On this page, we present all of the funds holding DFNM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFNM, with a link to that fund's top holdings. The next columns indicate the amount of DFNM stock held by each of the funds holding DFNM, followed by the DFNM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 159 funds holding DFNM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Truepoint Inc.. For more details on the positions held by Truepoint Inc. (or by any of the other funds holding DFNM), click the fund name in the "Holder" column of the funds-holding-DFNM table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Truepoint Inc. | 2,376,583 | $115,288 | 12/31/2023 |
DFNM | 2,376,583 | $115,288 | 12/31/2023 |
Foster Group Inc. | 1,256,885 | $60,444 | 03/31/2024 |
DFNM | 1,256,885 | $60,444 | 03/31/2024 |
First Ascent Asset Management LLC | 901,027 | $43,709 | 12/31/2023 |
DFNM | 901,027 | $43,709 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 854,405 | $41,447 | 12/31/2023 |
DFNM | 854,405 | $41,447 | 12/31/2023 |
Sequoia Financial Advisors LLC | 759,838 | $36,860 | 12/31/2023 |
DFNM | 759,838 | $36,860 | 12/31/2023 |
Pathstone Holdings LLC | 726,910 | $35,262 | 12/31/2023 |
DFNM | 726,910 | $35,262 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 705,547 | $34,226 | 12/31/2023 |
DFNM | 705,547 | $34,226 | 12/31/2023 |
MBL Wealth LLC | 651,948 | $31,626 | 12/31/2023 |
DFNM | 651,948 | $31,626 | 12/31/2023 |
Commonwealth Equity Services LLC | 555,237 | $26,935 | 12/31/2023 |
DFNM | 555,237 | $26,935 | 12/31/2023 |
Austin Wealth Management LLC | 490,704 | $23,711 | 12/31/2023 |
DFNM | 490,704 | $23,711 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 472,530 | $22,724 | 03/31/2024 |
DFNM | 472,530 | $22,724 | 03/31/2024 |
Rather & Kittrell Inc. | 435,659 | $21,134 | 12/31/2023 |
DFNM | 435,659 | $21,134 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 399,832 | $19,396 | 12/31/2023 |
DFNM | 399,832 | $19,396 | 12/31/2023 |
Landmark Financial Advisors LLC | 337,148 | $16,355 | 12/31/2023 |
DFNM | 337,148 | $16,355 | 12/31/2023 |
RAM Investment Partners LLC | 315,948 | $15,327 | 12/31/2023 |
DFNM | 315,948 | $15,327 | 12/31/2023 |
PBMares Wealth Management LLC | 284,103 | $13,782 | 12/31/2023 |
DFNM | 284,103 | $13,782 | 12/31/2023 |
Apella Capital LLC | 272,127 | $13,040 | 03/31/2024 |
DFNM | 272,127 | $13,040 | 03/31/2024 |
Asset Planning Corporation | 247,127 | $11,988 | 12/31/2023 |
DFNM | 247,127 | $11,988 | 12/31/2023 |
Assetmark Inc. | 242,316 | $11,755 | 12/31/2023 |
DFNM | 242,316 | $11,755 | 12/31/2023 |
Mattern Wealth Management LLC | 241,309 | $11,706 | 12/31/2023 |
DFNM | 241,309 | $11,706 | 12/31/2023 |
