFEM72,041$1,733 06/30/2023
Betterment LLC69,343$1,668 06/30/2023
     DFEM69,343$1,668 06/30/2023
Tilson Financial Group Inc.69,265$1,666 06/30/2023
     DFEM69,265$1,666 06/30/2023
PBMares Wealth Management LLC68,035$1,636 06/30/2023
     DFEM68,035$1,636 06/30/2023
Peninsula Wealth LLC66,328$1,595 06/30/2023
     DFEM66,328$1,595 06/30/2023
CFS Investment Advisory Services LLC64,748$1,557 06/30/2023
     DFEM64,748$1,557 06/30/2023
Financial Alternatives Inc62,611$1,506 06/30/2023
     DFEM62,611$1,506 06/30/2023
Orion Portfolio Solutions LLC62,444$1,502 06/30/2023
     DFEM62,444$1,502 06/30/2023
ShankerValleau Wealth Advisors Inc.61,231$1,473 06/30/2023
     DFEM61,231$1,473 06/30/2023
Five Oceans Advisors58,813$1,414 06/30/2023
     DFEM58,813$1,414 06/30/2023
Enzi Wealth55,613$1,385 06/30/2023
     DFEM55,613$1,385 06/30/2023
SJS Investment Consulting Inc.54,646$1,314 06/30/2023
     DFEM54,646$1,314 06/30/2023
Helen Stephens Group LLC51,856$1,247 06/30/2023
     DFEM51,856$1,247 06/30/2023
Savant Capital LLC50,829$1,222 06/30/2023
     DFEM50,829$1,222 06/30/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC48,047$1,156 06/30/2023
     DFEM48,047$1,156 06/30/2023
Column Capital Advisors LLC47,916$1,152 06/30/2023
     DFEM47,916$1,152 06/30/2023
RFG Advisory LLC46,382$1,115 06/30/2023
     DFEM46,382$1,115 06/30/2023
Wealthsource Partners LLC46,285$1,113 06/30/2023
     DFEM46,285$1,113 06/30/2023
Legacy Financial Group Inc.45,419$1,092 06/30/2023
     DFEM45,419$1,092 06/30/2023
Live Oak Private Wealth LLC43,515$1,047 06/30/2023
     DFEM43,515$1,047 06/30/2023
Morgan Stanley42,979$1,034 06/30/2023
     DFEM42,979$1,034 06/30/2023
Client 1ST Advisory Group LLC42,797$1,029 06/30/2023
     DFEM42,797$1,029 06/30/2023
Cahill Wealth Management LLC42,121$1,013 06/30/2023
     DFEM42,121$1,013 06/30/2023
Lincoln National Corp39,455$949 06/30/2023
     DFEM39,455$949 06/30/2023
Hutchens & Kramer Investment Management Group LLC39,190$943 06/30/2023
     DFEM39,190$943 06/30/2023
Core Wealth Management Inc.39,061$939 06/30/2023
     DFEM39,061$939 06/30/2023
SageView Advisory Group LLC38,928$936 06/30/2023
     DFEM38,928$936 06/30/2023
Delap Wealth Advisory LLC37,958$913 06/30/2023
     DFEM37,958$913 06/30/2023
JFS Wealth Advisors LLC36,773$884 06/30/2023
     DFEM36,773$884 06/30/2023
Susquehanna International Group LLP35,744$860 06/30/2023
     DFEM35,744$860 06/30/2023
Claris Advisors LLC MO34,162$822 06/30/2023
     DFEM34,162$822 06/30/2023
Advisory Services Network LLC33,902$815 06/30/2023
     DFEM33,902$815 06/30/2023
Signet Financial Management LLC33,317$801 06/30/2023
     DFEM33,317$801 06/30/2023
Meritas Wealth Management LLC29,915$719 06/30/2023
     DFEM29,915$719 06/30/2023
Versant Capital Management Inc29,628$713 06/30/2023
     DFEM29,628$713 06/30/2023
Waypoint Capital Advisors LLC28,988$697 06/30/2023
     DFEM28,988$697 06/30/2023
