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Funds Holding DMXF

On this page, we present all of the funds holding DMXF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DMXF, with a link to that fund's top holdings. The next columns indicate the amount of DMXF stock held by each of the funds holding DMXF, followed by the DMXF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 177 funds holding DMXF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding DMXF), click the fund name in the "Holder" column of the funds-holding-DMXF table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Envestnet Asset Management Inc.1,558,346$99,547 12/31/2023
     DMXF1,558,346$99,547 12/31/2023
BlackRock Inc.900,113$57,499 12/31/2023
     DMXF900,113$57,499 12/31/2023
Envestnet Portfolio Solutions Inc.494,544$31,591 12/31/2023
     DMXF494,544$31,591 12/31/2023
JPMorgan Chase & Co.164,250$10,492 12/31/2023
     DMXF164,250$10,492 12/31/2023
Allworth Financial LP159,285$10,175 12/31/2023
     DMXF159,285$10,175 12/31/2023
Park Avenue Securities LLC144,488$9,844 03/31/2024
     DMXF144,488$9,844 03/31/2024
SigFig Wealth Management LLC147,693$9,435 12/31/2023
     DMXF147,693$9,435 12/31/2023
Advisor Group Holdings Inc.140,640$8,988 12/31/2023
     DMXF140,640$8,988 12/31/2023
LPL Financial LLC120,100$7,672 12/31/2023
     DMXF120,100$7,672 12/31/2023
Balanced Rock Investment Advisor101,627$6,492 12/31/2023
     DMXF101,627$6,492 12/31/2023
MML Investors Services LLC97,064$6,200 12/31/2023
     DMXF97,064$6,200 12/31/2023
Adviser Investments LLC96,155$6,142 12/31/2023
     DMXF96,155$6,142 12/31/2023
Invera Wealth Advisors LLC69,251$4,476 03/31/2024
     DMXF69,251$4,476 03/31/2024
Jane Street Group LLC65,481$4,183 12/31/2023
     DMXF65,481$4,183 12/31/2023
Financial Connections Group Inc.56,252$3,593 12/31/2023
     DMXF56,252$3,593 12/31/2023
Thrivent Financial for Lutherans54,707$3,495 12/31/2023
     DMXF54,707$3,495 12/31/2023
UBS Group AG54,625$3,489 12/31/2023
     DMXF54,625$3,489 12/31/2023
One Wealth Advisors LLC50,830$3,463 03/31/2024
     DMXF50,830$3,463 03/31/2024
HighTower Advisors LLC53,468$3,418 12/31/2023
     DMXF53,468$3,418 12/31/2023
Cetera Investment Advisers50,960$3,255 12/31/2023
     DMXF50,960$3,255 12/31/2023
Bank of America Corp DE50,069$3,198 12/31/2023
     DMXF50,069$3,198 12/31/2023
Walkner Condon Financial Advisors LLC46,343$3,158 03/31/2024
     DMXF46,343$3,158 03/31/2024
Accredited Investors Inc.47,503$3,034 12/31/2023
     DMXF47,503$3,034 12/31/2023
Adroit Compliance LLC46,701$2,983 12/31/2023
     DMXF46,701$2,983 12/31/2023
Klaas Financial Asset Advisors LLC46,701$2,983 12/31/2023
     DMXF46,701$2,983 12/31/2023
TD Waterhouse Canada Inc.43,715$2,735 12/31/2023
     DMXF43,715$2,735 12/31/2023
Atlantic Private Wealth LLC42,771$2,732 12/31/2023
     DMXF42,771$2,732 12/31/2023
Atria Wealth Solutions Inc.38,538$2,462 12/31/2023
