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Institutional Holders of DFAE

There is a long list of 407 institutional holders of DFAE 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 DFAE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFAE table below, the initial column indicates the name of each top institutional holder of DFAE, with a link to that fund's top holdings. The next columns indicate the amount of DFAE stock held by each of the institutional holders of DFAE, followed by the DFAE 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
Retirement Systems of Alabama12,668,769$305,444 12/31/2023
     DFAE12,668,769$305,444 12/31/2023
FMR LLC5,939,941$143,212 12/31/2023
     DFAE5,939,941$143,212 12/31/2023
UBS Group AG4,966,645$119,746 12/31/2023
     DFAE4,966,645$119,746 12/31/2023
Envestnet Asset Management Inc.4,333,055$104,470 12/31/2023
     DFAE4,333,055$104,470 12/31/2023
Mercer Global Advisors Inc. ADV3,747,457$90,351 12/31/2023
     DFAE3,747,457$90,351 12/31/2023
Bank of America Corp DE3,412,268$82,270 12/31/2023
     DFAE3,412,268$82,270 12/31/2023
Mariner LLC2,864,880$69,072 12/31/2023
     DFAE2,864,880$69,072 12/31/2023
Cable Hill Partners LLC2,587,914$60,687 12/31/2023
     DFAE2,587,914$60,687 12/31/2023
Private Ocean LLC1,807,336$43,575 12/31/2023
     DFAE1,807,336$43,575 12/31/2023
CI Private Wealth LLC1,793,337$43,237 12/31/2023
     DFAE1,793,337$43,237 12/31/2023
Creative Planning1,759,830$42,429 12/31/2023
     DFAE1,759,830$42,429 12/31/2023
Rational Advisors LLC1,594,086$38,433 12/31/2023
     DFAE1,594,086$38,433 12/31/2023
Millburn Ridgefield Corp1,594,086$38,433 12/31/2023
     DFAE1,594,086$38,433 12/31/2023
Catalyst Capital Advisors LLC1,594,086$38,433 12/31/2023
     DFAE1,594,086$38,433 12/31/2023
Mission Wealth Management LP1,386,556$33,430 12/31/2023
     DFAE1,386,556$33,430 12/31/2023
True Link Financial Advisors LLC1,376,803$33,195 12/31/2023
     DFAE1,376,803$33,195 12/31/2023
Falcon Wealth Planning1,354,629$32,660 12/31/2023
     DFAE1,354,629$32,660 12/31/2023
Raymond James Financial Services Advisors Inc.1,276,043$30,765 12/31/2023
     DFAE1,276,043$30,765 12/31/2023
Evoke Wealth LLC1,213,162$29,249 12/31/2023
     DFAE1,213,162$29,249 12/31/2023
Integrated Wealth Concepts LLC1,106,931$26,688 12/31/2023
     DFAE1,106,931$26,688 12/31/2023
Bank of Montreal Can1,041,254$25,188 12/31/2023
     DFAE1,041,254$25,188 12/31/2023
CWM LLC1,001,904$24,156 12/31/2023
     DFAE1,001,904$24,156 12/31/2023
Aquire Wealth Advisors LLC966,336$23,298 12/31/2023
     DFAE966,336$23,298 12/31/2023
Buckingham Strategic Wealth LLC953,274$22,983 12/31/2023
     DFAE953,274$22,983 12/31/2023
RVW Wealth LLC905,216$21,825 12/31/2023
     DFAE905,216$21,825 12/31/2023
West Financial Advisors LLC861,000$20,759 12/31/2023
     DFAE861,000$20,759 12/31/2023
Financial Planning & Information Services Inc.824,899$19,888 12/31/2023
     DFAE824,899$19,888 12/31/2023
RAM Investment Partners LLC757,371$18,260 12/31/2023
     DFAE757,371$18,260 12/31/2023
Root Financial Partners LLC749,190$18,063 12/31/2023
     DFAE749,190$18,063 12/31/2023
Ledyard National Bank747,688$18,027 12/31/2023
     DFAE747,688$18,027 12/31/2023
Prime Capital Investment Advisors LLC738,027$17,794 12/31/2023
     DFAE738,027$17,794 12/31/2023
Royal Bank of Canada726,412$17,514 12/31/2023
     DFAE726,412$17,514 12/31/2023
Aveo Capital Partners LLC699,974$16,876 12/31/2023
     DFAE699,974$16,876 12/31/2023
Market Street Wealth Management Advisors LLC690,269$16,642 12/31/2023
     DFAE690,269$16,642 12/31/2023
JFS Wealth Advisors LLC674,694$16,267 12/31/2023
     DFAE674,694$16,267 12/31/2023
Wealth Enhancement Advisory Services LLC672,867$16,223 12/31/2023
     DFAE672,867$16,223 12/31/2023
Great Waters Wealth Management680,498$16,155 12/31/2023
     DFAE680,498$16,155 12/31/2023
Eqis Capital Management Inc.667,358$16,090 12/31/2023
     DFAE667,358$16,090 12/31/2023
Diversified Portfolios Inc.667,088$16,084 12/31/2023
     DFAE667,088$16,084 12/31/2023
WPWealth LLP649,911$15,669 12/31/2023
     DFAE649,911$15,669 12/31/2023
Marquette Asset Management LLC641,782$15,473 12/31/2023
     DFAE641,782$15,473 12/31/2023
CPA Asset Management LLC621,512$14,985 12/31/2023
     DFAE621,512$14,985 12/31/2023
Commonwealth Equity Services LLC617,018$14,876 12/31/2023
     DFAE617,018$14,876 12/31/2023
Founders Financial Securities LLC573,116$13,818 12/31/2023
     DFAE573,116$13,818 12/31/2023
Horizon Investments LLC564,199$13,603 12/31/2023
     DFAE564,199$13,603 12/31/2023
Jane Street Group LLC560,293$13,509 12/31/2023
     DFAE560,293$13,509 12/31/2023
Bedel Financial Consulting Inc.531,781$12,821 12/31/2023
     DFAE531,781$12,821 12/31/2023
Moisand Fitzgerald Tamayo LLC530,109$12,781 12/31/2023
     DFAE530,109$12,781 12/31/2023
Arista Wealth Management LLC489,792$11,809 12/31/2023
     DFAE489,792$11,809 12/31/2023
Pallas Capital Advisors LLC487,460$11,753 12/31/2023
     DFAE487,460$11,753 12/31/2023

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

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