Funds Holding DFSD

On this page, we present all of the funds holding DFSD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFSD, with a link to that fund's top holdings. The next columns indicate the amount of DFSD stock held by each of the funds holding DFSD, followed by the DFSD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 67 funds holding DFSD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Assetmark Inc.. For more details on the positions held by Assetmark Inc. (or by any of the other funds holding DFSD), click the fund name in the "Holder" column of the funds-holding-DFSD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Assetmark Inc.1,311,246$61,586 06/30/2022
     DFSD1,311,246$61,586 06/30/2022
Allworth Financial LP753,042$35,303 06/30/2022
     DFSD753,042$35,303 06/30/2022
Adams Chetwood Wealth Management LLC680,711$32,599 03/31/2022
     DFSD680,711$32,599 03/31/2022
Triad Financial Advisors Inc.571,542$26,794 06/30/2022
     DFSD571,542$26,794 06/30/2022
Envestnet Asset Management Inc.447,680$20,987 06/30/2022
     DFSD447,680$20,987 06/30/2022
Park Avenue Securities LLC355,928$16,686 06/30/2022
     DFSD355,928$16,686 06/30/2022
Chicago Partners Investment Group LLC330,192$15,687 06/30/2022
     DFSD330,192$15,687 06/30/2022
Cetera Advisors LLC327,816$15,368 06/30/2022
     DFSD327,816$15,368 06/30/2022
Jane Street Group LLC253,745$11,896 06/30/2022
     DFSD253,745$11,896 06/30/2022
Phillips Financial Management LLC244,222$11,449 06/30/2022
     DFSD244,222$11,449 06/30/2022
Wealthquest Corp154,472$7,241 06/30/2022
     DFSD154,472$7,241 06/30/2022
Great Point Wealth Advisors LLC122,851$5,759 06/30/2022
     DFSD122,851$5,759 06/30/2022
Tortoise Investment Management LLC116,840$5,477 06/30/2022
     DFSD116,840$5,477 06/30/2022
Annapolis Financial Services LLC82,162$3,852 06/30/2022
     DFSD82,162$3,852 06/30/2022
Commonwealth Equity Services LLC75,310$3,530 06/30/2022
     DFSD75,310$3,530 06/30/2022
Tanager Wealth Management LLP68,412$3,207 06/30/2022
     DFSD68,412$3,207 06/30/2022
Gradient Capital Advisors LLC52,210$2,448 06/30/2022
     DFSD52,210$2,448 06/30/2022
AE Wealth Management LLC46,535$2,182 06/30/2022
     DFSD46,535$2,182 06/30/2022
Applied Capital LLC42,490$1,992 06/30/2022
     DFSD42,490$1,992 06/30/2022
Silicon Hills Wealth Management LLC39,436$1,849 06/30/2022
     DFSD39,436$1,849 06/30/2022
Wolff Wiese Magana LLC37,496$1,758 06/30/2022
     DFSD37,496$1,758 06/30/2022
OLD Mission Capital LLC36,866$1,728 06/30/2022
     DFSD36,866$1,728 06/30/2022
Five Oceans Advisors30,254$1,418 06/30/2022
     DFSD30,254$1,418 06/30/2022
AWM Capital LLC29,704$1,393 06/30/2022
     DFSD29,704$1,393 06/30/2022
SC&H Financial Advisors Inc.28,620$1,342 06/30/2022
     DFSD28,620$1,342 06/30/2022
CFS Investment Advisory Services LLC25,761$1,208 06/30/2022
     DFSD25,761$1,208 06/30/2022
PBMares Wealth Management LLC25,636$1,202 06/30/2022
     DFSD25,636$1,202 06/30/2022
Bridge Advisory LLC24,559$1,152 06/30/2022
     DFSD24,559$1,152 06/30/2022
Sax Wealth Advisors LLC24,084$1,129 06/30/2022
