HoldingsChannel.com
Funds Holding DFGR

On this page, we present all of the funds holding DFGR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFGR, with a link to that fund's top holdings. The next columns indicate the amount of DFGR stock held by each of the funds holding DFGR, followed by the DFGR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 155 funds holding DFGR 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 DFGR), click the fund name in the "Holder" column of the funds-holding-DFGR table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Forum Financial Management LP13,940,748$362,181 12/31/2023
     DFGR13,940,748$362,181 12/31/2023
CI Private Wealth LLC2,178,755$56,604 12/31/2023
     DFGR2,178,755$56,604 12/31/2023
JMG Financial Group Ltd.2,100,702$54,576 12/31/2023
     DFGR2,100,702$54,576 12/31/2023
Private Ocean LLC2,031,427$51,862 03/31/2024
     DFGR2,031,427$51,862 03/31/2024
Buckingham Strategic Wealth LLC1,688,305$43,862 12/31/2023
     DFGR1,688,305$43,862 12/31/2023
Savant Capital LLC1,563,595$40,622 12/31/2023
     DFGR1,563,595$40,622 12/31/2023
DiNuzzo Private Wealth Inc.1,491,330$38,745 12/31/2023
     DFGR1,491,330$38,745 12/31/2023
Brighton Jones LLC1,258,142$32,687 12/31/2023
     DFGR1,258,142$32,687 12/31/2023
Wescott Financial Advisory Group LLC1,117,315$29,028 12/31/2023
     DFGR1,117,315$29,028 12/31/2023
Quantum Financial Advisors LLC846,314$21,606 03/31/2024
     DFGR846,314$21,606 03/31/2024
TCI Wealth Advisors Inc.672,575$17,473 12/31/2023
     DFGR672,575$17,473 12/31/2023
Jane Street Group LLC621,958$16,158 12/31/2023
     DFGR621,958$16,158 12/31/2023
RS Crum Inc.588,976$15,302 12/31/2023
     DFGR588,976$15,302 12/31/2023
SRS Capital Advisors Inc.575,939$14,963 12/31/2023
     DFGR575,939$14,963 12/31/2023
LPL Financial LLC572,486$14,873 12/31/2023
     DFGR572,486$14,873 12/31/2023
Integris Wealth Management LLC491,832$12,778 12/31/2023
     DFGR491,832$12,778 12/31/2023
Mosaic Family Wealth Partners LLC481,678$12,514 12/31/2023
     DFGR481,678$12,514 12/31/2023
Planning Center Inc.479,783$12,249 03/31/2024
     DFGR479,783$12,249 03/31/2024
Creative Capital Management Investments LLC477,737$12,197 03/31/2024
     DFGR477,737$12,197 03/31/2024
Index Fund Advisors Inc.467,074$12,135 12/31/2023
     DFGR467,074$12,135 12/31/2023
WPWealth LLP435,015$11,302 12/31/2023
     DFGR435,015$11,302 12/31/2023
Great Waters Wealth Management436,366$11,140 03/31/2024
     DFGR436,366$11,140 03/31/2024
Summit Financial Strategies Inc.407,311$10,582 12/31/2023
     DFGR407,311$10,582 12/31/2023
Private Wealth Management Group LLC373,568$9,705 12/31/2023
     DFGR373,568$9,705 12/31/2023
Syverson Strege & Co360,752$9,372 12/31/2023
     DFGR360,752$9,372 12/31/2023
Buckingham Strategic Partners357,216$9,280 12/31/2023
     DFGR357,216$9,280 12/31/2023
Commonwealth Equity Services LLC312,565$8,120 12/31/2023
     DFGR312,565$8,120 12/31/2023
Total Wealth Planning LLC312,364$7,975 03/31/2024
     DFGR312,364$7,975 03/31/2024
Jentner Corp304,130$7,901 12/31/2023
     DFGR304,130$7,901 12/31/2023
Sprinkle Financial Consultants LLC293,292$7,488 03/31/2024
     DFGR293,292$7,488 03/31/2024
New Capital Management LP289,728$7,397 03/31/2024
     DFGR289,728$7,397 03/31/2024
Apella Capital LLC284,770$7,222 03/31/2024
     DFGR284,770$7,222 03/31/2024
Peirce Capital Management LLC272,917$6,968 03/31/2024