Confluence Investment Management LLC | 230,287 | $11,075 | 03/31/2024 |
DFNM | 230,287 | $11,075 | 03/31/2024 |
LPL Financial LLC | 222,840 | $10,810 | 12/31/2023 |
DFNM | 222,840 | $10,810 | 12/31/2023 |
Integrated Wealth Concepts LLC | 208,925 | $10,135 | 12/31/2023 |
DFNM | 208,925 | $10,135 | 12/31/2023 |
Compass Financial Group Inc. | 188,966 | $9,167 | 12/31/2023 |
DFNM | 188,966 | $9,167 | 12/31/2023 |
Collective Family Office LLC | 189,543 | $9,115 | 03/31/2024 |
DFNM | 189,543 | $9,115 | 03/31/2024 |
Resonant Capital Advisors LLC | 178,573 | $8,663 | 12/31/2023 |
DFNM | 178,573 | $8,663 | 12/31/2023 |
Maryland Capital Advisors Inc. | 178,201 | $8,570 | 03/31/2024 |
DFNM | 178,201 | $8,570 | 03/31/2024 |
West Financial Advisors LLC | 167,996 | $8,079 | 03/31/2024 |
DFNM | 167,996 | $8,079 | 03/31/2024 |
CI Private Wealth LLC | 125,762 | $6,101 | 12/31/2023 |
DFNM | 125,762 | $6,101 | 12/31/2023 |
Savant Capital LLC | 125,278 | $6,077 | 12/31/2023 |
DFNM | 125,278 | $6,077 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 106,058 | $5,145 | 12/31/2023 |
DFNM | 106,058 | $5,145 | 12/31/2023 |
Evanson Asset Management LLC | 103,070 | $4,957 | 03/31/2024 |
DFNM | 103,070 | $4,957 | 03/31/2024 |
Stifel Financial Corp | 100,122 | $4,857 | 12/31/2023 |
DFNM | 100,122 | $4,857 | 12/31/2023 |
Legacy Financial Group Inc. | 97,583 | $4,734 | 12/31/2023 |
DFNM | 97,583 | $4,734 | 12/31/2023 |
Wescott Financial Advisory Group LLC | 93,288 | $4,525 | 12/31/2023 |
DFNM | 93,288 | $4,525 | 12/31/2023 |
Modera Wealth Management LLC | 82,732 | $4,013 | 12/31/2023 |
DFNM | 82,732 | $4,013 | 12/31/2023 |
Envestnet Asset Management Inc. | 80,119 | $3,887 | 12/31/2023 |
DFNM | 80,119 | $3,887 | 12/31/2023 |
Buckingham Strategic Partners | 79,589 | $3,861 | 12/31/2023 |
DFNM | 79,589 | $3,861 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 78,529 | $3,809 | 12/31/2023 |
DFNM | 78,529 | $3,809 | 12/31/2023 |
Warren Averett Asset Management LLC | 77,992 | $3,783 | 12/31/2023 |
DFNM | 77,992 | $3,783 | 12/31/2023 |
GEM Asset Management LLC | 76,565 | $3,714 | 12/31/2023 |
DFNM | 76,565 | $3,714 | 12/31/2023 |
Core Wealth Management Inc. | 76,136 | $3,693 | 12/31/2023 |
DFNM | 76,136 | $3,693 | 12/31/2023 |
American Investment Services Inc. | 75,169 | $3,646 | 12/31/2023 |
DFNM | 75,169 | $3,646 | 12/31/2023 |
Verus Financial Partners Inc. | 73,574 | $3,544 | 12/31/2023 |
DFNM | 73,574 | $3,544 | 12/31/2023 |
Allworth Financial LP | 73,062 | $3,544 | 12/31/2023 |
DFNM | 73,062 | $3,544 | 12/31/2023 |
JPMorgan Chase & Co. | 71,917 | $3,489 | 12/31/2023 |
DFNM | 71,917 | $3,489 | 12/31/2023 |
FF Advisors LLC | 71,775 | $3,452 | 03/31/2024 |
