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On this page, we present all of the funds holding DFAU from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFAU, with a link to that fund's top holdings. The next columns
indicate the amount of DFAU stock held by each of the funds holding DFAU, followed by the DFAU position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 364 funds holding DFAU within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Modera Wealth Management LLC. For more details on the positions held by Modera Wealth Management LLC
(or by any of the other funds holding DFAU), click the fund name in the "Holder" column of the funds-holding-DFAU table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Modera Wealth Management LLC | 4,861,091 | $161,631 | 12/31/2023 | DFAU | 4,861,091 | $161,631 | 12/31/2023 | Sequoia Financial Advisors LLC | 3,542,293 | $117,781 | 12/31/2023 | DFAU | 3,542,293 | $117,781 | 12/31/2023 | Aquire Wealth Advisors LLC | 3,144,851 | $104,566 | 12/31/2023 | DFAU | 3,144,851 | $104,566 | 12/31/2023 | Blankinship & Foster LLC | 2,668,796 | $88,737 | 12/31/2023 | DFAU | 2,668,796 | $88,737 | 12/31/2023 | Allworth Financial LP | 2,412,078 | $88,137 | 03/31/2024 | DFAU | 2,412,078 | $88,137 | 03/31/2024 | Kooman & Associates | 2,512,883 | $83,553 | 12/31/2023 | DFAU | 2,512,883 | $83,553 | 12/31/2023 | Spinnaker Investment Group LLC | 1,835,552 | $67,071 | 03/31/2024 | DFAU | 1,835,552 | $67,071 | 03/31/2024 | Meridian Wealth Partners LLC | 1,874,439 | $62,325 | 12/31/2023 | DFAU | 1,874,439 | $62,325 | 12/31/2023 | AE Wealth Management LLC | 1,759,108 | $59,651 | 12/31/2023 | DFAU | 1,759,108 | $59,651 | 12/31/2023 | Buckingham Strategic Wealth LLC | 1,686,644 | $56,081 | 12/31/2023 | DFAU | 1,686,644 | $56,081 | 12/31/2023 | BCM Advisors LLC | 1,570,607 | $55,380 | 03/31/2024 | DFAU | 1,570,607 | $55,380 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 1,371,424 | $50,112 | 03/31/2024 | DFAU | 1,371,424 | $50,112 | 03/31/2024 | RVW Wealth LLC | 1,239,538 | $45,293 | 03/31/2024 | DFAU | 1,239,538 | $45,293 | 03/31/2024 | Krilogy Financial LLC | 1,223,209 | $44,696 | 03/31/2024 | DFAU | 1,223,209 | $44,696 | 03/31/2024 | Betterment LLC | 1,255,713 | $41,752 | 12/31/2023 | DFAU | 1,255,713 | $41,752 | 12/31/2023 | Evoke Wealth LLC | 1,235,065 | $41,066 | 12/31/2023 | DFAU | 1,235,065 | $41,066 | 12/31/2023 | FirstPurpose Wealth LLC | 1,094,777 | $39,237 | 03/31/2024 | DFAU | 1,094,777 | $39,237 | 03/31/2024 | Essential Planning LLC. | 1,177,240 | $39,143 | 12/31/2023 | DFAU | 1,177,240 | $39,143 | 12/31/2023 | CI Private Wealth LLC | 1,157,781 | $38,496 | 12/31/2023 | DFAU | 1,157,781 | $38,496 | 12/31/2023 | Commonwealth Equity Services LLC | 1,126,526 | $37,457 | 12/31/2023 | DFAU | 1,126,526 | $37,457 | 12/31/2023 | HB Wealth Management LLC | 1,116,405 | $37,121 | 12/31/2023 | DFAU | 1,116,405 | $37,121 | 12/31/2023 | Aveo Capital Partners LLC | 1,010,013 | $33,583 | 12/31/2023 | DFAU | 1,010,013 | $33,583 | 12/31/2023 | Pioneer Wealth Management Group | 914,839 | $33,428 | 03/31/2024 | DFAU | 914,839 | $33,428 | 03/31/2024 | WPWealth LLP | 955,307 | $31,764 | 12/31/2023 | DFAU | 955,307 | $31,764 | 12/31/2023 | TCP Asset Management LLC | 810,071 | $29,600 | 03/31/2024 | DFAU | 810,071 | $29,600 | 03/31/2024 | Rappaport Reiches Capital Management LLC | 801,815 | $29,298 | 03/31/2024 | DFAU | 801,815 | $29,298 | 03/31/2024 | BKD Wealth Advisors LLC | 775,058 | $28,321 | 03/31/2024 | DFAU | 775,058 | $28,321 | 03/31/2024 | Brighton Jones LLC | 826,816 | $27,492 | 12/31/2023 | DFAU | 826,816 | $27,492 | 12/31/2023 | Mariner LLC | 779,657 | $25,924 | 12/31/2023 | DFAU | 779,657 | $25,924 | 12/31/2023 | Creative Planning | 699,300 | $23,252 | 12/31/2023 | DFAU | 699,300 | $23,252 | 12/31/2023 | Arista Wealth Management LLC | 628,354 | $22,960 | 03/31/2024 | DFAU | 628,354 | $22,960 | 03/31/2024 | Sterling Financial Group Inc. | 593,116 | $21,672 | 03/31/2024 | DFAU | 593,116 | $21,672 | 03/31/2024 | Liberty Wealth Management LLC | 648,558 | $21,559 | 12/31/2023 | DFAU | 648,558 | $21,559 | 12/31/2023 | Valued Wealth Advisors LLC | 643,530 | $21,397 | 12/31/2023 | DFAU | 643,530 | $21,397 | 12/31/2023 | Stifel Financial Corp | 624,295 | $20,758 | 12/31/2023 | DFAU | 624,295 | $20,758 | 12/31/2023 | Financial Connections Group Inc. | 612,751 | $20,373 | 12/31/2023 | DFAU | 612,751 | $20,373 | 12/31/2023 | SC&H Financial Advisors Inc. | 608,365 | $20,228 | 12/31/2023 | DFAU | 608,365 | $20,228 | 12/31/2023 | Buckingham Strategic Partners | 