HoldingsChannel.com
On this page, we present all of the funds holding DFIV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFIV, with a link to that fund's top holdings. The next columns indicate the amount of DFIV stock held by each of the funds holding DFIV, followed by the DFIV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 462 funds holding DFIV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by TFO TDC LLC. For more details on the positions held by TFO TDC LLC (or by any of the other funds holding DFIV), click the fund name in the "Holder" column of the funds-holding-DFIV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 TFO TDC LLC | 44,148 | $1,516,913 | 12/31/2023 |
| DFIV | 44,148 | $1,516,913 | 12/31/2023 |
| Buckingham Strategic Wealth LLC | 11,025,950 | $378,852 | 12/31/2023 |
| DFIV | 11,025,950 | $378,852 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 10,445,601 | $358,911 | 12/31/2023 |
| DFIV | 10,445,601 | $358,911 | 12/31/2023 |
| Envestnet Asset Management Inc. | 9,923,660 | $340,977 | 12/31/2023 |
| DFIV | 9,923,660 | $340,977 | 12/31/2023 |
| Northern Trust Corp | 6,493,332 | $223,111 | 12/31/2023 |
| DFIV | 6,493,332 | $223,111 | 12/31/2023 |
| Savant Capital LLC | 6,052,623 | $207,968 | 12/31/2023 |
| DFIV | 6,052,623 | $207,968 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 4,747,454 | $163,123 | 12/31/2023 |
| DFIV | 4,747,454 | $163,123 | 12/31/2023 |
| Jane Street Group LLC | 4,044,637 | $138,974 | 12/31/2023 |
| DFIV | 4,044,637 | $138,974 | 12/31/2023 |
| Index Fund Advisors Inc. | 3,694,909 | $126,957 | 12/31/2023 |
| DFIV | 3,694,909 | $126,957 | 12/31/2023 |
| Modera Wealth Management LLC | 2,692,785 | $92,524 | 12/31/2023 |
| DFIV | 2,692,785 | $92,524 | 12/31/2023 |
| Creative Planning | 2,660,328 | $91,409 | 12/31/2023 |
| DFIV | 2,660,328 | $91,409 | 12/31/2023 |
| Plancorp LLC | 2,621,115 | $90,061 | 12/31/2023 |
| DFIV | 2,621,115 | $90,061 | 12/31/2023 |
| Resource Consulting Group Inc. | 2,314,169 | $79,515 | 12/31/2023 |
| DFIV | 2,314,169 | $79,515 | 12/31/2023 |
| CI Private Wealth LLC | 2,201,944 | $75,659 | 12/31/2023 |
| DFIV | 2,201,944 | $75,659 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 2,041,996 | $75,043 | 03/31/2024 |
| DFIV | 2,041,996 | $75,043 | 03/31/2024 |
| Buckingham Strategic Partners | 2,183,397 | $75,022 | 12/31/2023 |
| DFIV | 2,183,397 | $75,022 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 2,062,428 | $70,865 | 12/31/2023 |
| DFIV | 2,062,428 | $70,865 | 12/31/2023 |
| Foster Group Inc. | 1,921,453 | $70,613 | 03/31/2024 |
| DFIV | 1,921,453 | $70,613 | 03/31/2024 |
| Cerity Partners LLC | 1,924,360 | $66,121 | 12/31/2023 |
| DFIV | 1,924,360 | $66,121 | 12/31/2023 |
| Team Hewins LLC | 1,758,241 | $60,413 | 12/31/2023 |
| DFIV | 1,758,241 | $60,413 | 12/31/2023 |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,737,054 | $59,685 | 12/31/2023 |
| DFIV | 1,737,054 | $59,685 | 12/31/2023 |
| RSM US Wealth Management LLC | 1,637,949 | $56,280 | 12/31/2023 |
| DFIV | 1,637,949 | $56,280 | 12/31/2023 |
| Dixon Fnancial Services Inc. | 1,412,969 | $51,927 | 03/31/2024 |
| DFIV | 1,412,969 | $51,927 | 03/31/2024 |
| EP Wealth Advisors LLC | 1,496,217 | $51,410 | 12/31/2023 |
| DFIV | 1,496,217 | $51,410 | 12/31/2023 |
| Jackson Thornton Asset Management LLC | 1,476,095 | $50,719 | 12/31/2023 |
| DFIV | 1,476,095 | $50,719 | 12/31/2023 |
| Paragon Wealth Strategies LLC | 1,252,443 | $43,034 | 12/31/2023 |
| DFIV | 1,252,443 | $43,034 | 12/31/2023 |
| Evanson Asset Management LLC | 1,158,697 | $42,582 | 03/31/2024 |
| DFIV | 1,158,697 | $42,582 | 03/31/2024 |
| Apella Capital LLC | 1,111,306 | $41,363 | 03/31/2024 |
| DFIV | 1,111,306 | $41,363 | 03/31/2024 |
| Falcon Wealth Planning | 1,104,197 | $40,579 | 03/31/2024 |
| DFIV | 1,104,197 | $40,579 | 03/31/2024 |
| TCI Wealth Advisors Inc. | 1,175,954 | $40,406 | 12/31/2023 |
| DFIV | 1,175,954 | $40,406 | 12/31/2023 |
| LPL Financial LLC | 1,151,814 | $39,576 | 12/31/2023 |
| DFIV | 1,151,814 | $39,576 | 12/31/2023 |
| Beaird Harris Wealth Management LLC | 1,102,585 | $37,885 | 12/31/2023 |
| DFIV | 1,102,585 | $37,885 | 12/31/2023 |
| True Link Financial Advisors LLC | 1,008,283 | $37,054 | 03/31/2024 |
| DFIV | 1,008,283 | $37,054 | 03/31/2024 |
| UBS Group AG | 1,017,080 | $34,947 | 12/31/2023 |
| DFIV | 1,017,080 | $34,947 | 12/31/2023 |
| Relative Value Partners Group LLC | 998,179 | $34,297 | 12/31/2023 |
| DFIV | 998,179 | $34,297 | 12/31/2023 |
| Confluence Wealth Services Inc. | 962,396 | $33,068 | 12/31/2023 |
| DFIV | 962,396 | $33,068 | 12/31/2023 |
| BKD Wealth Advisors LLC | 850,759 | $31,265 | 03/31/2024 |
| DFIV | 850,759 | $31,265 | 03/31/2024 |
| ML & R Wealth Management LLC | 893,887 | $30,714 | 12/31/2023 |
| DFIV | 893,887 | $30,714 | 12/31/2023 |
| Planning Center Inc. | 868,344 | $29,836 | 12/31/2023 |
| DFIV | 868,344 | $29,836 | 12/31/2023 |
| MBB Public Markets I LLC | 823,433 | $28,293 | 12/31/2023 |
| DFIV | 823,433 | $28,293 | 12/31/2023 |
| Strategic Financial Services Inc | 776,699 | $26,687 | 12/31/2023 |
| DFIV | 776,699 | $26,687 | 12/31/2023 |
| Schoolcraft Capital LLC | 720,324 | $26,472 | 03/31/2024 |
| DFIV | 720,324 | $26,472 | 03/31/2024 |
| First Command Advisory Services Inc. | 764,363 | $26,263 | 12/31/2023 |
| DFIV | 764,363 | $26,263 | 12/31/2023 |
| Willow Creek Wealth Management Inc. | 748,144 | $25,706 | 12/31/2023 |
| DFIV | 748,144 | $25,706 | 12/31/2023 |
| Verus Financial Partners Inc. | 743,851 | $25,254 | 12/31/2023 |
| DFIV | 743,851 | $25,254 | 12/31/2023 |
| Hill Investment Group Partners LLC | 719,465 | $24,721 | 12/31/2023 |
| DFIV | 719,465 | $24,721 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 704,789 | $24,217 | 12/31/2023 |
| DFIV | 704,789 | $24,217 | 12/31/2023 |
| Total Wealth Planning LLC | 650,579 | $23,909 | 03/31/2024 |
| DFIV | 650,579 | $23,909 | 03/31/2024 |
| Keb Asset Management LLC | 683,866 | $23,498 | 12/31/2023 |
