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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Forum Financial Management LP | 13,940,748 | $362,181 | 12/31/2023 |
DFGR | 13,940,748 | $362,181 | 12/31/2023 |
JMG Financial Group Ltd. | 2,586,958 | $66,045 | 03/31/2024 |
DFGR | 2,586,958 | $66,045 | 03/31/2024 |
CI Private Wealth LLC | 2,178,755 | $56,604 | 12/31/2023 |
DFGR | 2,178,755 | $56,604 | 12/31/2023 |
Private Ocean LLC | 2,031,427 | $51,862 | 03/31/2024 |
DFGR | 2,031,427 | $51,862 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 1,688,305 | $43,862 | 12/31/2023 |
DFGR | 1,688,305 | $43,862 | 12/31/2023 |
Savant Capital LLC | 1,563,595 | $40,622 | 12/31/2023 |
DFGR | 1,563,595 | $40,622 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 1,491,330 | $38,745 | 12/31/2023 |
DFGR | 1,491,330 | $38,745 | 12/31/2023 |
Brighton Jones LLC | 1,258,142 | $32,687 | 12/31/2023 |
DFGR | 1,258,142 | $32,687 | 12/31/2023 |
Wescott Financial Advisory Group LLC | 1,117,315 | $29,028 | 12/31/2023 |
DFGR | 1,117,315 | $29,028 | 12/31/2023 |
Quantum Financial Advisors LLC | 846,314 | $21,606 | 03/31/2024 |
DFGR | 846,314 | $21,606 | 03/31/2024 |
TCI Wealth Advisors Inc. | 672,575 | $17,473 | 12/31/2023 |
DFGR | 672,575 | $17,473 | 12/31/2023 |
Jane Street Group LLC | 621,958 | $16,158 | 12/31/2023 |
DFGR | 621,958 | $16,158 | 12/31/2023 |
RS Crum Inc. | 588,976 | $15,302 | 12/31/2023 |
DFGR | 588,976 | $15,302 | 12/31/2023 |
SRS Capital Advisors Inc. | 575,939 | $14,963 | 12/31/2023 |
DFGR | 575,939 | $14,963 | 12/31/2023 |
LPL Financial LLC | 572,486 | $14,873 | 12/31/2023 |
DFGR | 572,486 | $14,873 | 12/31/2023 |
Integris Wealth Management LLC | 512,898 | $13,094 | 03/31/2024 |
DFGR | 512,898 | $13,094 | 03/31/2024 |
Mosaic Family Wealth Partners LLC | 481,678 | $12,514 | 12/31/2023 |
DFGR | 481,678 | $12,514 | 12/31/2023 |
Planning Center Inc. | 479,783 | $12,249 | 03/31/2024 |
DFGR | 479,783 | $12,249 | 03/31/2024 |
Creative Capital Management Investments LLC | 477,737 | $12,197 | 03/31/2024 |
DFGR | 477,737 | $12,197 | 03/31/2024 |
Index Fund Advisors Inc. | 467,074 | $12,135 | 12/31/2023 |
DFGR | 467,074 | $12,135 | 12/31/2023 |
WPWealth LLP | 435,015 | $11,302 | 12/31/2023 |
DFGR | 435,015 | $11,302 | 12/31/2023 |
Great Waters Wealth Management | 436,366 | $11,140 | 03/31/2024 |
DFGR | 436,366 | $11,140 | 03/31/2024 |
Syverson Strege & Co | 422,956 | $10,798 | 03/31/2024 |
DFGR | 422,956 | $10,798 | 03/31/2024 |
Summit Financial Strategies Inc. | 407,311 | $10,582 | 12/31/2023 |
DFGR | 407,311 | $10,582 | 12/31/2023 |
Private Wealth Management Group LLC | 407,111 | $10,394 | 03/31/2024 |
DFGR | 407,111 | $10,394 | 03/31/2024 |