     DMXF38,538$2,462 12/31/2023
IMPACTfolio LLC34,915$2,379 03/31/2024
     DMXF34,915$2,379 03/31/2024
Royal Bank of Canada37,221$2,377 12/31/2023
     DMXF37,221$2,377 12/31/2023
Values Added Financial LLC35,185$2,248 12/31/2023
     DMXF35,185$2,248 12/31/2023
CI Private Wealth LLC30,256$1,933 12/31/2023
     DMXF30,256$1,933 12/31/2023
Regatta Capital Group LLC27,260$1,857 03/31/2024
     DMXF27,260$1,857 03/31/2024
Cetera Advisor Networks LLC27,596$1,763 12/31/2023
     DMXF27,596$1,763 12/31/2023
Parkside Advisors LLC25,866$1,762 03/31/2024
     DMXF25,866$1,762 03/31/2024
Albion Financial Group UT25,769$1,756 03/31/2024
     DMXF25,769$1,756 03/31/2024
Cambridge Investment Research Advisors Inc.25,440$1,733 03/31/2024
     DMXF25,440$1,733 03/31/2024
Flow Traders U.S. LLC26,886$1,717 12/31/2023
     DMXF26,886$1,717 12/31/2023
Integrated Wealth Concepts LLC26,650$1,702 12/31/2023
     DMXF26,650$1,702 12/31/2023
Fiera Capital Corp25,910$1,655 12/31/2023
     DMXF25,910$1,655 12/31/2023
Horst & Graben Wealth Management LLC23,762$1,619 03/31/2024
     DMXF23,762$1,619 03/31/2024
United Capital Financial Advisers LLC25,143$1,606 12/31/2023
     DMXF25,143$1,606 12/31/2023
Dohj LLC23,379$1,593 03/31/2024
     DMXF23,379$1,593 03/31/2024
Assetmark Inc.24,763$1,582 12/31/2023
     DMXF24,763$1,582 12/31/2023
Opes Wealth Management LLC23,544$1,504 12/31/2023
     DMXF23,544$1,504 12/31/2023
Sharkey Howes & Javer21,162$1,442 03/31/2024
     DMXF21,162$1,442 03/31/2024
Atwater Malick LLC20,462$1,394 03/31/2024
     DMXF20,462$1,394 03/31/2024
Janney Montgomery Scott LLC20,967$1,339 12/31/2023
     DMXF20,967$1,339 12/31/2023
Halbert Hargrove Global Advisors LLC18,674$1,272 03/31/2024
     DMXF18,674$1,272 03/31/2024
FMR LLC19,202$1,227 12/31/2023
     DMXF19,202$1,227 12/31/2023
Equitable Holdings Inc.18,769$1,199 12/31/2023
     DMXF18,769$1,199 12/31/2023
Plancorp LLC18,428$1,177 12/31/2023
     DMXF18,428$1,177 12/31/2023
Morningstar Investment Services LLC18,224$1,168 12/31/2023
     DMXF18,224$1,168 12/31/2023
Equita Financial Network Inc.18,068$1,154 12/31/2023
     DMXF18,068$1,154 12/31/2023
Commonwealth Equity Services LLC17,738$1,133 12/31/2023
     DMXF17,738$1,133 12/31/2023
Wade Financial Advisory Inc17,527$1,120 12/31/2023
     DMXF17,527$1,120 12/31/2023
Steward Partners Investment Advisory LLC16,883$1,078 12/31/2023
     DMXF16,883$1,078 12/31/2023
Congress Wealth Management LLC DE 15,173$1,034 03/31/2024
     DMXF15,173$1,034 03/31/2024
Wealthsource Partners LLC15,763$1,007 12/31/2023
     DMXF15,763$1,007 12/31/2023
Aptus Capital Advisors LLC15,023$960 12/31/2023
     DMXF15,023$960 12/31/2023
Prudential PLC15,000$958 12/31/2023
     DMXF15,000$958 12/31/2023
Prudential Financial Inc.14,627$934 12/31/2023
     DMXF14,627$934 12/31/2023
Gould Asset Management LLC CA14,050$898 12/31/2023
     DMXF14,050$898 12/31/2023
Lazard Asset Management LLC13,814$882 12/31/2023
