There is a long list of 577 institutional holders of DFAT 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 DFAT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFAT table below, the initial column indicates the name of each top institutional holder of DFAT, with a link to that fund's top holdings. The next columns indicate the amount of DFAT stock held by each of the institutional holders of DFAT, followed by the DFAT 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 | 432,007 | $22,606,907 | 12/31/2023 |
DFAT | 432,007 | $22,606,907 | 12/31/2023 |
Creative Planning | 13,638,740 | $713,715 | 12/31/2023 |
DFAT | 13,638,740 | $713,715 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 12,695,192 | $664,339 | 12/31/2023 |
DFAT | 12,695,192 | $664,339 | 12/31/2023 |
Forum Financial Management LP | 9,168,412 | $479,783 | 12/31/2023 |
DFAT | 9,168,412 | $479,783 | 12/31/2023 |
Index Fund Advisors Inc. | 7,843,529 | $410,452 | 12/31/2023 |
DFAT | 7,843,529 | $410,452 | 12/31/2023 |
Savant Capital LLC | 5,433,256 | $284,322 | 12/31/2023 |
DFAT | 5,433,256 | $284,322 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 2,916,043 | $152,597 | 12/31/2023 |
DFAT | 2,916,043 | $152,597 | 12/31/2023 |
CI Private Wealth LLC | 2,748,722 | $143,841 | 12/31/2023 |
DFAT | 2,748,722 | $143,841 | 12/31/2023 |
Envestnet Asset Management Inc. | 2,710,003 | $141,814 | 12/31/2023 |
DFAT | 2,710,003 | $141,814 | 12/31/2023 |
Buckingham Strategic Partners | 2,693,162 | $140,933 | 12/31/2023 |
DFAT | 2,693,162 | $140,933 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 2,521,795 | $131,966 | 12/31/2023 |
DFAT | 2,521,795 | $131,966 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 2,229,769 | $116,684 | 12/31/2023 |
DFAT | 2,229,769 | $116,684 | 12/31/2023 |
Trust Co of the South | 1,911,319 | $100,019 | 12/31/2023 |
DFAT | 1,911,319 | $100,019 | 12/31/2023 |
Asset Dedication LLC | 1,870,306 | $97,896 | 12/31/2023 |
DFAT | 1,870,306 | $97,896 | 12/31/2023 |
Pure Financial Advisors Inc. | 1,774,886 | $92,880 | 12/31/2023 |
DFAT | 1,774,886 | $92,880 | 12/31/2023 |
Plancorp LLC | 1,713,038 | $89,643 | 12/31/2023 |
DFAT | 1,713,038 | $89,643 | 12/31/2023 |
Truepoint Inc. | 1,625,009 | $85,037 | 12/31/2023 |
DFAT | 1,625,009 | $85,037 | 12/31/2023 |
Resource Consulting Group Inc. | 1,572,359 | $82,282 | 12/31/2023 |
DFAT | 1,572,359 | $82,282 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 1,713,713 | $78,300 | 09/30/2023 |
DFAT | 1,713,713 | $78,300 | 09/30/2023 |
Apella Capital LLC | 1,415,501 | $71,879 | 12/31/2023 |
DFAT | 1,415,501 | $71,879 | 12/31/2023 |
EP Wealth Advisors LLC | 1,262,902 | $66,088 | 12/31/2023 |
DFAT | 1,262,902 | $66,088 | 12/31/2023 |
Abacus Wealth Partners LLC | 1,259,673 | $65,919 | 12/31/2023 |
DFAT | 1,259,673 | $65,919 | 12/31/2023 |
MBB Public Markets I LLC | 1,222,870 | $63,993 | 12/31/2023 |
DFAT | 1,222,870 | $63,993 | 12/31/2023 |
