HoldingsChannel.com
Funds Holding DFNM

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Truepoint Inc.2,376,583$115,288 12/31/2023
     DFNM2,376,583$115,288 12/31/2023
Foster Group Inc.1,256,885$60,444 03/31/2024
     DFNM1,256,885$60,444 03/31/2024
First Ascent Asset Management LLC901,027$43,709 12/31/2023
     DFNM901,027$43,709 12/31/2023
Beaird Harris Wealth Management LLC854,405$41,447 12/31/2023
     DFNM854,405$41,447 12/31/2023
Sequoia Financial Advisors LLC759,838$36,860 12/31/2023
     DFNM759,838$36,860 12/31/2023
Pathstone Holdings LLC726,910$35,262 12/31/2023
     DFNM726,910$35,262 12/31/2023
Buckingham Strategic Wealth LLC705,547$34,226 12/31/2023
     DFNM705,547$34,226 12/31/2023
MBL Wealth LLC651,948$31,626 12/31/2023
     DFNM651,948$31,626 12/31/2023
Commonwealth Equity Services LLC555,237$26,935 12/31/2023
     DFNM555,237$26,935 12/31/2023
Austin Wealth Management LLC490,704$23,711 12/31/2023
     DFNM490,704$23,711 12/31/2023
Wealth Enhancement Advisory Services LLC472,530$22,724 03/31/2024
     DFNM472,530$22,724 03/31/2024
Rather & Kittrell Inc.435,659$21,134 12/31/2023
     DFNM435,659$21,134 12/31/2023
Graves Light Private Wealth Management Inc.399,832$19,396 12/31/2023
     DFNM399,832$19,396 12/31/2023
Landmark Financial Advisors LLC337,148$16,355 12/31/2023
     DFNM337,148$16,355 12/31/2023
RAM Investment Partners LLC315,948$15,327 12/31/2023
     DFNM315,948$15,327 12/31/2023
PBMares Wealth Management LLC284,103$13,782 12/31/2023
     DFNM284,103$13,782 12/31/2023
Apella Capital LLC272,127$13,040 03/31/2024
     DFNM272,127$13,040 03/31/2024
Asset Planning Corporation247,127$11,988 12/31/2023
     DFNM247,127$11,988 12/31/2023
Assetmark Inc.242,316$11,755 12/31/2023
     DFNM242,316$11,755 12/31/2023
Mattern Wealth Management LLC241,309$11,706 12/31/2023
     DFNM241,309$11,706 12/31/2023
Confluence Investment Management LLC230,287$11,075 03/31/2024
     DFNM230,287$11,075 03/31/2024
LPL Financial LLC222,840$10,810 12/31/2023
     DFNM222,840$10,810 12/31/2023
Integrated Wealth Concepts LLC208,925$10,135 12/31/2023
     DFNM208,925$10,135 12/31/2023
Compass Financial Group Inc.188,966$9,167 12/31/2023
     DFNM188,966$9,167 12/31/2023
Collective Family Office LLC189,543$9,115 03/31/2024
     DFNM189,543$9,115 03/31/2024
Resonant Capital Advisors LLC178,573$8,663 12/31/2023
     DFNM178,573$8,663 12/31/2023
Maryland Capital Advisors Inc.178,201$8,570 03/31/2024
     DFNM178,201$8,570 03/31/2024
West Financial Advisors LLC167,996$8,079 03/31/2024
     DFNM167,996$8,079 03/31/2024
CI Private Wealth LLC125,762$6,101 12/31/2023
     DFNM125,762$6,101 12/31/2023
Savant Capital LLC125,278$6,077 12/31/2023
     DFNM125,278$6,077 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors106,058$5,145 12/31/2023
     DFNM106,058$5,145 12/31/2023
Evanson Asset Management LLC103,070$4,957 03/31/2024
     DFNM103,070$4,957 03/31/2024
Stifel Financial Corp100,122$4,857 12/31/2023
     DFNM100,122$4,857 12/31/2023
Legacy Financial Group Inc.97,583$4,734 12/31/2023
     DFNM97,583$4,734 12/31/2023
Wescott Financial Advisory Group LLC93,288$4,525 12/31/2023
     DFNM93,288$4,525 12/31/2023
Modera Wealth Management LLC82,732$4,013 12/31/2023
     DFNM82,732$4,013 12/31/2023
Envestnet Asset Management Inc.80,119$3,887 12/31/2023