Rehmann Capital Advisory Group27,259$656 06/30/2023
     DFEM27,259$656 06/30/2023
Peapack Gladstone Financial Corp27,150$653 06/30/2023
     DFEM27,150$653 06/30/2023
Root Financial Partners LLC26,673$641 06/30/2023
     DFEM26,673$641 06/30/2023
Northwest Wealth Management LLC26,256$631 06/30/2023
     DFEM26,256$631 06/30/2023
EverSource Wealth Advisors LLC25,970$625 06/30/2023
     DFEM25,970$625 06/30/2023
Perigon Wealth Management LLC25,875$622 06/30/2023
     DFEM25,875$622 06/30/2023
25 LLC24,995$622 06/30/2023
     DFEM24,995$622 06/30/2023
Copperleaf Capital LLC25,593$616 06/30/2023
     DFEM25,593$616 06/30/2023
NorthCrest Asset Manangement LLC25,362$610 06/30/2023
     DFEM25,362$610 06/30/2023
EP Wealth Advisors LLC9,750$575 06/30/2023
     DFEM9,750$575 06/30/2023
Beacon Pointe Advisors LLC22,678$545 06/30/2023
     DFEM22,678$545 06/30/2023
SOL Capital Management CO22,300$536 06/30/2023
     DFEM22,300$536 06/30/2023
Gemmer Asset Management LLC21,852$526 06/30/2023
     DFEM21,852$526 06/30/2023
Cambridge Investment Research Advisors Inc.20,816$501 06/30/2023
     DFEM20,816$501 06/30/2023
Brainard Capital Management LLC21,160$499 03/31/2023
     DFEM21,160$499 03/31/2023
Geometric Wealth Advisors19,898$494 06/30/2023
     DFEM19,898$494 06/30/2023
Abacus Planning Group Inc.20,507$493 06/30/2023
     DFEM20,507$493 06/30/2023
Quad Cities Investment Group LLC20,231$487 06/30/2023
     DFEM20,231$487 06/30/2023
Red Lighthouse Investment Management LLC20,108$484 06/30/2023
     DFEM20,108$484 06/30/2023
Cresset Asset Management LLC19,145$460 06/30/2023
     DFEM19,145$460 06/30/2023
Morling Financial Advisors LLC18,381$442 06/30/2023
     DFEM18,381$442 06/30/2023
Private Advisor Group LLC17,038$433 06/30/2023
     DFEM17,038$433 06/30/2023
Shore Point Advisors LLC17,941$431 06/30/2023
     DFEM17,941$431 06/30/2023
Disciplined Investments LLC17,691$425 06/30/2023
     DFEM17,691$425 06/30/2023
Visionary Wealth Advisors17,567$422 06/30/2023
     DFEM17,567$422 06/30/2023
Leading Edge Financial Planning LLC17,560$422 06/30/2023
     DFEM17,560$422 06/30/2023
Nwam LLC17,329$417 06/30/2023
     DFEM17,329$417 06/30/2023
Level Financial Advisors Inc.17,327$417 06/30/2023
     DFEM17,327$417 06/30/2023
Chico Wealth RIA17,228$414 06/30/2023
     DFEM17,228$414 06/30/2023
Wilbanks Smith & Thomas Asset Management LLC16,635$400 06/30/2023
     DFEM16,635$400 06/30/2023
Ronald Blue Trust Inc.16,892$398 06/30/2023
     DFEM16,892$398 06/30/2023
Fifth Third Bancorp16,087$387 06/30/2023
     DFEM16,087$387 06/30/2023
Altiora Financial Group LLC15,253$367 06/30/2023
     DFEM15,253$367 06/30/2023
GEM Asset Management LLC14,591$351 06/30/2023
     DFEM14,591$351 06/30/2023
Seven Mile Advisory13,742$330 06/30/2023
     DFEM13,742$330 06/30/2023
Foster & Motley Inc.13,207$318 06/30/2023
     DFEM13,207$318 06/30/2023
Kathleen S. Wright Associates Inc.12,654$304 06/30/2023
