HoldingsChannel.com
There is a long list of 95 institutional holders of DFIP 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 DFIP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFIP table below, the initial column indicates the name of each top institutional holder of DFIP, with a link to that fund's top holdings. The next columns indicate the amount of DFIP stock held by each of the institutional holders of DFIP, followed by the DFIP 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 |
|---|---|---|---|
 Heirloom Wealth Management | 844,463 | $34,834 | 03/31/2024 |
| DFIP | 844,463 | $34,834 | 03/31/2024 |
| Hill Investment Group Partners LLC | 824,987 | $34,055 | 12/31/2023 |
| DFIP | 824,987 | $34,055 | 12/31/2023 |
| CPA Asset Management LLC | 414,538 | $17,112 | 12/31/2023 |
| DFIP | 414,538 | $17,112 | 12/31/2023 |
| Larson Financial Group LLC | 332,492 | $13,725 | 12/31/2023 |
| DFIP | 332,492 | $13,725 | 12/31/2023 |
| Rather & Kittrell Inc. | 267,236 | $11,023 | 03/31/2024 |
| DFIP | 267,236 | $11,023 | 03/31/2024 |
| Market Street Wealth Management Advisors LLC | 256,193 | $10,568 | 03/31/2024 |
| DFIP | 256,193 | $10,568 | 03/31/2024 |
| Five Oceans Advisors | 215,034 | $8,870 | 03/31/2024 |
| DFIP | 215,034 | $8,870 | 03/31/2024 |
| Core Wealth Management Inc. | 174,366 | $7,193 | 03/31/2024 |
| DFIP | 174,366 | $7,193 | 03/31/2024 |
| Austin Wealth Management LLC | 174,550 | $7,114 | 12/31/2023 |
| DFIP | 174,550 | $7,114 | 12/31/2023 |
| Leading Edge Financial Planning LLC | 155,785 | $6,431 | 12/31/2023 |
| DFIP | 155,785 | $6,431 | 12/31/2023 |
| Apella Capital LLC | 139,616 | $5,776 | 03/31/2024 |
| DFIP | 139,616 | $5,776 | 03/31/2024 |
| Geometric Wealth Advisors | 135,133 | $5,578 | 12/31/2023 |
| DFIP | 135,133 | $5,578 | 12/31/2023 |
| Sensible Financial Planning & Management LLC. | 132,568 | $5,472 | 12/31/2023 |
| DFIP | 132,568 | $5,472 | 12/31/2023 |
| BetterWealth LLC | 130,278 | $5,374 | 03/31/2024 |
| DFIP | 130,278 | $5,374 | 03/31/2024 |
| Physician Wealth Solutions Inc. | 116,215 | $4,794 | 03/31/2024 |
| DFIP | 116,215 | $4,794 | 03/31/2024 |
| Wealth Enhancement Advisory Services LLC | 111,953 | $4,618 | 03/31/2024 |
| DFIP | 111,953 | $4,618 | 03/31/2024 |
| Plan Group Financial LLC | 103,873 | $4,285 | 03/31/2024 |
| DFIP | 103,873 | $4,285 | 03/31/2024 |
| Forum Financial Management LP | 99,417 | $4,104 | 12/31/2023 |
| DFIP | 99,417 | $4,104 | 12/31/2023 |
| IFP Advisors Inc | 96,681 | $3,991 | 12/31/2023 |
| DFIP | 96,681 | $3,991 | 12/31/2023 |
| Flow Traders U.S. LLC | 89,865 | $3,710 | 12/31/2023 |
| DFIP | 89,865 | $3,710 | 12/31/2023 |
| Klingman & Associates LLC | 87,925 | $3,627 | 03/31/2024 |
| DFIP | 87,925 | $3,627 | 03/31/2024 |
| Fundamentun LLC | 86,427 | $3,565 | 03/31/2024 |
| DFIP | 86,427 | $3,565 | 03/31/2024 |
| Altiora Financial Group LLC | 85,150 | $3,512 | 03/31/2024 |
| DFIP | 85,150 | $3,512 | 03/31/2024 |
