HoldingsChannel.com
Institutional Holders of DFGR

There is a long list of 156 institutional holders of DFGR 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 DFGR by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFGR table below, the initial column indicates the name of each top institutional holder of DFGR, with a link to that fund's top holdings. The next columns indicate the amount of DFGR stock held by each of the institutional holders of DFGR, followed by the DFGR 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
Forum Financial Management LP13,940,748$362,181 12/31/2023
     DFGR13,940,748$362,181 12/31/2023
JMG Financial Group Ltd.2,586,958$66,045 03/31/2024
     DFGR2,586,958$66,045 03/31/2024
CI Private Wealth LLC2,178,755$56,604 12/31/2023
     DFGR2,178,755$56,604 12/31/2023
Private Ocean LLC2,031,427$51,862 03/31/2024
     DFGR2,031,427$51,862 03/31/2024
Buckingham Strategic Wealth LLC1,688,305$43,862 12/31/2023
     DFGR1,688,305$43,862 12/31/2023
Savant Capital LLC1,563,595$40,622 12/31/2023
     DFGR1,563,595$40,622 12/31/2023
DiNuzzo Private Wealth Inc.1,491,330$38,745 12/31/2023
     DFGR1,491,330$38,745 12/31/2023
Brighton Jones LLC1,258,142$32,687 12/31/2023
     DFGR1,258,142$32,687 12/31/2023
Wescott Financial Advisory Group LLC1,117,315$29,028 12/31/2023
     DFGR1,117,315$29,028 12/31/2023
Quantum Financial Advisors LLC846,314$21,606 03/31/2024
     DFGR846,314$21,606 03/31/2024
TCI Wealth Advisors Inc.672,575$17,473 12/31/2023
     DFGR672,575$17,473 12/31/2023
Jane Street Group LLC621,958$16,158 12/31/2023
     DFGR621,958$16,158 12/31/2023
RS Crum Inc.588,976$15,302 12/31/2023
     DFGR588,976$15,302 12/31/2023
SRS Capital Advisors Inc.575,939$14,963 12/31/2023
     DFGR575,939$14,963 12/31/2023
LPL Financial LLC572,486$14,873 12/31/2023
     DFGR572,486$14,873 12/31/2023
Integris Wealth Management LLC512,898$13,094 03/31/2024
     DFGR512,898$13,094 03/31/2024
Mosaic Family Wealth Partners LLC481,678$12,514 12/31/2023
     DFGR481,678$12,514 12/31/2023
Planning Center Inc.479,783$12,249 03/31/2024
     DFGR479,783$12,249 03/31/2024
Creative Capital Management Investments LLC477,737$12,197 03/31/2024
     DFGR477,737$12,197 03/31/2024
Index Fund Advisors Inc.467,074$12,135 12/31/2023
     DFGR467,074$12,135 12/31/2023
WPWealth LLP435,015$11,302 12/31/2023
     DFGR435,015$11,302 12/31/2023
Great Waters Wealth Management436,366$11,140 03/31/2024
     DFGR436,366$11,140 03/31/2024
Syverson Strege & Co422,956$10,798 03/31/2024
     DFGR422,956$10,798 03/31/2024
Summit Financial Strategies Inc.407,311$10,582 12/31/2023
     DFGR407,311$10,582 12/31/2023
Private Wealth Management Group LLC407,111$10,394 03/31/2024
     DFGR407,111$10,394 03/31/2024
Buckingham Strategic Partners357,216$9,280 12/31/2023
     DFGR357,216$9,280 12/31/2023
Commonwealth Equity Services LLC325,252$8,304 03/31/2024
     DFGR325,252$8,304 03/31/2024
Total Wealth Planning LLC312,364$7,975 03/31/2024
     DFGR312,364$7,975 03/31/2024
Jentner Corp304,130$7,901 12/31/2023
     DFGR304,130$7,901 12/31/2023
Sprinkle Financial Consultants LLC293,292$7,488 03/31/2024
     DFGR293,292$7,488 03/31/2024
New Capital Management LP289,728$7,397 03/31/2024
     DFGR289,728$7,397 03/31/2024
Apella Capital LLC284,770$7,222 03/31/2024
     DFGR284,770$7,222 03/31/2024
Peirce Capital Management LLC272,917$6,968 03/31/2024
     DFGR272,917$6,968 03/31/2024
Wealth Enhancement Advisory Services LLC255,550$6,524 03/31/2024
     DFGR255,550$6,524 03/31/2024
Rather & Kittrell Inc.252,695$6,451 03/31/2024
     DFGR252,695$6,451 03/31/2024
Pathstone Holdings LLC232,284$6,035 12/31/2023
     DFGR232,284$6,035 12/31/2023
Resources Investment Advisors LLC.226,168$5,876 12/31/2023
     DFGR226,168$5,876 12/31/2023
Advisory Services & Investments LLC223,570$5,708 03/31/2024
     DFGR223,570$5,708 03/31/2024
Evanson Asset Management LLC206,109$5,262 03/31/2024
     DFGR206,109$5,262 03/31/2024
Corrigan Financial Inc.205,013$5,234 03/31/2024
     DFGR205,013$5,234 03/31/2024
Level Financial Advisors Inc.196,237$5,010 03/31/2024
     DFGR196,237$5,010 03/31/2024
Fundamentun LLC192,163$4,906 03/31/2024
     DFGR192,163$4,906 03/31/2024
Envestnet Asset Management Inc.174,928$4,545 12/31/2023
     DFGR174,928$4,545 12/31/2023
Cooper Haims Advisors LLC167,436$4,350 12/31/2023
     DFGR167,436$4,350 12/31/2023
Lam Group Inc.167,940$4,288 03/31/2024
     DFGR167,940$4,288 03/31/2024
Willow Creek Wealth Management Inc.161,421$4,194 12/31/2023
     DFGR161,421$4,194 12/31/2023
AdvisorNet Financial Inc159,713$4,077 03/31/2024
     DFGR159,713$4,077 03/31/2024
Tilson Financial Group Inc.157,957$4,033 03/31/2024
     DFGR157,957$4,033 03/31/2024
SJS Investment Consulting Inc.153,021$3,907 03/31/2024
     DFGR153,021$3,907 03/31/2024
American Investment Services Inc.149,474$3,883 12/31/2023
     DFGR149,474$3,883 12/31/2023

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

Quotes delayed 20 minutes

Email EnvelopeFree DFGR Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of DFGR | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.