598,601 | $19,904 | 12/31/2023 | DFAU | 598,601 | $19,904 | 12/31/2023 | AWM Capital LLC | 529,817 | $19,360 | 03/31/2024 | DFAU | 529,817 | $19,360 | 03/31/2024 | Shira Ridge Wealth Management | 527,022 | $19,257 | 03/31/2024 | DFAU | 527,022 | $19,257 | 03/31/2024 | Fonville Wealth Management LLC | 511,325 | $18,684 | 03/31/2024 | DFAU | 511,325 | $18,684 | 03/31/2024 | Spectrum Investment Advisors Inc. | 554,761 | $18,446 | 12/31/2023 | DFAU | 554,761 | $18,446 | 12/31/2023 | ACT Advisors LLC. | 504,196 | $18,423 | 03/31/2024 | DFAU | 504,196 | $18,423 | 03/31/2024 | Private Ocean LLC | 503,216 | $18,387 | 03/31/2024 | DFAU | 503,216 | $18,387 | 03/31/2024 | Quantum Financial Advisors LLC | 499,695 | $18,259 | 03/31/2024 | DFAU | 499,695 | $18,259 | 03/31/2024 | PBMares Wealth Management LLC | 541,705 | $18,012 | 12/31/2023 | DFAU | 541,705 | $18,012 | 12/31/2023 | Highland Financial Advisors LLC | 537,592 | $17,875 | 12/31/2023 | DFAU | 537,592 | $17,875 | 12/31/2023 | Perigon Wealth Management LLC | 520,200 | $17,297 | 12/31/2023 | DFAU | 520,200 | $17,297 | 12/31/2023 | Savant Capital LLC | 517,528 | $17,208 | 12/31/2023 | DFAU | 517,528 | $17,208 | 12/31/2023 | Alpha Financial Advisors LLC | 516,885 | $17,186 | 12/31/2023 | DFAU | 516,885 | $17,186 | 12/31/2023 | Assetmark Inc. | 516,626 | $17,178 | 12/31/2023 | DFAU | 516,626 | $17,178 | 12/31/2023 | Austin Wealth Management LLC | 492,252 | $17,106 | 12/31/2023 | DFAU | 492,252 | $17,106 | 12/31/2023 | Kure Advisory LLC | 480,183 | $15,966 | 12/31/2023 | DFAU | 480,183 | $15,966 | 12/31/2023 | Bank of America Corp DE | 469,322 | $15,605 | 12/31/2023 | DFAU | 469,322 | $15,605 | 12/31/2023 | Resources Investment Advisors LLC. | 464,649 | $15,450 | 12/31/2023 | DFAU | 464,649 | $15,450 | 12/31/2023 | Zhang Financial LLC | 411,193 | $15,025 | 03/31/2024 | DFAU | 411,193 | $15,025 | 03/31/2024 | Heritage Investment Group Inc. | 451,835 | $15,024 | 12/31/2023 | DFAU | 451,835 | $15,024 | 12/31/2023 | Mission Wealth Management LP | 443,257 | $14,738 | 12/31/2023 | DFAU | 443,257 | $14,738 | 12/31/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 427,113 | $14,202 | 12/31/2023 | DFAU | 427,113 | $14,202 | 12/31/2023 | Envision Financial Planning LLC | 420,605 | $13,985 | 12/31/2023 | DFAU | 420,605 | $13,985 | 12/31/2023 | Envestnet Asset Management Inc. | 412,149 | $13,704 | 12/31/2023 | DFAU | 412,149 | $13,704 | 12/31/2023 | VeraBank N.A. | 402,408 | $13,380 | 12/31/2023 | DFAU | 402,408 | $13,380 | 12/31/2023 | Plancorp LLC | 396,639 | $13,188 | 12/31/2023 | DFAU | 396,639 | $13,188 | 12/31/2023 | UMA Financial Services Inc. | 375,196 | $13,139 | 03/31/2024 | DFAU | 375,196 | $13,139 | 03/31/2024 | AdvisorNet Financial Inc | 358,492 | $13,099 | 03/31/2024 | DFAU | 358,492 | $13,099 | 03/31/2024 | Cetera Investment Advisers | 392,415 | $13,048 | 12/31/2023 | DFAU | 392,415 | $13,048 | 12/31/2023 | Pathstone Holdings LLC | 389,919 | $12,965 | 12/31/2023 | DFAU | 389,919 | $12,965 | 12/31/2023 | Bay Harbor Wealth Management LLC | 341,675 | $12,485 | 03/31/2024 | DFAU | 341,675 | $12,485 | 03/31/2024 | Physician Wealth Solutions Inc. | 329,962 | $12,057 | 03/31/2024 | DFAU | 329,962 | $12,057 | 03/31/2024 | IFP Advisors Inc | 348,604 | $11,591 | 12/31/2023 | DFAU | 348,604 | $11,591 | 12/31/2023 | Tortoise Investment Management LLC | 347,166 | $11,543 | 12/31/2023 | DFAU | 347,166 | $11,543 | 12/31/2023 | Chicago Partners Investment Group LLC | 320,771 | $11,307 | 03/31/2024 | DFAU | 320,771 | $11,307 | 03/31/2024 | CVA Family Office LLC | 308,707 | $11,280 | 03/31/2024 | DFAU | 308,707 | $11,280 | 03/31/2024 | FinDec Wealth Services Inc. | 338,153 | $11,244 | 12/31/2023 | DFAU | 338,153 | $11,244 | 12/31/2023 | Wealthsource Partners LLC | 336,505 | $11,189 | 12/31/2023 | DFAU | 336,505 | $11,189 | 12/31/2023 | Great Point Wealth Advisors LLC | 335,893 | $11,168 | 12/31/2023 | DFAU | 335,893 | $11,168 | 12/31/2023 | Willow Creek Wealth Management Inc. | 318,912 | $10,604 | 12/31/2023 | DFAU | 318,912 | $10,604 | 12/31/2023 | Advisory Alpha LLC | 310,474 | $10,323 | 12/31/2023 | DFAU | 310,474 | $10,323 | 12/31/2023 | ARK & TLK Investments LLC | 309,674 | $10,297 | 12/31/2023 | DFAU | 309,674 | $10,297 | 12/31/2023 | Syverson Strege & Co | 306,200 | $10,181 | 12/31/2023 | DFAU | 306,200 | $10,181 | 12/31/2023 | Allegiance Financial Group Advisory Services LLC | 305,850 | $10,170 | 12/31/2023 | DFAU | 305,850 | $10,170 | 12/31/2023 | JFS Wealth Advisors LLC | 295,719 | $9,833 | 12/31/2023 | DFAU | 295,719 | $9,833 | 12/31/2023 | Security