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Funds Holding DFLV

On this page, we present all of the funds holding DFLV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFLV, with a link to that fund's top holdings. The next columns indicate the amount of DFLV stock held by each of the funds holding DFLV, followed by the DFLV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 160 funds holding DFLV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Pathstone Holdings LLC. For more details on the positions held by Pathstone Holdings LLC (or by any of the other funds holding DFLV), click the fund name in the "Holder" column of the funds-holding-DFLV table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Pathstone Holdings LLC3,229,783$87,366 12/31/2023
     DFLV3,229,783$87,366 12/31/2023
CI Private Wealth LLC3,218,158$87,051 12/31/2023
     DFLV3,218,158$87,051 12/31/2023
Mosaic Family Wealth Partners LLC2,083,625$56,362 12/31/2023
     DFLV2,083,625$56,362 12/31/2023
EP Wealth Advisors LLC1,940,225$52,483 12/31/2023
     DFLV1,940,225$52,483 12/31/2023
DiNuzzo Private Wealth Inc.1,881,952$50,907 12/31/2023
     DFLV1,881,952$50,907 12/31/2023
Truepoint Inc.1,428,483$38,640 12/31/2023
     DFLV1,428,483$38,640 12/31/2023
Cable Hill Partners LLC1,377,120$37,113 12/31/2023
     DFLV1,377,120$37,113 12/31/2023
WPWealth LLP1,001,070$27,079 12/31/2023
     DFLV1,001,070$27,079 12/31/2023
EnRich Financial Partners LLC915,312$24,759 12/31/2023
     DFLV915,312$24,759 12/31/2023
Mather Group LLC.791,918$23,750 03/31/2024
     DFLV791,918$23,750 03/31/2024
Regal Wealth Group Inc.822,968$22,121 12/31/2023
     DFLV822,968$22,121 12/31/2023
LPL Financial LLC800,988$21,667 12/31/2023
     DFLV800,988$21,667 12/31/2023
Resources Investment Advisors LLC.781,663$21,144 12/31/2023
     DFLV781,663$21,144 12/31/2023
Great Oak Capital Partners LLC681,849$20,449 03/31/2024
     DFLV681,849$20,449 03/31/2024
Wealth Enhancement Advisory Services LLC661,986$19,853 03/31/2024
     DFLV661,986$19,853 03/31/2024
Phillips Financial Management LLC654,144$19,618 03/31/2024
     DFLV654,144$19,618 03/31/2024
Team Hewins LLC703,418$19,027 12/31/2023
     DFLV703,418$19,027 12/31/2023
Acropolis Investment Management LLC599,730$17,986 03/31/2024
     DFLV599,730$17,986 03/31/2024
Summit Financial Strategies Inc.650,374$17,593 12/31/2023
     DFLV650,374$17,593 12/31/2023
Total Wealth Planning LLC574,832$17,239 03/31/2024
     DFLV574,832$17,239 03/31/2024
Beacon Pointe Advisors LLC633,183$17,128 12/31/2023
     DFLV633,183$17,128 12/31/2023
SRS Capital Advisors Inc.620,710$16,790 12/31/2023
     DFLV620,710$16,790 12/31/2023
Bank of Montreal Can607,737$16,494 12/31/2023
     DFLV607,737$16,494 12/31/2023
Lakeshore Financial Planning Inc.609,521$16,488 12/31/2023
     DFLV609,521$16,488 12/31/2023
Index Fund Advisors Inc.605,684$16,384 12/31/2023
     DFLV605,684$16,384 12/31/2023
Acorn Creek Capital LLC525,021$15,745 03/31/2024
     DFLV525,021$15,745 03/31/2024
Corrigan Financial Inc.421,865$12,652 03/31/2024
     DFLV421,865$12,652 03/31/2024
Tilson Financial Group Inc.417,525$12,522 03/31/2024
     DFLV417,525$12,522 03/31/2024
HighTower Advisors LLC458,914$12,408 12/31/2023
     DFLV458,914$12,408 12/31/2023
Liberty Wealth Management LLC395,886$10,709 12/31/2023
     DFLV395,886$10,709 12/31/2023
Jentner Corp392,410$10,615 12/31/2023
     DFLV392,410$10,615 12/31/2023
Schoolcraft Capital LLC352,625$10,575 03/31/2024
     DFLV352,625$10,575 03/31/2024
