There is a long list of 211 institutional holders of DFSD 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 DFSD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFSD table below, the initial column indicates the name of each top institutional holder of DFSD, with a link to that fund's top holdings. The next columns indicate the amount of DFSD stock held by each of the institutional holders of DFSD, followed by the DFSD 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
Beaird Harris Wealth Management LLC	2,037,607	$95,788	12/31/2023
DFSD	2,037,607	$95,788	12/31/2023
DiNuzzo Private Wealth Inc.	1,996,592	$93,860	12/31/2023
DFSD	1,996,592	$93,860	12/31/2023
Resources Investment Advisors LLC.	1,267,618	$59,591	12/31/2023
DFSD	1,267,618	$59,591	12/31/2023
Market Street Wealth Management Advisors LLC	1,017,050	$47,842	03/31/2024
DFSD	1,017,050	$47,842	03/31/2024
Buckingham Strategic Wealth LLC	934,771	$43,944	12/31/2023
DFSD	934,771	$43,944	12/31/2023
Assetmark Inc.	837,526	$39,372	12/31/2023
DFSD	837,526	$39,372	12/31/2023
Apella Capital LLC	804,918	$37,855	03/31/2024
DFSD	804,918	$37,855	03/31/2024
Great Waters Wealth Management	800,080	$37,636	03/31/2024
DFSD	800,080	$37,636	03/31/2024
Commonwealth Equity Services LLC	755,776	$35,529	12/31/2023
DFSD	755,776	$35,529	12/31/2023
Envestnet Asset Management Inc.	719,316	$33,815	12/31/2023
DFSD	719,316	$33,815	12/31/2023
Savant Capital LLC	633,428	$29,777	12/31/2023
DFSD	633,428	$29,777	12/31/2023
Phillips Financial Management LLC	624,410	$29,372	03/31/2024
DFSD	624,410	$29,372	03/31/2024
HighTower Advisors LLC	602,624	$28,330	12/31/2023
DFSD	602,624	$28,330	12/31/2023
Buckingham Strategic Partners	553,100	$26,001	12/31/2023
DFSD	553,100	$26,001	12/31/2023
Rather & Kittrell Inc.	550,493	$25,895	03/31/2024
DFSD	550,493	$25,895	03/31/2024
Burney Co.	500,762	$23,541	12/31/2023
DFSD	500,762	$23,541	12/31/2023
RAM Investment Partners LLC	485,836	$22,839	12/31/2023
DFSD	485,836	$22,839	12/31/2023
Mattern Wealth Management LLC	484,970	$22,798	12/31/2023
DFSD	484,970	$22,798	12/31/2023
Jane Street Group LLC	440,164	$20,692	12/31/2023
DFSD	440,164	$20,692	12/31/2023
Grunden Financial Advisory Inc.	431,220	$20,272	12/31/2023
DFSD	431,220	$20,272	12/31/2023
RFG Advisory LLC	412,706	$19,414	03/31/2024
DFSD	412,706	$19,414	03/31/2024
Warren Averett Asset Management LLC	412,765	$19,404	12/31/2023
DFSD	412,765	$19,404	12/31/2023
Rockwood Wealth Management LLC	338,418	$15,919	03/31/2024
DFSD	338,418	$15,919	03/31/2024
Valued Wealth Advisors LLC	322,944	$14,978	12/31/2023
DFSD	322,944	$14,978	12/31/2023
SJS Investment Consulting Inc.	295,356	$13,894	03/31/2024
DFSD	295,356	$13,894	03/31/2024
Bank of America Corp DE	295,438	$13,889	12/31/2023
DFSD	295,438	$13,889	12/31/2023
Onyx Financial Advisors LLC	282,109	$13,270	03/31/2024
DFSD	282,109	$13,270	03/31/2024
Legacy Financial Group Inc.	274,910	$12,924	12/31/2023
DFSD	274,910	$12,924	12/31/2023
Park Avenue Securities LLC	266,885	$12,554	03/31/2024
DFSD	266,885	$12,554	03/31/2024
Root Financial Partners LLC	258,872	$12,177	03/31/2024
DFSD	258,872	$12,177	03/31/2024
Great Oak Capital Partners LLC	246,222	$11,582	03/31/2024
DFSD	246,222	$11,582	03/31/2024
Sax Wealth Advisors LLC	236,612	$11,123	12/31/2023
DFSD	236,612	$11,123	12/31/2023
Signature Resources Capital Management LLC	230,165	$10,820	03/31/2024
DFSD	230,165	$10,820	03/31/2024
Vestmark Advisory Solutions Inc.	225,047	$10,579	12/31/2023
DFSD	225,047	$10,579	12/31/2023
RCS Financial Planning LLC	224,738	$10,565	12/31/2023
DFSD	224,738	$10,565	12/31/2023
WPWealth LLP	212,027	$9,967	12/31/2023
DFSD	212,027	$9,967	12/31/2023
Client 1ST Advisory Group LLC	209,354	$9,842	12/31/2023
DFSD	209,354	$9,842	12/31/2023
Oceanside Advisors LLC	207,721	$9,771	03/31/2024
DFSD	207,721	$9,771	03/31/2024
Dynamic Advisor Solutions LLC	188,443	$8,864	03/31/2024
DFSD	188,443	$8,864	03/31/2024
LPL Financial LLC	182,933	$8,600	12/31/2023
DFSD	182,933	$8,600	12/31/2023
Allegiance Financial Group Advisory Services LLC	179,040	$8,417	12/31/2023
DFSD	179,040	$8,417	12/31/2023
AE Wealth Management LLC	176,027	$8,268	12/31/2023
DFSD	176,027	$8,268	12/31/2023
Peirce Capital Management LLC	164,774	$7,751	03/31/2024
DFSD	164,774	$7,751	03/31/2024
CFS Investment Advisory Services LLC	160,141	$7,528	12/31/2023
DFSD	160,141	$7,528	12/31/2023
Concord Wealth Partners	152,646	$7,176	12/31/2023
DFSD	152,646	$7,176	12/31/2023
Waypoint Capital Advisors LLC	144,863	$6,810	12/31/2023
DFSD	144,863	$6,810	12/31/2023
Ruedi Wealth Management Inc.	143,741	$6,757	12/31/2023
DFSD	143,741	$6,757	12/31/2023
CI Private Wealth LLC	143,410	$6,742	12/31/2023
DFSD	143,410	$6,742	12/31/2023
Tillman Hartley LLC	143,402	$6,741	12/31/2023
DFSD	143,402	$6,741	12/31/2023
Sequoia Financial Advisors LLC	137,669	$6,472	12/31/2023
DFSD	137,669	$6,472	12/31/2023

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

DFSD — Current Quote

Quotes delayed 20 minutes Free DFSD Email Alerts: Get Dividend Alerts Get SEC Filing Alerts

DFSD — Performance