Financial Services INC. | 267,027 | $9,757 | 03/31/2024 | DFAU | 267,027 | $9,757 | 03/31/2024 | MAI Capital Management | 288,972 | $9,608 | 12/31/2023 | DFAU | 288,972 | $9,608 | 12/31/2023 | JPMorgan Chase & Co. | 277,796 | $9,237 | 12/31/2023 | DFAU | 277,796 | $9,237 | 12/31/2023 | Legacy Financial Group Inc. | 273,888 | $9,107 | 12/31/2023 | DFAU | 273,888 | $9,107 | 12/31/2023 | Cherrydale Wealth Management LLC | 237,915 | $8,693 | 03/31/2024 | DFAU | 237,915 | $8,693 | 03/31/2024 | Relative Value Partners Group LLC | 260,823 | $8,672 | 12/31/2023 | DFAU | 260,823 | $8,672 | 12/31/2023 | Clarity Capital Advisors LLC | 236,754 | $8,651 | 03/31/2024 | DFAU | 236,754 | $8,651 | 03/31/2024 | Walden Wealth Partners LLC | 239,921 | $8,589 | 03/31/2024 | DFAU | 239,921 | $8,589 | 03/31/2024 | Sax Wealth Advisors LLC | 257,231 | $8,553 | 12/31/2023 | DFAU | 257,231 | $8,553 | 12/31/2023 | Integrated Wealth Concepts LLC | 257,213 | $8,552 | 12/31/2023 | DFAU | 257,213 | $8,552 | 12/31/2023 | LPL Financial LLC | 240,416 | $7,994 | 12/31/2023 | DFAU | 240,416 | $7,994 | 12/31/2023 | Jackson Thornton Asset Management LLC | 234,309 | $7,791 | 12/31/2023 | DFAU | 234,309 | $7,791 | 12/31/2023 | WMS Partners LLC | 233,985 | $7,780 | 12/31/2023 | DFAU | 233,985 | $7,780 | 12/31/2023 | Bridge Advisory LLC | 202,741 | $7,408 | 03/31/2024 | DFAU | 202,741 | $7,408 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 219,327 | $7,293 | 12/31/2023 | DFAU | 219,327 | $7,293 | 12/31/2023 | Royal Bank of Canada | 217,377 | $7,229 | 12/31/2023 | DFAU | 217,377 | $7,229 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 190,649 | $6,966 | 03/31/2024 | DFAU | 190,649 | $6,966 | 03/31/2024 | Maryland Capital Advisors Inc. | 190,052 | $6,945 | 03/31/2024 | DFAU | 190,052 | $6,945 | 03/31/2024 | U.S. Capital Wealth Advisors LLC | 208,200 | $6,923 | 12/31/2023 | DFAU | 208,200 | $6,923 | 12/31/2023 | Advisor Group Holdings Inc. | 207,813 | $6,910 | 12/31/2023 | DFAU | 207,813 | $6,910 | 12/31/2023 | Waypoint Capital Advisors LLC | 206,706 | $6,873 | 12/31/2023 | DFAU | 206,706 | $6,873 | 12/31/2023 | Teamwork Financial Advisors LLC | 179,954 | $6,576 | 03/31/2024 | DFAU | 179,954 | $6,576 | 03/31/2024 | Morton Capital Management LLC CA | 173,025 | $6,322 | 03/31/2024 | DFAU | 173,025 | $6,322 | 03/31/2024 | Diversified Portfolios Inc. | 188,040 | $6,252 | 12/31/2023 | DFAU | 188,040 | $6,252 | 12/31/2023 | Annapolis Financial Services LLC | 169,732 | $6,202 | 03/31/2024 | DFAU | 169,732 | $6,202 | 03/31/2024 | Cowa LLC | 184,645 | $6,139 | 12/31/2023 | DFAU | 184,645 | $6,139 | 12/31/2023 | Abel Hall LLC | 183,660 | $6,107 | 12/31/2023 | DFAU | 183,660 | $6,107 | 12/31/2023 | Garrett Investment Advisors LLC | 167,048 | $6,104 | 03/31/2024 | DFAU | 167,048 | $6,104 | 03/31/2024 | Beacon Pointe Advisors LLC | 179,281 | $5,961 | 12/31/2023 | DFAU | 179,281 | $5,961 | 12/31/2023 | American Capital Advisory LLC | 176,457 | $5,867 | 12/31/2023 | DFAU | 176,457 | $5,867 | 12/31/2023 | Chico Wealth RIA | 155,193 | $5,671 | 03/31/2024 | DFAU | 155,193 | $5,671 | 03/31/2024 | Heirloom Wealth Management | 145,125 | $5,303 | 03/31/2024 | DFAU | 145,125 | $5,303 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 142,272 | $5,199 | 03/31/2024 | DFAU | 142,272 | $5,199 | 03/31/2024 | Private Advisor Group LLC | 154,977 | $5,153 | 12/31/2023 | DFAU | 154,977 | $5,153 | 12/31/2023 | Sollinda Capital Management LLC | 140,768 | $5,144 | 03/31/2024 | DFAU | 140,768 | $5,144 | 03/31/2024 | Capital Investment Advisory Services LLC | 135,296 | $4,944 | 03/31/2024 | DFAU | 135,296 | $4,944 | 03/31/2024 | Hutchinson Capital Management CA | 146,772 | $4,880 | 12/31/2023 | DFAU | 146,772 | $4,880 | 12/31/2023 | Hardy Reed LLC | 142,252 | $4,730 | 12/31/2023 | DFAU | 142,252 | $4,730 | 12/31/2023 | Rather & Kittrell Inc. | 126,791 | $4,633 | 03/31/2024 | DFAU | 126,791 | $4,633 | 03/31/2024 | Cetera Advisor Networks LLC | 137,968 | $4,587 | 12/31/2023 | DFAU | 137,968 | $4,587 | 12/31/2023 | Retirement Solution Inc. | 137,493 | $4,572 | 12/31/2023 | DFAU | 137,493 | $4,572 | 12/31/2023 | MML Investors Services LLC | 136,013 | $4,522 | 12/31/2023 | DFAU | 136,013 | $4,522 | 12/31/2023 | Mattern Wealth Management LLC | 128,939 | $4,287 | 12/31/2023 | DFAU | 128,939 | $4,287 | 12/31/2023 | My Personal CFO LLC | 116,267 | $4,248 | 03/31/2024 | DFAU | 116,267 | $4,248 | 03/31/2024 | Sageworth Trust Co | 115,886 | $4,234 | 03/31/2024 | DFAU | 115,886 | $4,234 | 03/31/2024 | Helen Stephens Group LLC | 111,762 | $4,084 | 03/31/2024 | DFAU | 111,762 | $4,084 | 03/31/2024 | Claris Advisors LLC MO | 111,148 | $4,061 | 03/31/2024 | DFAU | 111,148 | $4,061 | 03/31/2024 | Andrews Lucia Wealth Management LLC | 121,561 | $4,042 | 12/31/2023 | DFAU | 121,561 | $4,042 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 109,990 | $4,019 | 03/31/2024 | DFAU | 109,990 | $4,019 | 03/31/2024 | RFG Advisory LLC | 109,925 | $4,017 | 03/31/2024 | DFAU | 109,925 | $4,017 | 03/31/2024 | ERn Financial LLC | 109,870 | $4,015 | 03/31/2024 | DFAU | 109,870 | $4,015 | 03/31/2024 | Signature Resources Capital Management LLC | 120,349 | $4,002 | 03/31/2024 | DFAU | 120,349 | $4,002 | 03/31/2024 | Sowell Financial Services LLC | 119,026 | $3,958 | 12/31/2023 | DFAU | 119,026 | $3,958 | 12/31/2023 | Park Avenue Securities LLC | 108,019 | $3,947 | 03/31/2024 | DFAU | 108,019 | $3,947 | 03/31/2024 | Auxano Advisors LLC | 116,024 | $3,858 | 12/31/2023 | DFAU | 116,024 | $3,858 | 12/31/2023 | GEM Asset Management LLC | 114,220 | $3,798 | 12/31/2023 | DFAU | 114,220 | $3,798 | 12/31/2023 | Rehmann Capital Advisory Group | 110,991 | $3,690 | 12/31/2023 | DFAU | 110,991 | $3,690 | 12/31/2023 | D.A. Davidson & CO. | 110,450 | $3,672 | 12/31/2023 | DFAU | 110,450 | $3,672 | 12/31/2023 | Catalyst Private Wealth LLC | 100,416 | $3,669 | 03/31/2024 | DFAU | 100,416 | $3,669 | 03/31/2024 | Quarry Hill Advisors LLC | 98,064 | $3,583 | 03/31/2024 | DFAU | 98,064 | $3,583 | 03/31/2024 | HTG Investment Advisors Inc. | 106,722 | $3,549 | 12/31/2023 | DFAU | 106,722 | $3,549 | 12/31/2023 | Goldman Sachs Group Inc. | 98,268 | $3,267 | 12/31/2023 | DFAU | 98,268 | $3,267 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 97,991 | $3,258 | 12/31/2023 | DFAU | 97,991 | $3,258 | 12/31/2023 | Apella Capital LLC | 88,635 | $3,209 | 03/31/2024 | DFAU | 88,635 | $3,209 | 03/31/2024 | Quad Cities Investment Group LLC | 87,448 | $3,195 | 03/31/2024 | DFAU | 87,448 | $3,195 | 03/31/2024 | Raymond James & Associates | 82,736 | $3,023 | 03/31/2024 | DFAU | 82,736 | $3,023 | 03/31/2024 | Cypress Point Wealth Management LLC | 90,468 | $3,008 | 12/31/2023 | DFAU | 90,468 | $3,008 | 12/31/2023 | Seamount Financial Group Inc. | 80,315 | $2,935 | 03/31/2024 | DFAU | 80,315 | $2,935 | 03/31/2024 | Investmark Advisory Group LLC | 85,461 | $2,842 | 12/31/2023 | DFAU | 85,461 | $2,842 | 12/31/2023 | Elevate Wealth Advisory Inc. | 84,793 | $2,819 | 12/31/2023 | DFAU | 84,793 | $2,819 | 12/31/2023 | Melfa Wealth Management LLC | 76,132 | $2,782 | 03/31/2024 | DFAU | 76,132 | $2,782 | 03/31/2024 | Meritas Wealth Management LLC | 76,072 | $2,780 | 03/31/2024 | DFAU | 76,072 | $2,780 | 03/31/2024 | Firethorn Wealth Partners LLC | 74,381 | $2,718 | 03/31/2024 | DFAU | 74,381 | $2,718 | 03/31/2024 | Waterfront Wealth Inc. | 81,558 | $2,712 | 12/31/2023 | DFAU | 81,558 | $2,712 | 12/31/2023 | Jane Street Group LLC | 80,655 | $2,682 | 12/31/2023 | DFAU | 80,655 | $2,682 | 12/31/2023 | Exeter Financial LLC | 74,264 | $2,659 | 03/31/2024 | DFAU | 74,264 | $2,659 | 03/31/2024 | SYM FINANCIAL Corp | 79,974 | $2,659 | 12/31/2023 | DFAU | 79,974 | $2,659 | 12/31/2023 | Cerity Partners LLC | 78,363 | $2,606 | 12/31/2023 | DFAU | 78,363 | $2,606 | 12/31/2023 | Red Lighthouse Investment Management LLC | 77,983 | $2,593 | 12/31/2023 | DFAU | 77,983 | $2,593 | 12/31/2023 | GWM Advisors LLC | 76,313 | $2,574 | 12/31/2023 | DFAU | 76,313 | $2,574 | 12/31/2023 | 180 Wealth Advisors LLC | 69,848 | $2,552 | 03/31/2024 | DFAU | 69,848 | $2,552 | 03/31/2024 | Robinson Smith Wealth Advisors LLC | 69,005 | $2,521 | 03/31/2024 | DFAU | 69,005 | $2,521 | 03/31/2024 | RCS Financial Planning LLC | 66,902 | $2,445 | 03/31/2024 | DFAU | 66,902 | $2,445 | 03/31/2024 | Dodds Wealth LLC | 73,144 | $2,432 | 12/31/2023 | DFAU | 73,144 | $2,432 | 12/31/2023 | Pinnacle Financial Group LLC IL | 72,287 | $2,404 | 12/31/2023 | DFAU | 72,287 | $2,404 | 12/31/2023 | Lakeridge Wealth Management LLC | 72,058 | $2,396 | 12/31/2023 | DFAU | 72,058 | $2,396 | 12/31/2023 | Marshall Financial Group LLC | 64,702 | $2,364 | 03/31/2024 | DFAU | 64,702 | $2,364 | 03/31/2024 | B.O.S.S. Retirement Advisors LLC | 69,719 | $2,318 | 12/31/2023 | DFAU | 69,719 | $2,318 | 12/31/2023 | Retirement Guys Formula LLC | 63,403 | $2,317 | 03/31/2024 | DFAU | 63,403 | $2,317 | 03/31/2024 | Ancora Advisors LLC | 69,469 | $2,310 | 12/31/2023 | DFAU | 69,469 | $2,310 | 12/31/2023 | VanderPol Investments L.L.C. | 62,395 | $2,280 | 03/31/2024 | DFAU | 62,395 | $2,280 | 03/31/2024 | Foundations Investment Advisors LLC | 64,135 | $2,179 | 12/31/2023 | DFAU | 64,135 | $2,179 | 12/31/2023 | Tanglewood Legacy Advisors LLC | 58,336 | $2,132 | 03/31/2024 | DFAU | 58,336 | $2,132 | 03/31/2024 | Truist Financial Corp | 62,891 | $2,091 | 12/31/2023 | DFAU | 62,891 | $2,091 | 12/31/2023 | First Citizens Bank & Trust Co. | 56,332 | $2,058 | 03/31/2024 | DFAU | 56,332 | $2,058 | 03/31/2024 | Stratos Wealth Partners LTD. | 54,853 | $2,004 | 03/31/2024 | DFAU | 54,853 | $2,004 | 03/31/2024 | Market Street Wealth Management Advisors LLC | 54,254 | $1,982 | 03/31/2024 | DFAU | 54,254 | $1,982 | 03/31/2024 | We Are One Seven LLC | 57,196 | $1,902 | 12/31/2023 | DFAU | 57,196 | $1,902 | 12/31/2023 | Financial Alternatives Inc | 55,954 | $1,860 | 12/31/2023 | DFAU | 55,954 | $1,860 | 12/31/2023 | M Holdings Securities Inc. | 54,707 | $1,819 | 12/31/2023 | DFAU | 54,707 | $1,819 | 12/31/2023 | Orion Portfolio Solutions LLC | 51,764 | $1,713 | 12/31/2023 | DFAU | 51,764 | $1,713 | 12/31/2023 | Ieq Capital LLC | 51,457 | $1,711 | 12/31/2023 | DFAU | 51,457 | $1,711 | 12/31/2023 | Cahill Financial Advisors Inc. | 51,072 | $1,698 | 12/31/2023 | DFAU | 51,072 | $1,698 | 12/31/2023 | Susquehanna International Group LLP | 50,692 | $1,686 | 12/31/2023 | DFAU | 50,692 | $1,686 | 12/31/2023 | Forum Private Client Group LLC | 50,632 | $1,684 | 12/31/2023 | DFAU | 50,632 | $1,684 | 12/31/2023 | USAdvisors Wealth Management LLC | 50,377 | $1,675 | 12/31/2023 | DFAU | 50,377 | $1,675 | 12/31/2023 | Altiora Financial Group LLC | 45,720 | $1,671 | 03/31/2024 | DFAU | 45,720 | $1,671 | 03/31/2024 | Capital Performance Advisors LLP | 45,555 | $1,665 | 03/31/2024 | DFAU | 45,555 | $1,665 | 03/31/2024 | Magnolia Capital Advisors LLC | 47,263 | $1,615 | 12/31/2023 | DFAU | 47,263 | $1,615 | 12/31/2023 | Kestra Advisory Services LLC | 48,461 | $1,611 | 12/31/2023 | DFAU | 48,461 | $1,611 | 12/31/2023 | Olistico Wealth LLC | 43,824 | $1,601 | 03/31/2024 | DFAU | 43,824 | $1,601 | 03/31/2024 | Morling Financial Advisors LLC | 46,973 | $1,562 | 12/31/2023 | DFAU | 46,973 | $1,562 | 12/31/2023 | Warren Averett Asset Management LLC | 46,806 | $1,556 | 12/31/2023 | DFAU | 46,806 | $1,556 | 12/31/2023 | Farther Finance Advisors LLC | 46,132 | $1,534 | 12/31/2023 | DFAU | 46,132 | $1,534 | 12/31/2023 | Shore Point Advisors LLC | 44,975 | $1,495 | 12/31/2023 | DFAU | 44,975 | $1,495 | 12/31/2023 | Lauer Wealth LLC | 40,600 | $1,464 | 03/31/2024 | DFAU | 40,600 | $1,464 | 03/31/2024 | BetterWealth LLC | 39,164 | $1,431 | 03/31/2024 | DFAU | 39,164 | $1,431 | 03/31/2024 | BCU Wealth Advisors LLC | 42,532 | $1,414 | 12/31/2023 | DFAU | 42,532 | $1,414 | 12/31/2023 | Acorn Wealth Advisors LLC | 38,443 | $1,405 | 03/31/2024 | DFAU | 38,443 | $1,405 | 03/31/2024 | Forthright Family Wealth Advisory LLC | 41,517 | $1,380 | 12/31/2023 | DFAU | 41,517 | $1,380 | 12/31/2023 | HighTower Advisors LLC | 40,553 | $1,348 | 12/31/2023 | DFAU | 40,553 | $1,348 | 12/31/2023 | Cullen Frost Bankers Inc. | 39,894 | $1,326 | 12/31/2023 | DFAU | 39,894 | $1,326 | 12/31/2023 | G2 Capital Management LLC OH | 37,844 | $1,258 | 12/31/2023 | DFAU | 37,844 | $1,258 | 12/31/2023 | Oceanside Advisors LLC | 33,501 | $1,224 | 03/31/2024 | DFAU | 33,501 | $1,224 | 03/31/2024 | Townsquare Capital LLC | 36,759 | $1,222 | 12/31/2023 | DFAU | 36,759 | $1,222 | 12/31/2023 | Forum Financial Management LP | 36,434 | $1,211 | 12/31/2023 | DFAU | 36,434 | $1,211 | 12/31/2023 | Dynamic Advisor Solutions LLC | 33,016 | $1,206 | 03/31/2024 | DFAU | 33,016 | $1,206 | 03/31/2024 | Renaissance Technologies LLC | 35,800 | $1,190 | 12/31/2023 | DFAU | 35,800 | $1,190 | 12/31/2023 | Jacobi Capital Management LLC | 35,327 | $1,175 | 12/31/2023 | DFAU | 35,327 | $1,175 | 12/31/2023 | Spire Wealth Management | 31,541 | $1,153 | 03/31/2024 | DFAU | 31,541 | $1,153 | 03/31/2024 | Texas Capital Bank Wealth Management Services Inc. | 34,688 | $1,153 | 12/31/2023 | DFAU | 34,688 | $1,153 | 12/31/2023 | Wescott Financial Advisory Group LLC | 33,296 | $1,107 | 12/31/2023 | DFAU | 33,296 | $1,107 | 12/31/2023 | Capstone Financial Advisors Inc. | 32,888 | $1,094 | 12/31/2023 | DFAU | 32,888 | $1,094 | 12/31/2023 | Captrust Financial Advisors | 32,873 | $1,093 | 12/31/2023 | DFAU | 32,873 | $1,093 | 12/31/2023 | Parsons Capital Management Inc. RI | 29,463 | $1,077 | 03/31/2024 | DFAU | 29,463 | $1,077 | 03/31/2024 | Evanson Asset Management LLC | 29,439 | $1,076 | 03/31/2024 | DFAU | 29,439 | $1,076 | 03/31/2024 | American Investment Services Inc. | 31,319 | $1,041 | 12/31/2023 | DFAU | 31,319 | $1,041 | 12/31/2023 | Lauterbach Financial Advisors LLC | 30,806 | $1,024 | 12/31/2023 | DFAU | 30,806 | $1,024 | 12/31/2023 | Intrepid Financial Planning Group LLC | 30,078 | $1,000 | 12/31/2023 | DFAU | 30,078 | $1,000 | 12/31/2023 | Rockbridge Investment Management LCC | 28,952 | $963 | 12/31/2023 | DFAU | 28,952 | $963 | 12/31/2023 | ZRC Wealth Management LLC | 26,284 | $960 | 03/31/2024 | DFAU | 26,284 | $960 | 03/31/2024 | Sanctuary Wealth Management L.L.C. | 28,251 | $939 | 12/31/2023 | DFAU | 28,251 | $939 | 12/31/2023 | Congress Wealth Management LLC DE | 25,557 | $934 | 03/31/2024 | DFAU | 25,557 | $934 | 03/31/2024 | Yoder Wealth Management Inc. | 24,949 | $912 | 03/31/2024 | DFAU | 24,949 | $912 | 03/31/2024 | Cardiff Park Advisors LLC | 26,542 | $883 | 12/31/2023 | DFAU | 26,542 | $883 | 12/31/2023 | Root Financial Partners LLC | 23,956 | $875 | 03/31/2024 | DFAU | 23,956 | $875 | 03/31/2024 | Two Sigma Investments LP | 26,200 | $871 | 12/31/2023 | DFAU | 26,200 | $871 | 12/31/2023 | Main Street Financial Solutions LLC | 23,512 | $859 | 03/31/2024 | DFAU | 23,512 | $859 | 03/31/2024 | Morgan Stanley | 25,751 | $856 | 12/31/2023 | DFAU | 25,751 | $856 | 12/31/2023 | Bromfield Sneider Wealth Advisors | 23,275 | $850 | 03/31/2024 | DFAU | 23,275 | $850 | 03/31/2024 | Janney Montgomery Scott LLC | 25,566 | $850 | 12/31/2023 | DFAU | 25,566 | $850 | 12/31/2023 | Gould Asset Management LLC CA | 24,290 | $808 | 12/31/2023 | DFAU | 24,290 | $808 | 12/31/2023 | SOL Capital Management CO | 21,750 | $795 | 03/31/2024 | DFAU | 21,750 | $795 | 03/31/2024 | UBS Group AG | 23,411 | $778 | 12/31/2023 | DFAU | 23,411 | $778 | 12/31/2023 | Kestra Private Wealth Services LLC | 22,870 | $760 | 12/31/2023 | DFAU | 22,870 | $760 | 12/31/2023 | First National Bank Sioux Falls | 19,944 | $729 | 03/31/2024 | DFAU | 19,944 | $729 | 03/31/2024 | Financial Counselors Inc. | 21,761 | $724 | 12/31/2023 | DFAU | 21,761 | $724 | 12/31/2023 | CFS Investment Advisory Services LLC | 21,400 | $712 | 12/31/2023 | DFAU | 21,400 | $712 | 12/31/2023 | Beacon Financial Advisory LLC | 21,357 | $710 | 12/31/2023 | DFAU | 21,357 | $710 | 12/31/2023 | Pure Financial Advisors Inc. | 19,405 | $709 | 03/31/2024 | DFAU | 19,405 | $709 | 03/31/2024 | Barrett & Company Inc. | 19,111 | $698 | 03/31/2024 | DFAU | 19,111 | $698 | 03/31/2024 | Wealthfront Advisers LLC | 18,822 | $688 | 03/31/2024 | DFAU | 18,822 | $688 | 03/31/2024 | Mather Group LLC. | 20,366 | $677 | 03/31/2024 | DFAU | 20,366 | $677 | 03/31/2024 | Heritage Wealth Management Inc. Texas | 18,401 | $672 | 03/31/2024 | DFAU | 18,401 | $672 | 03/31/2024 | Warwick Investment Management Inc. | 19,550 | $650 | 12/31/2023 | DFAU | 19,550 | $650 | 12/31/2023 | Kennedy Investment Group | 17,566 | $642 | 03/31/2024 | DFAU | 17,566 | $642 | 03/31/2024 | Cahill Wealth Management LLC | 19,166 | $637 | 12/31/2023 | DFAU | 19,166 | $637 | 12/31/2023 | Cypress Wealth Services LLC | 16,928 | $619 | 03/31/2024 | DFAU | 16,928 | $619 | 03/31/2024 | C M Bidwell & Associates Ltd. | 17,874 | $594 | 12/31/2023 | DFAU | 17,874 | $594 | 12/31/2023 | WMG Financial Advisors LLC | 17,743 | $590 | 12/31/2023 | DFAU | 17,743 | $590 | 12/31/2023 | Cooper Financial Group | 15,571 | $569 | 03/31/2024 | DFAU | 15,571 | $569 | 03/31/2024 | Colony Family Offices LLC | 16,930 | $563 | 12/31/2023 | DFAU | 16,930 | $563 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 16,254 | $540 | 12/31/2023 | DFAU | 16,254 | $540 | 12/31/2023 | Shearwater Capital LLC | 14,722 | $538 | 03/31/2024 | DFAU | 14,722 | $538 | 03/31/2024 | Kraft Asset Management LLC | 16,147 | $537 | 12/31/2023 | DFAU | 16,147 | $537 | 12/31/2023 | Financial Symmetry Inc | 16,143 | $537 | 12/31/2023 | DFAU | 16,143 | $537 | 12/31/2023 | Ullmann Financial Group Inc. | 15,616 | $519 | 12/31/2023 | DFAU | 15,616 | $519 | 12/31/2023 | Pensionmark Financial Group LLC | 15,525 | $516 | 12/31/2023 | DFAU | 15,525 | $516 | 12/31/2023 | DecisionPoint Financial LLC | 15,449 | $514 | 12/31/2023 | DFAU | 15,449 | $514 | 12/31/2023 | Total Wealth Planning LLC | 13,764 | $503 | 03/31/2024 | DFAU | 13,764 | $503 | 03/31/2024 | Eldridge Investment Advisors Inc. | 14,800 | $492 | 12/31/2023 | DFAU | 14,800 | $492 | 12/31/2023 | Dopkins Wealth Management LLC | 14,518 | $483 | 12/31/2023 | DFAU | 14,518 | $483 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 14,469 | $481 | 12/31/2023 | DFAU | 14,469 | $481 | 12/31/2023 | Rockwood Wealth Management LLC | 13,147 | $480 | 03/31/2024 | DFAU | 13,147 | $480 | 03/31/2024 | US Bancorp DE | 14,404 | $479 | 12/31/2023 | DFAU | 14,404 | $479 | 12/31/2023 | Keb Asset Management