     DFSD24,084$1,129 06/30/2022
Sutton Place Investors LLC19,270$903 06/30/2022
     DFSD19,270$903 06/30/2022
FirstPurpose Wealth LLC18,217$854 06/30/2022
     DFSD18,217$854 06/30/2022
Affinity Capital Advisors LLC17,888$839 06/30/2022
     DFSD17,888$839 06/30/2022
Henrickson Nauta Wealth Advisors Inc.17,212$807 06/30/2022
     DFSD17,212$807 06/30/2022
LVZ Advisors Inc.16,797$787 06/30/2022
     DFSD16,797$787 06/30/2022
16,675$782 06/30/2022
     DFSD16,675$782 06/30/2022
16,554$776 06/30/2022
     DFSD16,554$776 06/30/2022
DBK Financial Counsel LLC13,060$612 06/30/2022
     DFSD13,060$612 06/30/2022
Nwam LLC12,063$570 06/30/2022
     DFSD12,063$570 06/30/2022
Global Trust Asset Management LLC11,860$556 06/30/2022
     DFSD11,860$556 06/30/2022
Shearwater Capital LLC11,491$539 06/30/2022
     DFSD11,491$539 06/30/2022
Pure Financial Advisors Inc.11,364$533 06/30/2022
     DFSD11,364$533 06/30/2022
Orion Portfolio Solutions LLC11,025$517 06/30/2022
     DFSD11,025$517 06/30/2022
Firethorn Wealth Partners LLC9,962$473 06/30/2022
     DFSD9,962$473 06/30/2022
Avantax Advisory Services Inc.8,600$403 06/30/2022
     DFSD8,600$403 06/30/2022
Atria Wealth Solutions Inc.8,262$387 06/30/2022
     DFSD8,262$387 06/30/2022
Buckingham Strategic Partners8,202$385 06/30/2022
     DFSD8,202$385 06/30/2022
LPL Financial LLC8,032$377 06/30/2022
     DFSD8,032$377 06/30/2022
Austin Asset Management Co Inc7,500$352 06/30/2022
     DFSD7,500$352 06/30/2022
Baldrige Asset Management LLC7,465$350 06/30/2022
     DFSD7,465$350 06/30/2022
Mutual Advisors LLC7,418$348 06/30/2022
     DFSD7,418$348 06/30/2022
EverSource Wealth Advisors LLC7,414$347 06/30/2022
     DFSD7,414$347 06/30/2022
Blossom Wealth Management7,333$344 06/30/2022
     DFSD7,333$344 06/30/2022
Bank of America Corp DE6,930$325 06/30/2022
     DFSD6,930$325 06/30/2022
Rehmann Capital Advisory Group6,269$294 06/30/2022
     DFSD6,269$294 06/30/2022
Straight Path Wealth Management6,169$289 06/30/2022
     DFSD6,169$289 06/30/2022
Cpwm LLC5,856$275 06/30/2022
     DFSD5,856$275 06/30/2022
Buckingham Strategic Wealth LLC5,600$263 06/30/2022
     DFSD5,600$263 06/30/2022
Cambridge Investment Research Advisors Inc.5,147$241 06/30/2022
     DFSD5,147$241 06/30/2022
Geometric Wealth Advisors5,071$238 06/30/2022
     DFSD5,071$238 06/30/2022
Great Valley Advisor Group Inc.4,582$215 06/30/2022
     DFSD4,582$215 06/30/2022
4,337$204 06/30/2022
     DFSD4,337$204 06/30/2022
Advisor Group Holdings Inc.2,805$132 06/30/2022
     DFSD2,805$132 06/30/2022
Orion Capital Management LLC1,490$70 06/30/2022
     DFSD1,490$70 06/30/2022
Royal Bank of Canada1,393$65 06/30/2022
     DFSD1,393$65 06/30/2022
SJS Investment Consulting Inc.1,296$62 03/31/2022
     DFSD1,296$62 03/31/2022
IFP Advisors Inc502$25 06/30/2022
     DFSD502$25 06/30/2022
C M Bidwell & Associates Ltd.125$6 06/30/2022
     DFSD125$6 06/30/2022
Proequities Inc.0$0 06/30/2022
     DFSD0$0 06/30/2022

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

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