HoldingsChannel.com
Funds Holding DFIV

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 292 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 Buckingham Strategic Wealth LLC. For more details on the positions held by Buckingham Strategic Wealth 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.

HolderAmountPosition Size
($ in 1000's)
 As of
Buckingham Strategic Wealth LLC10,293,171$297,370 06/30/2022
     DFIV10,293,171$297,370 06/30/2022
Northern Trust Corp4,886,288$141,165 06/30/2022
     DFIV4,886,288$141,165 06/30/2022
Envestnet Asset Management Inc.3,828,618$110,609 06/30/2022
     DFIV3,828,618$110,609 06/30/2022
Index Fund Advisors Inc.3,624,049$104,699 06/30/2022
     DFIV3,624,049$104,699 06/30/2022
Savant Capital LLC3,259,962$94,180 06/30/2022
     DFIV3,259,962$94,180 06/30/2022
Mercer Global Advisors Inc. ADV3,106,030$89,733 06/30/2022
     DFIV3,106,030$89,733 06/30/2022
Buckingham Strategic Partners2,633,852$76,096 06/30/2022
     DFIV2,633,852$76,096 06/30/2022
Plancorp LLC2,307,772$66,672 06/30/2022
     DFIV2,307,772$66,672 06/30/2022
Resource Consulting Group Inc.2,216,796$64,043 06/30/2022
     DFIV2,216,796$64,043 06/30/2022
Equius Partners Inc.2,043,508$59,037 06/30/2022
     DFIV2,043,508$59,037 06/30/2022
Modera Wealth Management LLC1,925,340$55,623 06/30/2022
     DFIV1,925,340$55,623 06/30/2022
Foster Group Inc.1,895,343$54,756 06/30/2022
     DFIV1,895,343$54,756 06/30/2022
Dixon Fnancial Services Inc.1,494,236$43,168 06/30/2022
     DFIV1,494,236$43,168 06/30/2022
Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,394,246$40,280 06/30/2022
     DFIV1,394,246$40,280 06/30/2022
Wipfli Financial Advisors LLC1,380,704$39,889 06/30/2022
     DFIV1,380,704$39,889 06/30/2022
Jackson Thornton Asset Management LLC1,332,512$38,496 06/30/2022
     DFIV1,332,512$38,496 06/30/2022
Balasa Dinverno & Foltz LLC1,277,164$36,897 06/30/2022
     DFIV1,277,164$36,897 06/30/2022
Creative Planning1,233,372$35,632 06/30/2022
     DFIV1,233,372$35,632 06/30/2022
RSM US Wealth Management LLC1,135,080$32,792 06/30/2022
     DFIV1,135,080$32,792 06/30/2022
TCI Wealth Advisors Inc.1,095,734$31,656 06/30/2022
     DFIV1,095,734$31,656 06/30/2022
Dowling & Yahnke LLC827,171$23,897 06/30/2022
     DFIV827,171$23,897 06/30/2022
Beaird Harris Wealth Management LLC822,180$23,753 06/30/2022
     DFIV822,180$23,753 06/30/2022
Pathstone Family Office LLC809,208$23,378 06/30/2022
     DFIV809,208$23,378 06/30/2022
Evanson Asset Management LLC782,710$22,612 06/30/2022
     DFIV782,710$22,612 06/30/2022
MBB Public Markets I LLC708,302$20,463 06/30/2022
     DFIV708,302$20,463 06/30/2022
Willow Creek Wealth Management Inc.704,110$20,342 06/30/2022
     DFIV704,110$20,342 06/30/2022
Keb Asset Management LLC699,299$20,203 06/30/2022
     DFIV699,299$20,203 06/30/2022
Merriman Wealth Management LLC697,737$20,158 06/30/2022
     DFIV697,737$20,158 06/30/2022
BKD Wealth Advisors LLC691,869$19,988 06/30/2022
     DFIV691,869$19,988 06/30/2022
Carlson Capital Management679,006$19,616 06/30/2022