LLC | 12,999 | $475 | 03/31/2024 | DFAU | 12,999 | $475 | 03/31/2024 | Lam Group Inc. | 12,445 | $455 | 03/31/2024 | DFAU | 12,445 | $455 | 03/31/2024 | Csenge Advisory Group | 13,483 | $448 | 12/31/2023 | DFAU | 13,483 | $448 | 12/31/2023 | Essex Financial Services Inc. | 11,839 | $433 | 03/31/2024 | DFAU | 11,839 | $433 | 03/31/2024 | ML & R Wealth Management LLC | 13,030 | $433 | 12/31/2023 | DFAU | 13,030 | $433 | 12/31/2023 | Versant Capital Management Inc | 11,796 | $431 | 03/31/2024 | DFAU | 11,796 | $431 | 03/31/2024 | Greenspring Advisors LLC | 11,761 | $430 | 03/31/2024 | DFAU | 11,761 | $430 | 03/31/2024 | LifePro Asset Management | 11,692 | $427 | 03/31/2024 | DFAU | 11,692 | $427 | 03/31/2024 | Silver Oak Advisory Group Inc. | 12,819 | $426 | 12/31/2023 | DFAU | 12,819 | $426 | 12/31/2023 | Advisory Services Network LLC | 12,050 | $401 | 12/31/2023 | DFAU | 12,050 | $401 | 12/31/2023 | Investment Advisory Group LLC | 11,846 | $394 | 12/31/2023 | DFAU | 11,846 | $394 | 12/31/2023 | Perfromance Wealth Partners LLC | 11,614 | $386 | 12/31/2023 | DFAU | 11,614 | $386 | 12/31/2023 | Emprise Bank | 10,489 | $383 | 03/31/2024 | DFAU | 10,489 | $383 | 03/31/2024 | Canopy Partners LLC | 11,344 | $377 | 12/31/2023 | DFAU | 11,344 | $377 | 12/31/2023 | Tranquility Partners LLC | 11,301 | $376 | 12/31/2023 | DFAU | 11,301 | $376 | 12/31/2023 | tru Independence LLC | 9,825 | $359 | 03/31/2024 | DFAU | 9,825 | $359 | 03/31/2024 | CIBC World Markets Inc. | 10,700 | $356 | 12/31/2023 | DFAU | 10,700 | $356 | 12/31/2023 | Hibernia Wealth Partners LLC | 10,368 | $345 | 12/31/2023 | DFAU | 10,368 | $345 | 12/31/2023 | Private Trust Co. NA | 9,415 | $344 | 03/31/2024 | DFAU | 9,415 | $344 | 03/31/2024 | City State Bank | 9,367 | $342 | 03/31/2024 | DFAU | 9,367 | $342 | 03/31/2024 | Ruedi Wealth Management Inc. | 9,824 | $327 | 12/31/2023 | DFAU | 9,824 | $327 | 12/31/2023 | Builder Investment Group Inc. ADV | 9,703 | $323 | 12/31/2023 | DFAU | 9,703 | $323 | 12/31/2023 | Dixon Fnancial Services Inc. | 8,774 | $321 | 03/31/2024 | DFAU | 8,774 | $321 | 03/31/2024 | Atria Wealth Solutions Inc. | 9,648 | $321 | 12/31/2023 | DFAU | 9,648 | $321 | 12/31/2023 | Monticello Wealth Management LLC | 8,748 | $320 | 03/31/2024 | DFAU | 8,748 | $320 | 03/31/2024 | Peirce Capital Management LLC | 8,529 | $312 | 03/31/2024 | DFAU | 8,529 | $312 | 03/31/2024 | Exencial Wealth Advisors LLC | 9,397 | $312 | 12/31/2023 | DFAU | 9,397 | $312 | 12/31/2023 | Morris Financial Concepts Inc. | 8,415 | $307 | 03/31/2024 | DFAU | 8,415 | $307 | 03/31/2024 | Sprinkle Financial Consultants LLC | 8,411 | $307 | 03/31/2024 | DFAU | 8,411 | $307 | 03/31/2024 | Madrona Financial Services LLC | 8,331 | $304 | 03/31/2024 | DFAU | 8,331 | $304 | 03/31/2024 | Foster & Motley Inc. | 8,239 | $301 | 03/31/2024 | DFAU | 8,239 | $301 | 03/31/2024 | Parallel Advisors LLC | 8,831 | $294 | 12/31/2023 | DFAU | 8,831 | $294 | 12/31/2023 | Glassman Wealth Services | 8,810 | $293 | 12/31/2023 | DFAU | 8,810 | $293 | 12/31/2023 | Equitable Holdings Inc. | 8,713 | $290 | 12/31/2023 | DFAU | 8,713 | $290 | 12/31/2023 | Vawter Financial Ltd. | 8,497 | $283 | 12/31/2023 | DFAU | 8,497 | $283 | 12/31/2023 | Brookstone Capital Management | 7,700 | $281 | 03/31/2024 | DFAU | 7,700 | $281 | 03/31/2024 | Vertex Planning Partners LLC | 8,439 | $281 | 12/31/2023 | DFAU | 8,439 | $281 | 12/31/2023 | Synergy Financial Management LLC | 7,638 | $279 | 03/31/2024 | DFAU | 7,638 | $279 | 03/31/2024 | Hill Investment Group Partners LLC | 8,356 | $278 | 12/31/2023 | DFAU | 8,356 | $278 | 12/31/2023 | Heritage Wealth Management Inc. CA | 8,291 | $276 | 12/31/2023 | DFAU | 8,291 | $276 | 12/31/2023 | Creative Financial Designs Inc. ADV | 8,224 | $273 | 12/31/2023 | DFAU | 8,224 | $273 | 12/31/2023 | Smartleaf Asset Management LLC | 8,078 | $270 | 12/31/2023 | DFAU | 8,078 | $270 | 12/31/2023 | Annandale Capital LLC | 8,064 | $268 | 12/31/2023 | DFAU | 8,064 | $268 | 12/31/2023 | Baron Silver Stevens Financial Advisors LLC | 8,030 | $267 | 12/31/2023 | DFAU | 8,030 | $267 | 12/31/2023 | Ronald Blue Trust Inc. | 7,575 | $252 | 12/31/2023 | DFAU | 7,575 | $252 | 12/31/2023 | Liberty Capital Management Inc. | 6,744 | $246 | 03/31/2024 | DFAU | 6,744 | $246 | 03/31/2024 | Graves Light Private Wealth Management Inc. | 7,338 | $244 | 12/31/2023 | DFAU | 7,338 | $244 | 12/31/2023 | Coppell Advisory Solutions LLC | 7,294 | $243 | 12/31/2023 | DFAU | 7,294 | $243 | 12/31/2023 | Fisher Asset Management LLC | 6,992 | $232 | 12/31/2023 | DFAU | 6,992 | $232 | 12/31/2023 | Ascent Group LLC | 6,571 | $229 | 12/31/2023 | DFAU | 6,571 | $229 | 12/31/2023 | Index Fund Advisors Inc. | 6,816 | $227 | 12/31/2023 | DFAU | 6,816 | $227 | 12/31/2023 | Blodgett Wealth Advisors LLC | 6,072 | $222 | 03/31/2024 | DFAU | 6,072 | $222 | 03/31/2024 | Pine Harbor Wealth Management LLC | 6,545 | $218 | 12/31/2023 | DFAU | 6,545 | $218 | 12/31/2023 | Golden State Equity Partners | 6,531 | $217 | 12/31/2023 | DFAU | 6,531 | $217 | 12/31/2023 | Apollon Wealth Management LLC | 6,310 | $210 | 12/31/2023 | DFAU | 6,310 | $210 | 12/31/2023 | Criterion Capital Advisors LLC | 5,660 | $207 | 03/31/2024 | DFAU | 5,660 | $207 | 03/31/2024 | Cassady Schiller Wealth Management LLC | 6,222 | $207 | 12/31/2023 | DFAU | 6,222 | $207 | 12/31/2023 | TD Waterhouse Canada Inc. | 6,291 | $205 | 12/31/2023 | DFAU | 6,291 | $205 | 12/31/2023 | Soundmark Wealth Management LLC | 5,569 | $204 | 03/31/2024 | DFAU | 5,569 | $204 | 03/31/2024 | AlphaCore Capital LLC | 5,544 | $184 | 12/31/2023 | DFAU | 5,544 | $184 | 12/31/2023 | Qube Research & Technologies Ltd | 4,837 | $161 | 12/31/2023 | DFAU | 4,837 | $161 | 12/31/2023 | Nalls Sherbakoff Group LLC | 4,835 | $161 | 12/31/2023 | DFAU | 4,835 | $161 | 12/31/2023 | True Wealth Design LLC | 4,600 | $153 | 12/31/2023 | DFAU | 4,600 | $153 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 4,554 | $151 | 12/31/2023 | DFAU | 4,554 | $151 | 12/31/2023 | CWM LLC | 3,651 | $133 | 03/31/2024 | DFAU | 3,651 | $133 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 3,097 | $103 | 12/31/2023 | DFAU | 3,097 | $103 | 12/31/2023 | McClarren Financial Advisors Inc. | 3,110 | $103 | 12/31/2023 | DFAU | 3,110 | $103 | 12/31/2023 | Geneos Wealth Management Inc. | 2,230 | $74 | 12/31/2023 | DFAU | 2,230 | $74 | 12/31/2023 | Citigroup Inc. | 2,208 | $73 | 12/31/2023 | DFAU | 2,208 | $73 | 12/31/2023 | Phillips Financial Management LLC | 1,940 | $71 | 03/31/2024 | DFAU | 1,940 | $71 | 03/31/2024 | Orion Capital Management LLC | 1,846 | $61 | 12/31/2023 | DFAU | 1,846 | $61 | 12/31/2023 | Evolution Advisers Inc. | 1,699 | $56 | 12/31/2023 | DFAU | 1,699 | $56 | 12/31/2023 | Atlas Capital Advisors LLC | 1,457 | $53 | 03/31/2024 | DFAU | 1,457 | $53 | 03/31/2024 | Concord Wealth Partners | 1,487 | $49 | 12/31/2023 | DFAU | 1,487 | $49 | 12/31/2023 | West Financial Advisors LLC | 1,184 | $43 | 03/31/2024 | DFAU | 1,184 | $43 | 03/31/2024 | Moisand Fitzgerald Tamayo LLC | 1,106 | $40 | 03/31/2024 | DFAU | 1,106 | $40 | 03/31/2024 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,195 | $40 | 12/31/2023 | DFAU | 1,195 | $40 | 12/31/2023 | Creative Capital Management Investments LLC | 991 | $36 | 03/31/2024 | DFAU | 991 | $36 | 03/31/2024 | Salem Investment Counselors Inc. | 768 | $28 | 03/31/2024 | DFAU | 768 | $28 | 03/31/2024 | Tower Research Capital LLC TRC | 844 | $28 | 12/31/2023 | DFAU | 844 | $28 | 12/31/2023 | Bank of Montreal Can | 815 | $27 | 12/31/2023 | DFAU | 815 | $27 | 12/31/2023 | Comerica Bank | 720 | $24 | 12/31/2023 | DFAU | 720 | $24 | 12/31/2023 | Mark Sheptoff Financial Planning LLC | 550 | $18 | 12/31/2023 | DFAU | 550 | $18 | 12/31/2023 | Asset Dedication LLC | 414 | $15 | 03/31/2024 | DFAU | 414 | $15 | 03/31/2024 | Washington Trust Advisors Inc. | 465 | $15 | 12/31/2023 | DFAU | 465 | $15 | 12/31/2023 | Steward Partners Investment Advisory LLC | 431 | $14 | 12/31/2023 | DFAU | 431 | $14 | 12/31/2023 | Kathleen S. Wright Associates Inc. | 280 | $10 | 03/31/2024 | DFAU | 280 | $10 | 03/31/2024 | Wells Fargo & Company MN | 294 | $10 | 12/31/2023 | DFAU | 294 | $10 | 12/31/2023 | O Shaughnessy Asset Management LLC | 260 | $9 | 12/31/2023 | DFAU | 260 | $9 | 12/31/2023 | Fortitude Family Office LLC | 200 | $7 | 03/31/2024 | DFAU | 200 | $7 | 03/31/2024 | Harbour Investments Inc. | 189 | $6 | 12/31/2023 | DFAU | 189 | $6 | 12/31/2023 | Financial Synergies Wealth Advisors Inc. | 76 | $3 | 03/31/2024 | DFAU | 76 | $3 | 03/31/2024 | Beaird Harris Wealth Management LLC | 68 | $2 | 12/31/2023 | DFAU | 68 | $2 | 12/31/2023 | Quent Capital LLC | 43 | $1 | 12/31/2023 | DFAU | 43 | $1 | 12/31/2023 | Nemes Rush Group LLC | 27 | $1 | 12/31/2023 | DFAU | 27 | $1 | 12/31/2023 | Sound Income Strategies LLC | 1 | $0 | 03/31/2024 | DFAU | 1 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | DFAU | 0 | $0 | 12/31/2023 | EverSource Wealth Advisors LLC | 9 | $0 | 12/31/2023 | DFAU | 9 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFAU
See Details: Top 10 Hedge Funds Holding DFAU
Also See: DFAU Holdings Changes
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