| DFIV | 683,866 | $23,498 | 12/31/2023 |
| McGlone Suttner Wealth Management Inc. | 639,121 | $23,488 | 03/31/2024 |
| DFIV | 639,121 | $23,488 | 03/31/2024 |
| HighTower Advisors LLC | 669,035 | $22,984 | 12/31/2023 |
| DFIV | 669,035 | $22,984 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 665,267 | $22,859 | 12/31/2023 |
| DFIV | 665,267 | $22,859 | 12/31/2023 |
| Royal Bank of Canada | 636,618 | $21,874 | 12/31/2023 |
| DFIV | 636,618 | $21,874 | 12/31/2023 |
| Merriman Wealth Management LLC | 632,578 | $21,735 | 12/31/2023 |
| DFIV | 632,578 | $21,735 | 12/31/2023 |
| Trinity Financial Advisors LLC | 590,198 | $21,690 | 03/31/2024 |
| DFIV | 590,198 | $21,690 | 03/31/2024 |
| Efficient Frontier Advisors LLC | 566,499 | $20,819 | 03/31/2024 |
| DFIV | 566,499 | $20,819 | 03/31/2024 |
| Wealth Architects LLC | 596,104 | $20,482 | 12/31/2023 |
| DFIV | 596,104 | $20,482 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 559,556 | $19,226 | 12/31/2023 |
| DFIV | 559,556 | $19,226 | 12/31/2023 |
| Capital Performance Advisors LLP | 558,713 | $19,197 | 12/31/2023 |
| DFIV | 558,713 | $19,197 | 12/31/2023 |
| Bank of America Corp DE | 508,989 | $17,489 | 12/31/2023 |
| DFIV | 508,989 | $17,489 | 12/31/2023 |
| Bayshore Asset Management LLC | 508,011 | $17,455 | 12/31/2023 |
| DFIV | 508,011 | $17,455 | 12/31/2023 |
| Exencial Wealth Advisors LLC | 487,706 | $16,758 | 12/31/2023 |
| DFIV | 487,706 | $16,758 | 12/31/2023 |
| CFS Investment Advisory Services LLC | 485,804 | $16,692 | 12/31/2023 |
| DFIV | 485,804 | $16,692 | 12/31/2023 |
| Market Street Wealth Management Advisors LLC | 444,354 | $16,330 | 03/31/2024 |
| DFIV | 444,354 | $16,330 | 03/31/2024 |
 Citadel Advisors LLC | $15,946 | 12/31/2023 | |
| DFIV | 463,693 | $15,932 | 12/31/2023 |
| Call | 400 | $14 | 12/31/2023 |
| Lakeshore Financial Planning Inc. | 456,387 | $15,681 | 12/31/2023 |
| DFIV | 456,387 | $15,681 | 12/31/2023 |
| Forum Financial Management LP | 454,952 | $15,632 | 12/31/2023 |
| DFIV | 454,952 | $15,632 | 12/31/2023 |
| McLean Asset Management Corp | 418,316 | $15,570 | 03/31/2024 |
| DFIV | 418,316 | $15,570 | 03/31/2024 |
| N.E.W. Advisory Services LLC | 442,428 | $15,202 | 12/31/2023 |
| DFIV | 442,428 | $15,202 | 12/31/2023 |
| PBMares Wealth Management LLC | 432,898 | $14,874 | 12/31/2023 |
| DFIV | 432,898 | $14,874 | 12/31/2023 |
| Acropolis Investment Management LLC | 400,646 | $14,724 | 03/31/2024 |
| DFIV | 400,646 | $14,724 | 03/31/2024 |
| JPMorgan Chase & Co. | 422,915 | $14,531 | 12/31/2023 |
| DFIV | 422,915 | $14,531 | 12/31/2023 |
| Wescott Financial Advisory Group LLC | 421,357 | $14,478 | 12/31/2023 |
| DFIV | 421,357 | $14,478 | 12/31/2023 |
| Bank of Montreal Can | 416,178 | $14,312 | 12/31/2023 |
| DFIV | 416,178 | $14,312 | 12/31/2023 |
| Peirce Capital Management LLC | 365,190 | $13,421 | 03/31/2024 |
| DFIV | 365,190 | $13,421 | 03/31/2024 |
| Bridgeworth LLC | 389,578 | $13,386 | 12/31/2023 |
| DFIV | 389,578 | $13,386 | 12/31/2023 |
| Pathstone Holdings LLC | 387,412 | $13,312 | 12/31/2023 |
| DFIV | 387,412 | $13,312 | 12/31/2023 |
| Shearwater Capital LLC | 358,259 | $13,166 | 03/31/2024 |
| DFIV | 358,259 | $13,166 | 03/31/2024 |
| KM Capital Management Ltd. | 373,616 | $12,837 | 12/31/2023 |
| DFIV | 373,616 | $12,837 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 372,261 | $12,791 | 12/31/2023 |
| DFIV | 372,261 | $12,791 | 12/31/2023 |
| Cetera Advisor Networks LLC | 367,908 | $12,641 | 12/31/2023 |
| DFIV | 367,908 | $12,641 | 12/31/2023 |
| Disciplined Equity Management Inc. | 367,044 | $12,612 | 12/31/2023 |
| DFIV | 367,044 | $12,612 | 12/31/2023 |
| Captrust Financial Advisors | 361,025 | $12,405 | 12/31/2023 |
| DFIV | 361,025 | $12,405 | 12/31/2023 |
| Rather & Kittrell Inc. | 351,614 | $12,081 | 12/31/2023 |
| DFIV | 351,614 | $12,081 | 12/31/2023 |
| Dopkins Wealth Management LLC | 348,834 | $11,986 | 12/31/2023 |
| DFIV | 348,834 | $11,986 | 12/31/2023 |
| Commonwealth Equity Services LLC | 347,183 | $11,929 | 12/31/2023 |
| DFIV | 347,183 | $11,929 | 12/31/2023 |
| Fortress Wealth Management Inc. | 320,665 | $11,784 | 03/31/2024 |
| DFIV | 320,665 | $11,784 | 03/31/2024 |
| Wells Fargo & Company MN | 334,273 | $11,486 | 12/31/2023 |
| DFIV | 334,273 | $11,486 | 12/31/2023 |
| Claris Advisors LLC MO | 333,158 | $11,447 | 12/31/2023 |
| DFIV | 333,158 | $11,447 | 12/31/2023 |
| Kraft Asset Management LLC | 330,779 | $11,366 | 12/31/2023 |
| DFIV | 330,779 | $11,366 | 12/31/2023 |
| Apeiron RIA LLC | 296,129 | $10,883 | 03/31/2024 |
| DFIV | 296,129 | $10,883 | 03/31/2024 |
| Rockefeller Capital Management L.P. | 309,339 | $10,629 | 12/31/2023 |
| DFIV | 309,339 | $10,629 | 12/31/2023 |
| EnRich Financial Partners LLC | 307,195 | $10,555 | 12/31/2023 |
| DFIV | 307,195 | $10,555 | 12/31/2023 |
| Meritas Wealth Management LLC | 269,603 | $9,908 | 03/31/2024 |
| DFIV | 269,603 | $9,908 | 03/31/2024 |
| DiNuzzo Private Wealth Inc. | 275,090 | $9,452 | 12/31/2023 |
| DFIV | 275,090 | $9,452 | 12/31/2023 |
| Equitable Holdings Inc. | 274,740 | $9,440 | 12/31/2023 |
| DFIV | 274,740 | $9,440 | 12/31/2023 |
| Fischer Investment Strategies LLC | 273,593 | $9,401 | 12/31/2023 |
| DFIV | 273,593 | $9,401 | 12/31/2023 |
| Lauterbach Financial Advisors LLC | 273,551 | $9,399 | 12/31/2023 |
| DFIV | 273,551 | $9,399 | 12/31/2023 |
| Cardiff Park Advisors LLC | 265,598 | $9,126 | 12/31/2023 |
| DFIV | 265,598 | $9,126 | 12/31/2023 |
| Yeomans Consulting Group Inc. | 262,294 | $9,012 | 12/31/2023 |
| DFIV | 262,294 | $9,012 | 12/31/2023 |
| Baker Boyer National Bank | 241,722 | $8,883 | 03/31/2024 |
| DFIV | 241,722 | $8,883 | 03/31/2024 |
| Ruedi Wealth Management Inc. | 257,654 | $8,853 | 12/31/2023 |
| DFIV | 257,654 | $8,853 | 12/31/2023 |
| Kestra Advisory Services LLC | 257,290 | $8,840 | 12/31/2023 |
| DFIV | 257,290 | $8,840 | 12/31/2023 |
| ShankerValleau Wealth Advisors Inc. | 236,851 | $8,704 | 03/31/2024 |