     DFIV679,006$19,616 06/30/2022
ML & R Wealth Management LLC677,734$19,580 06/30/2022
     DFIV677,734$19,580 06/30/2022
True Link Financial Advisors LLC649,103$18,753 06/30/2022
     DFIV649,103$18,753 06/30/2022
Wealth Architects LLC631,491$18,244 06/30/2022
     DFIV631,491$18,244 06/30/2022
The PNC Financial Services Group Inc.582,185$16,819 06/30/2022
     DFIV582,185$16,819 06/30/2022
Market Street Wealth Management Advisors LLC566,930$16,379 06/30/2022
     DFIV566,930$16,379 06/30/2022
Bayshore Asset Management LLC556,621$16,081 06/30/2022
     DFIV556,621$16,081 06/30/2022
Capital Performance Advisors LLP544,547$15,732 06/30/2022
     DFIV544,547$15,732 06/30/2022
Planning Center Inc.519,610$14,409 06/30/2022
     DFIV519,610$14,409 06/30/2022
Sequoia Financial Advisors LLC470,442$13,591 06/30/2022
     DFIV470,442$13,591 06/30/2022
OLD Mission Capital LLC464,013$13,405 06/30/2022
     DFIV464,013$13,405 06/30/2022
Rather & Kittrell Inc.456,360$13,184 06/30/2022
     DFIV456,360$13,184 06/30/2022
PBMares Wealth Management LLC424,534$12,265 06/30/2022
     DFIV424,534$12,265 06/30/2022
Forum Financial Management LP421,084$12,165 06/30/2022
     DFIV421,084$12,165 06/30/2022
McLean Asset Management Corp437,482$12,131 06/30/2022
     DFIV437,482$12,131 06/30/2022
LPL Financial LLC405,442$11,713 06/30/2022
     DFIV405,442$11,713 06/30/2022
Kraft Asset Management LLC403,750$11,664 06/30/2022
     DFIV403,750$11,664 06/30/2022
Commonwealth Equity Services LLC390,600$11,284 06/30/2022
     DFIV390,600$11,284 06/30/2022
Shearwater Capital LLC386,745$11,173 06/30/2022
     DFIV386,745$11,173 06/30/2022
Wescott Financial Advisory Group LLC354,357$10,237 06/30/2022
     DFIV354,357$10,237 06/30/2022
Disciplined Equity Management Inc.347,894$10,051 06/30/2022
     DFIV347,894$10,051 06/30/2022
Dopkins Wealth Management LLC340,490$9,837 06/30/2022
     DFIV340,490$9,837 06/30/2022
Avantax Advisory Services Inc.339,858$9,818 06/30/2022
     DFIV339,858$9,818 06/30/2022
Claris Advisors LLC MO326,787$9,441 06/30/2022
     DFIV326,787$9,441 06/30/2022
Captrust Financial Advisors324,596$9,378 06/30/2022
     DFIV324,596$9,378 06/30/2022
297,316$8,586 06/30/2022
     DFIV297,316$8,586 06/30/2022
Lauterbach Financial Advisors LLC296,754$8,573 06/30/2022
     DFIV296,754$8,573 06/30/2022
Symmetry Partners LLC318,939$8,216 09/30/2022
     DFIV318,939$8,216 09/30/2022
Evoke Wealth LLC276,083$7,976 06/30/2022
     DFIV276,083$7,976 06/30/2022
CVA Family Office LLC263,530$7,613 06/30/2022
     DFIV263,530$7,613 06/30/2022
Cardiff Park Advisors LLC262,745$7,591 06/30/2022
     DFIV262,745$7,591 06/30/2022
Relative Value Partners Group LLC254,018$7,453 06/30/2022
     DFIV254,018$7,453 06/30/2022
Aspiriant LLC251,719$7,273 06/30/2022
     DFIV251,719$7,273 06/30/2022
Andrews Lucia Wealth Management LLC216,696$7,255 06/30/2022
     DFIV216,696$7,255 06/30/2022
HighTower Advisors LLC233,884$6,757 06/30/2022
     DFIV233,884$6,757 06/30/2022