Evanson Asset Management LLC332,084$9,959 03/31/2024
     DFLV332,084$9,959 03/31/2024
Larson Financial Group LLC364,644$9,864 12/31/2023
     DFLV364,644$9,864 12/31/2023
Cardiff Park Advisors LLC330,636$9,572 12/31/2023
     DFLV330,636$9,572 12/31/2023
Savant Capital LLC324,222$8,770 12/31/2023
     DFLV324,222$8,770 12/31/2023
FinDec Wealth Services Inc.320,971$8,682 12/31/2023
     DFLV320,971$8,682 12/31/2023
Wealth Architects LLC317,778$8,596 12/31/2023
     DFLV317,778$8,596 12/31/2023
RFG Advisory LLC281,124$8,431 03/31/2024
     DFLV281,124$8,431 03/31/2024
VeraBank N.A.304,354$8,233 12/31/2023
     DFLV304,354$8,233 12/31/2023
Chicago Partners Investment Group LLC278,202$8,090 03/31/2024
     DFLV278,202$8,090 03/31/2024
Tobias Financial Advisors Inc.285,255$7,716 12/31/2023
     DFLV285,255$7,716 12/31/2023
Stage Harbor Financial LLC277,156$7,497 12/31/2023
     DFLV277,156$7,497 12/31/2023
Austin Asset Management Co Inc241,954$7,256 03/31/2024
     DFLV241,954$7,256 03/31/2024
Lauer Wealth LLC222,700$6,523 03/31/2024
     DFLV222,700$6,523 03/31/2024
Wescott Financial Advisory Group LLC232,975$6,302 12/31/2023
     DFLV232,975$6,302 12/31/2023
Monograph Wealth Advisors LLC230,175$6,226 12/31/2023
     DFLV230,175$6,226 12/31/2023
Francis Financial Inc.178,440$5,351 03/31/2024
     DFLV178,440$5,351 03/31/2024
Quent Capital LLC188,591$5,101 12/31/2023
     DFLV188,591$5,101 12/31/2023
Gemmer Asset Management LLC163,950$4,917 03/31/2024
     DFLV163,950$4,917 03/31/2024
GWM Advisors LLC179,835$4,849 12/31/2023
     DFLV179,835$4,849 12/31/2023
Advisory Services & Investments LLC146,565$4,395 03/31/2024
     DFLV146,565$4,395 03/31/2024
Exencial Wealth Advisors LLC157,082$4,249 12/31/2023
     DFLV157,082$4,249 12/31/2023
Jane Street Group LLC139,088$3,762 12/31/2023
     DFLV139,088$3,762 12/31/2023
M Holdings Securities Inc.133,574$3,613 12/31/2023
     DFLV133,574$3,613 12/31/2023
Sax Wealth Advisors LLC132,345$3,580 12/31/2023
     DFLV132,345$3,580 12/31/2023
Disciplined Investments LLC114,554$3,435 03/31/2024
     DFLV114,554$3,435 03/31/2024
Diversified Portfolios Inc.122,179$3,305 12/31/2023
     DFLV122,179$3,305 12/31/2023
Modera Wealth Management LLC114,602$3,100 12/31/2023
     DFLV114,602$3,100 12/31/2023
Commonwealth Equity Services LLC112,683$3,048 12/31/2023
     DFLV112,683$3,048 12/31/2023
Ruedi Wealth Management Inc.111,676$3,021 12/31/2023
     DFLV111,676$3,021 12/31/2023
Legacy Financial Group Inc.105,562$2,855 12/31/2023
     DFLV105,562$2,855 12/31/2023
Peninsula Wealth LLC103,647$2,804 12/31/2023
     DFLV103,647$2,804 12/31/2023
Vawter Financial Ltd.103,607$2,803 12/31/2023
     DFLV103,607$2,803 12/31/2023
Pine Harbor Wealth Management LLC103,350$2,796 12/31/2023
     DFLV103,350$2,796 12/31/2023
Glass Jacobson Investment Advisors llc90,777$2,722 03/31/2024
     DFLV90,777$2,722 03/31/2024
Cordant Inc.83,811$2,513 03/31/2024
     DFLV83,811$2,513 03/31/2024
Mustard Seed Financial LLC76,780$2,303 03/31/2024
     DFLV76,780$2,303 03/31/2024
Retirement Guys Formula LLC75,153$2,254 03/31/2024
     DFLV75,153$2,254 03/31/2024
Elevate Wealth Advisory Inc.79,869$2,160 12/31/2023
     DFLV79,869$2,160 12/31/2023
Vannoy Advisory Group Inc.77,731$2,103 12/31/2023
     DFLV77,731$2,103 12/31/2023
Trinity Financial Advisors LLC70,039$2,100 03/31/2024
     DFLV70,039$2,100 03/31/2024
American Investment Services Inc.76,189$2,061 12/31/2023
     DFLV76,189$2,061 12/31/2023
Bfsg LLC65,953$1,978 03/31/2024
