HoldingsChannel.com
On this page, we present all of the funds holding DFEV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFEV, with a link to that fund's top holdings. The next columns indicate the amount of DFEV stock held by each of the funds holding DFEV, followed by the DFEV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 120 funds holding DFEV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Asset Dedication LLC. For more details on the positions held by Asset Dedication LLC (or by any of the other funds holding DFEV), click the fund name in the "Holder" column of the funds-holding-DFEV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Asset Dedication LLC | 2,162,013 | $56,152 | 03/31/2024 |
| DFEV | 2,162,013 | $56,152 | 03/31/2024 |
| Heritage Financial Services LLC | 1,692,615 | $42,654 | 12/31/2023 |
| DFEV | 1,692,615 | $42,654 | 12/31/2023 |
| Ritholtz Wealth Management | 924,188 | $23,992 | 03/31/2024 |
| DFEV | 924,188 | $23,992 | 03/31/2024 |
| True Wealth Design LLC | 740,323 | $18,656 | 12/31/2023 |
| DFEV | 740,323 | $18,656 | 12/31/2023 |
| Marquette Asset Management LLC | 615,522 | $15,511 | 12/31/2023 |
| DFEV | 615,522 | $15,511 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 550,846 | $13,881 | 12/31/2023 |
| DFEV | 550,846 | $13,881 | 12/31/2023 |
| Janney Montgomery Scott LLC | 464,379 | $11,702 | 12/31/2023 |
| DFEV | 464,379 | $11,702 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 433,393 | $11,251 | 03/31/2024 |
| DFEV | 433,393 | $11,251 | 03/31/2024 |
| Eqis Capital Management Inc. | 432,221 | $10,892 | 12/31/2023 |
| DFEV | 432,221 | $10,892 | 12/31/2023 |
| Evanson Asset Management LLC | 377,586 | $9,802 | 03/31/2024 |
| DFEV | 377,586 | $9,802 | 03/31/2024 |
| Opes Wealth Management LLC | 331,273 | $8,348 | 12/31/2023 |
| DFEV | 331,273 | $8,348 | 12/31/2023 |
| Jane Street Group LLC | 288,111 | $7,260 | 12/31/2023 |
| DFEV | 288,111 | $7,260 | 12/31/2023 |
| Exencial Wealth Advisors LLC | 284,041 | $7,158 | 12/31/2023 |
| DFEV | 284,041 | $7,158 | 12/31/2023 |
| AE Wealth Management LLC | 269,485 | $6,627 | 12/31/2023 |
| DFEV | 269,485 | $6,627 | 12/31/2023 |
| Aveo Capital Partners LLC | 260,604 | $6,567 | 12/31/2023 |
| DFEV | 260,604 | $6,567 | 12/31/2023 |
| Graves Light Private Wealth Management Inc. | 236,020 | $5,948 | 12/31/2023 |
| DFEV | 236,020 | $5,948 | 12/31/2023 |
| Blume Capital Management Inc. | 225,611 | $5,685 | 12/31/2023 |
| DFEV | 225,611 | $5,685 | 12/31/2023 |
| Bank of Montreal Can | 216,050 | $5,451 | 12/31/2023 |
| DFEV | 216,050 | $5,451 | 12/31/2023 |
| DiNuzzo Private Wealth Inc. | 210,454 | $5,303 | 12/31/2023 |
| DFEV | 210,454 | $5,303 | 12/31/2023 |
| Financial Architects LLC | 202,170 | $5,095 | 12/31/2023 |
| DFEV | 202,170 | $5,095 | 12/31/2023 |
| Pathstone Holdings LLC | 198,984 | $5,013 | 12/31/2023 |
| DFEV | 198,984 | $5,013 | 12/31/2023 |
| Bridgeworth LLC | 195,483 | $4,926 | 12/31/2023 |
| DFEV | 195,483 | $4,926 | 12/31/2023 |
| Fischer Investment Strategies LLC | 148,259 | $3,736 | 12/31/2023 |
| DFEV | 148,259 | $3,736 | 12/31/2023 |
| Sentinel Trust Co. LBA | 147,500 | $3,717 | 12/31/2023 |
| DFEV | 147,500 | $3,717 | 12/31/2023 |