     DFNM80,119$3,887 12/31/2023
Buckingham Strategic Partners79,589$3,861 12/31/2023
     DFNM79,589$3,861 12/31/2023
Mercer Global Advisors Inc. ADV78,529$3,809 12/31/2023
     DFNM78,529$3,809 12/31/2023
Warren Averett Asset Management LLC77,992$3,783 12/31/2023
     DFNM77,992$3,783 12/31/2023
GEM Asset Management LLC76,565$3,714 12/31/2023
     DFNM76,565$3,714 12/31/2023
Core Wealth Management Inc.76,136$3,693 12/31/2023
     DFNM76,136$3,693 12/31/2023
American Investment Services Inc.75,169$3,646 12/31/2023
     DFNM75,169$3,646 12/31/2023
Verus Financial Partners Inc.73,574$3,544 12/31/2023
     DFNM73,574$3,544 12/31/2023
Allworth Financial LP73,062$3,544 12/31/2023
     DFNM73,062$3,544 12/31/2023
JPMorgan Chase & Co.71,917$3,489 12/31/2023
     DFNM71,917$3,489 12/31/2023
FF Advisors LLC71,775$3,452 03/31/2024
     DFNM71,775$3,452 03/31/2024
Mather Group LLC.66,015$3,202 03/31/2024
     DFNM66,015$3,202 03/31/2024
US Bancorp DE65,372$3,171 12/31/2023
     DFNM65,372$3,171 12/31/2023
Bank of America Corp DE62,120$3,013 12/31/2023
     DFNM62,120$3,013 12/31/2023
Phillips Financial Management LLC57,773$2,803 12/31/2023
     DFNM57,773$2,803 12/31/2023
Relative Value Partners Group LLC51,368$2,492 12/31/2023
     DFNM51,368$2,492 12/31/2023
Sage Rhino Capital LLC48,594$2,357 12/31/2023
     DFNM48,594$2,357 12/31/2023
Liberty Capital Management Inc.47,167$2,268 03/31/2024
     DFNM47,167$2,268 03/31/2024
Private Advisor Group LLC46,620$2,262 12/31/2023
     DFNM46,620$2,262 12/31/2023
Landmark Wealth Management LLC45,820$2,223 12/31/2023
     DFNM45,820$2,223 12/31/2023
Helen Stephens Group LLC42,409$2,039 03/31/2024
     DFNM42,409$2,039 03/31/2024
Integrity Wealth Solutions LLC42,086$2,024 03/31/2024
     DFNM42,086$2,024 03/31/2024
Truist Financial Corp40,250$1,953 12/31/2023
     DFNM40,250$1,953 12/31/2023
DiNuzzo Private Wealth Inc.39,397$1,911 12/31/2023
     DFNM39,397$1,911 12/31/2023
Lincoln National Corp37,578$1,823 12/31/2023
     DFNM37,578$1,823 12/31/2023
Baker Avenue Asset Management LP36,787$1,785 12/31/2023
     DFNM36,787$1,785 12/31/2023
Blume Capital Management Inc.35,122$1,704 12/31/2023
     DFNM35,122$1,704 12/31/2023
North Ridge Wealth Advisors Inc.33,981$1,648 12/31/2023
     DFNM33,981$1,648 12/31/2023
Park Avenue Securities LLC33,242$1,599 03/31/2024
     DFNM33,242$1,599 03/31/2024
Forum Financial Management LP32,499$1,577 12/31/2023
     DFNM32,499$1,577 12/31/2023
Elevate Wealth Advisory Inc.31,786$1,542 12/31/2023
     DFNM31,786$1,542 12/31/2023
Shearwater Capital LLC31,604$1,520 03/31/2024
     DFNM31,604$1,520 03/31/2024
Patriot Financial Group Insurance Agency LLC31,265$1,517 12/31/2023
     DFNM31,265$1,517 12/31/2023
Strategic Investment Solutions Inc. IL28,004$1,359 12/31/2023
     DFNM28,004$1,359 12/31/2023
Physician Wealth Solutions Inc.27,331$1,326 12/31/2023
     DFNM27,331$1,326 12/31/2023
Eldridge Investment Advisors Inc.26,815$1,301 12/31/2023
     DFNM26,815$1,301 12/31/2023
One Degree Advisors Inc25,583$1,234 12/31/2023
     DFNM25,583$1,234 12/31/2023
Oceanside Advisors LLC25,405$1,232 12/31/2023
     DFNM25,405$1,232 12/31/2023
Resources Investment Advisors LLC.23,658$1,148 12/31/2023
     DFNM23,658$1,148 12/31/2023
White Wing Wealth Management23,054$1,107 03/31/2024