     DFGR272,917$6,968 03/31/2024
Wealth Enhancement Advisory Services LLC255,550$6,524 03/31/2024
     DFGR255,550$6,524 03/31/2024
Rather & Kittrell Inc.252,695$6,451 03/31/2024
     DFGR252,695$6,451 03/31/2024
Pathstone Holdings LLC232,284$6,035 12/31/2023
     DFGR232,284$6,035 12/31/2023
Resources Investment Advisors LLC.226,168$5,876 12/31/2023
     DFGR226,168$5,876 12/31/2023
Advisory Services & Investments LLC223,570$5,708 03/31/2024
     DFGR223,570$5,708 03/31/2024
Evanson Asset Management LLC206,109$5,262 03/31/2024
     DFGR206,109$5,262 03/31/2024
Corrigan Financial Inc.205,013$5,234 03/31/2024
     DFGR205,013$5,234 03/31/2024
Level Financial Advisors Inc.196,237$5,010 03/31/2024
     DFGR196,237$5,010 03/31/2024
Fundamentun LLC192,163$4,906 03/31/2024
     DFGR192,163$4,906 03/31/2024
Envestnet Asset Management Inc.174,928$4,545 12/31/2023
     DFGR174,928$4,545 12/31/2023
Cooper Haims Advisors LLC167,436$4,350 12/31/2023
     DFGR167,436$4,350 12/31/2023
Lam Group Inc.167,940$4,288 03/31/2024
     DFGR167,940$4,288 03/31/2024
Willow Creek Wealth Management Inc.161,421$4,194 12/31/2023
     DFGR161,421$4,194 12/31/2023
AdvisorNet Financial Inc159,713$4,077 03/31/2024
     DFGR159,713$4,077 03/31/2024
Tilson Financial Group Inc.157,957$4,033 03/31/2024
     DFGR157,957$4,033 03/31/2024
SJS Investment Consulting Inc.153,021$3,907 03/31/2024
     DFGR153,021$3,907 03/31/2024
American Investment Services Inc.149,474$3,883 12/31/2023
     DFGR149,474$3,883 12/31/2023
Shotwell Rutter Baer Inc152,466$3,867 03/31/2024
     DFGR152,466$3,867 03/31/2024
Rappaport Reiches Capital Management LLC150,257$3,836 03/31/2024
     DFGR150,257$3,836 03/31/2024
Waypoint Capital Advisors LLC140,982$3,663 12/31/2023
     DFGR140,982$3,663 12/31/2023
RFG Advisory LLC139,952$3,573 03/31/2024
     DFGR139,952$3,573 03/31/2024
Great Oak Capital Partners LLC134,845$3,443 03/31/2024
     DFGR134,845$3,443 03/31/2024
Vestmark Advisory Solutions Inc.131,327$3,412 12/31/2023
     DFGR131,327$3,412 12/31/2023
Geometric Wealth Advisors126,292$3,281 12/31/2023
     DFGR126,292$3,281 12/31/2023
North Ridge Wealth Advisors Inc.126,924$3,240 03/31/2024
     DFGR126,924$3,240 03/31/2024
Wealth Architects LLC116,679$3,031 12/31/2023
     DFGR116,679$3,031 12/31/2023
Beacon Pointe Advisors LLC114,689$2,980 12/31/2023
     DFGR114,689$2,980 12/31/2023
Flow Traders U.S. LLC111,828$2,905 12/31/2023
     DFGR111,828$2,905 12/31/2023
Waypoint Wealth Partners Inc.107,532$2,745 03/31/2024
     DFGR107,532$2,745 03/31/2024
Chicago Partners Investment Group LLC103,824$2,495 03/31/2024
     DFGR103,824$2,495 03/31/2024
Vawter Financial Ltd.95,216$2,474 12/31/2023
     DFGR95,216$2,474 12/31/2023
Sterling Financial Planning Inc.86,960$2,259 12/31/2023
     DFGR86,960$2,259 12/31/2023
Krilogy Financial LLC85,195$2,175 03/31/2024
     DFGR85,195$2,175 03/31/2024
GWM Advisors LLC86,273$2,169 12/31/2023
     DFGR86,273$2,169 12/31/2023
Retirement Guys Formula LLC78,713$2,010 03/31/2024
     DFGR78,713$2,010 03/31/2024
SOL Capital Management CO78,170$1,996 03/31/2024
     DFGR78,170$1,996 03/31/2024
Cherry Tree Wealth Management LLC72,754$1,890 12/31/2023
     DFGR72,754$1,890 12/31/2023
OLD Mission Capital LLC69,569$1,807 12/31/2023
     DFGR69,569$1,807 12/31/2023
Hill Investment Group Partners LLC68,695$1,785 12/31/2023
     DFGR68,695$1,785 12/31/2023