Evanson Asset Management LLC | 1,159,770 | $60,691 | 12/31/2023 |
DFAT | 1,159,770 | $60,691 | 12/31/2023 |
Team Hewins LLC | 1,007,674 | $52,732 | 12/31/2023 |
DFAT | 1,007,674 | $52,732 | 12/31/2023 |
Great Oak Capital Partners LLC | 933,811 | $48,866 | 12/31/2023 |
DFAT | 933,811 | $48,866 | 12/31/2023 |
BKD Wealth Advisors LLC | 907,505 | $47,490 | 12/31/2023 |
DFAT | 907,505 | $47,490 | 12/31/2023 |
Bayshore Asset Management LLC | 894,161 | $46,791 | 12/31/2023 |
DFAT | 894,161 | $46,791 | 12/31/2023 |
Modera Wealth Management LLC | 888,385 | $46,489 | 12/31/2023 |
DFAT | 888,385 | $46,489 | 12/31/2023 |
Bank of America Corp DE | 878,404 | $45,967 | 12/31/2023 |
DFAT | 878,404 | $45,967 | 12/31/2023 |
Merriman Wealth Management LLC | 863,131 | $45,168 | 12/31/2023 |
DFAT | 863,131 | $45,168 | 12/31/2023 |
ML & R Wealth Management LLC | 862,018 | $45,109 | 12/31/2023 |
DFAT | 862,018 | $45,109 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 848,654 | $44,410 | 12/31/2023 |
DFAT | 848,654 | $44,410 | 12/31/2023 |
Capital Performance Advisors LLP | 827,393 | $43,297 | 12/31/2023 |
DFAT | 827,393 | $43,297 | 12/31/2023 |
Carlson Capital Management | 784,893 | $41,073 | 12/31/2023 |
DFAT | 784,893 | $41,073 | 12/31/2023 |
Sax Wealth Advisors LLC | 706,644 | $36,979 | 12/31/2023 |
DFAT | 706,644 | $36,979 | 12/31/2023 |
Sequoia Financial Advisors LLC | 703,470 | $36,813 | 12/31/2023 |
DFAT | 703,470 | $36,813 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 695,502 | $36,396 | 12/31/2023 |
DFAT | 695,502 | $36,396 | 12/31/2023 |
LPL Financial LLC | 659,206 | $34,496 | 12/31/2023 |
DFAT | 659,206 | $34,496 | 12/31/2023 |
Hill Investment Group Partners LLC | 653,605 | $34,203 | 12/31/2023 |
DFAT | 653,605 | $34,203 | 12/31/2023 |
Keb Asset Management LLC | 631,058 | $33,023 | 12/31/2023 |
DFAT | 631,058 | $33,023 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 630,717 | $33,005 | 12/31/2023 |
DFAT | 630,717 | $33,005 | 12/31/2023 |
Monograph Wealth Advisors LLC | 619,089 | $32,397 | 12/31/2023 |
DFAT | 619,089 | $32,397 | 12/31/2023 |
Joel Isaacson & Co. LLC | 600,078 | $31,402 | 12/31/2023 |
DFAT | 600,078 | $31,402 | 12/31/2023 |
HighTower Advisors LLC | 560,868 | $29,352 | 12/31/2023 |
DFAT | 560,868 | $29,352 | 12/31/2023 |
Efficient Frontier Advisors LLC | 557,867 | $29,193 | 12/31/2023 |
DFAT | 557,867 | $29,193 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 551,464 | $28,858 | 12/31/2023 |
DFAT | 551,464 | $28,858 | 12/31/2023 |
TFC Financial Management | 543,653 | $28,449 | 12/31/2023 |
DFAT | 543,653 | $28,449 | 12/31/2023 |
TCI Wealth Advisors Inc. | 538,685 | $28,189 | 12/31/2023 |
DFAT | 538,685 | $28,189 | 12/31/2023 |
Kraft Asset Management LLC | 538,496 | $28,180 | 12/31/2023 |
DFAT | 538,496 | $28,180 | 12/31/2023 |
See All: Funds Holding DFAT
See Details: Top 10 Hedge Funds Holding DFAT
Also See: DFAT Holdings Changes
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