| Index Fund Advisors Inc. | 144,866 | $3,651 | 12/31/2023 |
| DFEV | 144,866 | $3,651 | 12/31/2023 |
| Truist Financial Corp | 138,209 | $3,483 | 12/31/2023 |
| DFEV | 138,209 | $3,483 | 12/31/2023 |
| Alesco Advisors LLC | 137,854 | $3,474 | 12/31/2023 |
| DFEV | 137,854 | $3,474 | 12/31/2023 |
| Savant Capital LLC | 136,168 | $3,431 | 12/31/2023 |
| DFEV | 136,168 | $3,431 | 12/31/2023 |
| Breakwater Capital Group | 129,602 | $3,364 | 03/31/2024 |
| DFEV | 129,602 | $3,364 | 03/31/2024 |
| Vestmark Advisory Solutions Inc. | 132,027 | $3,327 | 12/31/2023 |
| DFEV | 132,027 | $3,327 | 12/31/2023 |
| PBMares Wealth Management LLC | 117,560 | $2,963 | 12/31/2023 |
| DFEV | 117,560 | $2,963 | 12/31/2023 |
| Cordant Inc. | 109,431 | $2,841 | 03/31/2024 |
| DFEV | 109,431 | $2,841 | 03/31/2024 |
| Retirement Solution Inc. | 104,242 | $2,627 | 12/31/2023 |
| DFEV | 104,242 | $2,627 | 12/31/2023 |
| Sterling Financial Planning Inc. | 102,227 | $2,576 | 12/31/2023 |
| DFEV | 102,227 | $2,576 | 12/31/2023 |
| Verum Partners LLC | 96,331 | $2,501 | 03/31/2024 |
| DFEV | 96,331 | $2,501 | 03/31/2024 |
| CI Private Wealth LLC | 95,707 | $2,412 | 12/31/2023 |
| DFEV | 95,707 | $2,412 | 12/31/2023 |
| Maryland Capital Advisors Inc. | 91,650 | $2,379 | 03/31/2024 |
| DFEV | 91,650 | $2,379 | 03/31/2024 |
| GWM Advisors LLC | 94,096 | $2,271 | 12/31/2023 |
| DFEV | 94,096 | $2,271 | 12/31/2023 |
| Root Financial Partners LLC | 86,304 | $2,240 | 03/31/2024 |
| DFEV | 86,304 | $2,240 | 03/31/2024 |
| Lam Group Inc. | 74,600 | $1,937 | 03/31/2024 |
| DFEV | 74,600 | $1,937 | 03/31/2024 |
| Family Investment Center Inc. | 70,390 | $1,827 | 03/31/2024 |
| DFEV | 70,390 | $1,827 | 03/31/2024 |
| Sequoia Financial Advisors LLC | 70,920 | $1,787 | 12/31/2023 |
| DFEV | 70,920 | $1,787 | 12/31/2023 |
| Envestnet Asset Management Inc. | 61,405 | $1,547 | 12/31/2023 |
| DFEV | 61,405 | $1,547 | 12/31/2023 |
| BKA Wealth Consulting Inc. | 58,765 | $1,526 | 03/31/2024 |
| DFEV | 58,765 | $1,526 | 03/31/2024 |
| White Wing Wealth Management | 58,232 | $1,517 | 03/31/2024 |
| DFEV | 58,232 | $1,517 | 03/31/2024 |
| Applied Capital LLC | 57,294 | $1,487 | 03/31/2024 |
| DFEV | 57,294 | $1,487 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 57,716 | $1,454 | 12/31/2023 |
| DFEV | 57,716 | $1,454 | 12/31/2023 |
| Glass Jacobson Investment Advisors llc | 56,865 | $1,433 | 12/31/2023 |
| DFEV | 56,865 | $1,433 | 12/31/2023 |
| Chicago Partners Investment Group LLC | 57,693 | $1,407 | 12/31/2023 |
| DFEV | 57,693 | $1,407 | 12/31/2023 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 55,312 | $1,394 | 12/31/2023 |
| DFEV | 55,312 | $1,394 | 12/31/2023 |
| EnRich Financial Partners LLC | 54,377 | $1,370 | 12/31/2023 |
| DFEV | 54,377 | $1,370 | 12/31/2023 |
| OLD Mission Capital LLC | 53,574 | $1,350 | 12/31/2023 |
| DFEV | 53,574 | $1,350 | 12/31/2023 |
| Resources Investment Advisors LLC. | 53,308 | $1,343 | 12/31/2023 |
| DFEV | 53,308 | $1,343 | 12/31/2023 |
| Betterment LLC | 51,211 | $1,291 | 12/31/2023 |
| DFEV | 51,211 | $1,291 | 12/31/2023 |
| Abel Hall LLC | 49,740 | $1,253 | 12/31/2023 |
| DFEV | 49,740 | $1,253 | 12/31/2023 |
| JPMorgan Chase & Co. | 49,674 | $1,252 | 12/31/2023 |