Buckingham Strategic Partners | 357,216 | $9,280 | 12/31/2023 |
DFGR | 357,216 | $9,280 | 12/31/2023 |
Commonwealth Equity Services LLC | 325,252 | $8,304 | 03/31/2024 |
DFGR | 325,252 | $8,304 | 03/31/2024 |
Total Wealth Planning LLC | 312,364 | $7,975 | 03/31/2024 |
DFGR | 312,364 | $7,975 | 03/31/2024 |
Jentner Corp | 304,130 | $7,901 | 12/31/2023 |
DFGR | 304,130 | $7,901 | 12/31/2023 |
Sprinkle Financial Consultants LLC | 293,292 | $7,488 | 03/31/2024 |
DFGR | 293,292 | $7,488 | 03/31/2024 |
New Capital Management LP | 289,728 | $7,397 | 03/31/2024 |
DFGR | 289,728 | $7,397 | 03/31/2024 |
Apella Capital LLC | 284,770 | $7,222 | 03/31/2024 |
DFGR | 284,770 | $7,222 | 03/31/2024 |
Peirce Capital Management LLC | 272,917 | $6,968 | 03/31/2024 |
DFGR | 272,917 | $6,968 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 255,550 | $6,524 | 03/31/2024 |
DFGR | 255,550 | $6,524 | 03/31/2024 |
Rather & Kittrell Inc. | 252,695 | $6,451 | 03/31/2024 |
DFGR | 252,695 | $6,451 | 03/31/2024 |
Pathstone Holdings LLC | 232,284 | $6,035 | 12/31/2023 |
DFGR | 232,284 | $6,035 | 12/31/2023 |
Resources Investment Advisors LLC. | 226,168 | $5,876 | 12/31/2023 |
DFGR | 226,168 | $5,876 | 12/31/2023 |
Advisory Services & Investments LLC | 223,570 | $5,708 | 03/31/2024 |
DFGR | 223,570 | $5,708 | 03/31/2024 |
Evanson Asset Management LLC | 206,109 | $5,262 | 03/31/2024 |
DFGR | 206,109 | $5,262 | 03/31/2024 |
Corrigan Financial Inc. | 205,013 | $5,234 | 03/31/2024 |
DFGR | 205,013 | $5,234 | 03/31/2024 |
Level Financial Advisors Inc. | 196,237 | $5,010 | 03/31/2024 |
DFGR | 196,237 | $5,010 | 03/31/2024 |
Fundamentun LLC | 192,163 | $4,906 | 03/31/2024 |
DFGR | 192,163 | $4,906 | 03/31/2024 |
Envestnet Asset Management Inc. | 174,928 | $4,545 | 12/31/2023 |
DFGR | 174,928 | $4,545 | 12/31/2023 |
Cooper Haims Advisors LLC | 167,436 | $4,350 | 12/31/2023 |
DFGR | 167,436 | $4,350 | 12/31/2023 |
Lam Group Inc. | 167,940 | $4,288 | 03/31/2024 |
DFGR | 167,940 | $4,288 | 03/31/2024 |
Willow Creek Wealth Management Inc. | 161,421 | $4,194 | 12/31/2023 |
DFGR | 161,421 | $4,194 | 12/31/2023 |
AdvisorNet Financial Inc | 159,713 | $4,077 | 03/31/2024 |
DFGR | 159,713 | $4,077 | 03/31/2024 |
Tilson Financial Group Inc. | 157,957 | $4,033 | 03/31/2024 |
DFGR | 157,957 | $4,033 | 03/31/2024 |
SJS Investment Consulting Inc. | 153,021 | $3,907 | 03/31/2024 |
DFGR | 153,021 | $3,907 | 03/31/2024 |
American Investment Services Inc. | 149,474 | $3,883 | 12/31/2023 |
DFGR | 149,474 | $3,883 | 12/31/2023 |
See All: Funds Holding DFGR
See Details: Top 10 Hedge Funds Holding DFGR
Also See: DFGR Holdings Changes
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