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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
TFO TDC LLC | 4,468,298 | $128,648,564 | 12/31/2023 |
DFAC | 4,468,298 | $128,648,564 | 12/31/2023 |
Envestnet Asset Management Inc. | 49,555,765 | $1,448,515 | 12/31/2023 |
DFAC | 49,555,765 | $1,448,515 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 40,834,057 | $1,193,579 | 12/31/2023 |
DFAC | 40,834,057 | $1,193,579 | 12/31/2023 |
Forum Financial Management LP | 40,368,686 | $1,179,977 | 12/31/2023 |
DFAC | 40,368,686 | $1,179,977 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 37,499,436 | $1,096,109 | 12/31/2023 |
DFAC | 37,499,436 | $1,096,109 | 12/31/2023 |
LPL Financial LLC | 17,411,319 | $508,933 | 12/31/2023 |
DFAC | 17,411,319 | $508,933 | 12/31/2023 |
Plancorp LLC | 11,022,373 | $322,184 | 12/31/2023 |
DFAC | 11,022,373 | $322,184 | 12/31/2023 |
Commonwealth Equity Services LLC | 10,197,855 | $298,083 | 12/31/2023 |
DFAC | 10,197,855 | $298,083 | 12/31/2023 |
SJS Investment Consulting Inc. | 9,038,695 | $288,786 | 03/31/2024 |
DFAC | 9,038,695 | $288,786 | 03/31/2024 |
Rockwood Wealth Management LLC | 8,642,067 | $252,608 | 12/31/2023 |
DFAC | 8,642,067 | $252,608 | 12/31/2023 |
Apella Capital LLC | 7,109,068 | $224,789 | 03/31/2024 |
DFAC | 7,109,068 | $224,789 | 03/31/2024 |
Private Ocean LLC | 6,983,047 | $223,108 | 03/31/2024 |
DFAC | 6,983,047 | $223,108 | 03/31/2024 |
Greenspring Advisors LLC | 7,083,508 | $207,051 | 12/31/2023 |
DFAC | 7,083,508 | $207,051 | 12/31/2023 |
HighTower Advisors LLC | 6,910,983 | $202,009 | 12/31/2023 |
DFAC | 6,910,983 | $202,009 | 12/31/2023 |
Buckingham Strategic Partners | 6,412,112 | $187,426 | 12/31/2023 |
DFAC | 6,412,112 | $187,426 | 12/31/2023 |
Geometric Wealth Advisors | 6,410,509 | $187,379 | 12/31/2023 |
DFAC | 6,410,509 | $187,379 | 12/31/2023 |
Monograph Wealth Advisors LLC | 6,217,191 | $181,728 | 12/31/2023 |
DFAC | 6,217,191 | $181,728 | 12/31/2023 |
Savant Capital LLC | 5,925,374 | $173,199 | 12/31/2023 |
DFAC | 5,925,374 | $173,199 | 12/31/2023 |
Heritage Financial Services LLC | 5,566,052 | $162,696 | 12/31/2023 |
DFAC | 5,566,052 | $162,696 | 12/31/2023 |
Pure Financial Advisors Inc. | 4,926,985 | $157,417 | 03/31/2024 |
DFAC | 4,926,985 | $157,417 | 03/31/2024 |
Capstone Financial Advisors Inc. | 5,304,078 | $155,038 | 12/31/2023 |
DFAC | 5,304,078 | $155,038 | 12/31/2023 |
CI Private Wealth LLC | 5,287,507 | $154,554 | 12/31/2023 |
DFAC | 5,287,507 | $154,554 | 12/31/2023 |
Modera Wealth Management LLC | 5,216,705 | $152,484 | 12/31/2023 |
DFAC | 5,216,705 | $152,484 | 12/31/2023 |
Hill Investment Group Partners LLC | 4,966,580 | $145,173 | 12/31/2023 |
DFAC | 4,966,580 | $145,173 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 4,521,704 | $144,468 | 03/31/2024 |