DFNM | 71,775 | $3,452 | 03/31/2024 |
Mather Group LLC. | 66,015 | $3,202 | 03/31/2024 |
DFNM | 66,015 | $3,202 | 03/31/2024 |
US Bancorp DE | 65,372 | $3,171 | 12/31/2023 |
DFNM | 65,372 | $3,171 | 12/31/2023 |
Bank of America Corp DE | 62,120 | $3,013 | 12/31/2023 |
DFNM | 62,120 | $3,013 | 12/31/2023 |
Phillips Financial Management LLC | 57,773 | $2,803 | 12/31/2023 |
DFNM | 57,773 | $2,803 | 12/31/2023 |
Relative Value Partners Group LLC | 51,368 | $2,492 | 12/31/2023 |
DFNM | 51,368 | $2,492 | 12/31/2023 |
Sage Rhino Capital LLC | 48,594 | $2,357 | 12/31/2023 |
DFNM | 48,594 | $2,357 | 12/31/2023 |
Liberty Capital Management Inc. | 47,167 | $2,268 | 03/31/2024 |
DFNM | 47,167 | $2,268 | 03/31/2024 |
Private Advisor Group LLC | 46,620 | $2,262 | 12/31/2023 |
DFNM | 46,620 | $2,262 | 12/31/2023 |
Landmark Wealth Management LLC | 45,820 | $2,223 | 12/31/2023 |
DFNM | 45,820 | $2,223 | 12/31/2023 |
Helen Stephens Group LLC | 42,409 | $2,039 | 03/31/2024 |
DFNM | 42,409 | $2,039 | 03/31/2024 |
Integrity Wealth Solutions LLC | 42,086 | $2,024 | 03/31/2024 |
DFNM | 42,086 | $2,024 | 03/31/2024 |
Truist Financial Corp | 40,250 | $1,953 | 12/31/2023 |
DFNM | 40,250 | $1,953 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 39,397 | $1,911 | 12/31/2023 |
DFNM | 39,397 | $1,911 | 12/31/2023 |
Lincoln National Corp | 37,578 | $1,823 | 12/31/2023 |
DFNM | 37,578 | $1,823 | 12/31/2023 |
Baker Avenue Asset Management LP | 36,787 | $1,785 | 12/31/2023 |
DFNM | 36,787 | $1,785 | 12/31/2023 |
Blume Capital Management Inc. | 35,122 | $1,704 | 12/31/2023 |
DFNM | 35,122 | $1,704 | 12/31/2023 |
North Ridge Wealth Advisors Inc. | 33,981 | $1,648 | 12/31/2023 |
DFNM | 33,981 | $1,648 | 12/31/2023 |
Park Avenue Securities LLC | 33,242 | $1,599 | 03/31/2024 |
DFNM | 33,242 | $1,599 | 03/31/2024 |
Forum Financial Management LP | 32,499 | $1,577 | 12/31/2023 |
DFNM | 32,499 | $1,577 | 12/31/2023 |
Elevate Wealth Advisory Inc. | 31,786 | $1,542 | 12/31/2023 |
DFNM | 31,786 | $1,542 | 12/31/2023 |
Shearwater Capital LLC | 31,604 | $1,520 | 03/31/2024 |
DFNM | 31,604 | $1,520 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 31,265 | $1,517 | 12/31/2023 |
DFNM | 31,265 | $1,517 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 28,004 | $1,359 | 12/31/2023 |
DFNM | 28,004 | $1,359 | 12/31/2023 |
Physician Wealth Solutions Inc. | 27,331 | $1,326 | 12/31/2023 |
DFNM | 27,331 | $1,326 | 12/31/2023 |
Eldridge Investment Advisors Inc. | 26,815 | $1,301 | 12/31/2023 |
DFNM | 26,815 | $1,301 | 12/31/2023 |
One Degree Advisors Inc | 25,583 | $1,234 | 12/31/2023 |
DFNM | 25,583 | $1,234 | 12/31/2023 |
Oceanside Advisors LLC | 25,405 | $1,232 | 12/31/2023 |
DFNM | 25,405 | $1,232 | 12/31/2023 |
