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On this page, we present all of the funds holding DFAX from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFAX, with a link to that fund's top holdings. The next columns
indicate the amount of DFAX stock held by each of the funds holding DFAX, followed by the DFAX position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 423 funds holding DFAX within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Buckingham Strategic Wealth LLC. For more details on the positions held by Buckingham Strategic Wealth LLC
(or by any of the other funds holding DFAX), click the fund name in the "Holder" column of the funds-holding-DFAX table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Buckingham Strategic Wealth LLC | 11,647,730 | $284,438 | 12/31/2023 | | DFAX | 11,647,730 | $284,438 | 12/31/2023 | | Envestnet Asset Management Inc. | 10,667,769 | $260,507 | 12/31/2023 | | DFAX | 10,667,769 | $260,507 | 12/31/2023 | | LPL Financial LLC | 7,274,225 | $177,637 | 12/31/2023 | | DFAX | 7,274,225 | $177,637 | 12/31/2023 | | Geometric Wealth Advisors | 6,208,302 | $151,607 | 12/31/2023 | | DFAX | 6,208,302 | $151,607 | 12/31/2023 | | Commonwealth Equity Services LLC | 5,520,308 | $134,806 | 12/31/2023 | | DFAX | 5,520,308 | $134,806 | 12/31/2023 | | Glenmede Trust Co. NA | 5,189,377 | $126,725 | 12/31/2023 | | DFAX | 5,189,377 | $126,725 | 12/31/2023 | | Monograph Wealth Advisors LLC | 4,723,857 | $115,357 | 12/31/2023 | | DFAX | 4,723,857 | $115,357 | 12/31/2023 | | RFG Advisory LLC | 4,515,992 | $114,887 | 03/31/2024 | | DFAX | 4,515,992 | $114,887 | 03/31/2024 | | Comerica Bank | 4,499,060 | $109,867 | 12/31/2023 | | DFAX | 4,499,060 | $109,867 | 12/31/2023 | | UBS Group AG | 4,257,023 | $103,957 | 12/31/2023 | | DFAX | 4,257,023 | $103,957 | 12/31/2023 | | Plancorp LLC | 4,197,112 | $102,493 | 12/31/2023 | | DFAX | 4,197,112 | $102,493 | 12/31/2023 | | Alerus Financial NA | 3,948,218 | $96,415 | 12/31/2023 | | DFAX | 3,948,218 | $96,415 | 12/31/2023 | | JFS Wealth Advisors LLC | 3,864,942 | $94,382 | 12/31/2023 | | DFAX | 3,864,942 | $94,382 | 12/31/2023 | | Allworth Financial LP | 3,682,172 | $93,674 | 03/31/2024 | | DFAX | 3,682,172 | $93,674 | 03/31/2024 | | Assetmark Inc. | 3,463,439 | $84,577 | 12/31/2023 | | DFAX | 3,463,439 | $84,577 | 12/31/2023 | | Pathstone Holdings LLC | 3,316,028 | $80,980 | 12/31/2023 | | DFAX | 3,316,028 | $80,980 | 12/31/2023 | | Great Waters Wealth Management | 3,023,687 | $76,923 | 03/31/2024 | | DFAX | 3,023,687 | $76,923 | 03/31/2024 | | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,135,467 | $76,568 | 12/31/2023 | | DFAX | 3,135,467 | $76,568 | 12/31/2023 | | Evanson Asset Management LLC | 2,836,700 | $72,166 | 03/31/2024 | | DFAX | 2,836,700 | $72,166 | 03/31/2024 | | Planning Center Inc. | 2,832,063 | $72,048 | 03/31/2024 | | DFAX | 2,832,063 | $72,048 | 03/31/2024 | | Capstone Financial Advisors Inc. | 2,814,437 | $68,729 | 12/31/2023 | | DFAX | 2,814,437 | $68,729 | 12/31/2023 | | Asset Dedication LLC | 2,625,551 | $66,807 | 03/31/2024 | | DFAX | 2,625,551 | $66,807 | 03/31/2024 | | D.A. Davidson & CO. | 2,442,009 | $59,634 | 12/31/2023 | | DFAX | 2,442,009 | $59,634 | 12/31/2023 | | Cobblestone Capital Advisors LLC NY | 2,263,109 | $55,265 | 12/31/2023 | | DFAX | 2,263,109 | $55,265 | 12/31/2023 | | Core Wealth Management Inc. | 2,165,160 | $55,082 | 03/31/2024 | | DFAX | 2,165,160 | $55,082 | 03/31/2024 | | New Capital Management LP | 2,138,210 | $54,396 | 03/31/2024 | | DFAX | 2,138,210 | $54,396 | 03/31/2024 | | Morton Capital Management LLC CA | 2,072,389 | $52,722 | 03/31/2024 | | DFAX | 2,072,389 | $52,722 | 03/31/2024 | | Greenspring Advisors LLC | 2,016,003 | $51,287 | 03/31/2024 | | DFAX | 2,016,003 | $51,287 | 03/31/2024 | | Buckingham Strategic Partners | 1,808,220 | $44,157 | 12/31/2023 | | DFAX | 1,808,220 | $44,157 | 12/31/2023 | | Baker Boyer National Bank | 1,682,055 | $42,775 | 03/31/2024 | | DFAX | 1,682,055 | $42,775 | 03/31/2024 | | Jackson Thornton Asset Management LLC | 1,750,941 | $42,758 | 12/31/2023 | | DFAX | 1,750,941 | $42,758 | 12/31/2023 | | Bank of America Corp DE | 1,712,096 | $41,809 | 12/31/2023 | | DFAX | 1,712,096 | $41,809 | 12/31/2023 | | Cliftonlarsonallen Wealth Advisors LLC | 1,612,651 | $39,381 | 12/31/2023 | | DFAX | 1,612,651 | $39,381 | 12/31/2023 | | Jane Street Group LLC | 1,610,856 | $39,337 | 12/31/2023 | | DFAX | 1,610,856 | $39,337 | 12/31/2023 | | Forum Financial Management LP | 1,596,743 | $38,992 | 12/31/2023 | | DFAX | 1,596,743 | $38,992 | 12/31/2023 | | Trellis Wealth Advisors LLC | 1,425,526 | $36,265 | 03/31/2024 | | DFAX | 1,425,526 | $36,265 | 03/31/2024 | | First Ascent Asset Management LLC | 1,457,609 | $35,595 | 12/31/2023 | | DFAX | 1,457,609 | $35,595 | 12/31/2023 | | ShankerValleau Wealth Advisors Inc. | 1,383,664 | $35,200 | 03/31/2024 | | DFAX | 1,383,664 | $35,200 | 03/31/2024 | | Creative Capital Management Investments LLC | 1,380,832 | $35,128 | 03/31/2024 | | DFAX | 1,380,832 | $35,128 | 03/31/2024 | | Altiora Financial Group LLC | 1,327,409 | $33,769 | 03/31/2024 | | DFAX | 1,327,409 | $33,769 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 1,305,988 | $33,224 | 03/31/2024 | | DFAX | 1,305,988 | $33,224 | 03/31/2024 | | Glassman Wealth Services | 1,338,414 | $32,684 | 12/31/2023 | | DFAX | 1,338,414 | $32,684 | 12/31/2023 | | Cardiff Park Advisors LLC | 1,287,307 | $31,436 | 12/31/2023 | | DFAX | 