| DFEV | 49,674 | $1,252 | 12/31/2023 |
| Cardiff Park Advisors LLC | 46,320 | $1,167 | 12/31/2023 |
| DFEV | 46,320 | $1,167 | 12/31/2023 |
| Flow Traders U.S. LLC | 45,804 | $1,154 | 12/31/2023 |
| DFEV | 45,804 | $1,154 | 12/31/2023 |
| RCS Financial Planning LLC | 45,511 | $1,147 | 12/31/2023 |
| DFEV | 45,511 | $1,147 | 12/31/2023 |
| Matisse Capital | 40,360 | $1,017 | 12/31/2023 |
| DFEV | 40,360 | $1,017 | 12/31/2023 |
| Commonwealth Equity Services LLC | 37,889 | $955 | 12/31/2023 |
| DFEV | 37,889 | $955 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 34,233 | $863 | 12/31/2023 |
| DFEV | 34,233 | $863 | 12/31/2023 |
| Gibson Capital LLC | 31,982 | $830 | 03/31/2024 |
| DFEV | 31,982 | $830 | 03/31/2024 |
| Edge Financial Advisors LLC | 30,351 | $789 | 03/31/2024 |
| DFEV | 30,351 | $789 | 03/31/2024 |
| Oceanside Advisors LLC | 28,732 | $746 | 03/31/2024 |
| DFEV | 28,732 | $746 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 26,374 | $685 | 03/31/2024 |
| DFEV | 26,374 | $685 | 03/31/2024 |
| Strata Wealth Advisors LLC | 25,536 | $663 | 03/31/2024 |
| DFEV | 25,536 | $663 | 03/31/2024 |
| Unison Advisors LLC | 23,411 | $608 | 03/31/2024 |
| DFEV | 23,411 | $608 | 03/31/2024 |
| Royal Bank of Canada | 23,870 | $602 | 12/31/2023 |
| DFEV | 23,870 | $602 | 12/31/2023 |
| Altiora Financial Group LLC | 22,650 | $588 | 03/31/2024 |
| DFEV | 22,650 | $588 | 03/31/2024 |
| Wealthsource Partners LLC | 23,026 | $580 | 12/31/2023 |
| DFEV | 23,026 | $580 | 12/31/2023 |
| Morgan Stanley | 22,299 | $562 | 12/31/2023 |
| DFEV | 22,299 | $562 | 12/31/2023 |
| Lincoln National Corp | 22,040 | $555 | 12/31/2023 |
| DFEV | 22,040 | $555 | 12/31/2023 |
| Envision Financial Planning LLC | 21,425 | $540 | 12/31/2023 |
| DFEV | 21,425 | $540 | 12/31/2023 |
| Kestra Advisory Services LLC | 19,363 | $488 | 12/31/2023 |
| DFEV | 19,363 | $488 | 12/31/2023 |
| Bank of America Corp DE | 19,201 | $484 | 12/31/2023 |
| DFEV | 19,201 | $484 | 12/31/2023 |
| Allen Capital Group LLC | 17,652 | $458 | 03/31/2024 |
| DFEV | 17,652 | $458 | 03/31/2024 |
| Moisand Fitzgerald Tamayo LLC | 17,380 | $451 | 03/31/2024 |
| DFEV | 17,380 | $451 | 03/31/2024 |
| Rather & Kittrell Inc. | 16,663 | $433 | 03/31/2024 |
| DFEV | 16,663 | $433 | 03/31/2024 |
| Tortoise Investment Management LLC | 17,177 | $433 | 12/31/2023 |
| DFEV | 17,177 | $433 | 12/31/2023 |
| Raymond James & Associates | 15,249 | $396 | 03/31/2024 |
| DFEV | 15,249 | $396 | 03/31/2024 |
| Heritage Wealth Management Inc. Texas | 14,287 | $360 | 12/31/2023 |
| DFEV | 14,287 | $360 | 12/31/2023 |
| Firethorn Wealth Partners LLC | 12,863 | $334 | 03/31/2024 |
| DFEV | 12,863 | $334 | 03/31/2024 |
| BOS Asset Management LLC | 12,558 | $316 | 12/31/2023 |
| DFEV | 12,558 | $316 | 12/31/2023 |
| Pettinga Financial Advisors LLC | 12,050 | $313 | 03/31/2024 |
| DFEV | 12,050 | $313 | 03/31/2024 |
| Tranquility Partners LLC | 12,419 | $313 | 12/31/2023 |
| DFEV | 12,419 | $313 | 12/31/2023 |
| Dorsey & Whitney Trust CO LLC | 11,980 | $302 | 12/31/2023 |
| DFEV | 11,980 | $302 | 12/31/2023 |
| Grunden Financial Advisory Inc. | 11,605 | $292 | 12/31/2023 |
| DFEV | 11,605 | $292 | 12/31/2023 |