Resources Investment Advisors LLC. | 23,658 | $1,148 | 12/31/2023 |
DFNM | 23,658 | $1,148 | 12/31/2023 |
White Wing Wealth Management | 23,054 | $1,107 | 03/31/2024 |
DFNM | 23,054 | $1,107 | 03/31/2024 |
Investmark Advisory Group LLC | 21,144 | $1,026 | 12/31/2023 |
DFNM | 21,144 | $1,026 | 12/31/2023 |
Sax Wealth Advisors LLC | 20,999 | $1,019 | 12/31/2023 |
DFNM | 20,999 | $1,019 | 12/31/2023 |
Main Street Financial Solutions LLC | 20,673 | $1,003 | 12/31/2023 |
DFNM | 20,673 | $1,003 | 12/31/2023 |
HighTower Advisors LLC | 19,910 | $966 | 12/31/2023 |
DFNM | 19,910 | $966 | 12/31/2023 |
Roberts Glore & Co. Inc. IL | 19,600 | $951 | 12/31/2023 |
DFNM | 19,600 | $951 | 12/31/2023 |
Safeguard Investment Advisory Group LLC | 19,320 | $937 | 12/31/2023 |
DFNM | 19,320 | $937 | 12/31/2023 |
Pure Financial Advisors Inc. | 19,006 | $914 | 03/31/2024 |
DFNM | 19,006 | $914 | 03/31/2024 |
Soundmark Wealth Management LLC | 18,563 | $893 | 03/31/2024 |
DFNM | 18,563 | $893 | 03/31/2024 |
Advisor Group Holdings Inc. | 18,603 | $893 | 12/31/2023 |
DFNM | 18,603 | $893 | 12/31/2023 |
Belpointe Asset Management LLC | 17,523 | $850 | 12/31/2023 |
DFNM | 17,523 | $850 | 12/31/2023 |
PrairieView Partners LLC | 17,058 | $827 | 12/31/2023 |
DFNM | 17,058 | $827 | 12/31/2023 |
Disciplined Investments LLC | 16,767 | $806 | 03/31/2024 |
DFNM | 16,767 | $806 | 03/31/2024 |
Heritage Wealth Management Inc. CA | 15,896 | $771 | 12/31/2023 |
DFNM | 15,896 | $771 | 12/31/2023 |
Quarry Hill Advisors LLC | 15,633 | $758 | 12/31/2023 |
DFNM | 15,633 | $758 | 12/31/2023 |
Five Oceans Advisors | 15,722 | $756 | 03/31/2024 |
DFNM | 15,722 | $756 | 03/31/2024 |
25 LLC | 14,755 | $716 | 12/31/2023 |
DFNM | 14,755 | $716 | 12/31/2023 |
Spinnaker Investment Group LLC | 14,431 | $694 | 03/31/2024 |
DFNM | 14,431 | $694 | 03/31/2024 |
Avestar Capital LLC | 14,154 | $687 | 12/31/2023 |
DFNM | 14,154 | $687 | 12/31/2023 |
Texas Capital Bank Wealth Management Services Inc. | 13,831 | $671 | 12/31/2023 |
DFNM | 13,831 | $671 | 12/31/2023 |
Wealthspan Partners LLC | 13,478 | $654 | 12/31/2023 |
DFNM | 13,478 | $654 | 12/31/2023 |
Bridgeworth LLC | 12,548 | $609 | 12/31/2023 |
DFNM | 12,548 | $609 | 12/31/2023 |
Western Wealth Management LLC | 12,098 | $587 | 12/31/2023 |
DFNM | 12,098 | $587 | 12/31/2023 |
Captrust Financial Advisors | 11,760 | $570 | 12/31/2023 |
DFNM | 11,760 | $570 | 12/31/2023 |
GWM Advisors LLC | 11,773 | $567 | 12/31/2023 |
DFNM | 11,773 | $567 | 12/31/2023 |
Websterrogers Financial Advisors LLC | 11,587 | $562 | 12/31/2023 |
DFNM | 11,587 | $562 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 11,630 | $559 | 03/31/2024 |
DFNM | 11,630 | $559 | 03/31/2024 |
