HoldingsChannel.com
Funds Holding DFSV

On this page, we present all of the funds holding DFSV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFSV, with a link to that fund's top holdings. The next columns indicate the amount of DFSV stock held by each of the funds holding DFSV, followed by the DFSV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 256 funds holding DFSV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Alaska Permanent Fund Corp. For more details on the positions held by Alaska Permanent Fund Corp (or by any of the other funds holding DFSV), click the fund name in the "Holder" column of the funds-holding-DFSV table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Alaska Permanent Fund Corp8,205,327$246,980 03/31/2024
     DFSV8,205,327$246,980 03/31/2024
JMG Financial Group Ltd.4,372,800$127,336 12/31/2023
     DFSV4,372,800$127,336 12/31/2023
EP Wealth Advisors LLC2,572,574$74,913 12/31/2023
     DFSV2,572,574$74,913 12/31/2023
Savant Capital LLC2,257,574$65,741 12/31/2023
     DFSV2,257,574$65,741 12/31/2023
CI Private Wealth LLC1,924,856$56,052 12/31/2023
     DFSV1,924,856$56,052 12/31/2023
Modera Wealth Management LLC1,888,037$54,980 12/31/2023
     DFSV1,888,037$54,980 12/31/2023
Ritholtz Wealth Management1,881,870$54,800 12/31/2023
     DFSV1,881,870$54,800 12/31/2023
Index Fund Advisors Inc.1,307,071$38,062 12/31/2023
     DFSV1,307,071$38,062 12/31/2023
DiNuzzo Private Wealth Inc.1,235,194$35,969 12/31/2023
     DFSV1,235,194$35,969 12/31/2023
Arista Wealth Management LLC1,058,454$30,822 12/31/2023
     DFSV1,058,454$30,822 12/31/2023
Cable Hill Partners LLC1,087,459$30,764 12/31/2023
     DFSV1,087,459$30,764 12/31/2023
Pathstone Holdings LLC1,027,574$29,923 12/31/2023
     DFSV1,027,574$29,923 12/31/2023
Stordahl Capital Management Inc.822,120$24,746 03/31/2024
     DFSV822,120$24,746 03/31/2024
LPL Financial LLC793,537$23,108 12/31/2023
     DFSV793,537$23,108 12/31/2023
Jackson Thornton Asset Management LLC768,347$22,374 12/31/2023
     DFSV768,347$22,374 12/31/2023
Commonwealth Equity Services LLC740,922$21,576 12/31/2023
     DFSV740,922$21,576 12/31/2023
Truepoint Inc.729,323$21,238 12/31/2023
     DFSV729,323$21,238 12/31/2023
Alpha Financial Advisors LLC705,320$20,539 12/31/2023
     DFSV705,320$20,539 12/31/2023
Mosaic Family Wealth Partners LLC697,306$20,306 12/31/2023
     DFSV697,306$20,306 12/31/2023
Seaside Wealth Management Inc.667,071$20,079 03/31/2024
     DFSV667,071$20,079 03/31/2024
Evanson Asset Management LLC631,751$19,016 03/31/2024
     DFSV631,751$19,016 03/31/2024
Buckingham Strategic Wealth LLC644,523$18,769 12/31/2023
     DFSV644,523$18,769 12/31/2023
Retirement Solution Inc.634,162$18,467 12/31/2023
     DFSV634,162$18,467 12/31/2023
AE Wealth Management LLC640,618$18,399 12/31/2023
     DFSV640,618$18,399 12/31/2023
Vestmark Advisory Solutions Inc.625,366$18,211 12/31/2023
     DFSV625,366$18,211 12/31/2023
BetterWealth LLC597,086$17,972 03/31/2024
     DFSV597,086$17,972 03/31/2024
Bridgeworth LLC568,749$16,562 12/31/2023
     DFSV568,749$16,562 12/31/2023
Hassell Wealth Management LLC543,865$15,729 12/31/2023
