HoldingsChannel.com
There is a long list of 304 institutional holders of DFIC 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 DFIC by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFIC table below, the initial column indicates the name of each top institutional holder of DFIC, with a link to that fund's top holdings. The next columns indicate the amount of DFIC stock held by each of the institutional holders of DFIC, followed by the DFIC 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 |
|---|---|---|---|
 Envestnet Asset Management Inc. | 21,448,731 | $573,754 | 03/31/2024 |
| DFIC | 21,448,731 | $573,754 | 03/31/2024 |
| Mercer Global Advisors Inc. ADV | 19,225,190 | $490,819 | 12/31/2023 |
| DFIC | 19,225,190 | $490,819 | 12/31/2023 |
| Forum Financial Management LP | 15,970,360 | $427,207 | 03/31/2024 |
| DFIC | 15,970,360 | $427,207 | 03/31/2024 |
| Evensky & Katz LLC | 5,551,996 | $148,516 | 03/31/2024 |
| DFIC | 5,551,996 | $148,516 | 03/31/2024 |
| Jane Street Group LLC | 5,246,212 | $133,936 | 12/31/2023 |
| DFIC | 5,246,212 | $133,936 | 12/31/2023 |
| HighTower Advisors LLC | 4,381,256 | $117,197 | 03/31/2024 |
| DFIC | 4,381,256 | $117,197 | 03/31/2024 |
| Pathstone Holdings LLC | 3,606,951 | $96,479 | 03/31/2024 |
| DFIC | 3,606,951 | $96,479 | 03/31/2024 |
| Summit Financial Strategies Inc. | 3,469,081 | $92,798 | 03/31/2024 |
| DFIC | 3,469,081 | $92,798 | 03/31/2024 |
| Miramar Fiduciary Corp | 2,754,168 | $73,674 | 03/31/2024 |
| DFIC | 2,754,168 | $73,674 | 03/31/2024 |
| AWM Capital LLC | 2,495,218 | $66,747 | 03/31/2024 |
| DFIC | 2,495,218 | $66,747 | 03/31/2024 |
| JMG Financial Group Ltd. | 2,133,957 | $57,083 | 03/31/2024 |
| DFIC | 2,133,957 | $57,083 | 03/31/2024 |
| Bridgeworth LLC | 2,209,530 | $56,409 | 12/31/2023 |
| DFIC | 2,209,530 | $56,409 | 12/31/2023 |
| Bridgewater Advisors Inc. | 2,016,424 | $53,939 | 03/31/2024 |
| DFIC | 2,016,424 | $53,939 | 03/31/2024 |
| Truepoint Inc. | 1,994,766 | $53,360 | 03/31/2024 |
| DFIC | 1,994,766 | $53,360 | 03/31/2024 |
| Hill Investment Group Partners LLC | 1,968,694 | $50,261 | 12/31/2023 |
| DFIC | 1,968,694 | $50,261 | 12/31/2023 |
| Syverson Strege & Co | 1,876,547 | $50,198 | 03/31/2024 |
| DFIC | 1,876,547 | $50,198 | 03/31/2024 |
| LPL Financial LLC | 1,874,272 | $50,137 | 03/31/2024 |
| DFIC | 1,874,272 | $50,137 | 03/31/2024 |
| WPWealth LLP | 1,847,595 | $47,169 | 12/31/2023 |
| DFIC | 1,847,595 | $47,169 | 12/31/2023 |
| Great Waters Wealth Management | 1,661,137 | $44,435 | 03/31/2024 |
| DFIC | 1,661,137 | $44,435 | 03/31/2024 |
| Savant Capital LLC | 1,657,682 | $44,343 | 03/31/2024 |
| DFIC | 1,657,682 | $44,343 | 03/31/2024 |
| Millburn Ridgefield Corp | 1,552,392 | $41,526 | 03/31/2024 |
| DFIC | 1,552,392 | $41,526 | 03/31/2024 |
| Catalyst Capital Advisors LLC | 1,552,392 | $41,526 | 03/31/2024 |
| DFIC | 1,552,392 | $41,526 | 03/31/2024 |
| Baird Financial Group Inc. | 1,612,211 | $41,160 | 12/31/2023 |
| DFIC | 1,612,211 | $41,160 | 12/31/2023 |