     DFNM23,054$1,107 03/31/2024
Investmark Advisory Group LLC21,144$1,026 12/31/2023
     DFNM21,144$1,026 12/31/2023
Sax Wealth Advisors LLC20,999$1,019 12/31/2023
     DFNM20,999$1,019 12/31/2023
Main Street Financial Solutions LLC20,673$1,003 12/31/2023
     DFNM20,673$1,003 12/31/2023
HighTower Advisors LLC19,910$966 12/31/2023
     DFNM19,910$966 12/31/2023
Roberts Glore & Co. Inc. IL19,600$951 12/31/2023
     DFNM19,600$951 12/31/2023
Safeguard Investment Advisory Group LLC19,320$937 12/31/2023
     DFNM19,320$937 12/31/2023
Pure Financial Advisors Inc.19,006$914 03/31/2024
     DFNM19,006$914 03/31/2024
Soundmark Wealth Management LLC18,563$893 03/31/2024
     DFNM18,563$893 03/31/2024
Advisor Group Holdings Inc.18,603$893 12/31/2023
     DFNM18,603$893 12/31/2023
Belpointe Asset Management LLC17,523$850 12/31/2023
     DFNM17,523$850 12/31/2023
PrairieView Partners LLC17,058$827 12/31/2023
     DFNM17,058$827 12/31/2023
Disciplined Investments LLC16,767$806 03/31/2024
     DFNM16,767$806 03/31/2024
Heritage Wealth Management Inc. CA 15,896$771 12/31/2023
     DFNM15,896$771 12/31/2023
Quarry Hill Advisors LLC15,633$758 12/31/2023
     DFNM15,633$758 12/31/2023
Five Oceans Advisors15,722$756 03/31/2024
     DFNM15,722$756 03/31/2024
25 LLC14,755$716 12/31/2023
     DFNM14,755$716 12/31/2023
Spinnaker Investment Group LLC14,431$694 03/31/2024
     DFNM14,431$694 03/31/2024
Avestar Capital LLC14,154$687 12/31/2023
     DFNM14,154$687 12/31/2023
Texas Capital Bank Wealth Management Services Inc.13,831$671 12/31/2023
     DFNM13,831$671 12/31/2023
Wealthspan Partners LLC13,478$654 12/31/2023
     DFNM13,478$654 12/31/2023
Bridgeworth LLC12,548$609 12/31/2023
     DFNM12,548$609 12/31/2023
Western Wealth Management LLC12,098$587 12/31/2023
     DFNM12,098$587 12/31/2023
Captrust Financial Advisors11,760$570 12/31/2023
     DFNM11,760$570 12/31/2023
GWM Advisors LLC11,773$567 12/31/2023
     DFNM11,773$567 12/31/2023
Websterrogers Financial Advisors LLC11,587$562 12/31/2023
     DFNM11,587$562 12/31/2023
Dynamic Advisor Solutions LLC11,630$559 03/31/2024
     DFNM11,630$559 03/31/2024
WPWealth LLP11,389$552 12/31/2023
     DFNM11,389$552 12/31/2023
Rockwood Wealth Management LLC11,059$536 12/31/2023
     DFNM11,059$536 12/31/2023
Grunden Financial Advisory Inc.10,574$513 12/31/2023
     DFNM10,574$513 12/31/2023
WMS Partners LLC10,505$510 12/31/2023
     DFNM10,505$510 12/31/2023
UMA Financial Services Inc.10,676$509 03/31/2024
     DFNM10,676$509 03/31/2024
DecisionPoint Financial LLC10,098$490 12/31/2023
     DFNM10,098$490 12/31/2023
CPA Asset Management LLC10,083$489 12/31/2023
     DFNM10,083$489 12/31/2023
Wealthstream Advisors Inc.9,980$484 12/31/2023
     DFNM9,980$484 12/31/2023
McIlrath & Eck LLC9,697$470 12/31/2023
     DFNM9,697$470 12/31/2023
Firethorn Wealth Partners LLC9,367$450 03/31/2024
     DFNM9,367$450 03/31/2024
Rehmann Capital Advisory Group8,801$427 12/31/2023
     DFNM8,801$427 12/31/2023
Morgan Stanley8,619$418 12/31/2023
     DFNM8,619$418 12/31/2023
Sawtooth Solutions LLC8,203$398 12/31/2023
     DFNM8,203$398 12/31/2023
Bleakley Financial Group LLC8,203$398 12/31/2023
     DFNM8,203$398 12/31/2023
AE Wealth Management LLC8,200$395 12/31/2023
     DFNM8,200$395 12/31/2023
Royal Bank of Canada8,116$394 12/31/2023