     DFSV543,865$15,729 12/31/2023
GWM Advisors LLC550,465$15,642 12/31/2023
     DFSV550,465$15,642 12/31/2023
Integris Wealth Management LLC534,973$15,578 12/31/2023
     DFSV534,973$15,578 12/31/2023
Exencial Wealth Advisors LLC530,596$15,451 12/31/2023
     DFSV530,596$15,451 12/31/2023
Private Wealth Management Group LLC530,179$15,439 12/31/2023
     DFSV530,179$15,439 12/31/2023
Safeguard Investment Advisory Group LLC519,101$15,116 12/31/2023
     DFSV519,101$15,116 12/31/2023
Geneos Wealth Management Inc.502,865$14,643 12/31/2023
     DFSV502,865$14,643 12/31/2023
Jentner Corp496,406$14,455 12/31/2023
     DFSV496,406$14,455 12/31/2023
Waterway Wealth Management LLC471,349$14,188 03/31/2024
     DFSV471,349$14,188 03/31/2024
Bank of Montreal Can479,522$14,132 12/31/2023
     DFSV479,522$14,132 12/31/2023
Chicago Partners Investment Group LLC493,452$13,984 12/31/2023
     DFSV493,452$13,984 12/31/2023
Raymond James Financial Services Advisors Inc.478,840$13,944 12/31/2023
     DFSV478,840$13,944 12/31/2023
Root Financial Partners LLC455,091$13,252 12/31/2023
     DFSV455,091$13,252 12/31/2023
Vance Wealth Inc.437,875$12,751 12/31/2023
     DFSV437,875$12,751 12/31/2023
Leading Edge Financial Planning LLC411,586$11,985 12/31/2023
     DFSV411,586$11,985 12/31/2023
Wealth Enhancement Advisory Services LLC397,541$11,966 03/31/2024
     DFSV397,541$11,966 03/31/2024
Cerity Partners LLC392,935$11,442 12/31/2023
     DFSV392,935$11,442 12/31/2023
HighTower Advisors LLC380,655$11,085 12/31/2023
     DFSV380,655$11,085 12/31/2023
Zhang Financial LLC376,567$10,966 12/31/2023
     DFSV376,567$10,966 12/31/2023
Grunden Financial Advisory Inc.375,134$10,924 12/31/2023
     DFSV375,134$10,924 12/31/2023
Well Done LLC362,635$10,915 03/31/2024
     DFSV362,635$10,915 03/31/2024
Creative Planning372,577$10,849 12/31/2023
     DFSV372,577$10,849 12/31/2023
Bank of America Corp DE347,229$10,111 12/31/2023
     DFSV347,229$10,111 12/31/2023
Oceanside Advisors LLC332,050$9,669 12/31/2023
     DFSV332,050$9,669 12/31/2023
Krilogy Financial LLC331,235$9,646 12/31/2023
     DFSV331,235$9,646 12/31/2023
Eqis Capital Management Inc.330,249$9,617 12/31/2023
     DFSV330,249$9,617 12/31/2023
Advisor Group Holdings Inc.324,409$9,448 12/31/2023
     DFSV324,409$9,448 12/31/2023
Total Wealth Planning LLC301,657$9,080 03/31/2024
     DFSV301,657$9,080 03/31/2024
Pinnacle Associates Ltd.301,298$8,774 12/31/2023
     DFSV301,298$8,774 12/31/2023
Pinnacle Wealth Management Advisory Group LLC301,298$8,774 12/31/2023
     DFSV301,298$8,774 12/31/2023
Hill Investment Group Partners LLC288,055$8,388 12/31/2023
     DFSV288,055$8,388 12/31/2023
Equita Financial Network Inc.276,582$8,054 12/31/2023
     DFSV276,582$8,054 12/31/2023
Rather & Kittrell Inc.274,238$7,986 12/31/2023
     DFSV274,238$7,986 12/31/2023
Strategic Investment Solutions Inc. IL272,798$7,944 12/31/2023
     DFSV272,798$7,944 12/31/2023
Northern Trust Corp256,341$7,465 12/31/2023
     DFSV256,341$7,465 12/31/2023
AdvisorNet Financial Inc241,010$7,254 03/31/2024
     DFSV241,010$7,254 03/31/2024
Financial Architects LLC243,545$7,092 12/31/2023