Susquehanna International Group LLP222,933$6,441 06/30/2022
     DFIV222,933$6,441 06/30/2022
ShankerValleau Wealth Advisors Inc.243,134$6,263 09/30/2022
     DFIV243,134$6,263 09/30/2022
Monticello Wealth Management LLC215,775$6,234 06/30/2022
     DFIV215,775$6,234 06/30/2022
Financial Connections Group Inc.215,516$6,226 06/30/2022
     DFIV215,516$6,226 06/30/2022
Rockefeller Capital Management L.P.209,107$6,040 06/30/2022
     DFIV209,107$6,040 06/30/2022
Exencial Wealth Advisors LLC207,656$5,999 06/30/2022
     DFIV207,656$5,999 06/30/2022
Monograph Wealth Advisors LLC201,679$5,827 06/30/2022
     DFIV201,679$5,827 06/30/2022
Apella Capital LLC199,173$5,754 06/30/2022
     DFIV199,173$5,754 06/30/2022
Jane Street Group LLC194,826$5,629 06/30/2022
     DFIV194,826$5,629 06/30/2022
Family Management Corp191,322$5,527 06/30/2022
     DFIV191,322$5,527 06/30/2022
EP Wealth Advisors LLC185,323$5,354 06/30/2022
     DFIV185,323$5,354 06/30/2022
Flow Traders U.S. LLC183,846$5,311 06/30/2022
     DFIV183,846$5,311 06/30/2022
Larson Financial Group LLC179,914$5,198 06/30/2022
     DFIV179,914$5,198 06/30/2022
Kestra Advisory Services LLC172,990$4,998 06/30/2022
     DFIV172,990$4,998 06/30/2022
Fortress Wealth Management Inc.171,033$4,941 06/30/2022
     DFIV171,033$4,941 06/30/2022
Sax Wealth Advisors LLC168,909$4,880 06/30/2022
     DFIV168,909$4,880 06/30/2022
Atria Investments LLC165,729$4,788 06/30/2022
     DFIV165,729$4,788 06/30/2022
Allworth Financial LP164,672$4,757 06/30/2022
     DFIV164,672$4,757 06/30/2022
Northwestern Mutual Wealth Management Co.162,634$4,698 06/30/2022
     DFIV162,634$4,698 06/30/2022
Raymond James Financial Services Advisors Inc.160,833$4,646 06/30/2022
     DFIV160,833$4,646 06/30/2022
Cetera Advisor Networks LLC159,104$4,597 06/30/2022
     DFIV159,104$4,597 06/30/2022
Advisor Group Holdings Inc.158,963$4,594 06/30/2022
     DFIV158,963$4,594 06/30/2022
Disciplined Investments LLC154,634$4,467 06/30/2022
     DFIV154,634$4,467 06/30/2022
Cresset Asset Management LLC154,346$4,458 06/30/2022
     DFIV154,346$4,458 06/30/2022
BFT Financial Group LLC145,579$4,206 06/30/2022
     DFIV145,579$4,206 06/30/2022
Phillips Financial Management LLC139,217$4,022 06/30/2022
     DFIV139,217$4,022 06/30/2022
Cambridge Investment Research Advisors Inc.136,783$3,952 06/30/2022
     DFIV136,783$3,952 06/30/2022
M Financial Asset Management Inc.134,451$3,884 06/30/2022
     DFIV134,451$3,884 06/30/2022
Mariner LLC132,818$3,837 06/30/2022
     DFIV132,818$3,837 06/30/2022
Bedel Financial Consulting Inc.129,726$3,748 06/30/2022
     DFIV129,726$3,748 06/30/2022
Raymond James & Associates123,929$3,580 06/30/2022
     DFIV123,929$3,580 06/30/2022
Fund Evaluation Group LLC122,512$3,539 06/30/2022
     DFIV122,512$3,539 06/30/2022
G2 Capital Management LLC OH119,749$3,460 06/30/2022
     DFIV119,749$3,460 06/30/2022
Whittier Trust Co.119,178$3,442 06/30/2022
     DFIV119,178$3,442 06/30/2022
AWM Capital LLC118,685$3,429 06/30/2022
     DFIV118,685$3,429 06/30/2022
