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Institutional Holders of DFAC

There is a long list of 742 institutional holders of DFAC within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of DFAC by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFAC table below, the initial column indicates the name of each top institutional holder of DFAC, with a link to that fund's top holdings. The next columns indicate the amount of DFAC stock held by each of the institutional holders of DFAC, followed by the DFAC position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
TFO TDC LLC4,468,298$128,648,564 12/31/2023
     DFAC4,468,298$128,648,564 12/31/2023
Envestnet Asset Management Inc.49,555,765$1,448,515 12/31/2023
     DFAC49,555,765$1,448,515 12/31/2023
Mercer Global Advisors Inc. ADV40,834,057$1,193,579 12/31/2023
     DFAC40,834,057$1,193,579 12/31/2023
Forum Financial Management LP40,368,686$1,179,977 12/31/2023
     DFAC40,368,686$1,179,977 12/31/2023
Buckingham Strategic Wealth LLC37,499,436$1,096,109 12/31/2023
     DFAC37,499,436$1,096,109 12/31/2023
LPL Financial LLC17,411,319$508,933 12/31/2023
     DFAC17,411,319$508,933 12/31/2023
Plancorp LLC11,022,373$322,184 12/31/2023
     DFAC11,022,373$322,184 12/31/2023
Commonwealth Equity Services LLC10,197,855$298,083 12/31/2023
     DFAC10,197,855$298,083 12/31/2023
SJS Investment Consulting Inc.9,038,695$288,786 03/31/2024
     DFAC9,038,695$288,786 03/31/2024
Rockwood Wealth Management LLC8,642,067$252,608 12/31/2023
     DFAC8,642,067$252,608 12/31/2023
Apella Capital LLC7,109,068$224,789 03/31/2024
     DFAC7,109,068$224,789 03/31/2024
Private Ocean LLC6,983,047$223,108 03/31/2024
     DFAC6,983,047$223,108 03/31/2024
Greenspring Advisors LLC7,083,508$207,051 12/31/2023
     DFAC7,083,508$207,051 12/31/2023
HighTower Advisors LLC6,910,983$202,009 12/31/2023
     DFAC6,910,983$202,009 12/31/2023
Buckingham Strategic Partners6,412,112$187,426 12/31/2023
     DFAC6,412,112$187,426 12/31/2023
Geometric Wealth Advisors6,410,509$187,379 12/31/2023
     DFAC6,410,509$187,379 12/31/2023
Monograph Wealth Advisors LLC6,217,191$181,728 12/31/2023
     DFAC6,217,191$181,728 12/31/2023
Savant Capital LLC5,925,374$173,199 12/31/2023
     DFAC5,925,374$173,199 12/31/2023
Heritage Financial Services LLC5,566,052$162,696 12/31/2023
     DFAC5,566,052$162,696 12/31/2023
Pure Financial Advisors Inc.4,926,985$157,417 03/31/2024
     DFAC4,926,985$157,417 03/31/2024
Capstone Financial Advisors Inc.5,304,078$155,038 12/31/2023
     DFAC5,304,078$155,038 12/31/2023
CI Private Wealth LLC5,287,507$154,554 12/31/2023
     DFAC5,287,507$154,554 12/31/2023
Modera Wealth Management LLC5,216,705$152,484 12/31/2023
     DFAC5,216,705$152,484 12/31/2023
Hill Investment Group Partners LLC4,966,580$145,173 12/31/2023
     DFAC4,966,580$145,173 12/31/2023
Wealth Enhancement Advisory Services LLC4,521,704$144,468 03/31/2024
     DFAC4,521,704$144,468 03/31/2024
Baird Financial Group Inc.4,498,908$131,503 12/31/2023
     DFAC4,498,908$131,503 12/31/2023
Jackson Thornton Asset Management LLC4,394,193$128,442 12/31/2023
     DFAC4,394,193$128,442 12/31/2023
Evanson Asset Management LLC3,963,787$126,643 03/31/2024
     DFAC3,963,787$126,643 03/31/2024
Austin Asset Management Co Inc4,261,374$124,560 12/31/2023
     DFAC4,261,374$124,560 12/31/2023
Bridgeworth LLC4,180,504$122,196 12/31/2023
     DFAC4,180,504$122,196 12/31/2023
Cardiff Park Advisors LLC4,147,930$121,244 12/31/2023
     DFAC4,147,930$121,244 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,128,418$120,674 12/31/2023
     DFAC4,128,418$120,674 12/31/2023
Cerity Partners LLC3,971,328$116,082 12/31/2023
     DFAC3,971,328$116,082 12/31/2023
McGlone Suttner Wealth Management Inc.3,487,856$111,437 03/31/2024
     DFAC3,487,856$111,437 03/31/2024
Asset Dedication LLC3,437,343$109,825 03/31/2024
     DFAC3,437,343$109,825 03/31/2024
Onyx Financial Advisors LLC3,290,279$105,124 03/31/2024
     DFAC3,290,279$105,124 03/31/2024
UBS Group AG3,483,247$101,815 12/31/2023
     DFAC3,483,247$101,815 12/31/2023
Syverson Strege & Co3,439,732$100,543 12/31/2023
     DFAC3,439,732$100,543 12/31/2023
Altiora Financial Group LLC3,089,712$98,716 03/31/2024
     DFAC3,089,712$98,716 03/31/2024
Allworth Financial LP3,320,658$97,063 12/31/2023
     DFAC3,320,658$97,063 12/31/2023
Assetmark Inc.3,221,494$94,164 12/31/2023
     DFAC3,221,494$94,164 12/31/2023
Mariner LLC3,200,856$93,561 12/31/2023
     DFAC3,200,856$93,561 12/31/2023
Meridian Wealth Partners LLC3,055,719$89,319 12/31/2023
     DFAC3,055,719$89,319 12/31/2023
New Capital Management LP2,787,990$89,076 03/31/2024
     DFAC2,787,990$89,076 03/31/2024
Conrad Siegel Investment Advisors Inc.2,663,440$85,097 03/31/2024
     DFAC2,663,440$85,097 03/31/2024
BetterWealth LLC2,909,389$85,041 12/31/2023
     DFAC2,909,389$85,041 12/31/2023
JFS Wealth Advisors LLC2,900,899$84,793 12/31/2023
     DFAC2,900,899$84,793 12/31/2023
Core Wealth Management Inc.2,877,020$84,095 12/31/2023
     DFAC2,877,020$84,095 12/31/2023
Rational Advisors LLC2,865,643$83,763 12/31/2023
     DFAC2,865,643$83,763 12/31/2023
Millburn Ridgefield Corp2,865,643$83,763 12/31/2023
     DFAC2,865,643$83,763 12/31/2023

See All: Funds Holding DFAC
See Details: Top 10 Hedge Funds Holding DFAC
Also See: DFAC Holdings Changes

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