| DFIV | 236,851 | $8,704 | 03/31/2024 |
| Aspiriant LLC | 227,881 | $8,375 | 03/31/2024 |
| DFIV | 227,881 | $8,375 | 03/31/2024 |
| Cowa LLC | 238,033 | $8,179 | 12/31/2023 |
| DFIV | 238,033 | $8,179 | 12/31/2023 |
| Tillman Hartley LLC | 236,582 | $8,129 | 12/31/2023 |
| DFIV | 236,582 | $8,129 | 12/31/2023 |
| Raymond James & Associates | 235,255 | $8,083 | 12/31/2023 |
| DFIV | 235,255 | $8,083 | 12/31/2023 |
| Stifel Financial Corp | 230,407 | $7,917 | 12/31/2023 |
| DFIV | 230,407 | $7,917 | 12/31/2023 |
| Pallas Capital Advisors LLC | 213,413 | $7,843 | 03/31/2024 |
| DFIV | 213,413 | $7,843 | 03/31/2024 |
| Financial Connections Group Inc. | 226,949 | $7,797 | 12/31/2023 |
| DFIV | 226,949 | $7,797 | 12/31/2023 |
| Sterling Financial Planning Inc. | 226,845 | $7,794 | 12/31/2023 |
| DFIV | 226,845 | $7,794 | 12/31/2023 |
| Disciplined Investments LLC | 207,532 | $7,627 | 03/31/2024 |
| DFIV | 207,532 | $7,627 | 03/31/2024 |
| Tobias Financial Advisors Inc. | 219,387 | $7,538 | 12/31/2023 |
| DFIV | 219,387 | $7,538 | 12/31/2023 |
| RWM Asset Management LLC | 194,602 | $7,152 | 03/31/2024 |
| DFIV | 194,602 | $7,152 | 03/31/2024 |
| Root Financial Partners LLC | 206,897 | $7,109 | 12/31/2023 |
| DFIV | 206,897 | $7,109 | 12/31/2023 |
| Sax Wealth Advisors LLC | 206,291 | $7,088 | 12/31/2023 |
| DFIV | 206,291 | $7,088 | 12/31/2023 |
| Monograph Wealth Advisors LLC | 205,545 | $7,063 | 12/31/2023 |
| DFIV | 205,545 | $7,063 | 12/31/2023 |
| VeraBank N.A. | 204,045 | $7,011 | 12/31/2023 |
| DFIV | 204,045 | $7,011 | 12/31/2023 |
| Thrivent Financial for Lutherans | 204,010 | $7,010 | 12/31/2023 |
| DFIV | 204,010 | $7,010 | 12/31/2023 |
| Quent Capital LLC | 203,647 | $6,997 | 12/31/2023 |
| DFIV | 203,647 | $6,997 | 12/31/2023 |
| Andrews Lucia Wealth Management LLC | 202,717 | $6,965 | 12/31/2023 |
| DFIV | 202,717 | $6,965 | 12/31/2023 |
| Altiora Financial Group LLC | 189,499 | $6,964 | 03/31/2024 |
| DFIV | 189,499 | $6,964 | 03/31/2024 |
| WNY Asset Management LLC | 199,760 | $6,864 | 12/31/2023 |
| DFIV | 199,760 | $6,864 | 12/31/2023 |
| Austin Asset Management Co Inc | 196,477 | $6,751 | 12/31/2023 |
| DFIV | 196,477 | $6,751 | 12/31/2023 |
| Cedar Point Capital Partners LLC | 193,546 | $6,650 | 12/31/2023 |
| DFIV | 193,546 | $6,650 | 12/31/2023 |
| Monticello Wealth Management LLC | 193,273 | $6,641 | 12/31/2023 |
| DFIV | 193,273 | $6,641 | 12/31/2023 |
| Symmetry Partners LLC | 178,485 | $6,559 | 03/31/2024 |
| DFIV | 178,485 | $6,559 | 03/31/2024 |
| Truist Financial Corp | 184,116 | $6,326 | 12/31/2023 |
| DFIV | 184,116 | $6,326 | 12/31/2023 |
| Perritt Capital Management Inc. | 184,078 | $6,325 | 12/31/2023 |
| DFIV | 184,078 | $6,325 | 12/31/2023 |
| Financial Futures Ltd Liability Co. | 181,859 | $6,249 | 12/31/2023 |
| DFIV | 181,859 | $6,249 | 12/31/2023 |
| Elevate Wealth Advisory Inc. | 176,469 | $6,063 | 12/31/2023 |
| DFIV | 176,469 | $6,063 | 12/31/2023 |
| FinDec Wealth Services Inc. | 175,277 | $6,023 | 12/31/2023 |
| DFIV | 175,277 | $6,023 | 12/31/2023 |
| Northwest Wealth Management LLC | 157,594 | $5,415 | 12/31/2023 |
| DFIV | 157,594 | $5,415 | 12/31/2023 |
| M Financial Asset Management Inc. | 151,503 | $5,205 | 12/31/2023 |
| DFIV | 151,503 | $5,205 | 12/31/2023 |
| Larson Financial Group LLC | 150,251 | $5,163 | 12/31/2023 |
| DFIV | 150,251 | $5,163 | 12/31/2023 |
| Strategic Investment Solutions Inc. IL | 149,807 | $5,147 | 12/31/2023 |
| DFIV | 149,807 | $5,147 | 12/31/2023 |
| Oceanside Advisors LLC | 149,555 | $5,139 | 12/31/2023 |
| DFIV | 149,555 | $5,139 | 12/31/2023 |
| Phillips Financial Management LLC | 148,213 | $5,093 | 12/31/2023 |
| DFIV | 148,213 | $5,093 | 12/31/2023 |
| M&T Bank Corp | 147,047 | $5,053 | 12/31/2023 |
| DFIV | 147,047 | $5,053 | 12/31/2023 |
| Lane & Associates LLC | 132,626 | $4,874 | 03/31/2024 |
| DFIV | 132,626 | $4,874 | 03/31/2024 |
| Werba Rubin Papier Wealth Management | 141,459 | $4,861 | 12/31/2023 |
| DFIV | 141,459 | $4,861 | 12/31/2023 |
| Aveo Capital Partners LLC | 140,911 | $4,842 | 12/31/2023 |
| DFIV | 140,911 | $4,842 | 12/31/2023 |
| Cordant Inc. | 131,706 | $4,840 | 03/31/2024 |
| DFIV | 131,706 | $4,840 | 03/31/2024 |
| Shotwell Rutter Baer Inc | 129,151 | $4,807 | 03/31/2024 |
| DFIV | 129,151 | $4,807 | 03/31/2024 |
| Maryland Capital Advisors Inc. | 129,755 | $4,769 | 03/31/2024 |
| DFIV | 129,755 | $4,769 | 03/31/2024 |
| G2 Capital Management LLC OH | 134,942 | $4,637 | 12/31/2023 |
| DFIV | 134,942 | $4,637 | 12/31/2023 |
| AE Wealth Management LLC | 136,249 | $4,626 | 12/31/2023 |
| DFIV | 136,249 | $4,626 | 12/31/2023 |
| Allworth Financial LP | 132,294 | $4,546 | 12/31/2023 |
| DFIV | 132,294 | $4,546 | 12/31/2023 |
| Fonville Wealth Management LLC | 132,019 | $4,536 | 12/31/2023 |
| DFIV | 132,019 | $4,536 | 12/31/2023 |
| Advisory Alpha LLC | 131,758 | $4,527 | 12/31/2023 |
| DFIV | 131,758 | $4,527 | 12/31/2023 |
| Cetera Investment Advisers | 129,733 | $4,458 | 12/31/2023 |
| DFIV | 129,733 | $4,458 | 12/31/2023 |
| Visionary Wealth Advisors | 124,577 | $4,280 | 12/31/2023 |
| DFIV | 124,577 | $4,280 | 12/31/2023 |
| Laurel Wealth Planning LLC | 124,176 | $4,267 | 12/31/2023 |
| DFIV | 124,176 | $4,267 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 123,787 | $4,253 | 12/31/2023 |
| DFIV | 123,787 | $4,253 | 12/31/2023 |
| OLD Mission Capital LLC | 122,080 | $4,195 | 12/31/2023 |
| DFIV | 122,080 | $4,195 | 12/31/2023 |
| Whittier Trust Co. | 121,094 | $4,161 | 12/31/2023 |
| DFIV | 121,094 | $4,161 | 12/31/2023 |
| Mariner LLC | 120,174 | $4,129 | 12/31/2023 |
| DFIV | 120,174 | $4,129 | 12/31/2023 |
| Stone Point Wealth LLC | 117,267 | $4,029 | 12/31/2023 |
| DFIV | 117,267 | $4,029 | 12/31/2023 |
| Mraz Amerine & Associates Inc. | 117,094 | $4,023 | 12/31/2023 |
| DFIV | 117,094 | $4,023 | 12/31/2023 |
| Envestnet Portfolio Solutions Inc. | 115,785 | $3,978 | 12/31/2023 |
| DFIV | 115,785 | $3,978 | 12/31/2023 |