     DMXF13,814$882 12/31/2023
VERITY Wealth Advisors12,840$875 03/31/2024
     DMXF12,840$875 03/31/2024
Carnegie Capital Asset Management LLC13,502$863 12/31/2023
     DMXF13,502$863 12/31/2023
Austin Private Wealth LLC11,986$814 03/31/2024
     DMXF11,986$814 03/31/2024
Bank of New York Mellon Corp12,632$807 12/31/2023
     DMXF12,632$807 12/31/2023
Skyline Advisors Inc.11,794$804 03/31/2024
     DMXF11,794$804 03/31/2024
Wells Fargo & Company MN12,529$800 12/31/2023
     DMXF12,529$800 12/31/2023
Resources Investment Advisors LLC.12,326$787 12/31/2023
     DMXF12,326$787 12/31/2023
Northwestern Mutual Wealth Management Co.12,217$780 12/31/2023
     DMXF12,217$780 12/31/2023
We Are One Seven LLC12,020$768 12/31/2023
     DMXF12,020$768 12/31/2023
Tcwp LLC12,020$768 12/31/2023
     DMXF12,020$768 12/31/2023
JMG Financial Group Ltd.11,926$762 12/31/2023
     DMXF11,926$762 12/31/2023
Pathstone Holdings LLC11,882$759 12/31/2023
     DMXF11,882$759 12/31/2023
Leonard Rickey Investment Advisors P.L.L.C.10,918$744 03/31/2024
     DMXF10,918$744 03/31/2024
Biltmore Family Office LLC11,528$736 12/31/2023
     DMXF11,528$736 12/31/2023
Revolve Wealth Partners LLC10,619$723 03/31/2024
     DMXF10,619$723 03/31/2024
Wealth Alliance10,861$694 12/31/2023
     DMXF10,861$694 12/31/2023
Crestone Asset Management LLC10,826$692 12/31/2023
     DMXF10,826$692 12/31/2023
Dfpg Investments LLC10,569$660 12/31/2023
     DMXF10,569$660 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,150$648 12/31/2023
     DMXF10,150$648 12/31/2023
Hart & Patterson Financial Group LLC9,336$636 03/31/2024
     DMXF9,336$636 03/31/2024
Diversified Trust Co8,758$597 03/31/2024
     DMXF8,758$597 03/31/2024
Stratos Wealth Partners LTD.8,292$565 03/31/2024
     DMXF8,292$565 03/31/2024
Moors & Cabot Inc.8,769$560 12/31/2023
     DMXF8,769$560 12/31/2023
Kestra Advisory Services LLC8,757$559 12/31/2023
     DMXF8,757$559 12/31/2023
Creative Planning8,295$530 12/31/2023
     DMXF8,295$530 12/31/2023
Cetera Advisors LLC8,144$520 12/31/2023
     DMXF8,144$520 12/31/2023
MA Private Wealth8,027$513 12/31/2023
     DMXF8,027$513 12/31/2023
Avantax Advisory Services Inc.7,970$509 12/31/2023
     DMXF7,970$509 12/31/2023
Bank of Montreal Can7,691$495 12/31/2023
     DMXF7,691$495 12/31/2023
Financial Gravity Asset Management Inc.7,695$492 12/31/2023
     DMXF7,695$492 12/31/2023
Pensionmark Financial Group LLC7,471$477 12/31/2023
     DMXF7,471$477 12/31/2023
Snowden Capital Advisors LLC7,421$474 12/31/2023
     DMXF7,421$474 12/31/2023
Optas LLC6,792$463 03/31/2024
     DMXF6,792$463 03/31/2024
AE Wealth Management LLC7,036$452 12/31/2023
     DMXF7,036$452 12/31/2023
Regal Investment Advisors LLC7,022$449 12/31/2023
     DMXF7,022$449 12/31/2023
Main Street Financial Solutions LLC6,499$443 03/31/2024
     DMXF6,499$443 03/31/2024
Ally Invest Advisors Inc.6,924$442 12/31/2023
     DMXF6,924$442 12/31/2023