Austin Asset Management Co Inc132,075$3,402 09/30/2022
     DFIV132,075$3,402 09/30/2022
Equitable Holdings Inc.115,280$3,330 06/30/2022
     DFIV115,280$3,330 06/30/2022
Moisand Fitzgerald Tamayo LLC113,539$3,280 06/30/2022
     DFIV113,539$3,280 06/30/2022
Beacon Pointe Advisors LLC107,258$3,100 06/30/2022
     DFIV107,258$3,100 06/30/2022
Briggs Advisory Group Inc.107,081$3,094 06/30/2022
     DFIV107,081$3,094 06/30/2022
Northwest Wealth Management LLC102,656$2,966 06/30/2022
     DFIV102,656$2,966 06/30/2022
Brighton Jones LLC102,255$2,954 06/30/2022
     DFIV102,255$2,954 06/30/2022
Mattern Wealth Management LLC97,878$2,828 06/30/2022
     DFIV97,878$2,828 06/30/2022
EverSource Wealth Advisors LLC97,685$2,822 06/30/2022
     DFIV97,685$2,822 06/30/2022
Spire Wealth Management96,786$2,796 06/30/2022
     DFIV96,786$2,796 06/30/2022
Cetera Investment Advisers95,272$2,752 06/30/2022
     DFIV95,272$2,752 06/30/2022
Laurel Wealth Planning LLC88,726$2,563 06/30/2022
     DFIV88,726$2,563 06/30/2022
Quent Capital LLC84,057$2,428 06/30/2022
     DFIV84,057$2,428 06/30/2022
Cowa LLC82,183$2,374 06/30/2022
     DFIV82,183$2,374 06/30/2022
Cordant Inc.82,056$2,371 06/30/2022
     DFIV82,056$2,371 06/30/2022
Private Ocean LLC81,629$2,358 06/30/2022
     DFIV81,629$2,358 06/30/2022
Royal Bank of Canada80,382$2,323 06/30/2022
     DFIV80,382$2,323 06/30/2022
Wells Fargo & Company MN77,480$2,239 06/30/2022
     DFIV77,480$2,239 06/30/2022
Soundmark Wealth Management LLC76,074$2,198 06/30/2022
     DFIV76,074$2,198 06/30/2022
Financial Futures Ltd Liability Co.75,781$2,189 06/30/2022
     DFIV75,781$2,189 06/30/2022
Vista Wealth Management Group LLC78,516$2,183 06/30/2022
     DFIV78,516$2,183 06/30/2022
3D L Capital Management LLC74,426$2,150 06/30/2022
     DFIV74,426$2,150 06/30/2022
Tobias Financial Advisors Inc.72,430$2,093 06/30/2022
     DFIV72,430$2,093 06/30/2022
Armbruster Capital Management Inc.72,025$2,081 06/30/2022
     DFIV72,025$2,081 06/30/2022
Jentner Corp69,972$2,021 06/30/2022
     DFIV69,972$2,021 06/30/2022
Bell Rock Capital LLC69,972$2,021 06/30/2022
     DFIV69,972$2,021 06/30/2022
Regions Financial Corp67,735$1,957 06/30/2022
     DFIV67,735$1,957 06/30/2022
TFO TDC LLC65,551$1,894 06/30/2022
     DFIV65,551$1,894 06/30/2022
Versant Capital Management Inc65,038$1,879 06/30/2022
     DFIV65,038$1,879 06/30/2022
United Capital Financial Advisers LLC59,652$1,723 06/30/2022
     DFIV59,652$1,723 06/30/2022
Stone Point Wealth LLC59,509$1,719 06/30/2022
     DFIV59,509$1,719 06/30/2022
Diversified Portfolios Inc.59,137$1,708 06/30/2022
     DFIV59,137$1,708 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC56,038$1,618 06/30/2022
     DFIV56,038$1,618 06/30/2022
JFS Wealth Advisors LLC55,306$1,598 06/30/2022
     DFIV55,306$1,598 06/30/2022
Global Trust Asset Management LLC61,919$1,595 09/30/2022
     DFIV61,919$1,595 09/30/2022
Maryland Capital Advisors Inc.54,517$1,575 06/30/2022
     DFIV54,517$1,575 06/30/2022
BOK Financial Private Wealth Inc.52,726$1,523 06/30/2022
