HoldingsChannel.com
On this page, we present all of the funds holding DWM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DWM, with a link to that fund's top holdings. The next columns indicate the amount of DWM stock held by each of the funds holding DWM, followed by the DWM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 125 funds holding DWM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding DWM), click the fund name in the "Holder" column of the funds-holding-DWM table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Morgan Stanley | 1,058,222 | $55,567 | 12/31/2023 |
| DWM | 1,058,222 | $55,567 | 12/31/2023 |
| LPL Financial LLC | 787,738 | $41,364 | 12/31/2023 |
| DWM | 787,738 | $41,364 | 12/31/2023 |
| Shakespeare Wealth Management Inc. | 425,102 | $22,322 | 12/31/2023 |
| DWM | 425,102 | $22,322 | 12/31/2023 |
| M Holdings Securities Inc. | 401,747 | $21,096 | 12/31/2023 |
| DWM | 401,747 | $21,096 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 384,947 | $21,095 | 03/31/2024 |
| DWM | 384,947 | $21,095 | 03/31/2024 |
| Legacy Financial Advisors Inc. | 366,592 | $19,250 | 12/31/2023 |
| DWM | 366,592 | $19,250 | 12/31/2023 |
| Bank of America Corp DE | 315,024 | $16,542 | 12/31/2023 |
| DWM | 315,024 | $16,542 | 12/31/2023 |
| Wells Fargo & Company MN | 274,728 | $14,426 | 12/31/2023 |
| DWM | 274,728 | $14,426 | 12/31/2023 |
| UBS Group AG | 240,819 | $12,645 | 12/31/2023 |
| DWM | 240,819 | $12,645 | 12/31/2023 |
| Moller Financial Services | 121,216 | $6,643 | 03/31/2024 |
| DWM | 121,216 | $6,643 | 03/31/2024 |
| Valmark Advisers Inc. | 122,931 | $6,455 | 12/31/2023 |
| DWM | 122,931 | $6,455 | 12/31/2023 |
| DB Wealth Management Group LLC | 92,035 | $4,833 | 12/31/2023 |
| DWM | 92,035 | $4,833 | 12/31/2023 |
| Mission Wealth Management LP | 91,884 | $4,825 | 12/31/2023 |
| DWM | 91,884 | $4,825 | 12/31/2023 |
| Citadel Advisors LLC | 88,607 | $4,653 | 12/31/2023 |
| DWM | 88,607 | $4,653 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 83,332 | $4,567 | 03/31/2024 |
| DWM | 83,332 | $4,567 | 03/31/2024 |
| Envestnet Asset Management Inc. | 84,219 | $4,422 | 12/31/2023 |
| DWM | 84,219 | $4,422 | 12/31/2023 |
| JFS Wealth Advisors LLC | 82,283 | $4,321 | 12/31/2023 |
| DWM | 82,283 | $4,321 | 12/31/2023 |
| HBK Sorce Advisory LLC | 80,137 | $4,208 | 12/31/2023 |
| DWM | 80,137 | $4,208 | 12/31/2023 |
| Tobias Financial Advisors Inc. | 74,210 | $3,897 | 12/31/2023 |
| DWM | 74,210 | $3,897 | 12/31/2023 |
| Advisor Group Holdings Inc. | 73,665 | $3,868 | 12/31/2023 |
| DWM | 73,665 | $3,868 | 12/31/2023 |
| AE Wealth Management LLC | 59,269 | $3,087 | 12/31/2023 |
| DWM | 59,269 | $3,087 | 12/31/2023 |
| Thrive Capital Management LLC | 58,521 | $3,073 | 12/31/2023 |
| DWM | 58,521 | $3,073 | 12/31/2023 |
| Raymond James & Associates | 55,259 | $3,028 | 03/31/2024 |
| DWM | 55,259 | $3,028 | 03/31/2024 |
| Sei Investments Co. | 53,136 | $2,790 | 12/31/2023 |
| DWM | 53,136 | $2,790 | 12/31/2023 |
| National Asset Management Inc. | 51,483 | $2,703 | 12/31/2023 |
| DWM | 51,483 | $2,703 | 12/31/2023 |
| Smallwood Wealth Investment Management LLC | 47,854 | $2,622 | 03/31/2024 |
| DWM | 47,854 | $2,622 | 03/31/2024 |