| Compass Financial Group Inc. | 108,815 | $3,739 | 12/31/2023 |
| DFIV | 108,815 | $3,739 | 12/31/2023 |
| Watershed Private Wealth LLC | 108,113 | $3,715 | 12/31/2023 |
| DFIV | 108,113 | $3,715 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 106,021 | $3,643 | 12/31/2023 |
| DFIV | 106,021 | $3,643 | 12/31/2023 |
| Lam Group Inc. | 98,173 | $3,608 | 03/31/2024 |
| DFIV | 98,173 | $3,608 | 03/31/2024 |
| RF&L Wealth Management LLC | 104,441 | $3,589 | 12/31/2023 |
| DFIV | 104,441 | $3,589 | 12/31/2023 |
| Moisand Fitzgerald Tamayo LLC | 96,058 | $3,530 | 03/31/2024 |
| DFIV | 96,058 | $3,530 | 03/31/2024 |
| Spire Wealth Management | 105,274 | $3,518 | 12/31/2023 |
| DFIV | 105,274 | $3,518 | 12/31/2023 |
| Glass Jacobson Investment Advisors llc | 99,747 | $3,427 | 12/31/2023 |
| DFIV | 99,747 | $3,427 | 12/31/2023 |
| MML Investors Services LLC | 99,658 | $3,424 | 12/31/2023 |
| DFIV | 99,658 | $3,424 | 12/31/2023 |
| AWM Capital LLC | 92,519 | $3,400 | 03/31/2024 |
| DFIV | 92,519 | $3,400 | 03/31/2024 |
| Advisor Group Holdings Inc. | 97,836 | $3,362 | 12/31/2023 |
| DFIV | 97,836 | $3,362 | 12/31/2023 |
| Private Advisor Group LLC | 96,571 | $3,318 | 12/31/2023 |
| DFIV | 96,571 | $3,318 | 12/31/2023 |
| Robertson Stephens Wealth Management LLC | 95,592 | $3,285 | 12/31/2023 |
| DFIV | 95,592 | $3,285 | 12/31/2023 |
| Armbruster Capital Management Inc. | 94,312 | $3,241 | 12/31/2023 |
| DFIV | 94,312 | $3,241 | 12/31/2023 |
| Brookstone Capital Management | 87,377 | $3,211 | 03/31/2024 |
| DFIV | 87,377 | $3,211 | 03/31/2024 |
| Carlson Capital Management | 85,321 | $3,136 | 03/31/2024 |
| DFIV | 85,321 | $3,136 | 03/31/2024 |
| RFG Advisory LLC | 83,192 | $3,057 | 03/31/2024 |
| DFIV | 83,192 | $3,057 | 03/31/2024 |
| Mather Group LLC. | 87,188 | $2,996 | 03/31/2024 |
| DFIV | 87,188 | $2,996 | 03/31/2024 |
| Barnes Pettey Financial Advisors LLC | 87,010 | $2,990 | 12/31/2023 |
| DFIV | 87,010 | $2,990 | 12/31/2023 |
| Private Ocean LLC | 80,292 | $2,951 | 03/31/2024 |
| DFIV | 80,292 | $2,951 | 03/31/2024 |
| Signet Financial Management LLC | 80,108 | $2,944 | 03/31/2024 |
| DFIV | 80,108 | $2,944 | 03/31/2024 |
| Beacon Harbor Wealth Advisors Inc. | 85,601 | $2,941 | 12/31/2023 |
| DFIV | 85,601 | $2,941 | 12/31/2023 |
| Delap Wealth Advisory LLC | 85,437 | $2,936 | 12/31/2023 |
| DFIV | 85,437 | $2,936 | 12/31/2023 |
| Flow Traders U.S. LLC | 85,103 | $2,924 | 12/31/2023 |
| DFIV | 85,103 | $2,924 | 12/31/2023 |
| OMNI 360 Wealth Inc. | 77,891 | $2,862 | 03/31/2024 |
| DFIV | 77,891 | $2,862 | 03/31/2024 |
| Investmark Advisory Group LLC | 83,265 | $2,861 | 12/31/2023 |
| DFIV | 83,265 | $2,861 | 12/31/2023 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 81,688 | $2,807 | 12/31/2023 |
| DFIV | 81,688 | $2,807 | 12/31/2023 |
| Bedel Financial Consulting Inc. | 81,000 | $2,783 | 12/31/2023 |
| DFIV | 81,000 | $2,783 | 12/31/2023 |
| Renaissance Technologies LLC | 80,700 | $2,773 | 12/31/2023 |
| DFIV | 80,700 | $2,773 | 12/31/2023 |
| Red Lighthouse Investment Management LLC | 80,663 | $2,772 | 12/31/2023 |
| DFIV | 80,663 | $2,772 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 71,411 | $2,624 | 03/31/2024 |
| DFIV | 71,411 | $2,624 | 03/31/2024 |
| Fund Evaluation Group LLC | 74,825 | $2,571 | 12/31/2023 |
| DFIV | 74,825 | $2,571 | 12/31/2023 |
| Cresset Asset Management LLC | 74,432 | $2,557 | 12/31/2023 |
| DFIV | 74,432 | $2,557 | 12/31/2023 |
| Peapack Gladstone Financial Corp | 74,241 | $2,551 | 12/31/2023 |
| DFIV | 74,241 | $2,551 | 12/31/2023 |
| Betterment LLC | 74,077 | $2,545 | 12/31/2023 |
| DFIV | 74,077 | $2,545 | 12/31/2023 |
| Vista Wealth Management Group LLC | 73,582 | $2,528 | 12/31/2023 |
| DFIV | 73,582 | $2,528 | 12/31/2023 |
| Balyasny Asset Management LLC | 73,109 | $2,512 | 12/31/2023 |
| DFIV | 73,109 | $2,512 | 12/31/2023 |
| Soundmark Wealth Management LLC | 67,587 | $2,484 | 03/31/2024 |
| DFIV | 67,587 | $2,484 | 03/31/2024 |
| Regions Financial Corp | 71,438 | $2,455 | 12/31/2023 |
| DFIV | 71,438 | $2,455 | 12/31/2023 |
| Allegiance Financial Group Advisory Services LLC | 68,222 | $2,344 | 12/31/2023 |
| DFIV | 68,222 | $2,344 | 12/31/2023 |
| Sentinel Trust Co. LBA | 67,135 | $2,307 | 12/31/2023 |
| DFIV | 67,135 | $2,307 | 12/31/2023 |
| Eqis Capital Management Inc. | 63,385 | $2,178 | 12/31/2023 |
| DFIV | 63,385 | $2,178 | 12/31/2023 |
| Financial Synergies Wealth Advisors Inc. | 58,479 | $2,149 | 03/31/2024 |
| DFIV | 58,479 | $2,149 | 03/31/2024 |
| Verum Partners LLC | 57,249 | $2,104 | 03/31/2024 |
| DFIV | 57,249 | $2,104 | 03/31/2024 |
| Breakwater Capital Group | 56,779 | $2,087 | 03/31/2024 |
| DFIV | 56,779 | $2,087 | 03/31/2024 |
| Aviance Capital Partners LLC | 53,927 | $1,982 | 03/31/2024 |
| DFIV | 53,927 | $1,982 | 03/31/2024 |
| CVA Family Office LLC | 53,427 | $1,963 | 03/31/2024 |
| DFIV | 53,427 | $1,963 | 03/31/2024 |
| Family CFO Inc | 52,185 | $1,918 | 03/31/2024 |
| DFIV | 52,185 | $1,918 | 03/31/2024 |
| Kestra Private Wealth Services LLC | 55,781 | $1,917 | 12/31/2023 |
| DFIV | 55,781 | $1,917 | 12/31/2023 |
| Diversified Portfolios Inc. | 55,773 | $1,916 | 12/31/2023 |
| DFIV | 55,773 | $1,916 | 12/31/2023 |
| LexAurum Advisors LLC | 52,122 | $1,915 | 03/31/2024 |
| DFIV | 52,122 | $1,915 | 03/31/2024 |
| Tilson Financial Group Inc. | 55,581 | $1,910 | 12/31/2023 |
| DFIV | 55,581 | $1,910 | 12/31/2023 |
| Jentner Corp | 54,535 | $1,874 | 12/31/2023 |
| DFIV | 54,535 | $1,874 | 12/31/2023 |
| Heritage Wealth Management Inc. Texas | 54,253 | $1,864 | 12/31/2023 |
| DFIV | 54,253 | $1,864 | 12/31/2023 |
| Family Legacy Inc. | 54,053 | $1,857 | 12/31/2023 |
| DFIV | 54,053 | $1,857 | 12/31/2023 |
| ARK & TLK Investments LLC | 53,529 | $1,839 | 12/31/2023 |
| DFIV | 53,529 | $1,839 | 12/31/2023 |
| Atria Investments LLC | 52,138 | $1,791 | 12/31/2023 |
| DFIV | 52,138 | $1,791 | 12/31/2023 |
| Versant Capital Management Inc | 48,566 | $1,785 | 03/31/2024 |