WPWealth LLP | 11,389 | $552 | 12/31/2023 |
DFNM | 11,389 | $552 | 12/31/2023 |
Rockwood Wealth Management LLC | 11,059 | $536 | 12/31/2023 |
DFNM | 11,059 | $536 | 12/31/2023 |
Grunden Financial Advisory Inc. | 10,574 | $513 | 12/31/2023 |
DFNM | 10,574 | $513 | 12/31/2023 |
WMS Partners LLC | 10,505 | $510 | 12/31/2023 |
DFNM | 10,505 | $510 | 12/31/2023 |
UMA Financial Services Inc. | 10,676 | $509 | 03/31/2024 |
DFNM | 10,676 | $509 | 03/31/2024 |
DecisionPoint Financial LLC | 10,098 | $490 | 12/31/2023 |
DFNM | 10,098 | $490 | 12/31/2023 |
CPA Asset Management LLC | 10,083 | $489 | 12/31/2023 |
DFNM | 10,083 | $489 | 12/31/2023 |
Wealthstream Advisors Inc. | 9,980 | $484 | 12/31/2023 |
DFNM | 9,980 | $484 | 12/31/2023 |
McIlrath & Eck LLC | 9,697 | $470 | 12/31/2023 |
DFNM | 9,697 | $470 | 12/31/2023 |
Firethorn Wealth Partners LLC | 9,367 | $450 | 03/31/2024 |
DFNM | 9,367 | $450 | 03/31/2024 |
Rehmann Capital Advisory Group | 8,801 | $427 | 12/31/2023 |
DFNM | 8,801 | $427 | 12/31/2023 |
Morgan Stanley | 8,619 | $418 | 12/31/2023 |
DFNM | 8,619 | $418 | 12/31/2023 |
Sawtooth Solutions LLC | 8,203 | $398 | 12/31/2023 |
DFNM | 8,203 | $398 | 12/31/2023 |
Bleakley Financial Group LLC | 8,203 | $398 | 12/31/2023 |
DFNM | 8,203 | $398 | 12/31/2023 |
AE Wealth Management LLC | 8,200 | $395 | 12/31/2023 |
DFNM | 8,200 | $395 | 12/31/2023 |
Royal Bank of Canada | 8,116 | $394 | 12/31/2023 |
DFNM | 8,116 | $394 | 12/31/2023 |
Diversified Portfolios Inc. | 7,962 | $386 | 12/31/2023 |
DFNM | 7,962 | $386 | 12/31/2023 |
RCS Financial Planning LLC | 7,696 | $373 | 12/31/2023 |
DFNM | 7,696 | $373 | 12/31/2023 |
Beta Wealth Group Inc. | 7,564 | $367 | 12/31/2023 |
DFNM | 7,564 | $367 | 12/31/2023 |
Copperleaf Capital LLC | 7,429 | $360 | 12/31/2023 |
DFNM | 7,429 | $360 | 12/31/2023 |
Waypoint Capital Advisors LLC | 6,902 | $335 | 12/31/2023 |
DFNM | 6,902 | $335 | 12/31/2023 |
OLD Mission Capital LLC | 6,837 | $332 | 12/31/2023 |
DFNM | 6,837 | $332 | 12/31/2023 |
Red Lighthouse Investment Management LLC | 6,377 | $309 | 12/31/2023 |
DFNM | 6,377 | $309 | 12/31/2023 |
Farther Finance Advisors LLC | 6,156 | $299 | 12/31/2023 |
DFNM | 6,156 | $299 | 12/31/2023 |
Colonial Trust Co SC | 6,133 | $297 | 12/31/2023 |
DFNM | 6,133 | $297 | 12/31/2023 |
Betterment LLC | 6,006 | $291 | 12/31/2023 |
DFNM | 6,006 | $291 | 12/31/2023 |
KFG Wealth Management LLC | 5,705 | $274 | 03/31/2024 |
DFNM | 5,705 | $274 | 03/31/2024 |
Teamwork Financial Advisors LLC | 5,520 | $265 | 03/31/2024 |
DFNM | 5,520 | $265 | 03/31/2024 |
Comerica Bank | 5,414 | $263 | 12/31/2023 |
DFNM | 5,414 | $263 | 12/31/2023 |
Breakwater Capital Group | 5,386 | $259 | 03/31/2024 |
