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Institutional Holders of DFAR

There is a long list of 185 institutional holders of DFAR 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 DFAR by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFAR table below, the initial column indicates the name of each top institutional holder of DFAR, with a link to that fund's top holdings. The next columns indicate the amount of DFAR stock held by each of the institutional holders of DFAR, followed by the DFAR 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
Beaird Harris Wealth Management LLC1,722,823$39,177 12/31/2023
     DFAR1,722,823$39,177 12/31/2023
Elwood & Goetz Wealth Advisory Group LLC1,659,928$37,747 12/31/2023
     DFAR1,659,928$37,747 12/31/2023
HighTower Advisors LLC1,607,925$36,579 12/31/2023
     DFAR1,607,925$36,579 12/31/2023
Bridgeworth LLC1,327,345$30,184 12/31/2023
     DFAR1,327,345$30,184 12/31/2023
RAM Investment Partners LLC1,089,648$24,779 12/31/2023
     DFAR1,089,648$24,779 12/31/2023
Rather & Kittrell Inc.814,120$18,513 12/31/2023
     DFAR814,120$18,513 12/31/2023
Brown Financial Advisory675,000$15,350 12/31/2023
     DFAR675,000$15,350 12/31/2023
BKD Wealth Advisors LLC583,098$13,260 12/31/2023
     DFAR583,098$13,260 12/31/2023
AE Wealth Management LLC549,220$12,028 12/31/2023
     DFAR549,220$12,028 12/31/2023
Bridgewater Advisors Inc.510,586$11,611 12/31/2023
     DFAR510,586$11,611 12/31/2023
Great Oak Capital Partners LLC516,955$11,564 03/31/2024
     DFAR516,955$11,564 03/31/2024
Integrated Wealth Concepts LLC498,359$11,333 12/31/2023
     DFAR498,359$11,333 12/31/2023
Willow Creek Wealth Management Inc.422,551$9,609 12/31/2023
     DFAR422,551$9,609 12/31/2023
Forum Financial Management LP415,482$9,448 12/31/2023
     DFAR415,482$9,448 12/31/2023
Arista Wealth Management LLC369,920$8,412 12/31/2023
     DFAR369,920$8,412 12/31/2023
Core Wealth Management Inc.368,002$8,368 12/31/2023
     DFAR368,002$8,368 12/31/2023
Fidato Wealth LLC370,480$8,288 03/31/2024
     DFAR370,480$8,288 03/31/2024
Crestmont Private Wealth LLC366,706$8,203 03/31/2024
     DFAR366,706$8,203 03/31/2024
Phillips Financial Management LLC360,307$8,193 12/31/2023
     DFAR360,307$8,193 12/31/2023
Retirement Solution Inc.342,852$7,796 12/31/2023
     DFAR342,852$7,796 12/31/2023
Root Financial Partners LLC339,364$7,717 12/31/2023
     DFAR339,364$7,717 12/31/2023
Asset Planning Corporation336,811$7,659 12/31/2023
     DFAR336,811$7,659 12/31/2023
Commonwealth Equity Services LLC331,328$7,534 12/31/2023
     DFAR331,328$7,534 12/31/2023
Savant Capital LLC296,455$6,741 12/31/2023
     DFAR296,455$6,741 12/31/2023
Mercer Global Advisors Inc. ADV295,133$6,711 12/31/2023
     DFAR295,133$6,711 12/31/2023
Beacon Pointe Advisors LLC290,018$6,595 12/31/2023
     DFAR290,018$6,595 12/31/2023
Pinnacle Financial Group LLC IL275,312$6,261 12/31/2023
     DFAR275,312$6,261 12/31/2023
Austin Wealth Management LLC274,574$5,969 12/31/2023
     DFAR274,574$5,969 12/31/2023
Helen Stephens Group LLC265,153$5,931 03/31/2024
     DFAR265,153$5,931 03/31/2024
Onyx Financial Advisors LLC255,811$5,722 03/31/2024
     DFAR255,811$5,722 03/31/2024
Wealth Dimensions Group Ltd.243,463$5,536 12/31/2023
     DFAR243,463$5,536 12/31/2023
Sequoia Financial Advisors LLC240,548$5,470 12/31/2023
     DFAR240,548$5,470 12/31/2023
Vannoy Advisory Group Inc.238,829$5,431 12/31/2023
     DFAR238,829$5,431 12/31/2023
LPL Financial LLC219,583$4,993 12/31/2023
     DFAR219,583$4,993 12/31/2023
Dynamic Advisor Solutions LLC208,720$4,669 03/31/2024
     DFAR208,720$4,669 03/31/2024
Rockwood Wealth Management LLC202,119$4,596 12/31/2023
     DFAR202,119$4,596 12/31/2023
GWM Advisors LLC208,261$4,588 12/31/2023
     DFAR208,261$4,588 12/31/2023
Carlson Capital Management196,995$4,407 03/31/2024
     DFAR196,995$4,407 03/31/2024
Resource Consulting Group Inc.192,643$4,381 12/31/2023
     DFAR192,643$4,381 12/31/2023
Ruedi Wealth Management Inc.177,495$4,036 12/31/2023
     DFAR177,495$4,036 12/31/2023
Sax Wealth Advisors LLC175,228$3,985 12/31/2023
     DFAR175,228$3,985 12/31/2023
Vista Wealth Management Group LLC169,368$3,851 12/31/2023
     DFAR169,368$3,851 12/31/2023
Oceanside Advisors LLC167,295$3,804 12/31/2023
     DFAR167,295$3,804 12/31/2023
Gradient Capital Advisors LLC165,466$3,701 03/31/2024
     DFAR165,466$3,701 03/31/2024
Evanson Asset Management LLC155,487$3,478 03/31/2024
     DFAR155,487$3,478 03/31/2024
Mariner LLC149,775$3,406 12/31/2023
     DFAR149,775$3,406 12/31/2023
Raymond James Financial Services Advisors Inc.147,678$3,358 12/31/2023
     DFAR147,678$3,358 12/31/2023
Buckingham Strategic Wealth LLC132,567$3,015 12/31/2023
     DFAR132,567$3,015 12/31/2023
Satovsky Asset Management LLC132,591$3,015 12/31/2023
     DFAR132,591$3,015 12/31/2023
Pathstone Holdings LLC130,916$2,977 12/31/2023
     DFAR130,916$2,977 12/31/2023

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

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