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On this page, we present all of the funds holding DFAI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFAI, with a link to that fund's top holdings. The next columns
indicate the amount of DFAI stock held by each of the funds holding DFAI, followed by the DFAI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 455 funds holding DFAI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by SYM FINANCIAL Corp. For more details on the positions held by SYM FINANCIAL Corp
(or by any of the other funds holding DFAI), click the fund name in the "Holder" column of the funds-holding-DFAI table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 SYM FINANCIAL Corp | 6,146,997 | $176,050 | 12/31/2023 | | DFAI | 6,146,997 | $176,050 | 12/31/2023 | | Cable Hill Partners LLC | 5,276,464 | $149,271 | 12/31/2023 | | DFAI | 5,276,464 | $149,271 | 12/31/2023 | | Bank of America Corp DE | 4,589,017 | $131,429 | 12/31/2023 | | DFAI | 4,589,017 | $131,429 | 12/31/2023 | | CI Private Wealth LLC | 3,574,826 | $102,383 | 12/31/2023 | | DFAI | 3,574,826 | $102,383 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 3,333,486 | $100,738 | 03/31/2024 | | DFAI | 3,333,486 | $100,738 | 03/31/2024 | | Royal Bank of Canada | 2,464,341 | $70,578 | 12/31/2023 | | DFAI | 2,464,341 | $70,578 | 12/31/2023 | | Marquette Asset Management LLC | 1,992,601 | $57,068 | 12/31/2023 | | DFAI | 1,992,601 | $57,068 | 12/31/2023 | | LVZ Advisors Inc. | 1,871,358 | $56,552 | 03/31/2024 | | DFAI | 1,871,358 | $56,552 | 03/31/2024 | | Wilbanks Smith & Thomas Asset Management LLC | 1,771,013 | $50,722 | 12/31/2023 | | DFAI | 1,771,013 | $50,722 | 12/31/2023 | | RVW Wealth LLC | 1,639,540 | $49,547 | 03/31/2024 | | DFAI | 1,639,540 | $49,547 | 03/31/2024 | | Commonwealth Equity Services LLC | 1,620,842 | $46,421 | 12/31/2023 | | DFAI | 1,620,842 | $46,421 | 12/31/2023 | | Mariner LLC | 1,613,191 | $46,202 | 12/31/2023 | | DFAI | 1,613,191 | $46,202 | 12/31/2023 | | Private Ocean LLC | 1,502,137 | $45,395 | 03/31/2024 | | DFAI | 1,502,137 | $45,395 | 03/31/2024 | | Evoke Wealth LLC | 1,526,227 | $43,711 | 12/31/2023 | | DFAI | 1,526,227 | $43,711 | 12/31/2023 | | Root Financial Partners LLC | 1,441,886 | $43,574 | 03/31/2024 | | DFAI | 1,441,886 | $43,574 | 03/31/2024 | | Zhang Financial LLC | 1,409,253 | $42,588 | 03/31/2024 | | DFAI | 1,409,253 | $42,588 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 1,327,539 | $40,118 | 03/31/2024 | | DFAI | 1,327,539 | $40,118 | 03/31/2024 | | Resources Investment Advisors LLC. | 1,384,192 | $39,643 | 12/31/2023 | | DFAI | 1,384,192 | $39,643 | 12/31/2023 | | Spinnaker Investment Group LLC | 1,211,796 | $36,620 | 03/31/2024 | | DFAI | 1,211,796 | $36,620 | 03/31/2024 | | UBS Group AG | 1,267,976 | $36,315 | 12/31/2023 | | DFAI | 1,267,976 | $36,315 | 12/31/2023 | | RAM Investment Partners LLC | 1,252,380 | $35,868 | 12/31/2023 | | DFAI | 1,252,380 | $35,868 | 12/31/2023 | | Sequoia Financial Advisors LLC | 1,246,860 | $35,710 | 12/31/2023 | | DFAI | 1,246,860 | $35,710 | 12/31/2023 | | McIlrath & Eck LLC | 1,111,511 | $31,834 | 12/31/2023 | | DFAI | 1,111,511 | $31,834 | 12/31/2023 | | Financial Planning & Information Services Inc. | 1,084,387 | $31,057 | 12/31/2023 | | DFAI | 1,084,387 | $31,057 | 12/31/2023 | | Bedel Financial Consulting Inc. | 1,057,655 | $30,291 | 12/31/2023 | | DFAI | 1,057,655 | $30,291 | 12/31/2023 | | Aquire Wealth Advisors LLC | 1,030,711 | $29,520 | 12/31/2023 | | DFAI | 1,030,711 | $29,520 | 12/31/2023 | | Private Capital Management LLC | 966,407 | $29,205 | 03/31/2024 | | DFAI | 966,407 | $29,205 | 03/31/2024 | | Mather Group LLC. | 994,980 | $28,496 | 03/31/2024 | | DFAI | 994,980 | $28,496 | 03/31/2024 | | JFS Wealth Advisors LLC | 974,869 | $27,920 | 12/31/2023 | | DFAI | 974,869 | $27,920 | 12/31/2023 | | Mission Wealth Management LP | 926,808 | $26,544 | 12/31/2023 | | DFAI | 926,808 | $26,544 | 12/31/2023 | | Chico Wealth RIA | 846,656 | $25,586 | 03/31/2024 | | DFAI | 846,656 | $25,586 | 03/31/2024 | | Larson Financial Group LLC | 857,521 | $24,559 | 12/31/2023 | | DFAI | 857,521 | $24,559 | 12/31/2023 | | Pure Financial Advisors Inc. | 807,316 | $24,397 | 03/31/2024 | | DFAI | 807,316 | $24,397 | 03/31/2024 | | Pioneer Wealth Management Group | 805,188 | $24,333 | 03/31/2024 | | DFAI | 805,188 | $24,333 | 03/31/2024 | | Betterment LLC | 829,488 | $23,757 | 12/31/2023 | | DFAI | 829,488 | $23,757 | 12/31/2023 | | Northern Trust Corp | 810,491 | $23,212 | 12/31/2023 | | DFAI | 810,491 | $23,212 | 12/31/2023 | | Wealth Dimensions Group Ltd. | 780,303 | $22,348 | 12/31/2023 | | DFAI | 780,303 | $22,348 | 12/31/2023 | | Creative Planning | 755,950 | $21,650 | 12/31/2023 | | DFAI | 755,950 | $21,650 | 12/31/2023 | | Brighton Jones LLC | 720,819 | $20,644 | 12/31/2023 | | DFAI | 720,819 | $20,644 | 12/31/2023 | | Envestnet Asset Management Inc. | 720,065 | $20,623 | 12/31/2023 | | DFAI | 720,065 | $20,623 | 12/31/2023 | | M Holdings Securities Inc. | 714,139 | $20,453 | 12/31/2023 | | DFAI | 714,139 | $20,453 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 705,388 | $20,202 | 12/31/2023 | | DFAI | 705,388 | $20,202 | 12/31/2023 | | Kestra Advisory Services LLC | 697,378 | $19,973 | 12/31/2023 | | DFAI | 697,378 | $19,973 | 12/31/2023 | | Aptus Capital Advisors LLC | 684,732 | $19,611 | 12/31/2023 | | DFAI | 684,732 | $19,611 | 12/31/2023 | | GeoWealth Management LLC | 660,846 | $18,926 | 12/31/2023 | | DFAI | 660,846 | $18,926 | 12/31/2023 | | DecisionPoint Financial LLC | 648,630 | $18,577 | 12/31/2023 | | DFAI | 648,630 | $18,577 | 12/31/2023 | | Monument Group Wealth Advisors LLC | 638,653 | $18,291 | 12/31/2023 | | DFAI | 638,653 | $18,291 | 12/31/2023 | | Keyes Stange & Wooten Wealth Management LLC | 631,930 | $18,098 | 12/31/2023 | | DFAI | 631,930 | $18,098 | 12/31/2023 | | UMA Financial Services Inc. | 620,074 | $17,957 | 03/31/2024 | | DFAI | 620,074 | $17,957 | 03/31/2024 | | Perigon Wealth Management LLC | 626,308 | $17,937 | 12/31/2023 | | DFAI | 626,308 | $17,937 | 12/31/2023 | | Allworth Financial LP | 592,041 | $17,891 | 03/31/2024 | | DFAI | 592,041 | $17,891 | 03/31/2024 | | AWM Capital LLC | 583,803 | $17,643 | 03/31/2024 | | DFAI | 583,803 | $17,643 | 03/31/2024 | | Stonehearth Capital Management LLC | 574,897 | $17,373 | 03/31/2024 | | DFAI | 574,897 | $17,373 | 03/31/2024 | | Vantage Financial Partners Ltd. Inc. | 571,727 | $16,374 | 12/31/2023 | | DFAI | 571,727 | $16,374 | 12/31/2023 | | Legacy Financial Group Inc. | 564,423 | $16,165 | 12/31/2023 | | DFAI | 564,423 | $16,165 | 12/31/2023 | | Pallas Capital Advisors LLC | 531,325 | $16,057 | 03/31/2024 | | DFAI | 531,325 | $16,057 | 03/31/2024 | | SC&H Financial Advisors Inc. | 556,474 | $15,937 | 12/31/2023 | | DFAI | 556,474 | $15,937 | 12/31/2023 | | Rappaport Reiches Capital Management LLC | 525,013 | $15,866 | 03/31/2024 | | DFAI | 525,013 | $15,866 | 03/31/2024 | | Kure Advisory LLC | 543,234 | $15,558 | 12/31/2023 | | DFAI | 543,234 | $15,558 | 12/31/2023 | | MML Investors Services LLC | 535,756 | $15,344 | 12/31/2023 | | DFAI | 535,756 | $15,344 | 12/31/2023 | | Willow Creek Wealth Management Inc. | 533,363 | $15,276 | 12/31/2023 | | DFAI | 533,363 | $15,276 | 12/31/2023 | | Captrust Financial Advisors | 518,291 | $14,844 | 12/31/2023 | | DFAI | 518,291 | $14,844 | 12/31/2023 | | Brogan Financial Inc. | 518,005 | $14,836 | 12/31/2023 | | DFAI | 518,005 | $14,836 | 12/31/2023 | | TCP Asset Management LLC | 490,202 | $14,814 | 03/31/2024 | | DFAI | 490,202 | $14,814 | 03/31/2024 | | FirstPurpose Wealth LLC | 486,052 | $14,470 | 03/31/2024 | | DFAI | 486,052 | $14,470 | 03/31/2024 | | Mutual Advisors LLC | 500,459 | $14,333 | 12/31/2023 | | DFAI | 500,459 | $14,333 | 12/31/2023 | | Consilium Wealth Advisory LLC | 497,631 | $14,252 | 12/31/2023 | | DFAI | 497,631 | $14,252 | 12/31/2023 | | Evanson Asset Management LLC | 465,271 | $14,060 | 03/31/2024 | | DFAI | 465,271 | $14,060 | 03/31/2024 | | GWM Advisors LLC | 492,962 | $13,975 | 12/31/2023 | | DFAI | 492,962 | $13,975 | 12/31/2023 | | Chicago Partners Investment Group LLC | 462,357 | $13,653 | 03/31/2024 | | DFAI | 462,357 | $13,653 | 03/31/2024 | | Quantum Financial Advisors LLC | 438,253 | $13,244 | 03/31/2024 | | DFAI | 438,253 | $13,244 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 437,359 | $13,217 | 03/31/2024 | | DFAI | 437,359 | $13,217 | 03/31/2024 | | Essential Planning LLC. | 459,837 | $13,170 | 12/31/2023 | | DFAI | 459,837 | $13,170 | 12/31/2023 | | Sterling Financial Group Inc. | 430,633 | $13,014 | 03/31/2024 | | DFAI | 430,633 | $13,014 | 03/31/2024 | | Pathstone Holdings LLC | 451,552 | $12,934 | 12/31/2023 | | DFAI | 451,552 | $12,934 | 12/31/2023 | | Annandale Capital LLC | 447,467 | $12,815 | 12/31/2023 | | DFAI | 447,467 | $12,815 | 12/31/2023 | | Valued Wealth Advisors LLC | 490,778 | $12,814 | 12/31/2023 | | DFAI | 490,778 | $12,814 | 12/31/2023 | | AE Wealth Management LLC | 438,068 | $12,467 | 12/31/2023 | | DFAI | 438,068 | $12,467 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 434,026 | $12,430 | 12/31/2023 | | DFAI | 434,026 | $12,430 | 12/31/2023 | | MAI Capital Management | 430,624 | $12,333 | 12/31/2023 | | DFAI | 430,624 | $12,333 | 12/31/2023 | | Financial Advocates Investment Management | 423,428 | $12,127 | 12/31/2023 | | DFAI | 423,428 | $12,127 | 12/31/2023 | | tru Independence LLC | 398,778 | $12,051 | 03/31/2024 | | DFAI | 398,778 | $12,051 | 03/31/2024 | | Great Point Wealth Advisors LLC | 419,928 | $12,027 | 12/31/2023 | | DFAI | 419,928 | $12,027 | 12/31/2023 | | Arista Wealth Management LLC | 395,260 | $11,945 | 03/31/2024 | | DFAI | 395,260 | $11,945 | 03/31/2024 | | Builder Investment Group Inc. ADV | 412,017 | $11,800 | 12/31/2023 | | DFAI | 412,017 | $11,800 | 12/31/2023 | | Pinnacle Associates Ltd. | 383,301 | $11,583 | 03/31/2024 | | DFAI | 383,301 | $11,583 | 03/31/2024 | | Mendota Financial Group LLC | 381,187 | $11,519 | 03/31/2024 | | DFAI | 381,187 | $11,519 | 03/31/2024 | | Monticello Wealth Management LLC | 380,581 | $11,501 | 03/31/2024 | | DFAI | 380,581 | $11,501 | 03/31/2024 | | Jane Street Group LLC | 397,823 | $11,394 | 12/31/2023 | | DFAI | 397,823 | $11,394 | 12/31/2023 | | Sax Wealth Advisors LLC | 391,622 | $11,216 | 12/31/2023 | | DFAI | 391,622 | $11,216 | 12/31/2023 | | Pinnacle Wealth Management Advisory Group LLC | 385,225 | $11,033 | 12/31/2023 | | DFAI | 385,225 | $11,033 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 364,792 | $11,024 | 03/31/2024 | | DFAI | 364,792 | $11,024 | 03/31/2024 | | Financial Alternatives Inc | 381,871 | $10,937 | 12/31/2023 | | DFAI | 381,871 | $10,937 | 12/31/2023 | | Spectrum Investment Advisors Inc. | 380,378 | $10,894 | 12/31/2023 | | DFAI | 380,378 | $10,894 | 12/31/2023 | | Kickstand Ventures LLC. | 374,259 | $10,719 | 12/31/2023 | | DFAI | 374,259 | $10,719 | 12/31/2023 | | Advisory Alpha LLC | 361,964 | $10,367 | 12/31/2023 | | DFAI | 361,964 | $10,367 | 12/31/2023 | | Okabena Investment Services Inc. | 361,293 | $10,347 | 12/31/2023 | | DFAI | 361,293 | $10,347 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 340,997 | $10,305 | 03/31/2024 | | DFAI | 340,997 | $10,305 | 03/31/2024 | | Modera Wealth Management LLC | 351,664 | $10,072 | 12/31/2023 | | DFAI | 351,664 | $10,072 | 12/31/2023 | | Forum Private Client Group LLC | 348,061 | $9,968 | 12/31/2023 | | DFAI | 348,061 | $9,968 | 12/31/2023 | | Traverso Chambers Private Wealth Management LLC | 345,262 | $9,888 | 12/31/2023 | | DFAI | 345,262 | $9,888 | 12/31/2023 | | Exencial Wealth Advisors LLC | 344,070 | $9,854 | 12/31/2023 | | DFAI | 344,070 | $9,854 | 12/31/2023 | | First National Corp MA ADV | 342,829 | $9,819 | 03/31/2024 | | DFAI | 342,829 | $9,819 | 03/31/2024 | | Brown Advisory Inc. | 320,148 | $9,675 | 03/31/2024 | | DFAI | 320,148 | $9,675 | 03/31/2024 | | Plancorp LLC | 332,519 | $9,523 | 12/31/2023 | | DFAI | 332,519 | $9,523 | 12/31/2023 | | PBMares Wealth Management LLC | 329,764 | $9,444 | 12/31/2023 | | DFAI | 329,764 | $9,444 | 12/31/2023 | | Schwarz Dygos Wheeler Investment Advisors LLC | 326,448 | $9,349 | 12/31/2023 | | DFAI | 326,448 | $9,349 | 12/31/2023 | | Diversified Portfolios Inc. | 323,223 | $9,257 | 12/31/2023 | | DFAI | 323,223 | $9,257 | 12/31/2023 | | Midwest Heritage Bank FSB | 303,324 | $9,166 | 03/31/2024 | | DFAI | 303,324 | $9,166 | 03/31/2024 | | Raymond James & Associates | 294,370 | $8,896 | 03/31/2024 | | DFAI | 294,370 | $8,896 | 03/31/2024 | | Fonville Wealth Management LLC | 286,320 | $8,653 | 03/31/2024 | | DFAI | 286,320 | $8,653 | 03/31/2024 | | Envision Financial Planning LLC | 300,198 | $8,598 | 12/31/2023 | | DFAI | 300,198 | $8,598 | 12/31/2023 | | JPMorgan Chase & Co. | 296,152 | $8,482 | 12/31/2023 | | DFAI | 296,152 | $8,482 | 12/31/2023 | | Baird Financial Group Inc. | 295,586 | $8,466 | 12/31/2023 | | DFAI | 295,586 | $8,466 | 12/31/2023 | | Heritage Wealth Management Inc. Texas | 276,274 | $8,349 | 03/31/2024 | | DFAI | 276,274 | $8,349 | 03/31/2024 | | Guardian Wealth Advisors LLC NC | 289,196 | $8,283 | 12/31/2023 | | DFAI | 289,196 | $8,283 | 12/31/2023 | | Continuum Wealth Advisors LLC | 287,087 | $8,222 | 12/31/2023 | | DFAI | 287,087 | $8,222 | 12/31/2023 | | Liberty Wealth Management LLC | 286,613 | $8,212 | 12/31/2023 | | DFAI | 286,613 | $8,212 | 12/31/2023 | | Private Advisor Group LLC | 280,041 | $8,020 | 12/31/2023 | | DFAI | 280,041 | $8,020 | 12/31/2023 | | Stadion Money Management LLC | 277,721 | $7,954 | 12/31/2023 | | DFAI | 277,721 | $7,954 | 12/31/2023 | | Vista Wealth Management Group LLC | 266,857 | $7,643 | 12/31/2023 | | DFAI | 266,857 | $7,643 | 12/31/2023 | | Plan Group Financial LLC | 248,596 | $7,513 | 03/31/2024 | | DFAI | 248,596 | $7,513 | 03/31/2024 | | Hurlow Wealth Management Group Inc. | 234,342 | $7,082 | 03/31/2024 | | DFAI | 234,342 | $7,082 | 03/31/2024 | | Shira Ridge Wealth Management | 231,144 | $6,985 | 03/31/2024 | | DFAI | 231,144 | $6,985 | 03/31/2024 | | Landmark Financial Advisors LLC | 243,871 | $6,984 | 12/31/2023 | | DFAI | 243,871 | $6,984 | 12/31/2023 | | Helen Stephens Group LLC | 230,599 | $6,969 | 03/31/2024 | | DFAI | 230,599 | $6,969 | 03/31/2024 | | Allegiance Financial Group Advisory Services LLC | 238,862 | $6,841 | 12/31/2023 | | DFAI | 238,862 | $6,841 | 12/31/2023 | | Cetera Investment Advisers | 238,722 | $6,837 | 12/31/2023 | | DFAI | 238,722 | $6,837 | 12/31/2023 | | CVA Family Office LLC | 225,630 | $6,819 | 03/31/2024 | | DFAI | 225,630 | $6,819 | 03/31/2024 | | Cowa LLC | 237,203 | $6,793 | 12/31/2023 | | DFAI | 237,203 | $6,793 | 12/31/2023 | | Security Financial Services INC. | 222,799 | $6,733 | 03/31/2024 | | DFAI | 222,799 | $6,733 | 03/31/2024 | | Thrivent Financial for Lutherans | 232,303 | $6,653 | 12/31/2023 | | DFAI | 232,303 | $6,653 | 12/31/2023 | | Austin Wealth Management LLC | 226,761 | $6,522 | 12/31/2023 | | DFAI | 226,761 | $6,522 | 12/31/2023 | | Buckingham Strategic Partners | 224,094 | $6,418 | 12/31/2023 | | DFAI | 224,094 | $6,418 | 12/31/2023 | | Stifel Financial Corp | 223,517 | $6,402 | 12/31/2023 | | DFAI | 223,517 | $6,402 | 12/31/2023 | | Fort Henry Capital LLC | 210,352 | $6,357 | 03/31/2024 | | DFAI | 210,352 | $6,357 | 03/31/2024 | | HighTower Advisors LLC | 210,795 | $6,043 | 12/31/2023 | | DFAI | 210,795 | $6,043 | 12/31/2023 | | D. B. Root & Company LLC | 199,249 | $6,021 | 03/31/2024 | | DFAI | 199,249 | $6,021 | 03/31/2024 | | Apella Capital LLC | 199,651 | $6,021 | 03/31/2024 | | DFAI | 199,651 | $6,021 | 03/31/2024 | | American Capital Advisory LLC | 204,568 | $5,859 | 12/31/2023 | | DFAI | 204,568 | $5,859 | 12/31/2023 | | Forza Wealth Management LLC | 187,670 | $5,671 | 03/31/2024 | | DFAI | 187,670 | $5,671 | 03/31/2024 | | Keating Wealth Management LLC | 185,971 | $5,620 | 03/31/2024 | | DFAI | 185,971 | $5,620 | 03/31/2024 | | GEM Asset Management LLC | 194,481 | $5,570 | 12/31/2023 | | DFAI | 194,481 | $5,570 | 12/31/2023 | | Regal Wealth Group Inc. | 196,730 | $5,552 | 12/31/2023 | | DFAI | 196,730 | $5,552 | 12/31/2023 | | Wealthquest Corp | 193,297 | $5,536 | 12/31/2023 | | DFAI | 193,297 | $5,536 | 12/31/2023 | | Morling Financial Advisors LLC | 193,021 | $5,528 | 12/31/2023 | | DFAI | 193,021 | $5,528 | 12/31/2023 | | D.A. Davidson & CO. | 187,888 | $5,381 | 12/31/2023 | | DFAI | 187,888 | $5,381 | 12/31/2023 | | ERn Financial LLC | 174,428 | $5,271 | 03/31/2024 | | DFAI | 174,428 | $5,271 | 03/31/2024 | | Baker Boyer National Bank | 172,860 | $5,222 | 03/31/2024 | | DFAI | 172,860 | $5,222 | 03/31/2024 | | Glass Jacobson Investment Advisors llc | 172,201 | $5,204 | 03/31/2024 | | DFAI | 172,201 | $5,204 | 03/31/2024 | | LPL Financial LLC | 177,850 | $5,094 | 12/31/2023 | | DFAI | 177,850 | $5,094 | 12/31/2023 | | RFG Advisory LLC | 166,858 | $5,042 | 03/31/2024 | | DFAI | 166,858 | $5,042 | 03/31/2024 | | Advisor Group Holdings Inc. | 175,345 | $5,022 | 12/31/2023 | | DFAI | 175,345 | $5,022 | 12/31/2023 | | Syverson Strege & Co | 172,510 | $4,941 | 12/31/2023 | | DFAI | 172,510 | $4,941 | 12/31/2023 | | Beacon Pointe Advisors LLC | 167,870 | $4,808 | 12/31/2023 | | DFAI | 167,870 | $4,808 | 12/31/2023 | | Sutton Place Investors LLC | 157,371 | $4,756 | 03/31/2024 | | DFAI | 157,371 | $4,756 | 03/31/2024 | | Dodds Wealth LLC | 161,472 | $4,625 | 12/31/2023 | | DFAI | 161,472 | $4,625 | 12/31/2023 | | Premier Path Wealth Partners LLC | 152,286 | $4,610 | 03/31/2024 | | DFAI | 152,286 | $4,610 | 03/31/2024 | | Cetera Advisor Networks LLC | 160,921 | $4,609 | 12/31/2023 | | DFAI | 160,921 | $4,609 | 12/31/2023 | | Wealthspan Partners LLC | 160,828 | $4,606 | 12/31/2023 | | DFAI | 160,828 | $4,606 | 12/31/2023 | | Fermata Advisors LLC | 152,066 | $4,595 | 03/31/2024 | | DFAI | 152,066 | $4,595 | 