| OLD Mission Capital LLC | 48,118 | $2,527 | 12/31/2023 |
| DWM | 48,118 | $2,527 | 12/31/2023 |
| NewSquare Capital LLC | 43,930 | $2,307 | 12/31/2023 |
| DWM | 43,930 | $2,307 | 12/31/2023 |
| CIBC World Markets Inc. | 43,280 | $2,273 | 12/31/2023 |
| DWM | 43,280 | $2,273 | 12/31/2023 |
| Susquehanna International Group LLP | 39,701 | $2,085 | 12/31/2023 |
| DWM | 39,701 | $2,085 | 12/31/2023 |
| Pinnacle Wealth Planning Services Inc. | 37,922 | $1,991 | 12/31/2023 |
| DWM | 37,922 | $1,991 | 12/31/2023 |
| Key Financial Inc | 35,382 | $1,858 | 12/31/2023 |
| DWM | 35,382 | $1,858 | 12/31/2023 |
| Janney Montgomery Scott LLC | 30,173 | $1,584 | 12/31/2023 |
| DWM | 30,173 | $1,584 | 12/31/2023 |
| Jane Street Group LLC | 29,013 | $1,523 | 12/31/2023 |
| DWM | 29,013 | $1,523 | 12/31/2023 |
| Creative Planning | 28,711 | $1,508 | 12/31/2023 |
| DWM | 28,711 | $1,508 | 12/31/2023 |
| Octavia Wealth Advisors LLC | 27,017 | $1,481 | 03/31/2024 |
| DWM | 27,017 | $1,481 | 03/31/2024 |
| Courier Capital LLC | 26,816 | $1,470 | 03/31/2024 |
| DWM | 26,816 | $1,470 | 03/31/2024 |
| Royal Bank of Canada | 27,851 | $1,462 | 12/31/2023 |
| DWM | 27,851 | $1,462 | 12/31/2023 |
| Merit Financial Group LLC | 26,718 | $1,403 | 12/31/2023 |
| DWM | 26,718 | $1,403 | 12/31/2023 |
| Plimoth Trust Co. LLC | 25,304 | $1,387 | 03/31/2024 |
| DWM | 25,304 | $1,387 | 03/31/2024 |
| Advisor OS LLC | 25,337 | $1,330 | 12/31/2023 |
| DWM | 25,337 | $1,330 | 12/31/2023 |
| HighTower Advisors LLC | 24,212 | $1,269 | 12/31/2023 |
| DWM | 24,212 | $1,269 | 12/31/2023 |
| Perennial Investment Advisors LLC | 23,706 | $1,245 | 12/31/2023 |
| DWM | 23,706 | $1,245 | 12/31/2023 |
| Comerica Bank | 23,443 | $1,231 | 12/31/2023 |
| DWM | 23,443 | $1,231 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 20,879 | $1,144 | 03/31/2024 |
| DWM | 20,879 | $1,144 | 03/31/2024 |
| JPMorgan Chase & Co. | 20,810 | $1,093 | 12/31/2023 |
| DWM | 20,810 | $1,093 | 12/31/2023 |
| Cetera Investment Advisers | 20,177 | $1,059 | 12/31/2023 |
| DWM | 20,177 | $1,059 | 12/31/2023 |
| ProVise Management Group LLC | 20,118 | $1,056 | 12/31/2023 |
| DWM | 20,118 | $1,056 | 12/31/2023 |
| Beacon Financial Group | 20,017 | $1,051 | 12/31/2023 |
| DWM | 20,017 | $1,051 | 12/31/2023 |
| Flow Traders U.S. LLC | 20,005 | $1,050 | 12/31/2023 |
| DWM | 20,005 | $1,050 | 12/31/2023 |
| DAVENPORT & Co LLC | 19,960 | $1,048 | 12/31/2023 |
| DWM | 19,960 | $1,048 | 12/31/2023 |
| Oarsman Capital Inc. | 19,221 | $1,009 | 12/31/2023 |
| DWM | 19,221 | $1,009 | 12/31/2023 |
| Cullen Capital Management LLC | 18,600 | $977 | 12/31/2023 |
| DWM | 18,600 | $977 | 12/31/2023 |
| Frazier Financial Advisors LLC | 18,409 | $967 | 12/31/2023 |
| DWM | 18,409 | $967 | 12/31/2023 |
| Mariner LLC | 18,359 | $964 | 12/31/2023 |
| DWM | 18,359 | $964 | 12/31/2023 |
| Stifel Financial Corp | 16,999 | $893 | 12/31/2023 |
| DWM | 16,999 | $893 | 12/31/2023 |
| Geneos Wealth Management Inc. | 16,697 | $877 | 12/31/2023 |
| DWM | 16,697 | $877 | 12/31/2023 |
| McLean Asset Management Corp | 15,927 | $871 | 03/31/2024 |
| DWM | 15,927 | $871 | 03/31/2024 |
| Stratos Wealth Advisors LLC | 14,982 | $821 | 03/31/2024 |
| DWM | 14,982 | $821 | 03/31/2024 |