     DFSV243,545$7,092 12/31/2023
Abel Hall LLC235,120$6,847 12/31/2023
     DFSV235,120$6,847 12/31/2023
RCS Financial Planning LLC233,744$6,807 12/31/2023
     DFSV233,744$6,807 12/31/2023
JPMorgan Chase & Co.233,340$6,795 12/31/2023
     DFSV233,340$6,795 12/31/2023
Ballentine Capital Advisors Inc235,154$6,615 12/31/2023
     DFSV235,154$6,615 12/31/2023
Wealth Dimensions Group Ltd.221,409$6,447 12/31/2023
     DFSV221,409$6,447 12/31/2023
Cahill Wealth Management LLC219,109$6,380 12/31/2023
     DFSV219,109$6,380 12/31/2023
Advisory Services & Investments LLC209,501$6,306 03/31/2024
     DFSV209,501$6,306 03/31/2024
Peapack Gladstone Financial Corp214,671$6,251 12/31/2023
     DFSV214,671$6,251 12/31/2023
Mariner LLC214,435$6,244 12/31/2023
     DFSV214,435$6,244 12/31/2023
Yeomans Consulting Group Inc.213,999$6,232 12/31/2023
     DFSV213,999$6,232 12/31/2023
Diversified Portfolios Inc.212,312$6,183 12/31/2023
     DFSV212,312$6,183 12/31/2023
Signet Financial Management LLC193,549$5,826 03/31/2024
     DFSV193,549$5,826 03/31/2024
Relative Value Partners Group LLC196,687$5,728 12/31/2023
     DFSV196,687$5,728 12/31/2023
Aveo Capital Partners LLC194,036$5,650 12/31/2023
     DFSV194,036$5,650 12/31/2023
Beacon Pointe Advisors LLC184,359$5,369 12/31/2023
     DFSV184,359$5,369 12/31/2023
Tobias Financial Advisors Inc.181,135$5,275 12/31/2023
     DFSV181,135$5,275 12/31/2023
Physician Wealth Solutions Inc.177,951$5,182 12/31/2023
     DFSV177,951$5,182 12/31/2023
Buckingham Strategic Partners173,950$5,065 12/31/2023
     DFSV173,950$5,065 12/31/2023
Phillips Financial Management LLC168,898$4,918 12/31/2023
     DFSV168,898$4,918 12/31/2023
Jane Street Group LLC164,311$4,785 12/31/2023
     DFSV164,311$4,785 12/31/2023
Envestnet Asset Management Inc.155,145$4,518 12/31/2023
     DFSV155,145$4,518 12/31/2023
McIlrath & Eck LLC145,175$4,227 12/31/2023
     DFSV145,175$4,227 12/31/2023
Sterling Financial Planning Inc.141,766$4,128 12/31/2023
     DFSV141,766$4,128 12/31/2023
Advisory Alpha LLC139,252$4,055 12/31/2023
     DFSV139,252$4,055 12/31/2023
Annapolis Financial Services LLC129,305$3,892 03/31/2024
     DFSV129,305$3,892 03/31/2024
True Wealth Design LLC122,943$3,580 12/31/2023
     DFSV122,943$3,580 12/31/2023
Wealthsource Partners LLC112,643$3,280 12/31/2023
     DFSV112,643$3,280 12/31/2023
Keb Asset Management LLC111,972$3,261 12/31/2023
     DFSV111,972$3,261 12/31/2023
Trust Co of the South107,423$3,233 03/31/2024
     DFSV107,423$3,233 03/31/2024
Morgan Stanley110,001$3,203 12/31/2023
     DFSV110,001$3,203 12/31/2023
American Investment Services Inc.109,095$3,177 12/31/2023
     DFSV109,095$3,177 12/31/2023
Schoolcraft Capital LLC104,687$3,151 03/31/2024
     DFSV104,687$3,151 03/31/2024
Cravens & Co Advisors LLC103,120$3,104 03/31/2024
     DFSV103,120$3,104 03/31/2024
Stifel Financial Corp106,430$3,099 12/31/2023
     DFSV106,430$3,099 12/31/2023
PBMares Wealth Management LLC97,610$2,842 12/31/2023
     DFSV97,610$2,842 12/31/2023
Soundmark Wealth Management LLC93,385$2,811 03/31/2024
     DFSV93,385$2,811 03/31/2024
Lam Group Inc.93,243$2,807 03/31/2024