03/31/2024 | | Equitable Holdings Inc. | 158,505 | $4,540 | 12/31/2023 | | DFAI | 158,505 | $4,540 | 12/31/2023 | | Market Street Wealth Management Advisors LLC | 150,047 | $4,534 | 03/31/2024 | | DFAI | 150,047 | $4,534 | 03/31/2024 | | Drive Wealth Management LLC | 149,383 | $4,514 | 03/31/2024 | | DFAI | 149,383 | $4,514 | 03/31/2024 | | Warren Averett Asset Management LLC | 156,582 | $4,485 | 12/31/2023 | | DFAI | 156,582 | $4,485 | 12/31/2023 | | Clarity Capital Advisors LLC | 147,857 | $4,468 | 03/31/2024 | | DFAI | 147,857 | $4,468 | 03/31/2024 | | RBF Capital LLC | 155,000 | $4,439 | 12/31/2023 | | DFAI | 155,000 | $4,439 | 12/31/2023 | | Andrews Lucia Wealth Management LLC | 153,371 | $4,393 | 12/31/2023 | | DFAI | 153,371 | $4,393 | 12/31/2023 | | ARK & TLK Investments LLC | 152,362 | $4,364 | 12/31/2023 | | DFAI | 152,362 | $4,364 | 12/31/2023 | | CPA Asset Management LLC | 151,304 | $4,333 | 12/31/2023 | | DFAI | 151,304 | $4,333 | 12/31/2023 | | CX Institutional | 141,725 | $4,283 | 03/31/2024 | | DFAI | 141,725 | $4,283 | 03/31/2024 | | SOL Capital Management CO | 141,330 | $4,271 | 03/31/2024 | | DFAI | 141,330 | $4,271 | 03/31/2024 | | CFS Investment Advisory Services LLC | 143,502 | $4,110 | 12/31/2023 | | DFAI | 143,502 | $4,110 | 12/31/2023 | | Vermillion & White Wealth Management Group LLC | 138,490 | $3,966 | 12/31/2023 | | DFAI | 138,490 | $3,966 | 12/31/2023 | | Patriot Financial Group Insurance Agency LLC | 138,246 | $3,959 | 12/31/2023 | | DFAI | 138,246 | $3,959 | 12/31/2023 | | Walden Wealth Partners LLC | 131,590 | $3,932 | 03/31/2024 | | DFAI | 131,590 | $3,932 | 03/31/2024 | | Maryland Capital Advisors Inc. | 129,353 | $3,909 | 03/31/2024 | | DFAI | 129,353 | $3,909 | 03/31/2024 | | True Link Financial Advisors LLC | 127,615 | $3,857 | 03/31/2024 | | DFAI | 127,615 | $3,857 | 03/31/2024 | | Tortoise Investment Management LLC | 132,637 | $3,799 | 12/31/2023 | | DFAI | 132,637 | $3,799 | 12/31/2023 | | Wealthsource Partners LLC | 131,364 | $3,762 | 12/31/2023 | | DFAI | 131,364 | $3,762 | 12/31/2023 | | Sontag Advisory LLC | 131,247 | $3,759 | 12/31/2023 | | DFAI | 131,247 | $3,759 | 12/31/2023 | | Hutchinson Capital Management CA | 130,100 | $3,726 | 12/31/2023 | | DFAI | 130,100 | $3,726 | 12/31/2023 | | Catalyst Private Wealth LLC | 121,472 | $3,671 | 03/31/2024 | | DFAI | 121,472 | $3,671 | 03/31/2024 | | Main Street Financial Solutions LLC | 121,332 | $3,667 | 03/31/2024 | | DFAI | 121,332 | $3,667 | 03/31/2024 | | AdvisorNet Financial Inc | 119,906 | $3,624 | 03/31/2024 | | DFAI | 119,906 | $3,624 | 03/31/2024 | | Oceanside Advisors LLC | 118,453 | $3,580 | 03/31/2024 | | DFAI | 118,453 | $3,580 | 03/31/2024 | | Bay Harbor Wealth Management LLC | 116,179 | $3,511 | 03/31/2024 | | DFAI | 116,179 | $3,511 | 03/31/2024 | | Cahill Wealth Management LLC | 119,687 | $3,428 | 12/31/2023 | | DFAI | 119,687 | $3,428 | 12/31/2023 | | Quad Cities Investment Group LLC | 112,531 | $3,401 | 03/31/2024 | | DFAI | 112,531 | $3,401 | 03/31/2024 | | Werba Rubin Papier Wealth Management | 117,991 | $3,379 | 12/31/2023 | | DFAI | 117,991 | $3,379 | 12/31/2023 | | Ancora Advisors LLC | 117,328 | $3,360 | 12/31/2023 | | DFAI | 117,328 | $3,360 | 12/31/2023 | | Capital Investment Advisory Services LLC | 109,267 | $3,302 | 03/31/2024 | | DFAI | 109,267 | $3,302 | 03/31/2024 | | FinDec Wealth Services Inc. | 114,292 | $3,273 | 12/31/2023 | | DFAI | 114,292 | $3,273 | 12/31/2023 | | 180 Wealth Advisors LLC | 105,406 | $3,185 | 03/31/2024 | | DFAI | 105,406 | $3,185 | 03/31/2024 | | Saxony Capital Management LLC | 105,115 | $3,011 | 12/31/2023 | | DFAI | 105,115 | $3,011 | 12/31/2023 | | Pinnacle Financial Group LLC IL | 104,458 | $2,992 | 12/31/2023 | | DFAI | 104,458 | $2,992 | 12/31/2023 | | Signature Resources Capital Management LLC | 103,313 | $2,959 | 03/31/2024 | | DFAI | 103,313 | $2,959 | 03/31/2024 | | Cardiff Park Advisors LLC | 100,884 | $2,889 | 12/31/2023 | | DFAI | 100,884 | $2,889 | 12/31/2023 | | Atria Investments LLC | 97,951 | $2,805 | 12/31/2023 | | DFAI | 97,951 | $2,805 | 12/31/2023 | | Bank of Montreal Can | 96,644 | $2,772 | 12/31/2023 | | DFAI | 96,644 | $2,772 | 12/31/2023 | | IFP Advisors Inc | 91,710 | $2,627 | 12/31/2023 | | DFAI | 91,710 | $2,627 | 12/31/2023 | | Sollinda Capital Management LLC | 86,236 | $2,606 | 03/31/2024 | | DFAI | 86,236 | $2,606 | 03/31/2024 | | TCI Wealth Advisors Inc. | 90,263 | $2,585 | 12/31/2023 | | DFAI | 90,263 | $2,585 | 12/31/2023 | | Savant Capital LLC | 87,760 | $2,513 | 12/31/2023 | | DFAI | 87,760 | $2,513 | 12/31/2023 | | Shearwater Capital LLC | 83,058 | $2,510 | 03/31/2024 | | DFAI | 83,058 | $2,510 | 03/31/2024 | | Versant Capital Management Inc | 82,351 | $2,489 | 03/31/2024 | | DFAI | 82,351 | $2,489 | 03/31/2024 | | Ausdal Financial Partners Inc. | 82,285 | $2,487 | 03/31/2024 | | DFAI | 82,285 | $2,487 | 03/31/2024 | | AlTi Global Inc. | 86,100 | $2,466 | 12/31/2023 | | DFAI | 86,100 | $2,466 | 12/31/2023 | | Bridgewater Advisors Inc. | 83,362 | $2,387 | 12/31/2023 | | DFAI | 83,362 | $2,387 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 82,842 | $2,373 | 12/31/2023 | | DFAI | 82,842 | $2,373 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 82,570 | $2,365 | 12/31/2023 | | DFAI | 82,570 | $2,365 | 12/31/2023 | | LaSalle St. Investment Advisors LLC | 82,313 | $2,357 | 12/31/2023 | | DFAI | 82,313 | $2,357 | 12/31/2023 | | FDx Advisors Inc. | 81,927 | $2,346 | 12/31/2023 | | DFAI | 81,927 | $2,346 | 12/31/2023 | | DBK Financial Counsel LLC | 75,160 | $2,271 | 03/31/2024 | | DFAI | 75,160 | $2,271 | 03/31/2024 | | Garrett Investment Advisors LLC | 74,442 | $2,250 | 03/31/2024 | | DFAI | 74,442 | $2,250 | 03/31/2024 | | Quarry Hill Advisors LLC | 73,683 | $2,227 | 03/31/2024 | | DFAI | 73,683 | $2,227 | 03/31/2024 | | Northwest Wealth Management LLC | 77,425 | $2,217 | 12/31/2023 | | DFAI | 77,425 | $2,217 | 12/31/2023 | | Bridge Advisory LLC | 73,052 | $2,208 | 03/31/2024 | | DFAI | 73,052 | $2,208 | 03/31/2024 | | Integrated Wealth Concepts LLC | 75,617 | $2,166 | 12/31/2023 | | DFAI | 75,617 | $2,166 | 12/31/2023 | | Retirement Guys Formula LLC | 70,467 | $2,130 | 03/31/2024 | | DFAI | 70,467 | $2,130 | 03/31/2024 | | Robinson Smith Wealth Advisors LLC | 69,362 | $2,096 | 03/31/2024 | | DFAI | 69,362 | $2,096 | 03/31/2024 | | American Investment Services Inc. | 71,016 | $2,034 | 12/31/2023 | | DFAI | 71,016 | $2,034 | 12/31/2023 | | Rather & Kittrell Inc. | 67,253 | $2,032 | 03/31/2024 | | DFAI | 67,253 | $2,032 | 03/31/2024 | | Aveo Capital Partners LLC | 70,732 | $2,026 | 12/31/2023 | | DFAI | 70,732 | $2,026 | 12/31/2023 | | Assetmark Inc. | 70,330 | $2,014 | 12/31/2023 | | DFAI | 70,330 | $2,014 | 12/31/2023 | | Red Lighthouse Investment Management LLC | 70,316 | $2,014 | 12/31/2023 | | DFAI | 70,316 | $2,014 | 12/31/2023 | | Wiley BROS. Aintree Capital LLC | 65,764 | $1,987 | 03/31/2024 | | DFAI | 65,764 | $1,987 | 03/31/2024 | | PFG Advisors | 68,785 | $1,970 | 12/31/2023 | | DFAI | 68,785 | $1,970 | 12/31/2023 | | Mraz Amerine & Associates Inc. | 68,533 | $1,963 | 12/31/2023 | | DFAI | 68,533 | $1,963 | 12/31/2023 | | Lodestone Wealth Management LLC | 67,164 | $1,924 | 12/31/2023 | | DFAI | 67,164 | $1,924 | 12/31/2023 | | Mustard Seed Financial LLC | 63,515 | $1,919 | 03/31/2024 | | DFAI | 63,515 | $1,919 | 03/31/2024 | | Citadel Advisors LLC | 66,788 | $1,913 | 12/31/2023 | | DFAI | 66,788 | $1,913 | 12/31/2023 | | Exeter Financial LLC | 62,860 | $1,878 | 03/31/2024 | | DFAI | 62,860 | $1,878 | 03/31/2024 | | Leading Edge Financial Planning LLC | 64,810 | $1,856 | 12/31/2023 | | DFAI | 64,810 | $1,856 | 12/31/2023 | | Change Path LLC | 64,660 | $1,852 | 12/31/2023 | | DFAI | 64,660 | $1,852 | 12/31/2023 | | Cetera Advisors LLC | 64,549 | $1,849 | 12/31/2023 | | DFAI | 64,549 | $1,849 | 12/31/2023 | | Annapolis Financial Services LLC | 61,019 | $1,844 | 03/31/2024 | | DFAI | 61,019 | $1,844 | 03/31/2024 | | Atria Wealth Solutions Inc. | 64,202 | $1,839 | 12/31/2023 | | DFAI | 64,202 | $1,839 | 12/31/2023 | | Wescott Financial Advisory Group LLC | 64,143 | $1,837 | 12/31/2023 | | DFAI | 64,143 | $1,837 | 12/31/2023 | | Principal Securities Inc. | 63,711 | $1,825 | 12/31/2023 | | DFAI | 63,711 | $1,825 | 12/31/2023 | | Financial Symmetry Inc | 63,556 | $1,820 | 12/31/2023 | | DFAI | 63,556 | $1,820 | 12/31/2023 | | Keb Asset Management LLC | 59,325 | $1,793 | 03/31/2024 | | DFAI | 59,325 | $1,793 | 03/31/2024 | | Heritage Wealth Management Inc. CA | 61,539 | $1,762 | 12/31/2023 | | DFAI | 61,539 | $1,762 | 12/31/2023 | | Heritage Financial Services LLC | 61,501 | $1,761 | 12/31/2023 | | DFAI | 61,501 | $1,761 | 12/31/2023 | | Valley National Advisers Inc. | 58,245 | $1,760 | 03/31/2024 | | DFAI | 58,245 | $1,760 | 03/31/2024 | | Birchcreek Wealth Management LLC | 59,596 | $1,707 | 12/31/2023 | | DFAI | 59,596 | $1,707 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 58,432 | $1,673 | 12/31/2023 | | DFAI | 58,432 | $1,673 | 12/31/2023 | | Claris Advisors LLC MO | 54,061 | $1,634 | 03/31/2024 | | DFAI | 54,061 | $1,634 | 03/31/2024 | | R. W. Roge & Company Inc. | 57,018 | $1,632 | 12/31/2023 | | DFAI | 57,018 | $1,632 | 12/31/2023 | | Orion Portfolio Solutions LLC | 56,350 | $1,608 | 12/31/2023 | | DFAI | 56,350 | $1,608 | 12/31/2023 | | Rehmann Capital Advisory Group | 54,115 | $1,550 | 12/31/2023 | | DFAI | 54,115 | $1,550 | 12/31/2023 | | BCU Wealth Advisors LLC | 52,523 | $1,504 | 12/31/2023 | | DFAI | 52,523 | $1,504 | 12/31/2023 | | Eaton Cambridge Inc. | 51,191 | $1,466 | 12/31/2023 | | DFAI | 51,191 | $1,466 | 12/31/2023 | | Newman Dignan & Sheerar Inc. | 49,818 | $1,427 | 12/31/2023 | | DFAI | 49,818 | $1,427 | 12/31/2023 | | Marshall Financial Group LLC | 46,666 | $1,410 | 03/31/2024 | | DFAI | 46,666 | $1,410 | 03/31/2024 | | Total Wealth Planning LLC | 46,242 | $1,397 | 03/31/2024 | | DFAI | 46,242 | $1,397 | 03/31/2024 | | Spire Wealth Management | 45,197 | $1,366 | 03/31/2024 | | DFAI | 45,197 | $1,366 | 03/31/2024 | | Investmark Advisory Group LLC | 47,527 | $1,361 | 12/31/2023 | | DFAI | 47,527 | $1,361 | 12/31/2023 | | Meritas Wealth Management LLC | 44,926 | $1,358 | 03/31/2024 | | DFAI | 44,926 | $1,358 | 03/31/2024 | | Melfa Wealth Management LLC | 44,288 | $1,338 | 03/31/2024 | | DFAI | 44,288 | $1,338 | 03/31/2024 | | USAdvisors Wealth Management LLC | 46,648 | $1,335 | 12/31/2023 | | DFAI | 46,648 | $1,335 | 12/31/2023 | | Cascade Wealth Advisors Inc | 45,369 | $1,332 | 03/31/2024 | | DFAI | 45,369 | $1,332 | 03/31/2024 | | Evermay Wealth Management LLC | 46,179 | $1,323 | 12/31/2023 | | DFAI | 46,179 | $1,323 | 12/31/2023 | | Samalin Investment Counsel LLC | 46,150 | $1,322 | 12/31/2023 | | DFAI | 46,150 | $1,322 | 12/31/2023 | | CarsonAllaria Wealth Management Ltd. | 46,096 | $1,320 | 12/31/2023 | | DFAI | 46,096 | $1,320 | 12/31/2023 | | Rockefeller Capital Management L.P. | 44,770 | $1,282 | 12/31/2023 | | DFAI | 44,770 | $1,282 | 12/31/2023 | | My Personal CFO LLC | 41,699 | $1,260 | 03/31/2024 | | DFAI | 41,699 | $1,260 | 03/31/2024 | | Colony Family Offices LLC | 43,834 | $1,255 | 12/31/2023 | | DFAI | 43,834 | $1,255 | 12/31/2023 | | Lakeridge Wealth Management LLC | 42,638 | $1,221 | 12/31/2023 | | DFAI | 42,638 | $1,221 | 12/31/2023 | | Renaissance Technologies LLC | 42,200 | $1,209 | 12/31/2023 | | DFAI | 42,200 | $1,209 | 12/31/2023 | | Capstone Financial Advisors Inc. | 41,255 | $1,182 | 12/31/2023 | | DFAI | 41,255 | $1,182 | 12/31/2023 | | Altiora Financial Group LLC | 38,028 | $1,149 | 03/31/2024 | | DFAI | 38,028 | $1,149 | 03/31/2024 | | Abel Hall LLC | 39,774 | $1,139 | 12/31/2023 | | DFAI | 39,774 | $1,139 | 12/31/2023 | | City State Bank | 36,303 | $1,097 | 03/31/2024 | | DFAI | 36,303 | $1,097 | 03/31/2024 | | WMG Financial Advisors LLC | 37,987 | $1,088 | 12/31/2023 | | DFAI | 37,987 | $1,088 | 12/31/2023 | | Forum Financial Management LP | 37,804 | $1,083 | 12/31/2023 | | DFAI | 37,804 | $1,083 | 12/31/2023 | | Ballentine Capital Advisors Inc | 36,927 | $1,051 | 12/31/2023 | | DFAI | 36,927 | $1,051 | 12/31/2023 | | Shore Point Advisors LLC | 36,441 | $1,044 | 12/31/2023 | | DFAI | 36,441 | $1,044 | 12/31/2023 | | Edge Financial Advisors LLC | 33,658 | $1,020 | 03/31/2024 | | DFAI | 33,658 | $1,020 | 03/31/2024 | | Great Valley Advisor Group Inc. | 35,439 | $1,015 | 12/31/2023 | | DFAI | 35,439 | $1,015 | 12/31/2023 | | Independent Advisor Alliance | 35,242 | $1,009 | 12/31/2023 | | DFAI | 35,242 | $1,009 | 12/31/2023 | | Raymond James Trust N.A. | 33,033 | $998 | 03/31/2024 | | DFAI | 33,033 | $998 | 03/31/2024 | | Beverly Hills Private Wealth LLC | 34,288 | $982 | 12/31/2023 | | DFAI | 34,288 | $982 | 12/31/2023 | | Integrity Wealth Solutions LLC | 31,621 | $956 | 03/31/2024 | | DFAI | 31,621 | $956 | 03/31/2024 | | Sterling Wealth Management Inc. | 31,206 | $894 | 12/31/2023 | | DFAI | 31,206 | $894 | 12/31/2023 | | Avantax Advisory Services Inc. | 30,460 | $872 | 12/31/2023 | | DFAI | 30,460 | $872 | 12/31/2023 | | DHJJ Financial Advisors Ltd. | 28,490 | $861 | 03/31/2024 | | DFAI | 28,490 | $861 | 03/31/2024 | | ML & R Wealth Management LLC | 28,769 | $824 | 12/31/2023 | | DFAI | 28,769 | $824 | 12/31/2023 | | Morgan Stanley | 28,406 | $814 | 12/31/2023 | | DFAI | 28,406 | $814 | 12/31/2023 | | Barrett & Company Inc. | 26,785 | $809 | 03/31/2024 | | DFAI | 26,785 | $809 | 03/31/2024 | | Acorn Wealth Advisors LLC | 26,336 | $796 | 03/31/2024 | | DFAI | 26,336 | $796 | 03/31/2024 | | BKA Wealth Consulting Inc. | 26,173 | $791 | 03/31/2024 | | DFAI | 26,173 | $791 | 03/31/2024 | | We Are One Seven LLC | 27,563 | $789 | 12/31/2023 | | DFAI | 27,563 | $789 | 12/31/2023 | | Jacobi Capital Management LLC | 27,463 | $787 | 12/31/2023 | | DFAI | 27,463 | $787 | 12/31/2023 | | Forthright Family Wealth Advisory LLC | 27,381 | $784 | 12/31/2023 | | DFAI | 27,381 | $784 | 12/31/2023 | | Sanctuary Wealth Management L.L.C. | 27,066 | $775 | 12/31/2023 | | DFAI | 27,066 | $775 | 12/31/2023 | | Thoroughbred Financial Services LLC | 27,003 | $773 | 12/31/2023 | | DFAI | 27,003 | $773 | 12/31/2023 | | Strategic Investment Solutions Inc. IL | 26,459 | $758 | 12/31/2023 | | DFAI | 26,459 | $758 | 12/31/2023 | | Greenspring Advisors LLC | 25,053 | $757 | 03/31/2024 | | DFAI | 25,053 | $757 | 03/31/2024 | | G2 Capital Management LLC OH | 26,351 | $755 | 12/31/2023 | | DFAI | 26,351 | $755 | 12/31/2023 | | Jackson Thornton Asset Management LLC | 25,914 | $742 | 12/31/2023 | | DFAI | 25,914 | $742 | 12/31/2023 | | B&D White Capital Company LLC | 25,864 | $741 | 12/31/2023 | | DFAI | 25,864 | $741 | 12/31/2023 | | Truist Financial Corp | 25,809 | $739 | 12/31/2023 | | DFAI | 25,809 | $739 | 12/31/2023 | | Cresset Asset Management LLC | 24,801 | $710 | 12/31/2023 | | DFAI | 24,801 | $710 | 12/31/2023 | | Cullen Frost Bankers Inc. | 24,522 | $702 | 12/31/2023 | | DFAI | 24,522 | $702 | 12/31/2023 | | EP Wealth Advisors LLC | 24,464 | $701 | 12/31/2023 | | DFAI | 24,464 | $701 | 12/31/2023 | | Integrated Advisors Network LLC | 24,169 | $692 | 12/31/2023 | | DFAI | 24,169 | $692 | 12/31/2023 | | Stone Point Wealth LLC | 24,168 | $692 | 12/31/2023 | | DFAI | 24,168 | $692 | 12/31/2023 | | Francis Financial Inc. | 22,804 | $689 | 03/31/2024 | | DFAI | 22,804 | $689 | 03/31/2024 | | Eldridge Investment Advisors Inc. | 23,968 | $686 | 12/31/2023 | | DFAI | 23,968 | $686 | 12/31/2023 | | Tranquility Partners LLC | 23,491 | $673 | 12/31/2023 | | DFAI | 23,491 | $673 | 12/31/2023 | | Five Oceans Advisors | 22,237 | $672 | 03/31/2024 | | DFAI | 22,237 | $672 | 03/31/2024 | | Townsquare Capital LLC | 23,368 | $669 | 12/31/2023 | | DFAI | 23,368 | $669 | 12/31/2023 | | Level Four Advisory Services LLC | 23,285 | $667 | 12/31/2023 | | DFAI | 23,285 | $667 | 12/31/2023 | | Founders Financial Securities LLC | 21,995 | $665 | 03/31/2024 | | DFAI | 21,995 | $665 | 03/31/2024 | | Bromfield Sneider Wealth Advisors | 21,817 | $659 | 03/31/2024 | | DFAI | 21,817 | $659 | 03/31/2024 | | Stratos Wealth Partners LTD. | 21,729 | $657 | 03/31/2024 | | DFAI | 21,729 | $657 | 03/31/2024 | | Lam Group Inc. | 21,255 | $642 | 03/31/2024 | | DFAI | 21,255 | $642 | 03/31/2024 | | Financial Counselors Inc. | 21,899 | $627 | 12/31/2023 | | DFAI | 21,899 | $627 | 12/31/2023 | | B.O.S.S. Retirement Advisors LLC | 21,718 | $622 | 12/31/2023 | | DFAI | 21,718 | $622 | 12/31/2023 | | Private Trust Co. NA | 20,369 | $616 | 03/31/2024 | | DFAI | 20,369 | $616 | 03/31/2024 | | Darrow Company Inc. | 21,406 | $613 | 12/31/2023 | | DFAI | 21,406 | $613 | 12/31/2023 | | Collective Family Office LLC | 19,711 | $596 | 03/31/2024 | | DFAI | 19,711 | $596 | 03/31/2024 | | Financial Synergies Wealth Advisors Inc. | 19,193 | $580 | 03/31/2024 | | DFAI | 19,193 | $580 | 03/31/2024 | | Relative Value Partners Group LLC | 19,744 | $565 | 12/31/2023 | | DFAI | 19,744 | $565 | 12/31/2023 | | Texas Capital Bank Wealth Management Services Inc. | 19,722 | $565 | 12/31/2023 | | DFAI | 19,722 | $565 | 12/31/2023 | | Peapack Gladstone Financial Corp | 19,570 | $560 | 12/31/2023 | | DFAI | 19,570 | $560 | 12/31/2023 | | VanderPol Investments L.L.C. | 18,451 | $558 | 03/31/2024 | | DFAI | 18,451 | $558 | 03/31/2024 | | Firethorn Wealth Partners LLC | 18,360 | $555 | 03/31/2024 | | DFAI | 18,360 | $555 | 03/31/2024 | | Seed Wealth Management Inc. | 18,450 | $555 | 03/31/2024 | | DFAI | 18,450 | $555 | 03/31/2024 | | Cypress Point Wealth Management LLC | 19,345 | $554 | 12/31/2023 | | DFAI | 19,345 | $554 | 12/31/2023 | | WMS Partners LLC | 19,020 | $545 | 12/31/2023 | | DFAI | 19,020 | $545 | 12/31/2023 | | Wealthfront Advisers LLC | 17,740 | $536 | 03/31/2024 | | DFAI | 17,740 | $536 | 03/31/2024 | | RCS Financial Planning LLC | 17,086 | $516 | 03/31/2024 | | DFAI | 17,086 | $516 | 03/31/2024 | | Emprise Bank | 16,467 | $498 | 03/31/2024 | | DFAI | 16,467 | $498 | 03/31/2024 | | Valeo Financial Advisors LLC | 16,873 | $497 | 03/31/2024 | | DFAI | 16,873 | $497 | 03/31/2024 | | Girard Partners LTD. | 17,253 | $494 | 12/31/2023 | | DFAI | 17,253 | $494 | 12/31/2023 | | Mesirow Financial Investment Management Inc. | 16,224 | $490 | 03/31/2024 | | DFAI | 16,224 | $490 | 03/31/2024 | | Bryant Woods Investment Advisors LLC | 17,054 | $488 | 12/31/2023 | | DFAI | 17,054 | $488 | 12/31/2023 | | Vawter Financial Ltd. | 17,023 | $488 | 12/31/2023 | | DFAI | 17,023 | $488 | 12/31/2023 | | Gradient Capital Advisors LLC | 16,092 | $486 | 03/31/2024 | | DFAI | 16,092 | $486 | 03/31/2024 | | Soundmark Wealth Management LLC | 16,030 | $484 | 03/31/2024 | | DFAI | 16,030 | $484 | 03/31/2024 | | REDW Wealth LLC | 16,896 | $484 | 12/31/2023 | | DFAI | 16,896 | $484 | 12/31/2023 | | Ruedi Wealth Management Inc. | 16,675 | $478 | 12/31/2023 | | DFAI | 16,675 | $478 | 12/31/2023 | | Pinnacle Family Advisors LLC | 16,640 | $477 | 12/31/2023 | | DFAI | 16,640 | $477 | 12/31/2023 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 16,646 | $477 | 12/31/2023 | | DFAI | 16,646 | $477 | 12/31/2023 | | BOS Asset Management LLC | 16,274 | $466 | 12/31/2023 | | DFAI | 16,274 | $466 | 12/31/2023 | | Bordeaux Wealth Advisors LLC | 16,137 | $462 | 12/31/2023 | | DFAI | 16,137 | $462 | 12/31/2023 | | C M Bidwell & Associates Ltd. | 16,066 | $460 | 12/31/2023 | | DFAI | 16,066 | $460 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 16,041 | $459 | 12/31/2023 | | DFAI | 16,041 | $459 | 12/31/2023 | | US Bancorp DE | 15,847 | $454 | 12/31/2023 | | DFAI | 15,847 | $454 | 12/31/2023 | | Cypress Wealth Services LLC | 14,973 | $452 | 03/31/2024 | | DFAI | 14,973 | $452 | 03/31/2024 | | Sigma Planning Corp | 15,629 | $448 | 12/31/2023 | | DFAI | 15,629 | $448 | 12/31/2023 | | Narus Financial Partners LLC | 14,719 | $445 | 03/31/2024 | | DFAI | 14,719 | $445 | 03/31/2024 | | Keel Point LLC | 14,703 | $444 | 03/31/2024 | | DFAI | 14,703 | $444 | 03/31/2024 | | Bank of New York Mellon Corp | 14,600 | $441 | 03/31/2024 | | DFAI | 14,600 | $441 | 03/31/2024 | | Clearstead Advisors LLC | 14,808 | $424 | 12/31/2023 | | DFAI | 14,808 | $424 | 12/31/2023 | | Burney Co. | 14,447 | $414 | 12/31/2023 | | DFAI | 14,447 | $414 | 12/31/2023 | | Acorn Creek Capital LLC | 13,173 | $398 | 03/31/2024 | | DFAI | 13,173 | $398 | 03/31/2024 | | Life Planning Partners Inc | 13,850 | $397 | 12/31/2023 | | DFAI | 13,850 | $397 | 12/31/2023 | | Beacon Financial Advisory LLC | 13,088 | $375 | 12/31/2023 | | DFAI | 13,088 | $375 | 12/31/2023 | | Compass Financial Group INC SD | 12,372 | $374 | 03/31/2024 | | DFAI | 12,372 | $374 | 03/31/2024 | | Wealthcare Advisory Partners LLC | 11,872 | $359 | 03/31/2024 | | DFAI | 11,872 | $359 | 03/31/2024 | | Smartleaf Asset Management LLC | 12,251 | $351 | 12/31/2023 | | DFAI | 12,251 | $351 | 12/31/2023 | | IFG Advisory LLC | 12,207 | $350 | 12/31/2023 | | DFAI | 12,207 | $350 | 12/31/2023 | | Stock Yards Bank & Trust Co. | 12,118 | $347 | 12/31/2023 | | DFAI | 12,118 | $347 | 12/31/2023 | | Sprinkle Financial Consultants LLC | 11,402 | $345 | 03/31/2024 | | DFAI | 11,402 | $345 | 03/31/2024 | | Harbour Capital Advisors LLC | 11,411 | $341 | 03/31/2024 | | DFAI | 11,411 | $341 | 03/31/2024 | | Well Done LLC | 11,192 | $338 | 03/31/2024 | | DFAI | 11,192 | $338 | 03/31/2024 | | Comerica Bank | 11,771 | $337 | 12/31/2023 | | DFAI | 11,771 | $337 | 12/31/2023 | | Eastover Investment Advisors LLC | 11,045 | $334 | 03/31/2024 | | DFAI | 11,045 | $334 | 03/31/2024 | | HB Wealth Management LLC | 11,596 | $332 | 12/31/2023 | | DFAI | 11,596 | $332 | 12/31/2023 | | Graves Light Private Wealth Management Inc. | 11,242 | $322 | 12/31/2023 | | DFAI | 11,242 | $322 | 12/31/2023 | | Harbour Investments Inc. | 11,220 | $321 | 12/31/2023 | | DFAI | 11,220 | $321 | 12/31/2023 | | Salem Investment Counselors Inc. | 10,594 | $320 | 03/31/2024 | | DFAI | 10,594 | $320 | 03/31/2024 | | Capital Asset Advisory Services LLC | 10,585 | $317 | 03/31/2024 | | DFAI | 10,585 | $317 | 03/31/2024 | | First National Bank Sioux Falls | 10,409 | $315 | 03/31/2024 | | DFAI | 10,409 | $315 | 03/31/2024 | | Galvin Gaustad & Stein LLC | 10,016 | $303 | 03/31/2024 | | DFAI | 10,016 | $303 | 03/31/2024 | | Axxcess Wealth Management LLC | 10,585 | $303 | 12/31/2023 | | DFAI | 10,585 | $303 | 12/31/2023 | | Tillman Hartley LLC | 10,577 | $303 | 12/31/2023 | | DFAI | 10,577 | $303 | 12/31/2023 | | Capital Performance Advisors LLP | 9,877 | $298 | 03/31/2024 | | DFAI | 9,877 | $298 | 03/31/2024 | | RS Crum Inc. | 10,319 | $296 | 12/31/2023 | | DFAI | 10,319 | $296 | 12/31/2023 | | Karpas Strategies LLC | 10,129 | $290 | 12/31/2023 | | DFAI | 10,129 | $290 | 12/31/2023 | | Essex Financial Services Inc. | 9,418 | $285 | 03/31/2024 | | DFAI | 9,418 | $285 | 03/31/2024 | | Americana Partners LLC | 9,826 | $281 | 12/31/2023 | | DFAI | 9,826 | $281 | 12/31/2023 | | Redmont Wealth Advisors LLC | 9,208 | $278 | 03/31/2024 | | DFAI | 9,208 | $278 | 03/31/2024 | | Gemmer Asset Management LLC | 9,112 | $275 | 03/31/2024 | | DFAI | 9,112 | $275 | 03/31/2024 | | Hill Investment Group Partners LLC | 9,465 | $271 | 12/31/2023 | | DFAI | 9,465 | $271 | 12/31/2023 | | LifePro Asset Management | 8,639 | $261 | 03/31/2024 | | DFAI | 8,639 | $261 | 03/31/2024 | | Cerity Partners LLC | 8,852 | $254 | 12/31/2023 | | DFAI | 8,852 | $254 | 12/31/2023 | | Clear Investment Research LLC | 8,863 | $254 | 12/31/2023 | | DFAI | 8,863 | $254 | 12/31/2023 | | Satovsky Asset Management LLC | 7,904 | $239 | 03/31/2024 | | DFAI | 7,904 | $239 | 03/31/2024 | | Lauterbach Financial Advisors LLC | 8,082 | $231 | 12/31/2023 | | DFAI | 8,082 | $231 | 12/31/2023 | | Simplicity Wealth LLC | 7,501 | $227 | 03/31/2024 | | DFAI | 7,501 | $227 | 03/31/2024 | | Farther Finance Advisors LLC | 7,886 | $226 | 12/31/2023 | | DFAI | 7,886 | $226 | 12/31/2023 | | Keebeck Wealth Management LLC | 7,725 | $221 | 12/31/2023 | | DFAI | 7,725 | $221 | 12/31/2023 | | Cobblestone Capital Advisors LLC NY | 7,665 | $220 | 12/31/2023 | | DFAI | 7,665 | $220 | 12/31/2023 | | Baker Avenue Asset Management LP | 7,658 | $219 | 12/31/2023 | | DFAI | 7,658 | $219 | 12/31/2023 | | Dixon Fnancial Services Inc. | 7,140 | $216 | 03/31/2024 | | DFAI | 7,140 | $216 | 03/31/2024 | | KM Capital Management Ltd. | 7,479 | $214 | 12/31/2023 | | DFAI | 7,479 | $214 | 12/31/2023 | | Orcam Financial Group | 7,262 | $208 | 12/31/2023 | | DFAI | 7,262 | $208 | 12/31/2023 | | Naples Global Advisors LLC | 7,200 | $206 | 12/31/2023 | | DFAI | 7,200 | $206 | 12/31/2023 | | BetterWealth LLC | 6,702 | $203 | 03/31/2024 | | DFAI | 6,702 | $203 | 03/31/2024 | | Cherry Tree Wealth Management LLC | 7,101 | $203 | 12/31/2023 | | DFAI | 7,101 | $203 | 12/31/2023 | | IHT Wealth Management LLC | 7,046 | $202 | 12/31/2023 | | DFAI | 7,046 | $202 | 12/31/2023 | | Concord Wealth Partners | 6,953 | $199 | 12/31/2023 | | DFAI | 6,953 | $199 | 12/31/2023 | | Frazier Financial Advisors LLC | 6,655 | $191 | 12/31/2023 | | DFAI | 6,655 | $191 | 12/31/2023 | | Asset Dedication LLC | 5,885 | $179 | 03/31/2024 | | DFAI | 5,885 | $179 | 03/31/2024 | | Rockbridge Investment Management LCC | 6,236 | $179 | 12/31/2023 | | DFAI | 6,236 | $179 | 12/31/2023 | | DiNuzzo Private Wealth Inc. | 4,390 | $126 | 12/31/2023 | | DFAI | 4,390 | $126 | 12/31/2023 | | TD Waterhouse Canada Inc. | 4,358 | $123 | 12/31/2023 | | DFAI | 4,358 | $123 | 12/31/2023 | | Smithfield Trust Co. | 4,200 | $120 | 12/31/2023 | | DFAI | 4,200 | $120 | 12/31/2023 | | Studio Investment Management LLC | 4,034 | $116 | 12/31/2023 | | DFAI | 4,034 | $116 | 12/31/2023 | | Parallel Advisors LLC | 3,924 | $112 | 12/31/2023 | | DFAI | 3,924 | $112 | 12/31/2023 | | Morris Financial Concepts Inc. | 3,414 | $103 | 03/31/2024 | | DFAI | 3,414 | $103 | 03/31/2024 | | Aspire Private Capital LLC | 3,115 | $94 | 03/31/2024 | | DFAI | 3,115 | $94 | 03/31/2024 | | Ronald Blue Trust Inc. | 3,234 | $93 | 12/31/2023 | | DFAI | 3,234 | $93 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 2,994 | $86 | 12/31/2023 | | DFAI | 2,994 | $86 | 12/31/2023 | | Global Retirement Partners LLC | 2,533 | $77 | 03/31/2024 | | DFAI | 2,533 | $77 | 03/31/2024 | | Colonial Trust Co SC | 2,417 | $69 | 12/31/2023 | | DFAI | 2,417 | $69 | 12/31/2023 | | Phillips Financial Management LLC | 2,243 | $68 | 03/31/2024 | | DFAI | 2,243 | $68 | 03/31/2024 | | Cassady Schiller Wealth Management LLC | 2,244 | $64 | 12/31/2023 | | DFAI | 2,244 | $64 | 12/31/2023 | | Nalls Sherbakoff Group LLC | 2,159 | $62 | 12/31/2023 | | DFAI | 2,159 | $62 | 12/31/2023 | | Chilton Capital Management LLC | 1,950 | $56 | 12/31/2023 | | DFAI | 1,950 | $56 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 1,956 | $56 | 12/31/2023 | | DFAI | 1,956 | $56 | 12/31/2023 | | JNBA Financial Advisors | 1,424 | $43 | 03/31/2024 | | DFAI | 1,424 | $43 | 03/31/2024 | | Oliver Lagore Vanvalin Investment Group | 1,401 | $40 | 12/31/2023 | | DFAI | 1,401 | $40 | 12/31/2023 | | Parkside Financial Bank & Trust | 1,295 | $37 | 12/31/2023 | | DFAI | 1,295 | $37 | 12/31/2023 | | CWM LLC | 1,145 | $35 | 03/31/2024 | | DFAI | 1,145 | $35 | 03/31/2024 | | Advisory Services Network LLC | 1,100 | $32 | 12/31/2023 | | DFAI | 1,100 | $32 | 12/31/2023 | | Atlas Capital Advisors LLC | 946 | $29 | 03/31/2024 | | DFAI | 946 | $29 | 03/31/2024 | | Global Trust Asset Management LLC | 925 | $28 | 03/31/2024 | | DFAI | 925 | $28 | 03/31/2024 | | Qube Research & Technologies Ltd | 831 | $24 | 12/31/2023 | | DFAI | 831 | $24 | 12/31/2023 | | NBT Bank N A NY | 721 | $22 | 03/31/2024 | | DFAI | 721 | $22 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 739 | $21 | 12/31/2023 | | DFAI | 739 | $21 | 12/31/2023 | | Tower Research Capital LLC TRC | 700 | $20 | 12/31/2023 | | DFAI | 700 | $20 | 12/31/2023 | | GPS Wealth Strategies Group LLC | 715 | $20 | 12/31/2023 | | DFAI | 715 | $20 | 12/31/2023 | | Wells Fargo & Company MN | 663 | $19 | 12/31/2023 | | DFAI | 663 | $19 | 12/31/2023 | | SJS Investment Consulting Inc. | 528 | $16 | 03/31/2024 | | DFAI | 528 | $16 | 03/31/2024 | | Washington Trust Advisors Inc. | 568 | $16 | 12/31/2023 | | DFAI | 568 | $16 | 12/31/2023 | | Financial Connections Group Inc. | 386 | $11 | 12/31/2023 | | DFAI | 386 | $11 | 12/31/2023 | | Creative Capital Management Investments LLC | 323 | $10 | 03/31/2024 | | DFAI | 323 | $10 | 03/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 365 | $10 | 12/31/2023 | | DFAI | 365 | $10 | 12/31/2023 | | Biltmore Family Office LLC | 340 | $10 | 12/31/2023 | | DFAI | 340 | $10 | 12/31/2023 | | Orion Capital Management LLC | 326 | $9 | 12/31/2023 | | DFAI | 326 | $9 | 12/31/2023 | | AlphaMark Advisors LLC | 200 | $6 | 03/31/2024 | | DFAI | 200 | $6 | 03/31/2024 | | Kathleen S. Wright Associates Inc. | 170 | $5 | 03/31/2024 | | DFAI | 170 | $5 | 03/31/2024 | | Fortitude Family Office LLC | 168 | $5 | 03/31/2024 | | DFAI | 168 | $5 | 03/31/2024 | | EverSource Wealth Advisors LLC | 117 | $3 | 12/31/2023 | | DFAI | 117 | $3 | 12/31/2023 | | Cranbrook Wealth Management LLC | 31 | $1 | 03/31/2024 | | DFAI | 31 | $1 | 03/31/2024 | | Beaird Harris Wealth Management LLC | 29 | $1 | 12/31/2023 | | DFAI | 29 | $1 | 12/31/2023 | | Sound Income Strategies LLC | 1 | $0 | 03/31/2024 | | DFAI | 1 | $0 | 03/31/2024 | | West Financial Advisors LLC | 9 | $0 | 03/31/2024 | | DFAI | 9 | $0 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | DFAI | 0 | $0 | 12/31/2023 | | Nemes Rush Group LLC | 9 | $0 | 12/31/2023 | | DFAI | 9 | $0 | 12/31/2023 |  Curated Wealth Partners LLC | 177,046 | $-5,350,334 | 03/31/2024 | | Put | 177,046 | $5,350,334 | 03/31/2024 |
See Summary: Institutional Holders of DFAI
See Details: Top 10 Hedge Funds Holding DFAI
Also See: DFAI Holdings Changes
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