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Institutional Holders of DFUV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
TFO TDC LLC627,280$23,347,377 12/31/2023
     DFUV627,280$23,347,377 12/31/2023
Mercer Global Advisors Inc. ADV20,153,681$750,120 12/31/2023
     DFUV20,153,681$750,120 12/31/2023
Envestnet Asset Management Inc.19,608,985$729,846 12/31/2023
     DFUV19,608,985$729,846 12/31/2023
Savant Capital LLC16,271,791$605,636 12/31/2023
     DFUV16,271,791$605,636 12/31/2023
Buckingham Strategic Wealth LLC14,367,598$534,762 12/31/2023
     DFUV14,367,598$534,762 12/31/2023
CI Private Wealth LLC11,062,711$411,754 12/31/2023
     DFUV11,062,711$411,754 12/31/2023
Index Fund Advisors Inc.6,794,057$252,875 12/31/2023
     DFUV6,794,057$252,875 12/31/2023
Plancorp LLC6,782,673$252,451 12/31/2023
     DFUV6,782,673$252,451 12/31/2023
Northern Trust Corp5,831,377$217,044 12/31/2023
     DFUV5,831,377$217,044 12/31/2023
Resource Consulting Group Inc.4,566,496$169,965 12/31/2023
     DFUV4,566,496$169,965 12/31/2023
Creative Planning4,252,316$158,271 12/31/2023
     DFUV4,252,316$158,271 12/31/2023
Wealth Enhancement Advisory Services LLC3,306,152$135,222 03/31/2024
     DFUV3,306,152$135,222 03/31/2024
Modera Wealth Management LLC2,451,895$91,260 12/31/2023
     DFUV2,451,895$91,260 12/31/2023
Cerity Partners LLC2,433,758$90,584 12/31/2023
     DFUV2,433,758$90,584 12/31/2023
ML & R Wealth Management LLC2,241,376$83,424 12/31/2023
     DFUV2,241,376$83,424 12/31/2023
TCI Wealth Advisors Inc.2,081,645$77,479 12/31/2023
     DFUV2,081,645$77,479 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,065,286$76,870 12/31/2023
     DFUV2,065,286$76,870 12/31/2023
Trust Co of the South1,874,459$76,666 03/31/2024
     DFUV1,874,459$76,666 03/31/2024
Truepoint Inc.2,015,225$75,007 12/31/2023
     DFUV2,015,225$75,007 12/31/2023
RSM US Wealth Management LLC1,844,419$68,649 12/31/2023
     DFUV1,844,419$68,649 12/31/2023
Foster Group Inc.1,483,831$60,689 03/31/2024
     DFUV1,483,831$60,689 03/31/2024
Buckingham Strategic Partners1,596,781$59,432 12/31/2023
     DFUV1,596,781$59,432 12/31/2023
Jackson Thornton Asset Management LLC1,581,237$58,854 12/31/2023
     DFUV1,581,237$58,854 12/31/2023
Pathstone Holdings LLC1,509,327$56,171 12/31/2023
     DFUV1,509,327$56,171 12/31/2023
Forum Financial Management LP1,442,067$53,674 12/31/2023
     DFUV1,442,067$53,674 12/31/2023
Evanson Asset Management LLC1,310,254$53,589 03/31/2024
     DFUV1,310,254$53,589 03/31/2024
Beaird Harris Wealth Management LLC1,346,884$50,131 12/31/2023
     DFUV1,346,884$50,131 12/31/2023
Symmetry Partners LLC1,086,644$44,444 03/31/2024
     DFUV1,086,644$44,444 03/31/2024
Team Hewins LLC1,165,113$43,366 12/31/2023
     DFUV1,165,113$43,366 12/31/2023
LPL Financial LLC1,142,735$42,533 12/31/2023
     DFUV1,142,735$42,533 12/31/2023
Willow Creek Wealth Management Inc.1,141,212$42,476 12/31/2023
     DFUV1,141,212$42,476 12/31/2023
Schoolcraft Capital LLC1,020,146$41,724 03/31/2024
     DFUV1,020,146$41,724 03/31/2024
TFC Financial Management1,038,071$38,637 12/31/2023
     DFUV1,038,071$38,637 12/31/2023
Heritage Investment Group Inc.1,022,083$38,042 12/31/2023
     DFUV1,022,083$38,042 12/31/2023
Raymond James Financial Services Advisors Inc.928,871$37,991 03/31/2024
     DFUV928,871$37,991 03/31/2024
Bridgeworth LLC980,556$36,496 12/31/2023
     DFUV980,556$36,496 12/31/2023
Wescott Financial Advisory Group LLC974,313$36,264 12/31/2023
     DFUV974,313$36,264 12/31/2023
American Investment Services Inc.934,846$34,795 12/31/2023
     DFUV934,846$34,795 12/31/2023
Dixon Fnancial Services Inc.796,371$32,572 03/31/2024
     DFUV796,371$32,572 03/31/2024
Efficient Frontier Advisors LLC792,463$32,412 03/31/2024
     DFUV792,463$32,412 03/31/2024
Keb Asset Management LLC768,445$31,429 03/31/2024
     DFUV768,445$31,429 03/31/2024
Planning Center Inc.767,437$31,388 03/31/2024
     DFUV767,437$31,388 03/31/2024
Tillman Hartley LLC786,290$29,266 12/31/2023
     DFUV786,290$29,266 12/31/2023
McLean Asset Management Corp721,056$29,188 03/31/2024
     DFUV721,056$29,188 03/31/2024
Aspiriant LLC709,099$29,002 03/31/2024
     DFUV709,099$29,002 03/31/2024
Sax Wealth Advisors LLC776,786$28,912 12/31/2023
     DFUV776,786$28,912 12/31/2023
Paragon Wealth Strategies LLC773,935$28,806 12/31/2023
     DFUV773,935$28,806 12/31/2023
Cardiff Park Advisors LLC754,745$28,092 12/31/2023
     DFUV754,745$28,092 12/31/2023
Wealth Architects LLC735,277$27,367 12/31/2023
     DFUV735,277$27,367 12/31/2023
Commonwealth Equity Services LLC732,654$27,269 12/31/2023
     DFUV732,654$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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