     DFIV52,726$1,523 06/30/2022
Boston Private Wealth LLC51,756$1,495 06/30/2022
     DFIV51,756$1,495 06/30/2022
RGT Wealth Advisors LLC50,785$1,467 06/30/2022
     DFIV50,785$1,467 06/30/2022
Schubert & Co49,650$1,434 06/30/2022
     DFIV49,650$1,434 06/30/2022
Total Wealth Planning LLC46,980$1,357 06/30/2022
     DFIV46,980$1,357 06/30/2022
HAP Trading LLC46,352$1,339 06/30/2022
     DFIV46,352$1,339 06/30/2022
First Republic Investment Management Inc.45,173$1,305 06/30/2022
     DFIV45,173$1,305 06/30/2022
Baldrige Asset Management LLC43,256$1,250 06/30/2022
     DFIV43,256$1,250 06/30/2022
Sanford Advisory Services LLC43,161$1,247 06/30/2022
     DFIV43,161$1,247 06/30/2022
American Investment Services Inc.42,902$1,239 06/30/2022
     DFIV42,902$1,239 06/30/2022
Tortoise Investment Management LLC42,530$1,229 06/30/2022
     DFIV42,530$1,229 06/30/2022
Investmark Advisory Group LLC40,990$1,184 06/30/2022
     DFIV40,990$1,184 06/30/2022
Applied Capital LLC40,841$1,180 06/30/2022
     DFIV40,841$1,180 06/30/2022
MML Investors Services LLC37,579$1,086 06/30/2022
     DFIV37,579$1,086 06/30/2022
Arete Wealth Advisors LLC35,308$1,020 06/30/2022
     DFIV35,308$1,020 06/30/2022
AE Wealth Management LLC35,300$1,020 06/30/2022
     DFIV35,300$1,020 06/30/2022
Ellenbecker Investment Group35,178$1,016 06/30/2022
     DFIV35,178$1,016 06/30/2022
Acorn Financial Advisory Services Inc. ADV32,573$941 06/30/2022
     DFIV32,573$941 06/30/2022
32,273$932 06/30/2022
     DFIV32,273$932 06/30/2022
MAI Capital Management31,983$924 06/30/2022
     DFIV31,983$924 06/30/2022
Baker Tilly Financial LLC30,404$878 06/30/2022
     DFIV30,404$878 06/30/2022
Lutz Financial Services LLC29,636$856 06/30/2022
     DFIV29,636$856 06/30/2022
AdvisorNet Financial Inc32,623$840 09/30/2022
     DFIV32,623$840 09/30/2022
Private Advisor Group LLC28,264$817 06/30/2022
     DFIV28,264$817 06/30/2022
First Western Trust Bank27,840$812 06/30/2022
     DFIV27,840$812 06/30/2022
Krilogy Financial LLC30,191$778 09/30/2022
     DFIV30,191$778 09/30/2022
Valeo Financial Advisors LLC26,767$773 06/30/2022
     DFIV26,767$773 06/30/2022
Townsquare Capital LLC26,747$773 06/30/2022
     DFIV26,747$773 06/30/2022
Bluestein R H & Co.26,595$768 06/30/2022
     DFIV26,595$768 06/30/2022
Advisory Services & Investments LLC25,636$741 06/30/2022
     DFIV25,636$741 06/30/2022
UBS Group AG25,318$731 06/30/2022
     DFIV25,318$731 06/30/2022
Cpwm LLC25,292$731 06/30/2022
     DFIV25,292$731 06/30/2022
PrairieView Partners LLC24,707$714 06/30/2022
     DFIV24,707$714 06/30/2022
Rehmann Capital Advisory Group24,629$712 06/30/2022
     DFIV24,629$712 06/30/2022
Falcon Wealth Planning24,505$708 06/30/2022
     DFIV24,505$708 06/30/2022
Relaxing Retirement Coach24,160$698 06/30/2022
     DFIV24,160$698 06/30/2022
Baird Financial Group Inc.24,121$697 06/30/2022
     DFIV24,121$697 06/30/2022
Hemington Wealth Management23,859$689 06/30/2022
     DFIV23,859$689 06/30/2022
Aurum Wealth Management Group LLC23,658$683 06/30/2022
     DFIV23,658$683 06/30/2022