     DFSV93,243$2,807 03/31/2024
Resources Investment Advisors LLC.94,741$2,759 12/31/2023
     DFSV94,741$2,759 12/31/2023
Lincoln National Corp94,575$2,754 12/31/2023
     DFSV94,575$2,754 12/31/2023
Royal Bank of Canada92,207$2,684 12/31/2023
     DFSV92,207$2,684 12/31/2023
Aviance Capital Partners LLC87,048$2,620 03/31/2024
     DFSV87,048$2,620 03/31/2024
Integrated Wealth Concepts LLC88,419$2,575 12/31/2023
     DFSV88,419$2,575 12/31/2023
Avantax Advisory Services Inc.87,316$2,543 12/31/2023
     DFSV87,316$2,543 12/31/2023
Kestra Advisory Services LLC84,114$2,449 12/31/2023
     DFSV84,114$2,449 12/31/2023
Vannoy Advisory Group Inc.83,584$2,434 12/31/2023
     DFSV83,584$2,434 12/31/2023
Lantz Financial LLC79,409$2,390 03/31/2024
     DFSV79,409$2,390 03/31/2024
SC&H Financial Advisors Inc.80,365$2,340 12/31/2023
     DFSV80,365$2,340 12/31/2023
Balyasny Asset Management LLC77,649$2,261 12/31/2023
     DFSV77,649$2,261 12/31/2023
Discipline Wealth Solutions LLC80,309$2,259 12/31/2023
     DFSV80,309$2,259 12/31/2023
Evensky & Katz LLC74,409$2,240 03/31/2024
     DFSV74,409$2,240 03/31/2024
SNS Financial Group LLC75,785$2,207 12/31/2023
     DFSV75,785$2,207 12/31/2023
Nalls Sherbakoff Group LLC74,796$2,178 12/31/2023
     DFSV74,796$2,178 12/31/2023
Two Sigma Investments LP65,700$1,913 12/31/2023
     DFSV65,700$1,913 12/31/2023
Financial Symmetry Inc66,553$1,891 12/31/2023
     DFSV66,553$1,891 12/31/2023
Gradient Capital Advisors LLC62,399$1,878 03/31/2024
     DFSV62,399$1,878 03/31/2024
Melfa Wealth Management LLC64,030$1,865 12/31/2023
     DFSV64,030$1,865 12/31/2023
Allworth Financial LP63,627$1,853 12/31/2023
     DFSV63,627$1,853 12/31/2023
LJI Wealth Management LLC62,500$1,820 12/31/2023
     DFSV62,500$1,820 12/31/2023
Moisand Fitzgerald Tamayo LLC60,145$1,810 03/31/2024
     DFSV60,145$1,810 03/31/2024
Firethorn Wealth Partners LLC58,284$1,754 03/31/2024
     DFSV58,284$1,754 03/31/2024
Truist Financial Corp58,483$1,703 12/31/2023
     DFSV58,483$1,703 12/31/2023
Corrigan Financial Inc.57,806$1,683 12/31/2023
     DFSV57,806$1,683 12/31/2023
Fermata Advisors LLC55,187$1,661 03/31/2024
     DFSV55,187$1,661 03/31/2024
SageView Advisory Group LLC57,446$1,661 12/31/2023
     DFSV57,446$1,661 12/31/2023
Cambridge Investment Research Advisors Inc.56,168$1,636 12/31/2023
     DFSV56,168$1,636 12/31/2023
Farther Finance Advisors LLC55,867$1,627 12/31/2023
     DFSV55,867$1,627 12/31/2023
Pettinga Financial Advisors LLC53,579$1,613 03/31/2024
     DFSV53,579$1,613 03/31/2024
Dopkins Wealth Management LLC53,015$1,544 12/31/2023
     DFSV53,015$1,544 12/31/2023
Collective Family Office LLC50,278$1,513 03/31/2024
     DFSV50,278$1,513 03/31/2024
Monograph Wealth Advisors LLC47,215$1,375 12/31/2023
     DFSV47,215$1,375 12/31/2023
Legacy Financial Group Inc.47,175$1,374 12/31/2023
     DFSV47,175$1,374 12/31/2023
Liberty Capital Management Inc.45,612$1,373 03/31/2024
     DFSV45,612$1,373 03/31/2024
Investmark Advisory Group LLC45,215$1,317 12/31/2023
     DFSV45,215$1,317 12/31/2023
Betterment LLC45,043$1,312 12/31/2023
     DFSV45,043$1,312 12/31/2023