| DFIV | 48,566 | $1,785 | 03/31/2024 |
| Addison Advisors LLC | 51,494 | $1,769 | 12/31/2023 |
| DFIV | 51,494 | $1,769 | 12/31/2023 |
| JFS Wealth Advisors LLC | 51,424 | $1,767 | 12/31/2023 |
| DFIV | 51,424 | $1,767 | 12/31/2023 |
| Farther Finance Advisors LLC | 50,566 | $1,737 | 12/31/2023 |
| DFIV | 50,566 | $1,737 | 12/31/2023 |
| Schubert & Co | 49,706 | $1,708 | 12/31/2023 |
| DFIV | 49,706 | $1,708 | 12/31/2023 |
| Atlas Capital Advisors LLC | 46,253 | $1,700 | 03/31/2024 |
| DFIV | 46,253 | $1,700 | 03/31/2024 |
| Avantax Advisory Services Inc. | 49,453 | $1,699 | 12/31/2023 |
| DFIV | 49,453 | $1,699 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 48,936 | $1,681 | 12/31/2023 |
| DFIV | 48,936 | $1,681 | 12/31/2023 |
| Sterling Wealth Management Inc. | 47,818 | $1,643 | 12/31/2023 |
| DFIV | 47,818 | $1,643 | 12/31/2023 |
| Builder Investment Group Inc. ADV | 47,365 | $1,627 | 12/31/2023 |
| DFIV | 47,365 | $1,627 | 12/31/2023 |
| Lodestone Wealth Management LLC | 47,322 | $1,626 | 12/31/2023 |
| DFIV | 47,322 | $1,626 | 12/31/2023 |
| MAI Capital Management | 46,386 | $1,594 | 12/31/2023 |
| DFIV | 46,386 | $1,594 | 12/31/2023 |
| Applied Capital LLC | 45,777 | $1,573 | 12/31/2023 |
| DFIV | 45,777 | $1,573 | 12/31/2023 |
| Tortoise Investment Management LLC | 45,461 | $1,562 | 12/31/2023 |
| DFIV | 45,461 | $1,562 | 12/31/2023 |
| Chicago Partners Investment Group LLC | 44,091 | $1,485 | 12/31/2023 |
| DFIV | 44,091 | $1,485 | 12/31/2023 |
| American Investment Services Inc. | 42,755 | $1,469 | 12/31/2023 |
| DFIV | 42,755 | $1,469 | 12/31/2023 |
| Global Trust Asset Management LLC | 39,445 | $1,450 | 03/31/2024 |
| DFIV | 39,445 | $1,450 | 03/31/2024 |
| Sailer Financial LLC | 41,725 | $1,434 | 12/31/2023 |
| DFIV | 41,725 | $1,434 | 12/31/2023 |
| Quarry Hill Advisors LLC | 40,990 | $1,408 | 12/31/2023 |
| DFIV | 40,990 | $1,408 | 12/31/2023 |
| Krilogy Financial LLC | 40,346 | $1,386 | 12/31/2023 |
| DFIV | 40,346 | $1,386 | 12/31/2023 |
| MN Wealth Advisors LLC | 40,241 | $1,383 | 12/31/2023 |
| DFIV | 40,241 | $1,383 | 12/31/2023 |
| Fifth Third Securities Inc. | 37,339 | $1,372 | 03/31/2024 |
| DFIV | 37,339 | $1,372 | 03/31/2024 |
| Certified Advisory Corp | 35,914 | $1,234 | 12/31/2023 |
| DFIV | 35,914 | $1,234 | 12/31/2023 |
| Able Wealth Management LLC | 35,870 | $1,232 | 12/31/2023 |
| DFIV | 35,870 | $1,232 | 12/31/2023 |
| Raymond James Trust N.A. | 35,787 | $1,230 | 12/31/2023 |
| DFIV | 35,787 | $1,230 | 12/31/2023 |
| Legacy CG LLC | 35,164 | $1,208 | 12/31/2023 |
| DFIV | 35,164 | $1,208 | 12/31/2023 |
| Valeo Financial Advisors LLC | 30,978 | $1,138 | 03/31/2024 |
| DFIV | 30,978 | $1,138 | 03/31/2024 |
| AQR Capital Management LLC | 32,812 | $1,127 | 12/31/2023 |
| DFIV | 32,812 | $1,127 | 12/31/2023 |
| Mattern Wealth Management LLC | 32,458 | $1,115 | 12/31/2023 |
| DFIV | 32,458 | $1,115 | 12/31/2023 |
| Resource Planning Group | 32,204 | $1,107 | 12/31/2023 |
| DFIV | 32,204 | $1,107 | 12/31/2023 |
| Cherry Tree Wealth Management LLC | 32,216 | $1,107 | 12/31/2023 |
| DFIV | 32,216 | $1,107 | 12/31/2023 |
| Capital Analysts LLC | 31,795 | $1,092 | 12/31/2023 |
| DFIV | 31,795 | $1,092 | 12/31/2023 |
| GWM Advisors LLC | 32,402 | $1,086 | 12/31/2023 |
| DFIV | 32,402 | $1,086 | 12/31/2023 |
| Ellenbecker Investment Group | 29,484 | $1,084 | 03/31/2024 |
| DFIV | 29,484 | $1,084 | 03/31/2024 |
| Kaye Capital Management | 29,248 | $1,075 | 03/31/2024 |
| DFIV | 29,248 | $1,075 | 03/31/2024 |
| Comerica Bank | 31,280 | $1,075 | 12/31/2023 |
| DFIV | 31,280 | $1,075 | 12/31/2023 |
| Trademark Financial Management LLC | 30,264 | $1,040 | 12/31/2023 |
| DFIV | 30,264 | $1,040 | 12/31/2023 |
| Collective Family Office LLC | 28,097 | $1,033 | 03/31/2024 |
| DFIV | 28,097 | $1,033 | 03/31/2024 |
| LJI Wealth Management LLC | 29,759 | $1,023 | 12/31/2023 |
| DFIV | 29,759 | $1,023 | 12/31/2023 |
| Baird Financial Group Inc. | 29,747 | $1,022 | 12/31/2023 |
| DFIV | 29,747 | $1,022 | 12/31/2023 |
| Morgan Stanley | 29,540 | $1,015 | 12/31/2023 |
| DFIV | 29,540 | $1,015 | 12/31/2023 |
| Lutz Financial Services LLC | 28,803 | $990 | 12/31/2023 |
| DFIV | 28,803 | $990 | 12/31/2023 |
| Rehmann Capital Advisory Group | 28,592 | $982 | 12/31/2023 |
| DFIV | 28,592 | $982 | 12/31/2023 |
| Strata Wealth Advisors LLC | 25,912 | $952 | 03/31/2024 |
| DFIV | 25,912 | $952 | 03/31/2024 |
| 25 LLC | 27,629 | $949 | 12/31/2023 |
| DFIV | 27,629 | $949 | 12/31/2023 |
| JMG Financial Group Ltd. | 26,826 | $922 | 12/31/2023 |
| DFIV | 26,826 | $922 | 12/31/2023 |
| Aurum Wealth Management Group LLC | 24,734 | $909 | 03/31/2024 |
| DFIV | 24,734 | $909 | 03/31/2024 |
| JT Stratford LLC | 26,369 | $906 | 12/31/2023 |
| DFIV | 26,369 | $906 | 12/31/2023 |
| Prosperity Planning Inc. | 24,200 | $889 | 03/31/2024 |
| DFIV | 24,200 | $889 | 03/31/2024 |
| Quantum Financial Advisors LLC | 24,424 | $839 | 12/31/2023 |
| DFIV | 24,424 | $839 | 12/31/2023 |
| First Western Trust Bank | 24,178 | $831 | 12/31/2023 |
| DFIV | 24,178 | $831 | 12/31/2023 |
| Clarity Capital Advisors LLC | 22,150 | $814 | 03/31/2024 |
| DFIV | 22,150 | $814 | 03/31/2024 |
| Baker Tilly Financial LLC | 22,934 | $788 | 12/31/2023 |
| DFIV | 22,934 | $788 | 12/31/2023 |
| Level Financial Advisors Inc. | 21,230 | $780 | 03/31/2024 |
| DFIV | 21,230 | $780 | 03/31/2024 |
| Encompass Wealth Advisors LLC | 22,529 | $774 | 12/31/2023 |
| DFIV | 22,529 | $774 | 12/31/2023 |
| Asset Dedication LLC | 20,481 | $752 | 03/31/2024 |
| DFIV | 20,481 | $752 | 03/31/2024 |
| City State Bank | 20,440 | $751 | 03/31/2024 |
| DFIV | 20,440 | $751 | 03/31/2024 |
| Bank of New York Mellon Corp | 21,669 | $745 | 12/31/2023 |
| DFIV | 21,669 | $745 | 12/31/2023 |
| Sutton Place Investors LLC | 21,646 | $744 | 12/31/2023 |
| DFIV | 21,646 | $744 | 12/31/2023 |
| Dfpg Investments LLC | 20,941 | $712 | 12/31/2023 |
| DFIV | 20,941 | $712 | 12/31/2023 |
| Mustard Seed Financial LLC | 19,165 | $704 | 03/31/2024 |