Level Financial Advisors Inc.22,848$660 06/30/2022
     DFIV22,848$660 06/30/2022
Collective Family Office LLC22,314$645 06/30/2022
     DFIV22,314$645 06/30/2022
Nicholas Hoffman & Company LLC.22,217$642 06/30/2022
     DFIV22,217$642 06/30/2022
Signet Financial Management LLC22,028$636 06/30/2022
     DFIV22,028$636 06/30/2022
Five Oceans Advisors20,975$606 06/30/2022
     DFIV20,975$606 06/30/2022
Annapolis Financial Services LLC20,601$595 06/30/2022
     DFIV20,601$595 06/30/2022
Zhang Financial LLC19,346$559 06/30/2022
     DFIV19,346$559 06/30/2022
Running Point Capital Advisors LLC19,182$554 06/30/2022
     DFIV19,182$554 06/30/2022
Keybank National Association OH18,816$544 06/30/2022
     DFIV18,816$544 06/30/2022
Sutton Place Investors LLC18,630$538 06/30/2022
     DFIV18,630$538 06/30/2022
MUFG Americas Holdings Corp18,405$532 06/30/2022
     DFIV18,405$532 06/30/2022
Tcwp LLC18,264$527 06/30/2022
     DFIV18,264$527 06/30/2022
Bank of New York Mellon Corp17,940$518 06/30/2022
     DFIV17,940$518 06/30/2022
First Manhattan Co.17,524$506 06/30/2022
     DFIV17,524$506 06/30/2022
Citadel Advisors LLC17,442$504 06/30/2022
     DFIV17,442$504 06/30/2022
Dynamic Advisor Solutions LLC17,370$502 06/30/2022
     DFIV17,370$502 06/30/2022
IFG Advisors LLC17,230$498 06/30/2022
     DFIV17,230$498 06/30/2022
Koshinski Asset Management Inc.17,144$495 06/30/2022
     DFIV17,144$495 06/30/2022
Dorsey & Whitney Trust CO LLC17,036$493 06/30/2022
     DFIV17,036$493 06/30/2022
Chicago Partners Investment Group LLC16,460$489 06/30/2022
     DFIV16,460$489 06/30/2022
Asset Dedication LLC16,763$484 06/30/2022
     DFIV16,763$484 06/30/2022
Belpointe Asset Management LLC16,690$482 06/30/2022
     DFIV16,690$482 06/30/2022
Safeguard Investment Advisory Group LLC14,328$479 06/30/2022
     DFIV14,328$479 06/30/2022
Sterling Financial Planning Inc.16,284$470 06/30/2022
     DFIV16,284$470 06/30/2022
Ironwood Financial llc15,909$460 06/30/2022
     DFIV15,909$460 06/30/2022
Morgan Stanley15,778$456 06/30/2022
     DFIV15,778$456 06/30/2022
Montag A & Associates Inc.15,628$451 06/30/2022
     DFIV15,628$451 06/30/2022
Atlas Capital Advisors LLC14,766$427 06/30/2022
     DFIV14,766$427 06/30/2022
M Holdings Securities Inc.14,716$425 06/30/2022
     DFIV14,716$425 06/30/2022
Helen Stephens Group LLC14,452$418 06/30/2022
     DFIV14,452$418 06/30/2022
Silicon Hills Wealth Management LLC14,435$417 06/30/2022
     DFIV14,435$417 06/30/2022
Capital Financial Planning LLC14,390$416 06/30/2022
     DFIV14,390$416 06/30/2022
WNY Asset Management LLC13,451$390 06/30/2022
     DFIV13,451$390 06/30/2022
Tarbox Family Office Inc.12,939$374 06/30/2022
     DFIV12,939$374 06/30/2022
JT Stratford LLC12,781$369 06/30/2022
     DFIV12,781$369 06/30/2022
Ballentine Partners LLC12,685$366 06/30/2022
     DFIV12,685$366 06/30/2022
Integrated Wealth Concepts LLC11,949$345 06/30/2022
     DFIV11,949$345 06/30/2022
Advisor Partners LLC11,499$332 06/30/2022
     DFIV11,499$332 06/30/2022