| HighTower Advisors LLC | 11,526 | $290 | 12/31/2023 |
| DFEV | 11,526 | $290 | 12/31/2023 |
| American Investment Services Inc. | 10,765 | $271 | 12/31/2023 |
| DFEV | 10,765 | $271 | 12/31/2023 |
| Buckingham Strategic Wealth LLC | 10,193 | $257 | 12/31/2023 |
| DFEV | 10,193 | $257 | 12/31/2023 |
| Mraz Amerine & Associates Inc. | 9,470 | $239 | 12/31/2023 |
| DFEV | 9,470 | $239 | 12/31/2023 |
| Forum Financial Management LP | 9,210 | $232 | 12/31/2023 |
| DFEV | 9,210 | $232 | 12/31/2023 |
| Schubert & Co | 8,681 | $219 | 12/31/2023 |
| DFEV | 8,681 | $219 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 8,395 | $212 | 12/31/2023 |
| DFEV | 8,395 | $212 | 12/31/2023 |
| Elevate Wealth Advisory Inc. | 8,266 | $208 | 12/31/2023 |
| DFEV | 8,266 | $208 | 12/31/2023 |
| B.O.S.S. Retirement Advisors LLC | 7,938 | $200 | 12/31/2023 |
| DFEV | 7,938 | $200 | 12/31/2023 |
| Advisor Group Holdings Inc. | 4,982 | $126 | 12/31/2023 |
| DFEV | 4,982 | $126 | 12/31/2023 |
| Ancora Advisors LLC | 4,868 | $123 | 12/31/2023 |
| DFEV | 4,868 | $123 | 12/31/2023 |
| Bruce G. Allen Investments LLC | 4,605 | $120 | 03/31/2024 |
| DFEV | 4,605 | $120 | 03/31/2024 |
| Red Lighthouse Investment Management LLC | 4,398 | $111 | 12/31/2023 |
| DFEV | 4,398 | $111 | 12/31/2023 |
| Avondale Wealth Management | 4,000 | $104 | 03/31/2024 |
| DFEV | 4,000 | $104 | 03/31/2024 |
| Phillips Financial Management LLC | 3,532 | $92 | 03/31/2024 |
| DFEV | 3,532 | $92 | 03/31/2024 |
| Family CFO Inc | 2,517 | $65 | 03/31/2024 |
| DFEV | 2,517 | $65 | 03/31/2024 |
| Allworth Financial LP | 2,435 | $61 | 12/31/2023 |
| DFEV | 2,435 | $61 | 12/31/2023 |
| JFS Wealth Advisors LLC | 1,945 | $49 | 12/31/2023 |
| DFEV | 1,945 | $49 | 12/31/2023 |
| Comerica Bank | 1,421 | $36 | 12/31/2023 |
| DFEV | 1,421 | $36 | 12/31/2023 |
| Aspire Wealth Management Corp | 1,401 | $35 | 12/31/2023 |
| DFEV | 1,401 | $35 | 12/31/2023 |
| Aspire Private Capital LLC | 1,313 | $34 | 03/31/2024 |
| DFEV | 1,313 | $34 | 03/31/2024 |
| Global Retirement Partners LLC | 990 | $26 | 03/31/2024 |
| DFEV | 990 | $26 | 03/31/2024 |
| McIlrath & Eck LLC | 793 | $20 | 12/31/2023 |
| DFEV | 793 | $20 | 12/31/2023 |
| Farther Finance Advisors LLC | 624 | $16 | 12/31/2023 |
| DFEV | 624 | $16 | 12/31/2023 |
| Versant Capital Management Inc | 486 | $13 | 03/31/2024 |
| DFEV | 486 | $13 | 03/31/2024 |
| Oliver Lagore Vanvalin Investment Group | 520 | $13 | 12/31/2023 |
| DFEV | 520 | $13 | 12/31/2023 |
| Mather Group LLC. | 438 | $11 | 03/31/2024 |
| DFEV | 438 | $11 | 03/31/2024 |
| O Shaughnessy Asset Management LLC | 440 | $11 | 12/31/2023 |
| DFEV | 440 | $11 | 12/31/2023 |
| Your Advocates Ltd. LLP | 427 | $11 | 12/31/2023 |
| DFEV | 427 | $11 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 350 | $9 | 12/31/2023 |
| DFEV | 350 | $9 | 12/31/2023 |
| Tucker Asset Management LLC | 125 | $3 | 12/31/2023 |
| DFEV | 125 | $3 | 12/31/2023 |
| FMR LLC | 63 | $2 | 12/31/2023 |
| DFEV | 63 | $2 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| DFEV | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFEV
See Details: Top 10 Hedge Funds Holding DFEV
Also See: DFEV Holdings Changes
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