| Root Financial Partners LLC | 83,196 | $3,432 | 03/31/2024 |
| DFIP | 83,196 | $3,432 | 03/31/2024 |
| Level Financial Advisors Inc. | 79,060 | $3,261 | 03/31/2024 |
| DFIP | 79,060 | $3,261 | 03/31/2024 |
| Jane Street Group LLC | 78,998 | $3,261 | 12/31/2023 |
| DFIP | 78,998 | $3,261 | 12/31/2023 |
| Sterling Financial Planning Inc. | 78,540 | $3,242 | 12/31/2023 |
| DFIP | 78,540 | $3,242 | 12/31/2023 |
| Hemington Wealth Management | 76,103 | $3,142 | 12/31/2023 |
| DFIP | 76,103 | $3,142 | 12/31/2023 |
| Krilogy Financial LLC | 69,989 | $2,887 | 03/31/2024 |
| DFIP | 69,989 | $2,887 | 03/31/2024 |
| AWM Capital LLC | 62,617 | $2,583 | 03/31/2024 |
| DFIP | 62,617 | $2,583 | 03/31/2024 |
| Saxony Capital Management LLC | 57,306 | $2,364 | 03/31/2024 |
| DFIP | 57,306 | $2,364 | 03/31/2024 |
| Spinnaker Investment Group LLC | 54,162 | $2,234 | 03/31/2024 |
| DFIP | 54,162 | $2,234 | 03/31/2024 |
| Commonwealth Equity Services LLC | 49,112 | $2,026 | 03/31/2024 |
| DFIP | 49,112 | $2,026 | 03/31/2024 |
| CFS Investment Advisory Services LLC | 46,625 | $1,925 | 12/31/2023 |
| DFIP | 46,625 | $1,925 | 12/31/2023 |
| Midwest Heritage Bank FSB | 44,302 | $1,827 | 03/31/2024 |
| DFIP | 44,302 | $1,827 | 03/31/2024 |
| Samalin Investment Counsel LLC | 43,585 | $1,799 | 12/31/2023 |
| DFIP | 43,585 | $1,799 | 12/31/2023 |
| GWM Advisors LLC | 36,851 | $1,510 | 12/31/2023 |
| DFIP | 36,851 | $1,510 | 12/31/2023 |
| Shearwater Capital LLC | 35,304 | $1,456 | 03/31/2024 |
| DFIP | 35,304 | $1,456 | 03/31/2024 |
| SageView Advisory Group LLC | 34,424 | $1,417 | 12/31/2023 |
| DFIP | 34,424 | $1,417 | 12/31/2023 |
| Northwest Wealth Management LLC | 33,686 | $1,391 | 12/31/2023 |
| DFIP | 33,686 | $1,391 | 12/31/2023 |
| PBMares Wealth Management LLC | 32,831 | $1,354 | 03/31/2024 |
| DFIP | 32,831 | $1,354 | 03/31/2024 |
| Willow Creek Wealth Management Inc. | 32,765 | $1,353 | 12/31/2023 |
| DFIP | 32,765 | $1,353 | 12/31/2023 |
| BCU Wealth Advisors LLC | 31,457 | $1,299 | 12/31/2023 |
| DFIP | 31,457 | $1,299 | 12/31/2023 |
| Henrickson Nauta Wealth Advisors Inc. | 31,357 | $1,274 | 03/31/2024 |
| DFIP | 31,357 | $1,274 | 03/31/2024 |
| Total Wealth Planning LLC | 26,914 | $1,110 | 03/31/2024 |
| DFIP | 26,914 | $1,110 | 03/31/2024 |
| Exencial Wealth Advisors LLC | 25,532 | $1,054 | 12/31/2023 |
| DFIP | 25,532 | $1,054 | 12/31/2023 |
| Nwam LLC | 24,103 | $995 | 12/31/2023 |
| DFIP | 24,103 | $995 | 12/31/2023 |
| TCP Asset Management LLC | 22,545 | $930 | 03/31/2024 |
| DFIP | 22,545 | $930 | 03/31/2024 |
| Foster Group Inc. | 18,130 | $748 | 03/31/2024 |
| DFIP | 18,130 | $748 | 03/31/2024 |
| Firethorn Wealth Partners LLC | 17,991 | $742 | 03/31/2024 |
| DFIP | 17,991 | $742 | 03/31/2024 |
See All: Funds Holding DFIP
See Details: Top 10 Hedge Funds Holding DFIP
Also See: DFIP Holdings Changes
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