| DiNuzzo Private Wealth Inc. | 1,453,183 | $38,873 | 03/31/2024 |
| DFIC | 1,453,183 | $38,873 | 03/31/2024 |
| SJS Investment Consulting Inc. | 1,421,686 | $38,030 | 03/31/2024 |
| DFIC | 1,421,686 | $38,030 | 03/31/2024 |
| Park Avenue Securities LLC | 1,416,862 | $37,901 | 03/31/2024 |
| DFIC | 1,416,862 | $37,901 | 03/31/2024 |
| Brighton Jones LLC | 1,335,759 | $35,732 | 03/31/2024 |
| DFIC | 1,335,759 | $35,732 | 03/31/2024 |
| Arden Trust Co | 1,305,383 | $34,919 | 03/31/2024 |
| DFIC | 1,305,383 | $34,919 | 03/31/2024 |
| Rockwood Wealth Management LLC | 1,281,395 | $34,277 | 03/31/2024 |
| DFIC | 1,281,395 | $34,277 | 03/31/2024 |
| Stordahl Capital Management Inc. | 1,278,229 | $34,193 | 03/31/2024 |
| DFIC | 1,278,229 | $34,193 | 03/31/2024 |
| Efficient Advisors LLC | 1,266,451 | $33,878 | 03/31/2024 |
| DFIC | 1,266,451 | $33,878 | 03/31/2024 |
| Commonwealth Equity Services LLC | 1,257,053 | $33,626 | 03/31/2024 |
| DFIC | 1,257,053 | $33,626 | 03/31/2024 |
| Rather & Kittrell Inc. | 1,246,309 | $33,339 | 03/31/2024 |
| DFIC | 1,246,309 | $33,339 | 03/31/2024 |
| Kooman & Associates | 1,270,695 | $32,441 | 12/31/2023 |
| DFIC | 1,270,695 | $32,441 | 12/31/2023 |
| Phillips Financial Management LLC | 1,199,361 | $32,083 | 03/31/2024 |
| DFIC | 1,199,361 | $32,083 | 03/31/2024 |
| Asset Dedication LLC | 1,172,429 | $31,364 | 03/31/2024 |
| DFIC | 1,172,429 | $31,364 | 03/31/2024 |
| Apella Capital LLC | 1,135,884 | $30,464 | 03/31/2024 |
| DFIC | 1,135,884 | $30,464 | 03/31/2024 |
| Ullmann Financial Group Inc. | 1,134,799 | $30,356 | 03/31/2024 |
| DFIC | 1,134,799 | $30,356 | 03/31/2024 |
| RS Crum Inc. | 1,107,862 | $29,635 | 03/31/2024 |
| DFIC | 1,107,862 | $29,635 | 03/31/2024 |
| Buckingham Strategic Wealth LLC | 1,107,448 | $29,624 | 03/31/2024 |
| DFIC | 1,107,448 | $29,624 | 03/31/2024 |
| Mariner LLC | 1,151,301 | $29,393 | 12/31/2023 |
| DFIC | 1,151,301 | $29,393 | 12/31/2023 |
| Leading Edge Financial Planning LLC | 1,086,909 | $29,075 | 03/31/2024 |
| DFIC | 1,086,909 | $29,075 | 03/31/2024 |
| True Wealth Design LLC | 1,048,193 | $26,760 | 12/31/2023 |
| DFIC | 1,048,193 | $26,760 | 12/31/2023 |
| Wealthstream Advisors Inc. | 962,488 | $25,747 | 03/31/2024 |
| DFIC | 962,488 | $25,747 | 03/31/2024 |
| GWM Advisors LLC | 1,022,309 | $25,521 | 12/31/2023 |
| DFIC | 1,022,309 | $25,521 | 12/31/2023 |
| Alpha Financial Advisors LLC | 950,361 | $25,422 | 03/31/2024 |
| DFIC | 950,361 | $25,422 | 03/31/2024 |
| Capstone Capital Wealth Advisors | 915,028 | $24,477 | 03/31/2024 |
| DFIC | 915,028 | $24,477 | 03/31/2024 |
| Burney Co. | 920,207 | $23,493 | 12/31/2023 |
| DFIC | 920,207 | $23,493 | 12/31/2023 |
| Betterment LLC | 851,698 | $22,783 | 03/31/2024 |
| DFIC | 851,698 | $22,783 | 03/31/2024 |
| Eqis Capital Management Inc. | 881,375 | $22,501 | 12/31/2023 |
| DFIC | 881,375 | $22,501 | 12/31/2023 |
See All: Funds Holding DFIC
See Details: Top 10 Hedge Funds Holding DFIC
Also See: DFIC Holdings Changes
 Free DFIC Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