Mount Yale Investment Advisors LLC6,889$440 12/31/2023
     DMXF6,889$440 12/31/2023
Betterment LLC6,475$414 12/31/2023
     DMXF6,475$414 12/31/2023
Strategic Blueprint LLC5,734$391 03/31/2024
     DMXF5,734$391 03/31/2024
AGF Management Ltd.6,000$383 12/31/2023
     DMXF6,000$383 12/31/2023
Wrapmanager Inc.5,960$381 12/31/2023
     DMXF5,960$381 12/31/2023
First Horizon Advisors Inc.5,967$381 12/31/2023
     DMXF5,967$381 12/31/2023
Johnson Bixby & Associates LLC5,507$375 03/31/2024
     DMXF5,507$375 03/31/2024
Eqis Capital Management Inc.5,728$366 12/31/2023
     DMXF5,728$366 12/31/2023
Orion Portfolio Solutions LLC5,754$365 12/31/2023
     DMXF5,754$365 12/31/2023
Richard Bernstein Advisors LLC5,633$360 12/31/2023
     DMXF5,633$360 12/31/2023
Keystone Financial Services5,632$360 12/31/2023
     DMXF5,632$360 12/31/2023
Pathway Financial Advisors LLC5,232$356 03/31/2024
     DMXF5,232$356 03/31/2024
CWM LLC5,145$351 03/31/2024
     DMXF5,145$351 03/31/2024
Townsquare Capital LLC5,469$349 12/31/2023
     DMXF5,469$349 12/31/2023
One Wealth Management Investment & Advisory Services LLC5,469$349 12/31/2023
     DMXF5,469$349 12/31/2023
Raymond James Financial Services Advisors Inc.5,108$348 03/31/2024
     DMXF5,108$348 03/31/2024
Monterey Private Wealth Inc.5,106$348 03/31/2024
     DMXF5,106$348 03/31/2024
Stratos Wealth Advisors LLC5,039$343 03/31/2024
     DMXF5,039$343 03/31/2024
Patriot Financial Group Insurance Agency LLC5,276$337 12/31/2023
     DMXF5,276$337 12/31/2023
5th Street Advisors LLC5,025$321 12/31/2023
     DMXF5,025$321 12/31/2023
Aire Advisors LLC4,997$320 12/31/2023
     DMXF4,997$320 12/31/2023
Farther Finance Advisors LLC4,897$313 12/31/2023
     DMXF4,897$313 12/31/2023
Perigon Wealth Management LLC4,131$264 12/31/2023
     DMXF4,131$264 12/31/2023
Copperleaf Capital LLC3,956$253 12/31/2023
     DMXF3,956$253 12/31/2023
West Wealth Group LLC3,949$252 12/31/2023
     DMXF3,949$252 12/31/2023
National Asset Management Inc.3,866$247 12/31/2023
     DMXF3,866$247 12/31/2023
Venturi Wealth Management LLC3,613$246 03/31/2024
     DMXF3,613$246 03/31/2024
Boston Private Wealth LLC3,838$245 12/31/2023
     DMXF3,838$245 12/31/2023
Buttonwood Financial Group LLC3,415$233 03/31/2024
     DMXF3,415$233 03/31/2024
Aurum Wealth Management Group LLC3,380$230 03/31/2024
     DMXF3,380$230 03/31/2024
CoreCap Advisors LLC3,579$229 12/31/2023
     DMXF3,579$229 12/31/2023
Lincoln National Corp3,547$227 12/31/2023
     DMXF3,547$227 12/31/2023
Ascent Group LLC3,436$222 12/31/2023
     DMXF3,436$222 12/31/2023
Maia Wealth LLC3,475$222 12/31/2023
     DMXF3,475$222 12/31/2023
Ameriprise Financial Inc.3,420$218 12/31/2023
     DMXF3,420$218 12/31/2023
Goodwin Investment Advisory3,404$217 12/31/2023
     DMXF3,404$217 12/31/2023
SOA Wealth Advisors LLC.3,073$209 03/31/2024
     DMXF3,073$209 03/31/2024
Proequities Inc.3,233$207 12/31/2023
     DMXF3,233$207 12/31/2023
Apollon Wealth Management LLC3,211$205 12/31/2023