     DFLV65,953$1,978 03/31/2024
Maryland Capital Advisors Inc.64,189$1,925 03/31/2024
     DFLV64,189$1,925 03/31/2024
Studio Investment Management LLC70,639$1,911 12/31/2023
     DFLV70,639$1,911 12/31/2023
Ronald Blue Trust Inc.75,567$1,875 12/31/2023
     DFLV75,567$1,875 12/31/2023
Level Financial Advisors Inc.60,497$1,814 03/31/2024
     DFLV60,497$1,814 03/31/2024
Goldman Sachs Group Inc.63,957$1,730 12/31/2023
     DFLV63,957$1,730 12/31/2023
Envision Financial Planning LLC63,647$1,722 12/31/2023
     DFLV63,647$1,722 12/31/2023
Financial Counselors Inc.62,938$1,702 12/31/2023
     DFLV62,938$1,702 12/31/2023
Criterion Capital Advisors LLC56,170$1,685 03/31/2024
     DFLV56,170$1,685 03/31/2024
Collective Family Office LLC51,792$1,553 03/31/2024
     DFLV51,792$1,553 03/31/2024
Sandy Spring Bank54,393$1,471 12/31/2023
     DFLV54,393$1,471 12/31/2023
SC&H Financial Advisors Inc.52,791$1,428 12/31/2023
     DFLV52,791$1,428 12/31/2023
Cambridge Investment Research Advisors Inc.44,808$1,344 03/31/2024
     DFLV44,808$1,344 03/31/2024
Sprinkle Financial Consultants LLC44,799$1,344 03/31/2024
     DFLV44,799$1,344 03/31/2024
DBK Financial Counsel LLC44,205$1,326 03/31/2024
     DFLV44,205$1,326 03/31/2024
Emprise Bank44,086$1,322 03/31/2024
     DFLV44,086$1,322 03/31/2024
Essex Financial Services Inc.42,303$1,269 03/31/2024
     DFLV42,303$1,269 03/31/2024
Gradient Capital Advisors LLC41,524$1,245 03/31/2024
     DFLV41,524$1,245 03/31/2024
Investmark Advisory Group LLC43,858$1,186 12/31/2023
     DFLV43,858$1,186 12/31/2023
TCI Wealth Advisors Inc.42,099$1,139 12/31/2023
     DFLV42,099$1,139 12/31/2023
Avantax Advisory Services Inc.41,380$1,119 12/31/2023
     DFLV41,380$1,119 12/31/2023
Compass Financial Group Inc.37,966$1,027 12/31/2023
     DFLV37,966$1,027 12/31/2023
Susquehanna International Group LLP35,761$967 12/31/2023
     DFLV35,761$967 12/31/2023
Zhang Financial LLC31,252$937 03/31/2024
     DFLV31,252$937 03/31/2024
Morris Financial Concepts Inc.26,826$805 03/31/2024
     DFLV26,826$805 03/31/2024
Sterling Wealth Management Inc.29,671$803 12/31/2023
     DFLV29,671$803 12/31/2023
GEM Asset Management LLC28,738$777 12/31/2023
     DFLV28,738$777 12/31/2023
Mraz Amerine & Associates Inc.28,201$763 12/31/2023
     DFLV28,201$763 12/31/2023
Betterment LLC27,458$743 12/31/2023
     DFLV27,458$743 12/31/2023
Envestnet Asset Management Inc.26,686$722 12/31/2023
     DFLV26,686$722 12/31/2023
Private Advisor Group LLC26,514$717 12/31/2023
     DFLV26,514$717 12/31/2023
Farther Finance Advisors LLC25,847$699 12/31/2023
     DFLV25,847$699 12/31/2023
Mariner LLC25,610$693 12/31/2023
     DFLV25,610$693 12/31/2023
Mercer Global Advisors Inc. ADV25,410$687 12/31/2023
     DFLV25,410$687 12/31/2023
Builder Investment Group Inc. ADV24,585$665 12/31/2023
     DFLV24,585$665 12/31/2023
Bromfield Sneider Wealth Advisors20,905$627 03/31/2024
     DFLV20,905$627 03/31/2024
Equitable Holdings Inc.22,107$598 12/31/2023
     DFLV22,107$598 12/31/2023
Strategic Investment Solutions Inc. IL21,267$575 12/31/2023
     DFLV21,267$575 12/31/2023
Oceanside Advisors LLC17,836$535 03/31/2024
     DFLV17,836$535 03/31/2024
Aire Advisors LLC19,252$521 12/31/2023
     DFLV19,252$521 12/31/2023
Buckingham Strategic Wealth LLC17,331$469 12/31/2023
     DFLV17,331$469 12/31/2023
My Personal CFO LLC14,235$427 03/31/2024
     DFLV14,235$427 03/31/2024
Keb Asset Management LLC13,311$399 03/31/2024
     DFLV13,311$399 03/31/2024