1,287,307 | $31,436 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 1,226,451 | $29,950 | 12/31/2023 | | DFAX | 1,226,451 | $29,950 | 12/31/2023 | | BlueSky Wealth Advisors LLC | 1,164,698 | $29,630 | 03/31/2024 | | DFAX | 1,164,698 | $29,630 | 03/31/2024 | | Royal Bank of Canada | 1,138,779 | $27,810 | 12/31/2023 | | DFAX | 1,138,779 | $27,810 | 12/31/2023 | | Vance Wealth Inc. | 1,075,604 | $26,266 | 12/31/2023 | | DFAX | 1,075,604 | $26,266 | 12/31/2023 | | Financial Symmetry Inc | 1,065,758 | $26,026 | 12/31/2023 | | DFAX | 1,065,758 | $26,026 | 12/31/2023 | | Meridian Wealth Partners LLC | 1,058,564 | $25,850 | 12/31/2023 | | DFAX | 1,058,564 | $25,850 | 12/31/2023 | | Confluence Wealth Services Inc. | 1,003,639 | $25,533 | 03/31/2024 | | DFAX | 1,003,639 | $25,533 | 03/31/2024 | | HighTower Advisors LLC | 1,045,457 | $25,530 | 12/31/2023 | | DFAX | 1,045,457 | $25,530 | 12/31/2023 | | Cardinal Point Capital Management ULC | 987,830 | $25,130 | 03/31/2024 | | DFAX | 987,830 | $25,130 | 03/31/2024 | | Onyx Financial Advisors LLC | 985,957 | $25,083 | 03/31/2024 | | DFAX | 985,957 | $25,083 | 03/31/2024 | | M Holdings Securities Inc. | 1,027,074 | $25,081 | 12/31/2023 | | DFAX | 1,027,074 | $25,081 | 12/31/2023 | | Private Advisor Group LLC | 987,050 | $24,104 | 12/31/2023 | | DFAX | 987,050 | $24,104 | 12/31/2023 | | BetterWealth LLC | 941,739 | $23,958 | 03/31/2024 | | DFAX | 941,739 | $23,958 | 03/31/2024 | | Apella Capital LLC | 883,427 | $22,660 | 03/31/2024 | | DFAX | 883,427 | $22,660 | 03/31/2024 | | Resources Investment Advisors LLC. | 921,782 | $22,510 | 12/31/2023 | | DFAX | 921,782 | $22,510 | 12/31/2023 | | Symmetry Partners LLC | 823,987 | $20,962 | 03/31/2024 | | DFAX | 823,987 | $20,962 | 03/31/2024 | | Advisor Group Holdings Inc. | 831,845 | $20,314 | 12/31/2023 | | DFAX | 831,845 | $20,314 | 12/31/2023 | | Shearwater Capital LLC | 770,195 | $19,594 | 03/31/2024 | | DFAX | 770,195 | $19,594 | 03/31/2024 | | RWM Asset Management LLC | 757,905 | $19,281 | 03/31/2024 | | DFAX | 757,905 | $19,281 | 03/31/2024 | | CI Private Wealth LLC | 776,378 | $18,959 | 12/31/2023 | | DFAX | 776,378 | $18,959 | 12/31/2023 | | TCI Wealth Advisors Inc. | 698,198 | $17,050 | 12/31/2023 | | DFAX | 698,198 | $17,050 | 12/31/2023 | | Chicago Partners Investment Group LLC | 675,465 | $16,893 | 03/31/2024 | | DFAX | 675,465 | $16,893 | 03/31/2024 | | Glassy Mountain Advisors Inc. | 632,113 | $16,081 | 03/31/2024 | | DFAX | 632,113 | $16,081 | 03/31/2024 | | Prosperity Planning Inc. | 630,565 | $16,042 | 03/31/2024 | | DFAX | 630,565 | $16,042 | 03/31/2024 | | HTG Investment Advisors Inc. | 634,348 | $15,491 | 12/31/2023 | | DFAX | 634,348 | $15,491 | 12/31/2023 | | OLD Mission Capital LLC | 