     DFNM8,116$394 12/31/2023
Diversified Portfolios Inc.7,962$386 12/31/2023
     DFNM7,962$386 12/31/2023
RCS Financial Planning LLC7,696$373 12/31/2023
     DFNM7,696$373 12/31/2023
Beta Wealth Group Inc.7,564$367 12/31/2023
     DFNM7,564$367 12/31/2023
Copperleaf Capital LLC7,429$360 12/31/2023
     DFNM7,429$360 12/31/2023
Waypoint Capital Advisors LLC6,902$335 12/31/2023
     DFNM6,902$335 12/31/2023
OLD Mission Capital LLC6,837$332 12/31/2023
     DFNM6,837$332 12/31/2023
Red Lighthouse Investment Management LLC6,377$309 12/31/2023
     DFNM6,377$309 12/31/2023
Farther Finance Advisors LLC6,156$299 12/31/2023
     DFNM6,156$299 12/31/2023
Colonial Trust Co SC6,133$297 12/31/2023
     DFNM6,133$297 12/31/2023
Betterment LLC6,006$291 12/31/2023
     DFNM6,006$291 12/31/2023
KFG Wealth Management LLC5,705$274 03/31/2024
     DFNM5,705$274 03/31/2024
Teamwork Financial Advisors LLC5,520$265 03/31/2024
     DFNM5,520$265 03/31/2024
Comerica Bank5,414$263 12/31/2023
     DFNM5,414$263 12/31/2023
Breakwater Capital Group5,386$259 03/31/2024
     DFNM5,386$259 03/31/2024
Envision Financial Planning LLC5,288$257 12/31/2023
     DFNM5,288$257 12/31/2023
SeaCrest Wealth Management LLC5,294$255 03/31/2024
     DFNM5,294$255 03/31/2024
LJI Wealth Management LLC5,244$254 12/31/2023
     DFNM5,244$254 12/31/2023
IFG Advisory LLC5,186$252 12/31/2023
     DFNM5,186$252 12/31/2023
Seaside Wealth Management Inc.5,094$245 03/31/2024
     DFNM5,094$245 03/31/2024
Clear Creek Financial Management LLC5,056$245 12/31/2023
     DFNM5,056$245 12/31/2023
Creative Planning5,010$243 12/31/2023
     DFNM5,010$243 12/31/2023
Flow Traders U.S. LLC4,817$234 12/31/2023
     DFNM4,817$234 12/31/2023
MML Investors Services LLC4,388$213 12/31/2023
     DFNM4,388$213 12/31/2023
Glass Jacobson Investment Advisors llc4,206$204 12/31/2023
     DFNM4,206$204 12/31/2023
Alpha Financial Advisors LLC4,200$204 12/31/2023
     DFNM4,200$204 12/31/2023
CVA Family Office LLC4,125$198 03/31/2024
     DFNM4,125$198 03/31/2024
Annapolis Financial Services LLC3,867$186 03/31/2024
     DFNM3,867$186 03/31/2024
GPS Wealth Strategies Group LLC3,705$180 12/31/2023
     DFNM3,705$180 12/31/2023
Creative Capital Management Investments LLC1,842$89 12/31/2023
     DFNM1,842$89 12/31/2023
Global Retirement Partners LLC961$46 12/31/2023
     DFNM961$46 12/31/2023
Advisory Services Network LLC683$33 12/31/2023
     DFNM683$33 12/31/2023
Signature Resources Capital Management LLC663$32 03/31/2024
     DFNM663$32 03/31/2024
IFP Advisors Inc626$30 12/31/2023
     DFNM626$30 12/31/2023
SJS Investment Consulting Inc.454$22 03/31/2024
     DFNM454$22 03/31/2024
Householder Group Estate & Retirement Specialist LLC341$16 12/31/2023
     DFNM341$16 12/31/2023
AdvisorNet Financial Inc300$14 03/31/2024
     DFNM300$14 03/31/2024
Penserra Capital Management LLC153$7 12/31/2023
     DFNM153$7 12/31/2023
Northwestern Mutual Wealth Management Co.132$6 12/31/2023
     DFNM132$6 12/31/2023
FMR LLC88$4 12/31/2023
     DFNM88$4 12/31/2023
Clearstead Advisors LLC87$4 12/31/2023
     DFNM87$4 12/31/2023
Blair William & Co. IL16$1 12/31/2023
     DFNM16$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     DFNM0$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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