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Institutional Holders of DFAT

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.

HolderAmountPosition Size
($ in 1000's)
 As of
TFO TDC LLC432,007$22,606,907 12/31/2023
     DFAT432,007$22,606,907 12/31/2023
Creative Planning13,638,740$713,715 12/31/2023
     DFAT13,638,740$713,715 12/31/2023
Buckingham Strategic Wealth LLC12,695,192$664,339 12/31/2023
     DFAT12,695,192$664,339 12/31/2023
Forum Financial Management LP9,168,412$479,783 12/31/2023
     DFAT9,168,412$479,783 12/31/2023
Index Fund Advisors Inc.7,843,529$410,452 12/31/2023
     DFAT7,843,529$410,452 12/31/2023
Savant Capital LLC5,433,256$284,322 12/31/2023
     DFAT5,433,256$284,322 12/31/2023
Mercer Global Advisors Inc. ADV2,916,043$152,597 12/31/2023
     DFAT2,916,043$152,597 12/31/2023
CI Private Wealth LLC2,748,722$143,841 12/31/2023
     DFAT2,748,722$143,841 12/31/2023
Envestnet Asset Management Inc.2,710,003$141,814 12/31/2023
     DFAT2,710,003$141,814 12/31/2023
Buckingham Strategic Partners2,693,162$140,933 12/31/2023
     DFAT2,693,162$140,933 12/31/2023
Jackson Thornton Asset Management LLC2,521,795$131,966 12/31/2023
     DFAT2,521,795$131,966 12/31/2023
Wealth Enhancement Advisory Services LLC2,229,769$116,684 12/31/2023
     DFAT2,229,769$116,684 12/31/2023
Trust Co of the South1,911,319$100,019 12/31/2023
     DFAT1,911,319$100,019 12/31/2023
Asset Dedication LLC1,870,306$97,896 12/31/2023
     DFAT1,870,306$97,896 12/31/2023
Pure Financial Advisors Inc.1,774,886$92,880 12/31/2023
     DFAT1,774,886$92,880 12/31/2023
Plancorp LLC1,713,038$89,643 12/31/2023
     DFAT1,713,038$89,643 12/31/2023
Truepoint Inc.1,625,009$85,037 12/31/2023
     DFAT1,625,009$85,037 12/31/2023
Resource Consulting Group Inc.1,572,359$82,282 12/31/2023
     DFAT1,572,359$82,282 12/31/2023
Willow Creek Wealth Management Inc.1,713,713$78,300 09/30/2023
     DFAT1,713,713$78,300 09/30/2023
Apella Capital LLC1,415,501$71,879 12/31/2023
     DFAT1,415,501$71,879 12/31/2023
EP Wealth Advisors LLC1,262,902$66,088 12/31/2023
     DFAT1,262,902$66,088 12/31/2023
Abacus Wealth Partners LLC1,259,673$65,919 12/31/2023
     DFAT1,259,673$65,919 12/31/2023
MBB Public Markets I LLC1,222,870$63,993 12/31/2023
     DFAT1,222,870$63,993 12/31/2023
Evanson Asset Management LLC1,159,770$60,691 12/31/2023
     DFAT1,159,770$60,691 12/31/2023
Team Hewins LLC1,007,674$52,732 12/31/2023
     DFAT1,007,674$52,732 12/31/2023
Great Oak Capital Partners LLC933,811$48,866 12/31/2023
     DFAT933,811$48,866 12/31/2023
BKD Wealth Advisors LLC907,505$47,490 12/31/2023
     DFAT907,505$47,490 12/31/2023
Bayshore Asset Management LLC894,161$46,791 12/31/2023
     DFAT894,161$46,791 12/31/2023
Modera Wealth Management LLC888,385$46,489 12/31/2023
     DFAT888,385$46,489 12/31/2023
Bank of America Corp DE878,404$45,967 12/31/2023
     DFAT878,404$45,967 12/31/2023
Merriman Wealth Management LLC863,131$45,168 12/31/2023
     DFAT863,131$45,168 12/31/2023
ML & R Wealth Management LLC862,018$45,109 12/31/2023
     DFAT862,018$45,109 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management848,654$44,410 12/31/2023
     DFAT848,654$44,410 12/31/2023
Capital Performance Advisors LLP827,393$43,297 12/31/2023
     DFAT827,393$43,297 12/31/2023
Carlson Capital Management784,893$41,073 12/31/2023
     DFAT784,893$41,073 12/31/2023
Sax Wealth Advisors LLC706,644$36,979 12/31/2023
     DFAT706,644$36,979 12/31/2023
Sequoia Financial Advisors LLC703,470$36,813 12/31/2023
     DFAT703,470$36,813 12/31/2023
Raymond James Financial Services Advisors Inc.695,502$36,396 12/31/2023
     DFAT695,502$36,396 12/31/2023
LPL Financial LLC659,206$34,496 12/31/2023
     DFAT659,206$34,496 12/31/2023
Hill Investment Group Partners LLC653,605$34,203 12/31/2023
     DFAT653,605$34,203 12/31/2023
Keb Asset Management LLC631,058$33,023 12/31/2023
     DFAT631,058$33,023 12/31/2023
Cambridge Investment Research Advisors Inc.630,717$33,005 12/31/2023
     DFAT630,717$33,005 12/31/2023
Monograph Wealth Advisors LLC619,089$32,397 12/31/2023
     DFAT619,089$32,397 12/31/2023
Joel Isaacson & Co. LLC600,078$31,402 12/31/2023
     DFAT600,078$31,402 12/31/2023
HighTower Advisors LLC560,868$29,352 12/31/2023
     DFAT560,868$29,352 12/31/2023
Efficient Frontier Advisors LLC557,867$29,193 12/31/2023
     DFAT557,867$29,193 12/31/2023
Beaird Harris Wealth Management LLC551,464$28,858 12/31/2023
     DFAT551,464$28,858 12/31/2023
TFC Financial Management543,653$28,449 12/31/2023
     DFAT543,653$28,449 12/31/2023
TCI Wealth Advisors Inc.538,685$28,189 12/31/2023
     DFAT538,685$28,189 12/31/2023
Kraft Asset Management LLC538,496$28,180 12/31/2023
     DFAT538,496$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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