CFS Investment Advisory Services LLC14,605$395 12/31/2023
     DFLV14,605$395 12/31/2023
Warner Financial Inc.12,381$371 03/31/2024
     DFLV12,381$371 03/31/2024
Asset Dedication LLC12,264$368 03/31/2024
     DFLV12,264$368 03/31/2024
RCS Financial Planning LLC12,214$366 03/31/2024
     DFLV12,214$366 03/31/2024
SYM FINANCIAL Corp13,072$354 12/31/2023
     DFLV13,072$354 12/31/2023
Willow Creek Wealth Management Inc.12,592$341 12/31/2023
     DFLV12,592$341 12/31/2023
FineMark National Bank & Trust12,036$326 12/31/2023
     DFLV12,036$326 12/31/2023
Foster Group Inc.10,791$324 03/31/2024
     DFLV10,791$324 03/31/2024
Advisor Group Holdings Inc.11,615$314 12/31/2023
     DFLV11,615$314 12/31/2023
McClarren Financial Advisors Inc.10,989$297 12/31/2023
     DFLV10,989$297 12/31/2023
Americana Partners LLC10,623$287 12/31/2023
     DFLV10,623$287 12/31/2023
Kestra Advisory Services LLC10,366$280 12/31/2023
     DFLV10,366$280 12/31/2023
Tortoise Investment Management LLC10,037$272 12/31/2023
     DFLV10,037$272 12/31/2023
Wealthcare Advisory Partners LLC9,035$271 03/31/2024
     DFLV9,035$271 03/31/2024
Hutchens & Kramer Investment Management Group LLC9,707$263 12/31/2023
     DFLV9,707$263 12/31/2023
Family CFO Inc8,460$254 03/31/2024
     DFLV8,460$254 03/31/2024
SOL Capital Management CO8,425$253 03/31/2024
     DFLV8,425$253 03/31/2024
Bank of America Corp DE9,370$253 12/31/2023
     DFLV9,370$253 12/31/2023
D. E. Shaw & Co. Inc.7,420$201 12/31/2023
     DFLV7,420$201 12/31/2023
Steward Partners Investment Advisory LLC6,175$167 12/31/2023
     DFLV6,175$167 12/31/2023
Qube Research & Technologies Ltd6,000$162 12/31/2023
     DFLV6,000$162 12/31/2023
Avondale Wealth Management2,794$84 03/31/2024
     DFLV2,794$84 03/31/2024
Royal Bank of Canada2,899$79 12/31/2023
     DFLV2,899$79 12/31/2023
EverSource Wealth Advisors LLC2,545$69 12/31/2023
     DFLV2,545$69 12/31/2023
FMR LLC2,480$67 12/31/2023
     DFLV2,480$67 12/31/2023
Ancora Advisors LLC1,850$50 12/31/2023
     DFLV1,850$50 12/31/2023
IFP Advisors Inc1,500$41 12/31/2023
     DFLV1,500$41 12/31/2023
Annapolis Financial Services LLC1,178$35 03/31/2024
     DFLV1,178$35 03/31/2024
Cherry Tree Wealth Management LLC1,268$34 12/31/2023
     DFLV1,268$34 12/31/2023
Parkside Financial Bank & Trust1,110$30 12/31/2023
     DFLV1,110$30 12/31/2023
Global Trust Asset Management LLC902$27 03/31/2024
     DFLV902$27 03/31/2024
Allworth Financial LP856$26 03/31/2024
     DFLV856$26 03/31/2024
Morgan Stanley960$26 12/31/2023
     DFLV960$26 12/31/2023
AdvisorNet Financial Inc800$24 03/31/2024
     DFLV800$24 03/31/2024
Signature Resources Capital Management LLC651$20 03/31/2024
     DFLV651$20 03/31/2024
Lam Group Inc.620$19 03/31/2024
     DFLV620$19 03/31/2024
City State Bank570$17 03/31/2024
     DFLV570$17 03/31/2024
JPMorgan Chase & Co.528$14 12/31/2023
     DFLV528$14 12/31/2023
DecisionPoint Financial LLC415$11 12/31/2023
     DFLV415$11 12/31/2023
Colonial Trust Co SC73$2 12/31/2023
     DFLV73$2 12/31/2023
Financial Synergies Wealth Advisors Inc.33$1 03/31/2024
     DFLV33$1 03/31/2024
JJJ Advisors Inc.5$0 03/31/2024
     DFLV5$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     DFLV0$0 12/31/2023
Clearstead Advisors LLC17$0 12/31/2023
     DFLV17$0 12/31/2023
Simplex Trading LLC200$-1 03/31/2024
     Put200$5 03/31/2024
     DFLV133$4 03/31/2024
     Call200$0 03/31/2024

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

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