DFAC | 4,521,704 | $144,468 | 03/31/2024 |
Baird Financial Group Inc. | 4,498,908 | $131,503 | 12/31/2023 |
DFAC | 4,498,908 | $131,503 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 4,394,193 | $128,442 | 12/31/2023 |
DFAC | 4,394,193 | $128,442 | 12/31/2023 |
Evanson Asset Management LLC | 3,963,787 | $126,643 | 03/31/2024 |
DFAC | 3,963,787 | $126,643 | 03/31/2024 |
Austin Asset Management Co Inc | 4,261,374 | $124,560 | 12/31/2023 |
DFAC | 4,261,374 | $124,560 | 12/31/2023 |
Bridgeworth LLC | 4,180,504 | $122,196 | 12/31/2023 |
DFAC | 4,180,504 | $122,196 | 12/31/2023 |
Cardiff Park Advisors LLC | 4,147,930 | $121,244 | 12/31/2023 |
DFAC | 4,147,930 | $121,244 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,128,418 | $120,674 | 12/31/2023 |
DFAC | 4,128,418 | $120,674 | 12/31/2023 |
Cerity Partners LLC | 3,971,328 | $116,082 | 12/31/2023 |
DFAC | 3,971,328 | $116,082 | 12/31/2023 |
McGlone Suttner Wealth Management Inc. | 3,487,856 | $111,437 | 03/31/2024 |
DFAC | 3,487,856 | $111,437 | 03/31/2024 |
Asset Dedication LLC | 3,437,343 | $109,825 | 03/31/2024 |
DFAC | 3,437,343 | $109,825 | 03/31/2024 |
Onyx Financial Advisors LLC | 3,290,279 | $105,124 | 03/31/2024 |
DFAC | 3,290,279 | $105,124 | 03/31/2024 |
UBS Group AG | 3,483,247 | $101,815 | 12/31/2023 |
DFAC | 3,483,247 | $101,815 | 12/31/2023 |
Syverson Strege & Co | 3,439,732 | $100,543 | 12/31/2023 |
DFAC | 3,439,732 | $100,543 | 12/31/2023 |
Altiora Financial Group LLC | 3,089,712 | $98,716 | 03/31/2024 |
DFAC | 3,089,712 | $98,716 | 03/31/2024 |
Allworth Financial LP | 3,320,658 | $97,063 | 12/31/2023 |
DFAC | 3,320,658 | $97,063 | 12/31/2023 |
Assetmark Inc. | 3,221,494 | $94,164 | 12/31/2023 |
DFAC | 3,221,494 | $94,164 | 12/31/2023 |
Mariner LLC | 3,200,856 | $93,561 | 12/31/2023 |
DFAC | 3,200,856 | $93,561 | 12/31/2023 |
Meridian Wealth Partners LLC | 3,055,719 | $89,319 | 12/31/2023 |
DFAC | 3,055,719 | $89,319 | 12/31/2023 |
New Capital Management LP | 2,787,990 | $89,076 | 03/31/2024 |
DFAC | 2,787,990 | $89,076 | 03/31/2024 |
Conrad Siegel Investment Advisors Inc. | 2,663,440 | $85,097 | 03/31/2024 |
DFAC | 2,663,440 | $85,097 | 03/31/2024 |
BetterWealth LLC | 2,909,389 | $85,041 | 12/31/2023 |
DFAC | 2,909,389 | $85,041 | 12/31/2023 |
JFS Wealth Advisors LLC | 2,900,899 | $84,793 | 12/31/2023 |
DFAC | 2,900,899 | $84,793 | 12/31/2023 |
Core Wealth Management Inc. | 2,877,020 | $84,095 | 12/31/2023 |
DFAC | 2,877,020 | $84,095 | 12/31/2023 |
Rational Advisors LLC | 2,865,643 | $83,763 | 12/31/2023 |
DFAC | 2,865,643 | $83,763 | 12/31/2023 |
Millburn Ridgefield Corp | 2,865,643 | $83,763 | 12/31/2023 |
DFAC | 2,865,643 | $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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