Global Trust Asset Management LLC42,383$1,276 03/31/2024
     DFSV42,383$1,276 03/31/2024
Roberts Glore & Co. Inc. IL43,705$1,273 12/31/2023
     DFSV43,705$1,273 12/31/2023
Tortoise Investment Management LLC42,913$1,250 12/31/2023
     DFSV42,913$1,250 12/31/2023
Eudaimonia Partners LLC42,420$1,235 12/31/2023
     DFSV42,420$1,235 12/31/2023
Ronald Blue Trust Inc.41,238$1,201 12/31/2023
     DFSV41,238$1,201 12/31/2023
Wealthcare Advisory Partners LLC39,601$1,192 03/31/2024
     DFSV39,601$1,192 03/31/2024
FineMark National Bank & Trust39,052$1,137 12/31/2023
     DFSV39,052$1,137 12/31/2023
W.H. Cornerstone Investments Inc.38,996$1,136 12/31/2023
     DFSV38,996$1,136 12/31/2023
Susquehanna International Group LLP38,655$1,126 12/31/2023
     DFSV38,655$1,126 12/31/2023
Schubert & Co38,397$1,118 12/31/2023
     DFSV38,397$1,118 12/31/2023
HFG Advisors Inc.37,053$1,115 03/31/2024
     DFSV37,053$1,115 03/31/2024
Meritas Wealth Management LLC37,025$1,114 03/31/2024
     DFSV37,025$1,114 03/31/2024
Wealthfront Advisers LLC36,254$1,091 03/31/2024
     DFSV36,254$1,091 03/31/2024
Level Financial Advisors Inc.36,009$1,084 03/31/2024
     DFSV36,009$1,084 03/31/2024
Heirloom Wealth Management36,739$1,070 12/31/2023
     DFSV36,739$1,070 12/31/2023
Hutchens & Kramer Investment Management Group LLC35,685$1,039 12/31/2023
     DFSV35,685$1,039 12/31/2023
Flow Traders U.S. LLC34,569$1,007 12/31/2023
     DFSV34,569$1,007 12/31/2023
Capital Planning LLC30,184$909 03/31/2024
     DFSV30,184$909 03/31/2024
Fortis Capital Management LLC30,899$900 12/31/2023
     DFSV30,899$900 12/31/2023
Aire Advisors LLC29,747$866 12/31/2023
     DFSV29,747$866 12/31/2023
Rehmann Capital Advisory Group29,317$854 12/31/2023
     DFSV29,317$854 12/31/2023
Ancora Advisors LLC27,489$800 12/31/2023
     DFSV27,489$800 12/31/2023
Kathleen S. Wright Associates Inc.26,096$775 03/31/2024
     DFSV26,096$775 03/31/2024
Team Hewins LLC26,365$768 12/31/2023
     DFSV26,365$768 12/31/2023
Disciplined Investments LLC25,407$765 03/31/2024
     DFSV25,407$765 03/31/2024
Mendota Financial Group LLC24,914$726 12/31/2023
     DFSV24,914$726 12/31/2023
Northwest Wealth Management LLC24,633$717 12/31/2023
     DFSV24,633$717 12/31/2023
Sandy Spring Bank23,806$693 12/31/2023
     DFSV23,806$693 12/31/2023
Mattern Wealth Management LLC23,143$674 12/31/2023
     DFSV23,143$674 12/31/2023
Revolve Wealth Partners LLC22,360$673 03/31/2024
     DFSV22,360$673 03/31/2024
Mustard Seed Financial LLC21,769$655 03/31/2024
     DFSV21,769$655 03/31/2024
UMA Financial Services Inc.23,100$646 03/31/2024
     DFSV23,100$646 03/31/2024
Quarry Hill Advisors LLC22,016$641 12/31/2023
     DFSV22,016$641 12/31/2023
Renaissance Technologies LLC21,300$620 12/31/2023
     DFSV21,300$620 12/31/2023
MAI Capital Management20,512$597 12/31/2023
     DFSV20,512$597 12/31/2023
Apollon Wealth Management LLC20,100$585 12/31/2023
     DFSV20,100$585 12/31/2023
Ausdal Financial Partners Inc.19,359$583 03/31/2024
     DFSV19,359$583 03/31/2024
McClarren Financial Advisors Inc.19,973$582 12/31/2023
     DFSV19,973$582 12/31/2023
Glass Jacobson Investment Advisors llc19,249$561 12/31/2023