| DFIV | 19,165 | $704 | 03/31/2024 |
| Janney Montgomery Scott LLC | 20,238 | $695 | 12/31/2023 |
| DFIV | 20,238 | $695 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 20,157 | $693 | 12/31/2023 |
| DFIV | 20,157 | $693 | 12/31/2023 |
| Sovereign Financial Group Inc. | 18,812 | $691 | 03/31/2024 |
| DFIV | 18,812 | $691 | 03/31/2024 |
| Dorsey & Whitney Trust CO LLC | 20,007 | $687 | 12/31/2023 |
| DFIV | 20,007 | $687 | 12/31/2023 |
| Running Point Capital Advisors LLC | 20,002 | $687 | 12/31/2023 |
| DFIV | 20,002 | $687 | 12/31/2023 |
| Advisory Services & Investments LLC | 18,146 | $667 | 03/31/2024 |
| DFIV | 18,146 | $667 | 03/31/2024 |
| Capital Investment Advisory Services LLC | 18,842 | $647 | 12/31/2023 |
| DFIV | 18,842 | $647 | 12/31/2023 |
| Nicholas Hoffman & Company LLC. | 18,841 | $647 | 12/31/2023 |
| DFIV | 18,841 | $647 | 12/31/2023 |
| SOL Capital Management CO | 18,615 | $640 | 12/31/2023 |
| DFIV | 18,615 | $640 | 12/31/2023 |
| D.A. Davidson & CO. | 18,473 | $635 | 12/31/2023 |
| DFIV | 18,473 | $635 | 12/31/2023 |
| Zhang Financial LLC | 17,986 | $618 | 12/31/2023 |
| DFIV | 17,986 | $618 | 12/31/2023 |
| Good Life Advisors LLC | 17,821 | $612 | 12/31/2023 |
| DFIV | 17,821 | $612 | 12/31/2023 |
| Lincoln National Corp | 17,740 | $610 | 12/31/2023 |
| DFIV | 17,740 | $610 | 12/31/2023 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 17,732 | $609 | 12/31/2023 |
| DFIV | 17,732 | $609 | 12/31/2023 |
| Prevail Innovative Wealth Advisors LLC | 17,685 | $608 | 12/31/2023 |
| DFIV | 17,685 | $608 | 12/31/2023 |
| Nwam LLC | 17,539 | $603 | 12/31/2023 |
| DFIV | 17,539 | $603 | 12/31/2023 |
| PrairieView Partners LLC | 17,483 | $601 | 12/31/2023 |
| DFIV | 17,483 | $601 | 12/31/2023 |
| Keybank National Association OH | 17,416 | $598 | 12/31/2023 |
| DFIV | 17,416 | $598 | 12/31/2023 |
| Abacus Wealth Partners LLC | 15,824 | $582 | 03/31/2024 |
| DFIV | 15,824 | $582 | 03/31/2024 |
| Montag A & Associates Inc. | 16,483 | $566 | 12/31/2023 |
| DFIV | 16,483 | $566 | 12/31/2023 |
| Brighton Jones LLC | 16,464 | $566 | 12/31/2023 |
| DFIV | 16,464 | $566 | 12/31/2023 |
| Ballentine Partners LLC | 15,313 | $563 | 03/31/2024 |
| DFIV | 15,313 | $563 | 03/31/2024 |
| Ironwood Financial llc | 15,216 | $559 | 03/31/2024 |
| DFIV | 15,216 | $559 | 03/31/2024 |
| MB Generational Wealth LLC | 16,083 | $553 | 12/31/2023 |
| DFIV | 16,083 | $553 | 12/31/2023 |
| Valued Wealth Advisors LLC | 16,924 | $552 | 12/31/2023 |
| DFIV | 16,924 | $552 | 12/31/2023 |
| Alesco Advisors LLC | 15,860 | $545 | 12/31/2023 |
| DFIV | 15,860 | $545 | 12/31/2023 |
| Smartleaf Asset Management LLC | 15,758 | $542 | 12/31/2023 |
| DFIV | 15,758 | $542 | 12/31/2023 |
| Five Oceans Advisors | 13,968 | $513 | 03/31/2024 |
| DFIV | 13,968 | $513 | 03/31/2024 |
| Archvest Wealth Advisors Inc. | 14,857 | $510 | 12/31/2023 |
| DFIV | 14,857 | $510 | 12/31/2023 |
| Unison Advisors LLC | 13,730 | $505 | 03/31/2024 |
| DFIV | 13,730 | $505 | 03/31/2024 |
| Hemington Wealth Management | 14,707 | $505 | 12/31/2023 |
| DFIV | 14,707 | $505 | 12/31/2023 |
| TPG Financial Advisors LLC | 14,605 | $504 | 12/31/2023 |
| DFIV | 14,605 | $504 | 12/31/2023 |
| CWM LLC | 13,594 | $500 | 03/31/2024 |
| DFIV | 13,594 | $500 | 03/31/2024 |
| Blume Capital Management Inc. | 14,150 | $486 | 12/31/2023 |
| DFIV | 14,150 | $486 | 12/31/2023 |
| US Bancorp DE | 14,043 | $483 | 12/31/2023 |
| DFIV | 14,043 | $483 | 12/31/2023 |
| Heritage Financial Services LLC | 13,782 | $474 | 12/31/2023 |
| DFIV | 13,782 | $474 | 12/31/2023 |
| Resources Investment Advisors LLC. | 13,707 | $471 | 12/31/2023 |
| DFIV | 13,707 | $471 | 12/31/2023 |
| Park Avenue Securities LLC | 12,676 | $466 | 03/31/2024 |
| DFIV | 12,676 | $466 | 03/31/2024 |
| Tarbox Family Office Inc. | 12,612 | $463 | 03/31/2024 |
| DFIV | 12,612 | $463 | 03/31/2024 |
| Belpointe Asset Management LLC | 13,395 | $460 | 12/31/2023 |
| DFIV | 13,395 | $460 | 12/31/2023 |
| Advisory Services Network LLC | 13,220 | $454 | 12/31/2023 |
| DFIV | 13,220 | $454 | 12/31/2023 |
| Investment Advisory Group LLC | 12,822 | $441 | 12/31/2023 |
| DFIV | 12,822 | $441 | 12/31/2023 |
| Beta Wealth Group Inc. | 12,730 | $437 | 12/31/2023 |
| DFIV | 12,730 | $437 | 12/31/2023 |
| RAM Investment Partners LLC | 12,545 | $431 | 12/31/2023 |
| DFIV | 12,545 | $431 | 12/31/2023 |
| Vision Capital Management Inc. | 12,397 | $426 | 12/31/2023 |
| DFIV | 12,397 | $426 | 12/31/2023 |
| Forthright Family Wealth Advisory LLC | 12,378 | $425 | 12/31/2023 |
| DFIV | 12,378 | $425 | 12/31/2023 |
| Clearstead Advisors LLC | 11,917 | $409 | 12/31/2023 |
| DFIV | 11,917 | $409 | 12/31/2023 |
| One Charles Private Wealth Services LLC | 11,721 | $403 | 12/31/2023 |
| DFIV | 11,721 | $403 | 12/31/2023 |
| RB Capital Management LLC | 11,621 | $399 | 12/31/2023 |
| DFIV | 11,621 | $399 | 12/31/2023 |
| IFG Advisors LLC | 11,503 | $395 | 12/31/2023 |
| DFIV | 11,503 | $395 | 12/31/2023 |
| Gemmer Asset Management LLC | 11,382 | $391 | 12/31/2023 |
| DFIV | 11,382 | $391 | 12/31/2023 |
| Waterfront Wealth Inc. | 11,387 | $391 | 12/31/2023 |
| DFIV | 11,387 | $391 | 12/31/2023 |
| Fifth Third Bancorp | 11,321 | $389 | 12/31/2023 |
| DFIV | 11,321 | $389 | 12/31/2023 |
| BOK Financial Private Wealth Inc. | 11,185 | $384 | 12/31/2023 |
| DFIV | 11,185 | $384 | 12/31/2023 |
| Bromfield Sneider Wealth Advisors | 10,432 | $383 | 03/31/2024 |
| DFIV | 10,432 | $383 | 03/31/2024 |
| Moneta Group Investment Advisors LLC | 11,127 | $382 | 12/31/2023 |
| DFIV | 11,127 | $382 | 12/31/2023 |
| Tranquility Partners LLC | 11,034 | $379 | 12/31/2023 |
| DFIV | 11,034 | $379 | 12/31/2023 |
| Evergreen Capital Management LLC | 10,764 | $370 | 12/31/2023 |
| DFIV | 10,764 | $370 | 12/31/2023 |
| Citizens Financial Group Inc RI | 10,703 | $368 | 12/31/2023 |
| DFIV | 10,703 | $368 | 12/31/2023 |
| First National Corp MA ADV | 10,678 | $367 | 03/31/2024 |
| DFIV | 10,678 | $367 | 03/31/2024 |