Meritas Wealth Management LLC64,482$1,646 03/31/2024
     DFGR64,482$1,646 03/31/2024
Eaton Cambridge Inc.62,390$1,621 12/31/2023
     DFGR62,390$1,621 12/31/2023
Sage Rhino Capital LLC57,982$1,480 03/31/2024
     DFGR57,982$1,480 03/31/2024
JPMorgan Chase & Co.53,929$1,401 12/31/2023
     DFGR53,929$1,401 12/31/2023
Client 1ST Advisory Group LLC48,527$1,261 12/31/2023
     DFGR48,527$1,261 12/31/2023
Quarry Hill Advisors LLC48,291$1,233 03/31/2024
     DFGR48,291$1,233 03/31/2024
D.A. Davidson & CO.45,423$1,180 12/31/2023
     DFGR45,423$1,180 12/31/2023
Market Street Wealth Management Advisors LLC44,590$1,138 03/31/2024
     DFGR44,590$1,138 03/31/2024
Forum Private Client Group LLC40,417$1,050 12/31/2023
     DFGR40,417$1,050 12/31/2023
Henrickson Nauta Wealth Advisors Inc.41,610$1,018 03/31/2024
     DFGR41,610$1,018 03/31/2024
McNamara Financial Services Inc.39,189$1,000 03/31/2024
     DFGR39,189$1,000 03/31/2024
Creative Planning37,649$978 12/31/2023
     DFGR37,649$978 12/31/2023
SC&H Financial Advisors Inc.35,246$916 12/31/2023
     DFGR35,246$916 12/31/2023
Advisor Group Holdings Inc.34,640$900 12/31/2023
     DFGR34,640$900 12/31/2023
U.S. Capital Wealth Advisors LLC32,373$841 12/31/2023
     DFGR32,373$841 12/31/2023
Modera Wealth Management LLC30,146$783 12/31/2023
     DFGR30,146$783 12/31/2023
Abel Hall LLC30,141$783 12/31/2023
     DFGR30,141$783 12/31/2023
Trust Co of the South29,614$756 03/31/2024
     DFGR29,614$756 03/31/2024
Citadel Advisors LLC28,308$735 12/31/2023
     DFGR28,308$735 12/31/2023
Wealthsource Partners LLC28,275$735 12/31/2023
     DFGR28,275$735 12/31/2023
Morris Financial Concepts Inc.28,068$717 03/31/2024
     DFGR28,068$717 03/31/2024
Betterment LLC27,247$708 12/31/2023
     DFGR27,247$708 12/31/2023
Equita Financial Network Inc.26,382$685 12/31/2023
     DFGR26,382$685 12/31/2023
Core Wealth Management Inc.26,324$672 03/31/2024
     DFGR26,324$672 03/31/2024
Sterling Wealth Management Inc.24,568$638 12/31/2023
     DFGR24,568$638 12/31/2023
Claris Advisors LLC MO21,919$560 03/31/2024
     DFGR21,919$560 03/31/2024
Stifel Financial Corp21,531$559 12/31/2023
     DFGR21,531$559 12/31/2023
WorthPointe LLC20,664$537 12/31/2023
     DFGR20,664$537 12/31/2023
Truist Financial Corp20,514$533 12/31/2023
     DFGR20,514$533 12/31/2023
Mattern Wealth Management LLC20,264$526 12/31/2023
     DFGR20,264$526 12/31/2023
True Wealth Design LLC20,095$522 12/31/2023
     DFGR20,095$522 12/31/2023
Cypress Point Wealth Management LLC19,265$501 12/31/2023
     DFGR19,265$501 12/31/2023
Abacus Wealth Partners LLC18,785$480 03/31/2024
     DFGR18,785$480 03/31/2024
Visionary Horizons LLC19,815$480 03/31/2024
     DFGR19,815$480 03/31/2024
Vista Wealth Management Group LLC17,963$459 03/31/2024
     DFGR17,963$459 03/31/2024
W.H. Cornerstone Investments Inc.17,660$459 12/31/2023
     DFGR17,660$459 12/31/2023
LJI Wealth Management LLC17,648$459 12/31/2023
     DFGR17,648$459 12/31/2023
Renaissance Technologies LLC17,600$457 12/31/2023
     DFGR17,600$457 12/31/2023
Collective Family Office LLC16,760$428 03/31/2024
     DFGR16,760$428 03/31/2024
Orion Portfolio Solutions LLC16,432$425 12/31/2023
     DFGR16,432$425 12/31/2023
KM Capital Management Ltd.15,688$408 12/31/2023
     DFGR15,688$408 12/31/2023
Granite Harbor Advisors Inc.15,319$398 12/31/2023
     DFGR15,319$398 12/31/2023
