There is a long list of 537 institutional holders of DFUV 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 DFUV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFUV table below, the initial column indicates the name of each top institutional holder of DFUV, with a link to that fund's top holdings. The next columns indicate the amount of DFUV stock held by each of the institutional holders of DFUV, followed by the DFUV 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 |
---|---|---|---|
TFO TDC LLC | 627,280 | $23,347,377 | 12/31/2023 |
DFUV | 627,280 | $23,347,377 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 20,153,681 | $750,120 | 12/31/2023 |
DFUV | 20,153,681 | $750,120 | 12/31/2023 |
Envestnet Asset Management Inc. | 19,608,985 | $729,846 | 12/31/2023 |
DFUV | 19,608,985 | $729,846 | 12/31/2023 |
Savant Capital LLC | 16,271,791 | $605,636 | 12/31/2023 |
DFUV | 16,271,791 | $605,636 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 14,367,598 | $534,762 | 12/31/2023 |
DFUV | 14,367,598 | $534,762 | 12/31/2023 |
CI Private Wealth LLC | 11,062,711 | $411,754 | 12/31/2023 |
DFUV | 11,062,711 | $411,754 | 12/31/2023 |
Index Fund Advisors Inc. | 6,794,057 | $252,875 | 12/31/2023 |
DFUV | 6,794,057 | $252,875 | 12/31/2023 |
Plancorp LLC | 6,782,673 | $252,451 | 12/31/2023 |
DFUV | 6,782,673 | $252,451 | 12/31/2023 |
Northern Trust Corp | 5,831,377 | $217,044 | 12/31/2023 |
DFUV | 5,831,377 | $217,044 | 12/31/2023 |
Resource Consulting Group Inc. | 4,566,496 | $169,965 | 12/31/2023 |
DFUV | 4,566,496 | $169,965 | 12/31/2023 |
Creative Planning | 4,252,316 | $158,271 | 12/31/2023 |
DFUV | 4,252,316 | $158,271 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 3,306,152 | $135,222 | 03/31/2024 |
DFUV | 3,306,152 | $135,222 | 03/31/2024 |
Modera Wealth Management LLC | 2,451,895 | $91,260 | 12/31/2023 |
DFUV | 2,451,895 | $91,260 | 12/31/2023 |
Cerity Partners LLC | 2,433,758 | $90,584 | 12/31/2023 |
DFUV | 2,433,758 | $90,584 | 12/31/2023 |
ML & R Wealth Management LLC | 2,241,376 | $83,424 | 12/31/2023 |
DFUV | 2,241,376 | $83,424 | 12/31/2023 |
TCI Wealth Advisors Inc. | 2,081,645 | $77,479 | 12/31/2023 |
DFUV | 2,081,645 | $77,479 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,065,286 | $76,870 | 12/31/2023 |
DFUV | 2,065,286 | $76,870 | 12/31/2023 |
Trust Co of the South | 1,874,459 | $76,666 | 03/31/2024 |
DFUV | 1,874,459 | $76,666 | 03/31/2024 |
Truepoint Inc. | 2,015,225 | $75,007 | 12/31/2023 |
DFUV | 2,015,225 | $75,007 | 12/31/2023 |
RSM US Wealth Management LLC | 1,844,419 | $68,649 | 12/31/2023 |
DFUV | 1,844,419 | $68,649 | 12/31/2023 |
Foster Group Inc. | 1,483,831 | $60,689 | 03/31/2024 |
DFUV | 1,483,831 | $60,689 | 03/31/2024 |
Buckingham Strategic Partners | 1,596,781 | $59,432 | 12/31/2023 |
DFUV | 1,596,781 | $59,432 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 1,581,237 | $58,854 | 12/31/2023 |
DFUV | 1,581,237 | $58,854 | 12/31/2023 |