     DFEM12,654$304 06/30/2023
Tortoise Investment Management LLC12,000$289 06/30/2023
     DFEM12,000$289 06/30/2023
Resources Investment Advisors LLC.11,903$286 06/30/2023
     DFEM11,903$286 06/30/2023
Schwarz Dygos Wheeler Investment Advisors LLC11,813$284 06/30/2023
     DFEM11,813$284 06/30/2023
OLD Mission Capital LLC11,444$275 06/30/2023
     DFEM11,444$275 06/30/2023
Andrews Lucia Wealth Management LLC11,002$265 06/30/2023
     DFEM11,002$265 06/30/2023
Kaye Capital Management10,216$246 06/30/2023
     DFEM10,216$246 06/30/2023
Asset Planning Corporation10,173$245 06/30/2023
     DFEM10,173$245 06/30/2023
C M Bidwell & Associates Ltd.10,060$242 06/30/2023
     DFEM10,060$242 06/30/2023
Naples Global Advisors LLC9,900$238 06/30/2023
     DFEM9,900$238 06/30/2023
Citadel Advisors LLC9,361$225 06/30/2023
     DFEM9,361$225 06/30/2023
Valeo Financial Advisors LLC8,810$212 06/30/2023
     DFEM8,810$212 06/30/2023
RF&L Wealth Management LLC8,725$210 06/30/2023
     DFEM8,725$210 06/30/2023
Soundmark Wealth Management LLC8,580$206 06/30/2023
     DFEM8,580$206 06/30/2023
Disciplined Equity Management Inc.6,600$159 06/30/2023
     DFEM6,600$159 06/30/2023
Advisor Group Holdings Inc.6,512$157 06/30/2023
     DFEM6,512$157 06/30/2023
Colonial Trust Co SC6,265$151 06/30/2023
     DFEM6,265$151 06/30/2023
ZRC Wealth Management LLC5,656$136 06/30/2023
     DFEM5,656$136 06/30/2023
Maryland Capital Advisors Inc.5,401$130 06/30/2023
     DFEM5,401$130 06/30/2023
Royal Bank of Canada5,141$124 06/30/2023
     DFEM5,141$124 06/30/2023
Wells Fargo & Company MN4,290$103 06/30/2023
     DFEM4,290$103 06/30/2023
Harel Insurance Investments & Financial Services Ltd.3,950$94 06/30/2023
     DFEM3,950$94 06/30/2023
Aspire Wealth Management Corp2,315$56 06/30/2023
     DFEM2,315$56 06/30/2023
Morris Financial Concepts Inc.2,049$49 06/30/2023
     DFEM2,049$49 06/30/2023
Farther Finance Advisors LLC1,828$44 06/30/2023
     DFEM1,828$44 06/30/2023
Lee Financial Co1,604$39 06/30/2023
     DFEM1,604$39 06/30/2023
Aspire Private Capital LLC907$22 06/30/2023
     DFEM907$22 06/30/2023
WealthShield Partners LLC689$17 06/30/2023
     DFEM689$17 06/30/2023
Fortis Advisors LLC590$14 06/30/2023
     DFEM590$14 06/30/2023
O Shaughnessy Asset Management LLC326$8 06/30/2023
     DFEM326$8 06/30/2023
Northwestern Mutual Wealth Management Co.161$4 06/30/2023
     DFEM161$4 06/30/2023
FMR LLC105$3 06/30/2023
     DFEM105$3 06/30/2023
IFP Advisors Inc76$2 06/30/2023
     DFEM76$2 06/30/2023
Global Trust Asset Management LLC90$2 06/30/2023
     DFEM90$2 06/30/2023
Proequities Inc.0$0 06/30/2023
     DFEM0$0 06/30/2023

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

Quotes delayed 20 minutes

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

Funds Holding DFEM | www.HoldingsChannel.com

Copyright © 2013 - 2023, 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.