     DFSV19,249$561 12/31/2023
Graves Light Private Wealth Management Inc.18,606$542 12/31/2023
     DFSV18,606$542 12/31/2023
Mutual Advisors LLC18,299$533 12/31/2023
     DFSV18,299$533 12/31/2023
Werba Rubin Papier Wealth Management17,989$524 12/31/2023
     DFSV17,989$524 12/31/2023
Kraft Asset Management LLC17,742$517 12/31/2023
     DFSV17,742$517 12/31/2023
Compass Ion Advisors LLC17,050$513 03/31/2024
     DFSV17,050$513 03/31/2024
WMS Partners LLC17,104$498 12/31/2023
     DFSV17,104$498 12/31/2023
Shearwater Capital LLC16,254$489 03/31/2024
     DFSV16,254$489 03/31/2024
Altiora Financial Group LLC16,249$489 03/31/2024
     DFSV16,249$489 03/31/2024
Great Oak Capital Partners LLC15,951$480 03/31/2024
     DFSV15,951$480 03/31/2024
Willow Creek Wealth Management Inc.16,314$475 12/31/2023
     DFSV16,314$475 12/31/2023
Keebeck Wealth Management LLC16,230$473 12/31/2023
     DFSV16,230$473 12/31/2023
Mission Wealth Management LP15,514$452 12/31/2023
     DFSV15,514$452 12/31/2023
TCI Wealth Advisors Inc.15,463$450 12/31/2023
     DFSV15,463$450 12/31/2023
Heritage Wealth Management Inc. Texas14,644$426 12/31/2023
     DFSV14,644$426 12/31/2023
Cypress Point Wealth Management LLC14,153$412 12/31/2023
     DFSV14,153$412 12/31/2023
Sawtooth Solutions LLC13,912$405 12/31/2023
     DFSV13,912$405 12/31/2023
Ruedi Wealth Management Inc.13,832$403 12/31/2023
     DFSV13,832$403 12/31/2023
Rockwood Wealth Management LLC13,431$391 12/31/2023
     DFSV13,431$391 12/31/2023
Builder Investment Group Inc. ADV13,344$389 12/31/2023
     DFSV13,344$389 12/31/2023
Essential Planning LLC.12,662$369 12/31/2023
     DFSV12,662$369 12/31/2023
Gemmer Asset Management LLC12,014$350 12/31/2023
     DFSV12,014$350 12/31/2023
Joel Isaacson & Co. LLC11,988$349 12/31/2023
     DFSV11,988$349 12/31/2023
Pine Harbor Wealth Management LLC11,349$330 12/31/2023
     DFSV11,349$330 12/31/2023
GEM Asset Management LLC11,279$328 12/31/2023
     DFSV11,279$328 12/31/2023
C M Bidwell & Associates Ltd.11,062$322 12/31/2023
     DFSV11,062$322 12/31/2023
25 LLC11,018$321 12/31/2023
     DFSV11,018$321 12/31/2023
Financial Planning & Information Services Inc.10,800$314 12/31/2023
     DFSV10,800$314 12/31/2023
Elevate Wealth Advisory Inc.10,701$312 12/31/2023
     DFSV10,701$312 12/31/2023
Quent Capital LLC10,594$308 12/31/2023
     DFSV10,594$308 12/31/2023
Cetera Investment Advisers10,385$302 12/31/2023
     DFSV10,385$302 12/31/2023
Signature Resources Capital Management LLC10,159$296 03/31/2024
     DFSV10,159$296 03/31/2024
Lauterbach Financial Advisors LLC8,912$260 12/31/2023
     DFSV8,912$260 12/31/2023
Narus Financial Partners LLC8,559$258 03/31/2024
     DFSV8,559$258 03/31/2024
Abacus Planning Group Inc.8,470$255 03/31/2024
     DFSV8,470$255 03/31/2024
Capital Performance Advisors LLP8,455$246 12/31/2023
     DFSV8,455$246 12/31/2023
Allegiance Financial Group Advisory Services LLC7,747$226 12/31/2023
     DFSV7,747$226 12/31/2023
Aspire Private Capital LLC7,207$217 03/31/2024
     DFSV7,207$217 03/31/2024
Advisory Services Network LLC7,370$215 12/31/2023
     DFSV7,370$215 12/31/2023