Northwest Wealth Management LLC14,881$387 12/31/2023
     DFGR14,881$387 12/31/2023
First Pacific Financial14,683$375 03/31/2024
     DFGR14,683$375 03/31/2024
Seaside Wealth Management Inc.13,976$357 03/31/2024
     DFGR13,976$357 03/31/2024
EverSource Wealth Advisors LLC13,641$354 12/31/2023
     DFGR13,641$354 12/31/2023
Delap Wealth Advisory LLC13,428$349 12/31/2023
     DFGR13,428$349 12/31/2023
Bay Harbor Wealth Management LLC13,512$345 03/31/2024
     DFGR13,512$345 03/31/2024
Nwam LLC12,837$333 12/31/2023
     DFGR12,837$333 12/31/2023
Firethorn Wealth Partners LLC12,639$323 03/31/2024
     DFGR12,639$323 03/31/2024
M Holdings Securities Inc.12,429$323 12/31/2023
     DFGR12,429$323 12/31/2023
Rockwood Wealth Management LLC12,283$314 03/31/2024
     DFGR12,283$314 03/31/2024
Investmark Advisory Group LLC12,052$313 12/31/2023
     DFGR12,052$313 12/31/2023
Allworth Financial LP12,191$311 03/31/2024
     DFGR12,191$311 03/31/2024
Ruedi Wealth Management Inc.11,787$306 12/31/2023
     DFGR11,787$306 12/31/2023
Farther Finance Advisors LLC11,114$289 12/31/2023
     DFGR11,114$289 12/31/2023
Jackson Thornton Asset Management LLC10,998$286 12/31/2023
     DFGR10,998$286 12/31/2023
Hutchens & Kramer Investment Management Group LLC10,486$272 12/31/2023
     DFGR10,486$272 12/31/2023
Five Oceans Advisors10,412$266 03/31/2024
     DFGR10,412$266 03/31/2024
Capital Performance Advisors LLP10,380$265 03/31/2024
     DFGR10,380$265 03/31/2024
Shearwater Capital LLC10,045$256 03/31/2024
     DFGR10,045$256 03/31/2024
Wealthstream Advisors Inc.9,761$254 12/31/2023
     DFGR9,761$254 12/31/2023
Smartleaf Asset Management LLC9,651$253 12/31/2023
     DFGR9,651$253 12/31/2023
Trexquant Investment LP9,671$251 12/31/2023
     DFGR9,671$251 12/31/2023
Larson Financial Group LLC9,553$248 12/31/2023
     DFGR9,553$248 12/31/2023
Morgan Stanley8,930$232 12/31/2023
     DFGR8,930$232 12/31/2023
Leading Edge Financial Planning LLC8,364$217 12/31/2023
     DFGR8,364$217 12/31/2023
Copperleaf Capital LLC8,288$215 12/31/2023
     DFGR8,288$215 12/31/2023
Warwick Investment Management Inc.8,097$210 12/31/2023
     DFGR8,097$210 12/31/2023
Physician Wealth Solutions Inc.8,126$207 03/31/2024
     DFGR8,126$207 03/31/2024
Ronald Blue Trust Inc.7,227$188 12/31/2023
     DFGR7,227$188 12/31/2023
Glass Jacobson Investment Advisors llc6,226$159 03/31/2024
     DFGR6,226$159 03/31/2024
Red Lighthouse Investment Management LLC2,373$62 12/31/2023
     DFGR2,373$62 12/31/2023
Royal Bank of Canada2,080$54 12/31/2023
     DFGR2,080$54 12/31/2023
Aspire Private Capital LLC1,612$41 03/31/2024
     DFGR1,612$41 03/31/2024
Northwestern Mutual Wealth Management Co.1,565$41 12/31/2023
     DFGR1,565$41 12/31/2023
Aspire Wealth Management Corp1,153$30 12/31/2023
     DFGR1,153$30 12/31/2023
Colonial Trust Co SC1,113$29 12/31/2023
     DFGR1,113$29 12/31/2023
Bank of America Corp DE974$25 12/31/2023
     DFGR974$25 12/31/2023
Moisand Fitzgerald Tamayo LLC788$20 03/31/2024
     DFGR788$20 03/31/2024
Comerica Bank120$3 12/31/2023
     DFGR120$3 12/31/2023
Advisory Services Network LLC103$3 12/31/2023
     DFGR103$3 12/31/2023
Strategic Investment Solutions Inc. IL20$1 12/31/2023
     DFGR20$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     DFGR0$0 12/31/2023

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

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