| Falcon Wealth Planning | 14,429 | $791 | 03/31/2024 |
| DWM | 14,429 | $791 | 03/31/2024 |
| Commonwealth Equity Services LLC | 13,165 | $691 | 12/31/2023 |
| DWM | 13,165 | $691 | 12/31/2023 |
| Modera Wealth Management LLC | 12,981 | $682 | 12/31/2023 |
| DWM | 12,981 | $682 | 12/31/2023 |
| IHT Wealth Management LLC | 12,890 | $677 | 12/31/2023 |
| DWM | 12,890 | $677 | 12/31/2023 |
| KMG Fiduciary Partners LLC | 11,011 | $603 | 03/31/2024 |
| DWM | 11,011 | $603 | 03/31/2024 |
| Private Advisor Group LLC | 10,216 | $536 | 12/31/2023 |
| DWM | 10,216 | $536 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 9,361 | $492 | 12/31/2023 |
| DWM | 9,361 | $492 | 12/31/2023 |
| Kingsview Wealth Management LLC | 9,245 | $485 | 12/31/2023 |
| DWM | 9,245 | $485 | 12/31/2023 |
| Cetera Advisor Networks LLC | 9,149 | $480 | 12/31/2023 |
| DWM | 9,149 | $480 | 12/31/2023 |
| Gladstone Institutional Advisory LLC | 8,290 | $435 | 12/31/2023 |
| DWM | 8,290 | $435 | 12/31/2023 |
| Wiley BROS. Aintree Capital LLC | 7,425 | $407 | 03/31/2024 |
| DWM | 7,425 | $407 | 03/31/2024 |
| Pinnacle Financial Group LLC IL | 7,510 | $394 | 12/31/2023 |
| DWM | 7,510 | $394 | 12/31/2023 |
| Allen Capital Group LLC | 6,868 | $376 | 03/31/2024 |
| DWM | 6,868 | $376 | 03/31/2024 |
| Litman Gregory Asset Management LLC | 7,000 | $368 | 12/31/2023 |
| DWM | 7,000 | $368 | 12/31/2023 |
| Cape ANN Savings Bank | 6,794 | $353 | 12/31/2023 |
| DWM | 6,794 | $353 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 6,450 | $339 | 12/31/2023 |
| DWM | 6,450 | $339 | 12/31/2023 |
| Goldman Sachs Group Inc. | 6,370 | $335 | 12/31/2023 |
| DWM | 6,370 | $335 | 12/31/2023 |
| Trust Co. of Virginia VA | 6,067 | $332 | 03/31/2024 |
| DWM | 6,067 | $332 | 03/31/2024 |
| Inspirion Wealth Advisors LLC | 5,993 | $328 | 03/31/2024 |
| DWM | 5,993 | $328 | 03/31/2024 |
| Consolidated Portfolio Review Corp | 5,731 | $301 | 12/31/2023 |
| DWM | 5,731 | $301 | 12/31/2023 |
| Signature Estate & Investment Advisors LLC | 5,638 | $296 | 12/31/2023 |
| DWM | 5,638 | $296 | 12/31/2023 |
| Howard Wealth Management LLC | 5,615 | $295 | 12/31/2023 |
| DWM | 5,615 | $295 | 12/31/2023 |
| Rockbridge Investment Management LCC | 5,587 | $293 | 12/31/2023 |
| DWM | 5,587 | $293 | 12/31/2023 |
| McNamara Financial Services Inc. | 5,010 | $275 | 03/31/2024 |
| DWM | 5,010 | $275 | 03/31/2024 |
| Regimen Wealth LLC | 5,179 | $272 | 12/31/2023 |
| DWM | 5,179 | $272 | 12/31/2023 |
| Benedetti & Gucer Inc. | 5,047 | $265 | 12/31/2023 |
| DWM | 5,047 | $265 | 12/31/2023 |
| UP Strategic Wealth Investment Advisors LLC | 4,998 | $262 | 12/31/2023 |
| DWM | 4,998 | $262 | 12/31/2023 |
| GYL Financial Synergies LLC | 4,563 | $240 | 12/31/2023 |
| DWM | 4,563 | $240 | 12/31/2023 |
| Greylin Investment Mangement Inc. | 4,319 | $237 | 03/31/2024 |
| DWM | 4,319 | $237 | 03/31/2024 |
| JTC Employer Solutions Trusteee Ltd | 4,226 | $232 | 03/31/2024 |
| DWM | 4,226 | $232 | 03/31/2024 |
| Sentinel Pension Advisors Inc. | 4,405 | $231 | 12/31/2023 |
| DWM | 4,405 | $231 | 12/31/2023 |
| New Perspectives Inc | 4,175 | $229 | 03/31/2024 |
| DWM | 4,175 | $229 | 03/31/2024 |
| Well Done LLC | 4,112 | $225 | 03/31/2024 |