Perigon Wealth Management LLC7,314$213 12/31/2023
     DFSV7,314$213 12/31/2023
Rockbridge Investment Management LCC7,302$213 12/31/2023
     DFSV7,302$213 12/31/2023
Sutton Place Investors LLC7,230$211 12/31/2023
     DFSV7,230$211 12/31/2023
RAM Investment Partners LLC7,236$211 12/31/2023
     DFSV7,236$211 12/31/2023
Mercer Global Advisors Inc. ADV7,199$210 12/31/2023
     DFSV7,199$210 12/31/2023
Granite Harbor Advisors Inc.6,908$201 12/31/2023
     DFSV6,908$201 12/31/2023
Northwestern Mutual Wealth Management Co.6,789$198 12/31/2023
     DFSV6,789$198 12/31/2023
Aspire Wealth Management Corp6,740$196 12/31/2023
     DFSV6,740$196 12/31/2023
Spire Wealth Management6,199$174 12/31/2023
     DFSV6,199$174 12/31/2023
CWM LLC5,739$173 03/31/2024
     DFSV5,739$173 03/31/2024
The PNC Financial Services Group Inc.5,618$164 12/31/2023
     DFSV5,618$164 12/31/2023
WealthShield Partners LLC4,920$143 12/31/2023
     DFSV4,920$143 12/31/2023
Jones Financial Companies Lllp4,649$135 12/31/2023
     DFSV4,649$135 12/31/2023
Private Trust Co. NA2,226$65 12/31/2023
     DFSV2,226$65 12/31/2023
US Bancorp DE2,203$64 12/31/2023
     DFSV2,203$64 12/31/2023
Tanglewood Legacy Advisors LLC2,034$61 03/31/2024
     DFSV2,034$61 03/31/2024
Morris Financial Concepts Inc.1,780$54 03/31/2024
     DFSV1,780$54 03/31/2024
SJS Investment Consulting Inc.1,497$45 03/31/2024
     DFSV1,497$45 03/31/2024
Asset Dedication LLC1,018$30 03/31/2024
     DFSV1,018$30 03/31/2024
Comerica Bank1,032$30 12/31/2023
     DFSV1,032$30 12/31/2023
AlphaCore Capital LLC1,037$30 12/31/2023
     DFSV1,037$30 12/31/2023
Cassady Schiller Wealth Management LLC987$29 12/31/2023
     DFSV987$29 12/31/2023
Larson Financial Group LLC900$26 12/31/2023
     DFSV900$26 12/31/2023
Global Retirement Partners LLC849$23 12/31/2023
     DFSV849$23 12/31/2023
Parallel Advisors LLC680$20 12/31/2023
     DFSV680$20 12/31/2023
Signaturefd LLC495$14 12/31/2023
     DFSV495$14 12/31/2023
DecisionPoint Financial LLC410$12 12/31/2023
     DFSV410$12 12/31/2023
Mather Group LLC.296$9 03/31/2024
     DFSV296$9 03/31/2024
Financial Synergies Wealth Advisors Inc.284$9 03/31/2024
     DFSV284$9 03/31/2024
O Shaughnessy Asset Management LLC287$8 12/31/2023
     DFSV287$8 12/31/2023
Guardian Wealth Management Inc.190$6 12/31/2023
     DFSV190$6 12/31/2023
Colonial Trust Co SC213$6 12/31/2023
     DFSV213$6 12/31/2023
Versant Capital Management Inc138$4 03/31/2024
     DFSV138$4 03/31/2024
Concord Wealth Partners148$4 12/31/2023
     DFSV148$4 12/31/2023
GAMMA Investing LLC97$3 03/31/2024
     DFSV97$3 03/31/2024
Tucker Asset Management LLC100$3 12/31/2023
     DFSV100$3 12/31/2023
Avondale Wealth Management58$2 03/31/2024
     DFSV58$2 03/31/2024
Able Wealth Management LLC54$2 12/31/2023
     DFSV54$2 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     DFSV0$0 12/31/2023
FMR LLC2$0 12/31/2023
     DFSV2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     DFSV0$0 12/31/2023
Quadrant Capital Group LLC3$0 12/31/2023
     DFSV3$0 12/31/2023

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

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