DFNM | 5,386 | $259 | 03/31/2024 |
Envision Financial Planning LLC | 5,288 | $257 | 12/31/2023 |
DFNM | 5,288 | $257 | 12/31/2023 |
SeaCrest Wealth Management LLC | 5,294 | $255 | 03/31/2024 |
DFNM | 5,294 | $255 | 03/31/2024 |
LJI Wealth Management LLC | 5,244 | $254 | 12/31/2023 |
DFNM | 5,244 | $254 | 12/31/2023 |
IFG Advisory LLC | 5,186 | $252 | 12/31/2023 |
DFNM | 5,186 | $252 | 12/31/2023 |
Seaside Wealth Management Inc. | 5,094 | $245 | 03/31/2024 |
DFNM | 5,094 | $245 | 03/31/2024 |
Clear Creek Financial Management LLC | 5,056 | $245 | 12/31/2023 |
DFNM | 5,056 | $245 | 12/31/2023 |
Creative Planning | 5,010 | $243 | 12/31/2023 |
DFNM | 5,010 | $243 | 12/31/2023 |
Flow Traders U.S. LLC | 4,817 | $234 | 12/31/2023 |
DFNM | 4,817 | $234 | 12/31/2023 |
MML Investors Services LLC | 4,388 | $213 | 12/31/2023 |
DFNM | 4,388 | $213 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 4,206 | $204 | 12/31/2023 |
DFNM | 4,206 | $204 | 12/31/2023 |
Alpha Financial Advisors LLC | 4,200 | $204 | 12/31/2023 |
DFNM | 4,200 | $204 | 12/31/2023 |
CVA Family Office LLC | 4,125 | $198 | 03/31/2024 |
DFNM | 4,125 | $198 | 03/31/2024 |
Annapolis Financial Services LLC | 3,867 | $186 | 03/31/2024 |
DFNM | 3,867 | $186 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 3,705 | $180 | 12/31/2023 |
DFNM | 3,705 | $180 | 12/31/2023 |
Creative Capital Management Investments LLC | 1,842 | $89 | 12/31/2023 |
DFNM | 1,842 | $89 | 12/31/2023 |
Global Retirement Partners LLC | 961 | $46 | 12/31/2023 |
DFNM | 961 | $46 | 12/31/2023 |
Advisory Services Network LLC | 683 | $33 | 12/31/2023 |
DFNM | 683 | $33 | 12/31/2023 |
Signature Resources Capital Management LLC | 663 | $32 | 03/31/2024 |
DFNM | 663 | $32 | 03/31/2024 |
IFP Advisors Inc | 626 | $30 | 12/31/2023 |
DFNM | 626 | $30 | 12/31/2023 |
SJS Investment Consulting Inc. | 454 | $22 | 03/31/2024 |
DFNM | 454 | $22 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 341 | $16 | 12/31/2023 |
DFNM | 341 | $16 | 12/31/2023 |
AdvisorNet Financial Inc | 300 | $14 | 03/31/2024 |
DFNM | 300 | $14 | 03/31/2024 |
Penserra Capital Management LLC | 153 | $7 | 12/31/2023 |
DFNM | 153 | $7 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 132 | $6 | 12/31/2023 |
DFNM | 132 | $6 | 12/31/2023 |
FMR LLC | 88 | $4 | 12/31/2023 |
DFNM | 88 | $4 | 12/31/2023 |
Clearstead Advisors LLC | 87 | $4 | 12/31/2023 |
DFNM | 87 | $4 | 12/31/2023 |
Blair William & Co. IL | 16 | $1 | 12/31/2023 |
DFNM | 16 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
DFNM | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFNM
See Details: Top 10 Hedge Funds Holding DFNM
Also See: DFNM Holdings Changes
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