     DMXF3,211$205 12/31/2023
RKL Wealth Management LLC3,175$203 12/31/2023
     DMXF3,175$203 12/31/2023
UMA Financial Services Inc.3,096$202 03/31/2024
     DMXF3,096$202 03/31/2024
Keener Financial Planning LLC2,702$173 12/31/2023
     DMXF2,702$173 12/31/2023
Spire Wealth Management2,433$166 03/31/2024
     DMXF2,433$166 03/31/2024
Milestone Investment Advisors LLC2,363$151 12/31/2023
     DMXF2,363$151 12/31/2023
Harbour Investments Inc.2,188$140 12/31/2023
     DMXF2,188$140 12/31/2023
Advisory Services Network LLC2,042$130 12/31/2023
     DMXF2,042$130 12/31/2023
Sugarloaf Wealth Management LLC1,636$111 03/31/2024
     DMXF1,636$111 03/31/2024
Creative Financial Designs Inc. ADV1,559$100 12/31/2023
     DMXF1,559$100 12/31/2023
Capital Analysts LLC1,395$89 12/31/2023
     DMXF1,395$89 12/31/2023
Principal Securities Inc.1,350$86 12/31/2023
     DMXF1,350$86 12/31/2023
Morgan Stanley1,351$86 12/31/2023
     DMXF1,351$86 12/31/2023
Comerica Bank1,335$85 12/31/2023
     DMXF1,335$85 12/31/2023
JFS Wealth Advisors LLC1,242$79 12/31/2023
     DMXF1,242$79 12/31/2023
EverSource Wealth Advisors LLC769$49 12/31/2023
     DMXF769$49 12/31/2023
AdvisorNet Financial Inc634$43 03/31/2024
     DMXF634$43 03/31/2024
National Bank of Canada FI679$43 12/31/2023
     DMXF679$43 12/31/2023
Oliver Lagore Vanvalin Investment Group621$40 12/31/2023
     DMXF621$40 12/31/2023
WealthShield Partners LLC499$32 12/31/2023
     DMXF499$32 12/31/2023
FinTrust Capital Advisors LLC490$31 12/31/2023
     DMXF490$31 12/31/2023
The PNC Financial Services Group Inc.474$30 12/31/2023
     DMXF474$30 12/31/2023
Tortoise Investment Management LLC470$30 12/31/2023
     DMXF470$30 12/31/2023
GPS Wealth Strategies Group LLC450$29 12/31/2023
     DMXF450$29 12/31/2023
Hanson & Doremus Investment Management417$28 03/31/2024
     DMXF417$28 03/31/2024
ORG Partners LLC408$26 12/31/2023
     DMXF408$26 12/31/2023
Financial Synergies Wealth Advisors Inc.274$19 03/31/2024
     DMXF274$19 03/31/2024
Richardson Capital Management LLC220$15 03/31/2024
     DMXF220$15 03/31/2024
CVA Family Office LLC197$13 03/31/2024
     DMXF197$13 03/31/2024
NBT Bank N A NY162$11 03/31/2024
     DMXF162$11 03/31/2024
Aspire Private Capital LLC145$10 03/31/2024
     DMXF145$10 03/31/2024
Morton Brown Family Wealth LLC96$7 03/31/2024
     DMXF96$7 03/31/2024
Arjuna Capital107$7 12/31/2023
     DMXF107$7 12/31/2023
PSI Advisors LLC81$6 03/31/2024
     DMXF81$6 03/31/2024
Cassady Schiller Wealth Management LLC74$5 12/31/2023
     DMXF74$5 12/31/2023
Tower Research Capital LLC TRC 64$4 12/31/2023
     DMXF64$4 12/31/2023
Barrett & Company Inc.37$3 03/31/2024
     DMXF37$3 03/31/2024
LGT Financial Advisors LLC13$1 12/31/2023
     DMXF13$1 12/31/2023
Able Wealth Management LLC19$1 12/31/2023
     DMXF19$1 12/31/2023

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

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