| Narus Financial Partners LLC | 9,990 | $367 | 03/31/2024 |
| DFIV | 9,990 | $367 | 03/31/2024 |
| Samalin Investment Counsel LLC | 10,546 | $362 | 12/31/2023 |
| DFIV | 10,546 | $362 | 12/31/2023 |
| Quantinno Capital Management LP | 10,521 | $362 | 12/31/2023 |
| DFIV | 10,521 | $362 | 12/31/2023 |
| Cetera Advisors LLC | 10,509 | $361 | 12/31/2023 |
| DFIV | 10,509 | $361 | 12/31/2023 |
| RTD Financial Advisors Inc. | 9,678 | $356 | 03/31/2024 |
| DFIV | 9,678 | $356 | 03/31/2024 |
| Silver Oak Advisory Group Inc. | 10,208 | $351 | 12/31/2023 |
| DFIV | 10,208 | $351 | 12/31/2023 |
| Klingman & Associates LLC | 9,721 | $334 | 12/31/2023 |
| DFIV | 9,721 | $334 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 9,665 | $334 | 12/31/2023 |
| DFIV | 9,665 | $334 | 12/31/2023 |
| Cassady Schiller Wealth Management LLC | 9,697 | $333 | 12/31/2023 |
| DFIV | 9,697 | $333 | 12/31/2023 |
| Exeter Financial LLC | 8,807 | $324 | 03/31/2024 |
| DFIV | 8,807 | $324 | 03/31/2024 |
| Herold Advisors Inc. | 9,126 | $314 | 12/31/2023 |
| DFIV | 9,126 | $314 | 12/31/2023 |
| Dynamic Advisor Solutions LLC | 8,468 | $311 | 03/31/2024 |
| DFIV | 8,468 | $311 | 03/31/2024 |
| Private Capital Management LLC | 8,472 | $311 | 03/31/2024 |
| DFIV | 8,472 | $311 | 03/31/2024 |
| Private Portfolio Partners LLC | 9,018 | $310 | 12/31/2023 |
| DFIV | 9,018 | $310 | 12/31/2023 |
| Seaside Wealth Management Inc. | 8,362 | $307 | 03/31/2024 |
| DFIV | 8,362 | $307 | 03/31/2024 |
| Flagstone Financial Management | 8,873 | $305 | 12/31/2023 |
| DFIV | 8,873 | $305 | 12/31/2023 |
| Single Point Partners LLC | 8,270 | $304 | 03/31/2024 |
| DFIV | 8,270 | $304 | 03/31/2024 |
| Capital Investment Advisors LLC | 8,216 | $302 | 03/31/2024 |
| DFIV | 8,216 | $302 | 03/31/2024 |
| O Shaughnessy Asset Management LLC | 8,708 | $299 | 12/31/2023 |
| DFIV | 8,708 | $299 | 12/31/2023 |
| Financial Symmetry Inc | 8,701 | $299 | 12/31/2023 |
| DFIV | 8,701 | $299 | 12/31/2023 |
| Oakworth Capital Inc. | 8,574 | $295 | 12/31/2023 |
| DFIV | 8,574 | $295 | 12/31/2023 |
| Curi Capital | 8,487 | $292 | 12/31/2023 |
| DFIV | 8,487 | $292 | 12/31/2023 |
| Litman Gregory Asset Management LLC | 8,449 | $290 | 12/31/2023 |
| DFIV | 8,449 | $290 | 12/31/2023 |
| Pinnacle Financial Partners Inc. | 8,335 | $286 | 12/31/2023 |
| DFIV | 8,335 | $286 | 12/31/2023 |
| Gerber Kawasaki Wealth & Investment Management | 8,225 | $283 | 12/31/2023 |
| DFIV | 8,225 | $283 | 12/31/2023 |
| Evoke Wealth LLC | 8,163 | $281 | 12/31/2023 |
| DFIV | 8,163 | $281 | 12/31/2023 |
| BOS Asset Management LLC | 8,120 | $279 | 12/31/2023 |
| DFIV | 8,120 | $279 | 12/31/2023 |
| Brand Asset Management Group Inc. | 8,073 | $277 | 12/31/2023 |
| DFIV | 8,073 | $277 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 7,467 | $274 | 03/31/2024 |
| DFIV | 7,467 | $274 | 03/31/2024 |
| Keebeck Wealth Management LLC | 7,956 | $273 | 12/31/2023 |
| DFIV | 7,956 | $273 | 12/31/2023 |
| Proequities Inc. | 7,900 | $271 | 12/31/2023 |
| DFIV | 7,900 | $271 | 12/31/2023 |
| Red Tortoise LLC | 7,288 | $268 | 03/31/2024 |
| DFIV | 7,288 | $268 | 03/31/2024 |
| Fiduciary Trust Co. | 7,791 | $268 | 12/31/2023 |
| DFIV | 7,791 | $268 | 12/31/2023 |
| Commerce Bank | 7,453 | $256 | 12/31/2023 |
| DFIV | 7,453 | $256 | 12/31/2023 |
| RS Crum Inc. | 7,272 | $250 | 12/31/2023 |
| DFIV | 7,272 | $250 | 12/31/2023 |
| VERITY Wealth Advisors | 6,771 | $249 | 03/31/2024 |
| DFIV | 6,771 | $249 | 03/31/2024 |
| Wealthspan Partners LLC | 7,207 | $248 | 12/31/2023 |
| DFIV | 7,207 | $248 | 12/31/2023 |
| BBR Partners LLC | 7,174 | $246 | 12/31/2023 |
| DFIV | 7,174 | $246 | 12/31/2023 |
| Goldstein Advisors LLC | 7,116 | $245 | 12/31/2023 |
| DFIV | 7,116 | $245 | 12/31/2023 |
| Matisse Capital | 7,000 | $241 | 12/31/2023 |
| DFIV | 7,000 | $241 | 12/31/2023 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 7,021 | $241 | 12/31/2023 |
| DFIV | 7,021 | $241 | 12/31/2023 |
| Boston Private Wealth LLC | 6,894 | $237 | 12/31/2023 |
| DFIV | 6,894 | $237 | 12/31/2023 |
| B.O.S.S. Retirement Advisors LLC | 6,718 | $231 | 12/31/2023 |
| DFIV | 6,718 | $231 | 12/31/2023 |
| Pinnacle Bank | 6,209 | $228 | 03/31/2024 |
| DFIV | 6,209 | $228 | 03/31/2024 |
| Mission Wealth Management LP | 6,606 | $227 | 12/31/2023 |
| DFIV | 6,606 | $227 | 12/31/2023 |
| Argent Trust Co | 6,548 | $225 | 12/31/2023 |
| DFIV | 6,548 | $225 | 12/31/2023 |
| Shufro Rose & Co. LLC | 6,838 | $223 | 12/31/2023 |
| DFIV | 6,838 | $223 | 12/31/2023 |
| Leo Wealth LLC | 6,267 | $223 | 12/31/2023 |
| DFIV | 6,267 | $223 | 12/31/2023 |
| Accel Wealth Management | 6,039 | $222 | 03/31/2024 |
| DFIV | 6,039 | $222 | 03/31/2024 |
| UMA Financial Services Inc. | 6,219 | $221 | 03/31/2024 |
| DFIV | 6,219 | $221 | 03/31/2024 |
| Wetherby Asset Management Inc. | 6,443 | $221 | 12/31/2023 |
| DFIV | 6,443 | $221 | 12/31/2023 |
| Harbour Investments Inc. | 6,342 | $218 | 12/31/2023 |
| DFIV | 6,342 | $218 | 12/31/2023 |
| Leading Edge Financial Planning LLC | 6,352 | $218 | 12/31/2023 |
| DFIV | 6,352 | $218 | 12/31/2023 |
| Walkner Condon Financial Advisors LLC | 6,320 | $217 | 12/31/2023 |
| DFIV | 6,320 | $217 | 12/31/2023 |
| Clear Creek Financial Management LLC | 6,244 | $215 | 12/31/2023 |
| DFIV | 6,244 | $215 | 12/31/2023 |
| Rockwood Wealth Management LLC | 6,199 | $213 | 12/31/2023 |
| DFIV | 6,199 | $213 | 12/31/2023 |
| Pure Financial Advisors Inc. | 5,768 | $212 | 03/31/2024 |
| DFIV | 5,768 | $212 | 03/31/2024 |
| Heritage Investment Group Inc. | 6,036 | $207 | 12/31/2023 |
| DFIV | 6,036 | $207 | 12/31/2023 |
| Meridian Investment Counsel Inc. | 6,005 | $206 | 12/31/2023 |
| DFIV | 6,005 | $206 | 12/31/2023 |
| Grant Street Asset Management Inc. | 5,999 | $206 | 12/31/2023 |
| DFIV | 5,999 | $206 | 12/31/2023 |
| Advanced Research Investment Solutions LLC | 5,897 | $203 | 12/31/2023 |
| DFIV | 5,897 | $203 | 12/31/2023 |
| Grandfield & Dodd LLC | 5,856 | $201 | 12/31/2023 |