Pathstone Holdings LLC | 1,509,327 | $56,171 | 12/31/2023 |
DFUV | 1,509,327 | $56,171 | 12/31/2023 |
Forum Financial Management LP | 1,442,067 | $53,674 | 12/31/2023 |
DFUV | 1,442,067 | $53,674 | 12/31/2023 |
Evanson Asset Management LLC | 1,310,254 | $53,589 | 03/31/2024 |
DFUV | 1,310,254 | $53,589 | 03/31/2024 |
Beaird Harris Wealth Management LLC | 1,346,884 | $50,131 | 12/31/2023 |
DFUV | 1,346,884 | $50,131 | 12/31/2023 |
Symmetry Partners LLC | 1,086,644 | $44,444 | 03/31/2024 |
DFUV | 1,086,644 | $44,444 | 03/31/2024 |
Team Hewins LLC | 1,165,113 | $43,366 | 12/31/2023 |
DFUV | 1,165,113 | $43,366 | 12/31/2023 |
LPL Financial LLC | 1,142,735 | $42,533 | 12/31/2023 |
DFUV | 1,142,735 | $42,533 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 1,141,212 | $42,476 | 12/31/2023 |
DFUV | 1,141,212 | $42,476 | 12/31/2023 |
Schoolcraft Capital LLC | 1,020,146 | $41,724 | 03/31/2024 |
DFUV | 1,020,146 | $41,724 | 03/31/2024 |
TFC Financial Management | 1,038,071 | $38,637 | 12/31/2023 |
DFUV | 1,038,071 | $38,637 | 12/31/2023 |
Heritage Investment Group Inc. | 1,022,083 | $38,042 | 12/31/2023 |
DFUV | 1,022,083 | $38,042 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 928,871 | $37,991 | 03/31/2024 |
DFUV | 928,871 | $37,991 | 03/31/2024 |
Bridgeworth LLC | 980,556 | $36,496 | 12/31/2023 |
DFUV | 980,556 | $36,496 | 12/31/2023 |
Wescott Financial Advisory Group LLC | 974,313 | $36,264 | 12/31/2023 |
DFUV | 974,313 | $36,264 | 12/31/2023 |
American Investment Services Inc. | 934,846 | $34,795 | 12/31/2023 |
DFUV | 934,846 | $34,795 | 12/31/2023 |
Dixon Fnancial Services Inc. | 796,371 | $32,572 | 03/31/2024 |
DFUV | 796,371 | $32,572 | 03/31/2024 |
Efficient Frontier Advisors LLC | 792,463 | $32,412 | 03/31/2024 |
DFUV | 792,463 | $32,412 | 03/31/2024 |
Keb Asset Management LLC | 768,445 | $31,429 | 03/31/2024 |
DFUV | 768,445 | $31,429 | 03/31/2024 |
Planning Center Inc. | 767,437 | $31,388 | 03/31/2024 |
DFUV | 767,437 | $31,388 | 03/31/2024 |
Tillman Hartley LLC | 786,290 | $29,266 | 12/31/2023 |
DFUV | 786,290 | $29,266 | 12/31/2023 |
McLean Asset Management Corp | 721,056 | $29,188 | 03/31/2024 |
DFUV | 721,056 | $29,188 | 03/31/2024 |
Aspiriant LLC | 709,099 | $29,002 | 03/31/2024 |
DFUV | 709,099 | $29,002 | 03/31/2024 |
Sax Wealth Advisors LLC | 776,786 | $28,912 | 12/31/2023 |
DFUV | 776,786 | $28,912 | 12/31/2023 |
Paragon Wealth Strategies LLC | 773,935 | $28,806 | 12/31/2023 |
DFUV | 773,935 | $28,806 | 12/31/2023 |
Cardiff Park Advisors LLC | 754,745 | $28,092 | 12/31/2023 |
DFUV | 754,745 | $28,092 | 12/31/2023 |
Wealth Architects LLC | 735,277 | $27,367 | 12/31/2023 |
DFUV | 735,277 | $27,367 | 12/31/2023 |
Commonwealth Equity Services LLC | 732,654 | $27,269 | 12/31/2023 |
DFUV | 732,654 | $27,269 | 12/31/2023 |
See All: Funds Holding DFUV
See Details: Top 10 Hedge Funds Holding DFUV
Also See: DFUV Holdings Changes
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