Waterfront Wealth Inc.11,456$331 06/30/2022
     DFIV11,456$331 06/30/2022
RFG Advisory LLC11,188$328 06/30/2022
     DFIV11,188$328 06/30/2022
Intelligent Financial Strategies11,242$325 06/30/2022
     DFIV11,242$325 06/30/2022
RTD Financial Advisors Inc.11,084$320 06/30/2022
     DFIV11,084$320 06/30/2022
Evergreen Capital Management LLC11,035$319 06/30/2022
     DFIV11,035$319 06/30/2022
Nwam LLC10,363$299 06/30/2022
     DFIV10,363$299 06/30/2022
Citizens Financial Group Inc RI10,121$292 06/30/2022
     DFIV10,121$292 06/30/2022
Klingman & Associates LLC9,721$281 06/30/2022
     DFIV9,721$281 06/30/2022
Cassady Schiller Wealth Management LLC9,627$278 06/30/2022
     DFIV9,627$278 06/30/2022
Orion Portfolio Solutions LLC9,595$277 06/30/2022
     DFIV9,595$277 06/30/2022
RB Capital Management LLC9,505$275 06/30/2022
     DFIV9,505$275 06/30/2022
Lincoln National Corp9,271$268 06/30/2022
     DFIV9,271$268 06/30/2022
Integrity Advisory LLC8,998$260 06/30/2022
     DFIV8,998$260 06/30/2022
Truist Financial Corp8,898$257 06/30/2022
     DFIV8,898$257 06/30/2022
Zacks Investment Management8,892$257 06/30/2022
     DFIV8,892$257 06/30/2022
U.S. Capital Wealth Advisors LLC8,828$255 06/30/2022
     DFIV8,828$255 06/30/2022
Fiduciary Trust Co.8,588$248 06/30/2022
     DFIV8,588$248 06/30/2022
Sage Mountain Advisors LLC8,560$247 06/30/2022
     DFIV8,560$247 06/30/2022
Pacifica Partners Inc.7,278$246 06/30/2022
     DFIV7,278$246 06/30/2022
Life Planning Partners Inc8,506$246 06/30/2022
     DFIV8,506$246 06/30/2022
Clarus Wealth Advisors8,605$241 06/30/2022
     DFIV8,605$241 06/30/2022
Exeter Financial LLC8,309$240 06/30/2022
     DFIV8,309$240 06/30/2022
Seaside Wealth Management Inc.8,112$240 06/30/2022
     DFIV8,112$240 06/30/2022
Wilbanks Smith & Thomas Asset Management LLC8,284$239 06/30/2022
     DFIV8,284$239 06/30/2022
RS Crum Inc.8,232$238 06/30/2022
     DFIV8,232$238 06/30/2022
Proequities Inc.8,093$234 06/30/2022
     DFIV8,093$234 06/30/2022
Brand Asset Management Group Inc.8,073$233 06/30/2022
     DFIV8,073$233 06/30/2022
Pensionmark Financial Group LLC7,918$232 06/30/2022
     DFIV7,918$232 06/30/2022
Curi Capital8,047$232 06/30/2022
     DFIV8,047$232 06/30/2022
Mission Wealth Management LP7,929$229 06/30/2022
     DFIV7,929$229 06/30/2022
Capital Investment Advisory Services LLC7,875$228 06/30/2022
     DFIV7,875$228 06/30/2022
Anson Capital Inc.7,388$213 06/30/2022
     DFIV7,388$213 06/30/2022
Capital Investment Advisors LLC8,216$212 09/30/2022
     DFIV8,216$212 09/30/2022
Red Tortoise LLC7,255$210 06/30/2022
     DFIV7,255$210 06/30/2022
Kovitz Investment Group Partners LLC7,030$203 06/30/2022
     DFIV7,030$203 06/30/2022
CWM LLC6,993$202 06/30/2022
     DFIV6,993$202 06/30/2022
Covington Capital Management6,645$192 06/30/2022
     DFIV6,645$192 06/30/2022
Castle Wealth Management LLC6,494$188 06/30/2022
     DFIV6,494$188 06/30/2022
Fortis Advisors LLC5,437$157 06/30/2022
     DFIV5,437$157 06/30/2022
Roble Belko & Company Inc5,184$150 06/30/2022
     DFIV5,184$150 06/30/2022