| DWM | 4,112 | $225 | 03/31/2024 |
| Viewpoint Capital Management LLC | 4,100 | $225 | 03/31/2024 |
| DWM | 4,100 | $225 | 03/31/2024 |
| Valley National Advisers Inc. | 4,014 | $219 | 03/31/2024 |
| DWM | 4,014 | $219 | 03/31/2024 |
| NBC Securities Inc. | 3,451 | $189 | 03/31/2024 |
| DWM | 3,451 | $189 | 03/31/2024 |
| Advisory Services Network LLC | 3,571 | $188 | 12/31/2023 |
| DWM | 3,571 | $188 | 12/31/2023 |
| Huntington National Bank | 2,608 | $137 | 12/31/2023 |
| DWM | 2,608 | $137 | 12/31/2023 |
| Independence Bank of Kentucky | 2,415 | $132 | 03/31/2024 |
| DWM | 2,415 | $132 | 03/31/2024 |
| Aptus Capital Advisors LLC | 1,650 | $87 | 12/31/2023 |
| DWM | 1,650 | $87 | 12/31/2023 |
| ICA Group Wealth Management LLC | 1,354 | $71 | 12/31/2023 |
| DWM | 1,354 | $71 | 12/31/2023 |
| Ancora Advisors LLC | 1,065 | $56 | 12/31/2023 |
| DWM | 1,065 | $56 | 12/31/2023 |
| Signaturefd LLC | 1,072 | $56 | 12/31/2023 |
| DWM | 1,072 | $56 | 12/31/2023 |
| Spire Wealth Management | 975 | $53 | 03/31/2024 |
| DWM | 975 | $53 | 03/31/2024 |
| Tidemark LLC | 783 | $41 | 12/31/2023 |
| DWM | 783 | $41 | 12/31/2023 |
| O Shaughnessy Asset Management LLC | 687 | $36 | 12/31/2023 |
| DWM | 687 | $36 | 12/31/2023 |
| Creative Capital Management Investments LLC | 539 | $30 | 03/31/2024 |
| DWM | 539 | $30 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 580 | $30 | 12/31/2023 |
| DWM | 580 | $30 | 12/31/2023 |
| Financial Freedom LLC | 378 | $21 | 03/31/2024 |
| DWM | 378 | $21 | 03/31/2024 |
| Beacon Capital Management LLC | 384 | $19 | 12/31/2023 |
| DWM | 384 | $19 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 325 | $17 | 12/31/2023 |
| DWM | 325 | $17 | 12/31/2023 |
| FMR LLC | 224 | $12 | 12/31/2023 |
| DWM | 224 | $12 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 203 | $11 | 12/31/2023 |
| DWM | 203 | $11 | 12/31/2023 |
| IFP Advisors Inc | 148 | $8 | 12/31/2023 |
| DWM | 148 | $8 | 12/31/2023 |
| Bogart Wealth LLC | 133 | $7 | 03/31/2024 |
| DWM | 133 | $7 | 03/31/2024 |
| Blair William & Co. IL | 129 | $7 | 12/31/2023 |
| DWM | 129 | $7 | 12/31/2023 |
| Strategic Investment Solutions Inc. IL | 125 | $7 | 12/31/2023 |
| DWM | 125 | $7 | 12/31/2023 |
| Principal Securities Inc. | 115 | $6 | 12/31/2023 |
| DWM | 115 | $6 | 12/31/2023 |
| Harbour Investments Inc. | 115 | $6 | 12/31/2023 |
| DWM | 115 | $6 | 12/31/2023 |
| Global Retirement Partners LLC | 66 | $4 | 03/31/2024 |
| DWM | 66 | $4 | 03/31/2024 |
| Qube Research & Technologies Ltd | 66 | $3 | 12/31/2023 |
| DWM | 66 | $3 | 12/31/2023 |
| Game Plan Financial Advisors LLC | 25 | $1 | 03/31/2024 |
| DWM | 25 | $1 | 03/31/2024 |
| Opal Wealth Advisors LLC | 17 | $1 | 03/31/2024 |
| DWM | 17 | $1 | 03/31/2024 |
| Bank of Montreal Can | 18 | $1 | 12/31/2023 |
| DWM | 18 | $1 | 12/31/2023 |
| Carolinas Wealth Consulting LLC | 27 | $1 | 12/31/2023 |
| DWM | 27 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| DWM | 0 | $0 | 12/31/2023 |
| Tower Research Capital LLC TRC | 3 | $0 | 12/31/2023 |
| DWM | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DWM
See Details: Top 10 Hedge Funds Holding DWM
Also See: DWM Holdings Changes
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