| DFIV | 5,856 | $201 | 12/31/2023 |
| Fortis Advisors LLC | 5,749 | $198 | 12/31/2023 |
| DFIV | 5,749 | $198 | 12/31/2023 |
| Roble Belko & Company Inc | 5,184 | $191 | 03/31/2024 |
| DFIV | 5,184 | $191 | 03/31/2024 |
| Qube Research & Technologies Ltd | 5,197 | $179 | 12/31/2023 |
| DFIV | 5,197 | $179 | 12/31/2023 |
| Sandy Spring Bank | 5,141 | $177 | 12/31/2023 |
| DFIV | 5,141 | $177 | 12/31/2023 |
| Life Planning Partners Inc | 5,075 | $174 | 12/31/2023 |
| DFIV | 5,075 | $174 | 12/31/2023 |
| Private Trust Co. NA | 4,991 | $171 | 12/31/2023 |
| DFIV | 4,991 | $171 | 12/31/2023 |
| Bartlett & Co. LLC | 4,025 | $138 | 12/31/2023 |
| DFIV | 4,025 | $138 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 4,025 | $138 | 12/31/2023 |
| DFIV | 4,025 | $138 | 12/31/2023 |
| Nalls Sherbakoff Group LLC | 3,689 | $127 | 12/31/2023 |
| DFIV | 3,689 | $127 | 12/31/2023 |
| McIlrath & Eck LLC | 3,678 | $126 | 12/31/2023 |
| DFIV | 3,678 | $126 | 12/31/2023 |
| Aptus Capital Advisors LLC | 3,519 | $121 | 12/31/2023 |
| DFIV | 3,519 | $121 | 12/31/2023 |
| True Wealth Design LLC | 3,343 | $115 | 12/31/2023 |
| DFIV | 3,343 | $115 | 12/31/2023 |
| Sage Mountain Advisors LLC | 3,329 | $114 | 12/31/2023 |
| DFIV | 3,329 | $114 | 12/31/2023 |
| Studio Investment Management LLC | 3,312 | $114 | 12/31/2023 |
| DFIV | 3,312 | $114 | 12/31/2023 |
| Franklin Resources Inc. | 3,183 | $109 | 12/31/2023 |
| DFIV | 3,183 | $109 | 12/31/2023 |
| Jones Financial Companies Lllp | 3,103 | $107 | 12/31/2023 |
| DFIV | 3,103 | $107 | 12/31/2023 |
| Global Retirement Partners LLC | 3,136 | $105 | 12/31/2023 |
| DFIV | 3,136 | $105 | 12/31/2023 |
| Oxford Financial Group Ltd. | 2,900 | $100 | 12/31/2023 |
| DFIV | 2,900 | $100 | 12/31/2023 |
| TFC Financial Management | 2,891 | $99 | 12/31/2023 |
| DFIV | 2,891 | $99 | 12/31/2023 |
| Ronald Blue Trust Inc. | 2,976 | $97 | 12/31/2023 |
| DFIV | 2,976 | $97 | 12/31/2023 |
| Geneos Wealth Management Inc. | 2,704 | $93 | 12/31/2023 |
| DFIV | 2,704 | $93 | 12/31/2023 |
| Harbor Investment Advisory LLC | 2,460 | $90 | 03/31/2024 |
| DFIV | 2,460 | $90 | 03/31/2024 |
| AlphaCore Capital LLC | 2,491 | $86 | 12/31/2023 |
| DFIV | 2,491 | $86 | 12/31/2023 |
| Coston McIsaac & Partners | 2,269 | $83 | 03/31/2024 |
| DFIV | 2,269 | $83 | 03/31/2024 |
| Parkside Financial Bank & Trust | 2,417 | $83 | 12/31/2023 |
| DFIV | 2,417 | $83 | 12/31/2023 |
| Frazier Financial Advisors LLC | 2,299 | $79 | 12/31/2023 |
| DFIV | 2,299 | $79 | 12/31/2023 |
| Orion Capital Management LLC | 2,176 | $75 | 12/31/2023 |
| DFIV | 2,176 | $75 | 12/31/2023 |
| Thompson Investment Management Inc. | 1,963 | $72 | 03/31/2024 |
| DFIV | 1,963 | $72 | 03/31/2024 |
| IFP Advisors Inc | 2,012 | $69 | 12/31/2023 |
| DFIV | 2,012 | $69 | 12/31/2023 |
| Pacific Center for Financial Services | 1,852 | $64 | 12/31/2023 |
| DFIV | 1,852 | $64 | 12/31/2023 |
| Sittner & Nelson LLC | 1,721 | $59 | 12/31/2023 |
| DFIV | 1,721 | $59 | 12/31/2023 |
| Capital Advisors Ltd. LLC | 1,423 | $52 | 03/31/2024 |
| DFIV | 1,423 | $52 | 03/31/2024 |
| Guardian Wealth Advisors LLC NC | 1,216 | $42 | 12/31/2023 |
| DFIV | 1,216 | $42 | 12/31/2023 |
| Private Wealth Management Group LLC | 1,146 | $39 | 12/31/2023 |
| DFIV | 1,146 | $39 | 12/31/2023 |
| First Manhattan Co. | 1,066 | $37 | 12/31/2023 |
| DFIV | 1,066 | $37 | 12/31/2023 |
| DecisionPoint Financial LLC | 1,035 | $36 | 12/31/2023 |
| DFIV | 1,035 | $36 | 12/31/2023 |
| FMR LLC | 1,017 | $35 | 12/31/2023 |
| DFIV | 1,017 | $35 | 12/31/2023 |
| Financial Advisory Service Inc. | 1,020 | $35 | 12/31/2023 |
| DFIV | 1,020 | $35 | 12/31/2023 |
| Coppell Advisory Solutions LLC | 884 | $30 | 12/31/2023 |
| DFIV | 884 | $30 | 12/31/2023 |
| Laurel Wealth Advisors LLC | 838 | $29 | 12/31/2023 |
| DFIV | 838 | $29 | 12/31/2023 |
| Marquette Asset Management LLC | 827 | $28 | 12/31/2023 |
| DFIV | 827 | $28 | 12/31/2023 |
| Sanctuary Wealth Management L.L.C. | 800 | $27 | 12/31/2023 |
| DFIV | 800 | $27 | 12/31/2023 |
| Grand Wealth Management LLC | 737 | $25 | 12/31/2023 |
| DFIV | 737 | $25 | 12/31/2023 |
| Laffer Tengler Investments | 695 | $24 | 12/31/2023 |
| DFIV | 695 | $24 | 12/31/2023 |
| SYM FINANCIAL Corp | 616 | $21 | 12/31/2023 |
| DFIV | 616 | $21 | 12/31/2023 |
| Barrett & Company Inc. | 549 | $20 | 03/31/2024 |
| DFIV | 549 | $20 | 03/31/2024 |
| Key Financial Inc | 576 | $20 | 12/31/2023 |
| DFIV | 576 | $20 | 12/31/2023 |
| Truvestments Capital LLC | 564 | $19 | 12/31/2023 |
| DFIV | 564 | $19 | 12/31/2023 |
| Sound Income Strategies LLC | 342 | $13 | 03/31/2024 |
| DFIV | 342 | $13 | 03/31/2024 |
| Oliver Lagore Vanvalin Investment Group | 389 | $13 | 12/31/2023 |
| DFIV | 389 | $13 | 12/31/2023 |
| Pineridge Advisors LLC | 367 | $13 | 12/31/2023 |
| DFIV | 367 | $13 | 12/31/2023 |
| ZRC Wealth Management LLC | 328 | $12 | 03/31/2024 |
| DFIV | 328 | $12 | 03/31/2024 |
| Signature Resources Capital Management LLC | 303 | $10 | 03/31/2024 |
| DFIV | 303 | $10 | 03/31/2024 |
| Dunhill Financial LLC | 301 | $10 | 12/31/2023 |
| DFIV | 301 | $10 | 12/31/2023 |
| Bear Mountain Capital Inc. | 229 | $8 | 12/31/2023 |
| DFIV | 229 | $8 | 12/31/2023 |
| Northwest Investment Counselors LLC | 160 | $6 | 03/31/2024 |
| DFIV | 160 | $6 | 03/31/2024 |
| Gradient Investments LLC | 88 | $3 | 12/31/2023 |
| DFIV | 88 | $3 | 12/31/2023 |
| Baystate Wealth Management LLC | 54 | $2 | 12/31/2023 |
| DFIV | 54 | $2 | 12/31/2023 |
| Archer Investment Corp | 26 | $1 | 12/31/2023 |
| DFIV | 26 | $1 | 12/31/2023 |
| American Capital Advisory LLC | 27 | $1 | 12/31/2023 |
| DFIV | 27 | $1 | 12/31/2023 |
| Principal Securities Inc. | 4 | $0 | 12/31/2023 |
| DFIV | 4 | $0 | 12/31/2023 |
| HBC Financial Services PLLC | 0 | $0 | 12/31/2023 |
| DFIV | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFIV
See Details: Top 10 Hedge Funds Holding DFIV
Also See: DFIV Holdings Changes
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