MBM Wealth Consultants LLC5,138$148 06/30/2022
     DFIV5,138$148 06/30/2022
TFC Financial Management5,028$145 06/30/2022
     DFIV5,028$145 06/30/2022
Signaturefd LLC4,967$143 06/30/2022
     DFIV4,967$143 06/30/2022
Bank of America Corp DE4,624$134 06/30/2022
     DFIV4,624$134 06/30/2022
Prospera Financial Services Inc4,415$128 06/30/2022
     DFIV4,415$128 06/30/2022
Acropolis Investment Management LLC4,295$124 06/30/2022
     DFIV4,295$124 06/30/2022
Addison Advisors LLC3,750$108 06/30/2022
     DFIV3,750$108 06/30/2022
Ritter Daniher Financial Advisory LLC DE3,570$103 06/30/2022
     DFIV3,570$103 06/30/2022
FMR LLC3,530$102 06/30/2022
     DFIV3,530$102 06/30/2022
Orion Capital Management LLC3,454$100 06/30/2022
     DFIV3,454$100 06/30/2022
Geneos Wealth Management Inc.3,054$88 06/30/2022
     DFIV3,054$88 06/30/2022
Franklin Resources Inc.2,925$85 06/30/2022
     DFIV2,925$85 06/30/2022
Oxford Financial Group Ltd.2,900$84 06/30/2022
     DFIV2,900$84 06/30/2022
Steward Partners Investment Advisory LLC2,722$79 06/30/2022
     DFIV2,722$79 06/30/2022
AlphaCore Capital LLC2,368$68 06/30/2022
     DFIV2,368$68 06/30/2022
Apeiron RIA LLC231,095$67 06/30/2022
     DFIV231,095$67 06/30/2022
Bartlett & Co. LLC2,248$65 06/30/2022
     DFIV2,248$65 06/30/2022
Pacific Center for Financial Services2,158$62 06/30/2022
     DFIV2,158$62 06/30/2022
Coston McIsaac & Partners2,144$62 06/30/2022
     DFIV2,144$62 06/30/2022
IFP Advisors Inc1,612$54 06/30/2022
     DFIV1,612$54 06/30/2022
Sittner & Nelson LLC1,721$50 06/30/2022
     DFIV1,721$50 06/30/2022
Taddei Ludwig & Associates Inc.1,464$42 06/30/2022
     DFIV1,464$42 06/30/2022
Capital Advisors Ltd. LLC1,423$41 06/30/2022
     DFIV1,423$41 06/30/2022
Grand Wealth Management LLC1,352$39 06/30/2022
     DFIV1,352$39 06/30/2022
Parallel Advisors LLC968$28 06/30/2022
     DFIV968$28 06/30/2022
US Bancorp DE911$26 06/30/2022
     DFIV911$26 06/30/2022
Concord Wealth Partners700$20 06/30/2022
     DFIV700$20 06/30/2022
Harbour Investments Inc.573$17 06/30/2022
     DFIV573$17 06/30/2022
Key Financial Inc576$17 06/30/2022
     DFIV576$17 06/30/2022
Eagle Bay Advisors LLC575$17 06/30/2022
     DFIV575$17 06/30/2022
Patriot Financial Group Insurance Agency LLC569$16 06/30/2022
     DFIV569$16 06/30/2022
Private Trust Co. NA411$12 06/30/2022
     DFIV411$12 06/30/2022
334$10 06/30/2022
     DFIV334$10 06/30/2022
Bellwether Advisors LLC364$10 06/30/2022
     DFIV364$10 06/30/2022
Venture Visionary Partners LLC279$8 06/30/2022
     DFIV279$8 06/30/2022
Fifth Third Bancorp200$6 06/30/2022
     DFIV200$6 06/30/2022
McIlrath & Eck LLC224$6 06/30/2022
     DFIV224$6 06/30/2022
M&T Bank Corp171,699$5 06/30/2022
     DFIV171,699$5 06/30/2022
Northwest Investment Counselors LLC160$5 06/30/2022
     DFIV160$5 06/30/2022
Citigroup Inc.19$1 06/30/2022
     DFIV19$1 06/30/2022
ACG Wealth43$1 06/30/2022
     DFIV43$1 06/30/2022

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

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