629,233 | $15,366 | 12/31/2023 | | DFAX | 629,233 | $15,366 | 12/31/2023 | | Kestra Advisory Services LLC | 621,712 | $15,182 | 12/31/2023 | | DFAX | 621,712 | $15,182 | 12/31/2023 | | Cherrydale Wealth Management LLC | 580,482 | $14,767 | 03/31/2024 | | DFAX | 580,482 | $14,767 | 03/31/2024 | | Grand Wealth Management LLC | 588,781 | $14,378 | 12/31/2023 | | DFAX | 588,781 | $14,378 | 12/31/2023 | | Conrad Siegel Investment Advisors Inc. | 563,859 | $14,345 | 03/31/2024 | | DFAX | 563,859 | $14,345 | 03/31/2024 | | BKD Wealth Advisors LLC | 536,907 | $13,659 | 03/31/2024 | | DFAX | 536,907 | $13,659 | 03/31/2024 | | Grunden Financial Advisory Inc. | 558,997 | $13,651 | 12/31/2023 | | DFAX | 558,997 | $13,651 | 12/31/2023 | | Claris Advisors LLC MO | 524,487 | $13,343 | 03/31/2024 | | DFAX | 524,487 | $13,343 | 03/31/2024 | | IFG Advisory LLC | 545,339 | $13,317 | 12/31/2023 | | DFAX | 545,339 | $13,317 | 12/31/2023 | | Modera Wealth Management LLC | 537,560 | $13,127 | 12/31/2023 | | DFAX | 537,560 | $13,127 | 12/31/2023 | | Savant Capital LLC | 534,309 | $13,048 | 12/31/2023 | | DFAX | 534,309 | $13,048 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 528,238 | $12,900 | 12/31/2023 | | DFAX | 528,238 | $12,900 | 12/31/2023 | | Soundmark Wealth Management LLC | 505,211 | $12,853 | 03/31/2024 | | DFAX | 505,211 | $12,853 | 03/31/2024 | | Cahill Financial Advisors Inc. | 525,176 | $12,825 | 12/31/2023 | | DFAX | 525,176 | $12,825 | 12/31/2023 | | Lauterbach Financial Advisors LLC | 483,987 | $11,819 | 12/31/2023 | | DFAX | 483,987 | $11,819 | 12/31/2023 | | Robertson Stephens Wealth Management LLC | 475,225 | $11,605 | 12/31/2023 | | DFAX | 475,225 | $11,605 | 12/31/2023 | | North Ridge Wealth Advisors Inc. | 447,324 | $11,380 | 03/31/2024 | | DFAX | 447,324 | $11,380 | 03/31/2024 | | Ruedi Wealth Management Inc. | 459,392 | $11,218 | 12/31/2023 | | DFAX | 459,392 | $11,218 | 12/31/2023 | | ARK & TLK Investments LLC | 429,630 | $10,492 | 12/31/2023 | | DFAX | 429,630 | $10,492 | 12/31/2023 | | Integrated Wealth Concepts LLC | 427,392 | $10,437 | 12/31/2023 | | DFAX | 427,392 | $10,437 | 12/31/2023 | | Trust Co of the South | 408,452 | $10,391 | 03/31/2024 | | DFAX | 408,452 | $10,391 | 03/31/2024 | | American Investment Services Inc. | 414,421 | $10,120 | 12/31/2023 | | DFAX | 414,421 | $10,120 | 12/31/2023 | | Brighton Jones LLC | 411,710 | $10,054 | 12/31/2023 | | DFAX | 411,710 | $10,054 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 394,719 | $10,042 | 03/31/2024 | | DFAX | 394,719 | $10,042 | 03/31/2024 | | ERn Financial LLC | 368,117 | $9,365 | 03/31/2024 | | DFAX | 368,117 | $9,365 | 03/31/2024 | | JPMorgan Chase & Co. | 382,817 | $9,348 | 12/31/2023 | | DFAX | 382,817 | $9,348 | 12/31/2023 | | Legacy Financial Group Inc. | 380,406 | $9,290 | 12/31/2023 | | DFAX | 380,406 | $9,290 | 12/31/2023 | | Andrews Lucia Wealth Management LLC | 375,845 | $9,178 | 12/31/2023 | | DFAX | 375,845 | $9,178 | 12/31/2023 | | EP Wealth Advisors LLC | 375,060 | $9,159 | 12/31/2023 | | DFAX | 375,060 | $9,159 | 12/31/2023 | | Silver Oak Advisory Group Inc. | 366,220 | $8,943 | 12/31/2023 | | DFAX | 366,220 | $8,943 | 12/31/2023 | | Hemington Wealth Management | 358,823 | $8,762 | 12/31/2023 | | DFAX | 358,823 | $8,762 | 12/31/2023 | | SJS Investment Consulting Inc. | 341,759 | $8,694 | 03/31/2024 | | DFAX | 341,759 | $8,694 | 03/31/2024 | | Truepoint Inc. | 354,739 | $8,663 | 12/31/2023 | | DFAX | 354,739 | $8,663 | 12/31/2023 | | Financial Connections Group Inc. | 350,442 | $8,557 | 12/31/2023 | | DFAX | 350,442 | $8,557 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 328,175 | $8,349 | 03/31/2024 | | DFAX | 328,175 | $8,349 | 03/31/2024 | | Pure Financial Advisors Inc. | 324,054 | $8,244 | 03/31/2024 | | DFAX | 324,054 | $8,244 | 03/31/2024 | | Mariner LLC | 330,452 | $8,070 | 12/31/2023 | | DFAX | 330,452 | $8,070 | 12/31/2023 | | Equitable Holdings Inc. | 327,023 | $7,986 | 12/31/2023 | | DFAX | 327,023 | $7,986 | 12/31/2023 | | First National Bank Sioux Falls | 313,096 | $7,965 | 03/31/2024 | | DFAX | 313,096 | $7,965 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 307,701 | $7,828 | 03/31/2024 | | DFAX | 307,701 | $7,828 | 03/31/2024 | | N.E.W. Advisory Services LLC | 298,754 | $7,600 | 03/31/2024 | | DFAX | 298,754 | $7,600 | 03/31/2024 | | Truist Financial Corp | 307,568 | $7,511 | 12/31/2023 | | DFAX | 307,568 | $7,511 | 12/31/2023 | | Willow Creek Wealth Management Inc. | 306,287 | $7,480 | 12/31/2023 | | DFAX | 306,287 | $7,480 | 12/31/2023 | | Warwick Investment Management Inc. | 306,215 | $7,478 | 12/31/2023 | | DFAX | 306,215 | $7,478 | 12/31/2023 | | Captrust Financial Advisors | 303,538 | $7,412 | 12/31/2023 | | DFAX | 303,538 | $7,412 | 12/31/2023 | | Eldridge Investment Advisors Inc. | 301,899 | $7,372 | 12/31/2023 | | DFAX | 301,899 | $7,372 | 12/31/2023 | | Creative Planning | 301,095 | $7,353 | 12/31/2023 | | DFAX | 301,095 | $7,353 | 12/31/2023 | | Hurlow Wealth Management Group Inc. | 286,894 | $7,299 | 03/31/2024 | | DFAX | 286,894 | $7,299 | 03/31/2024 | | Aspiriant LLC | 280,926 | $7,147 | 03/31/2024 | | DFAX | 280,926 | $7,147 | 03/31/2024 | | Strategic Investment Solutions Inc. IL | 288,837 | $7,053 | 12/31/2023 | | DFAX | 288,837 | $7,053 | 12/31/2023 | | PBMares Wealth Management LLC | 282,761 | $6,905 | 12/31/2023 | | DFAX | 282,761 | $6,905 | 12/31/2023 | | Henrickson Nauta Wealth Advisors Inc. | 272,593 | $6,899 | 03/31/2024 | | DFAX | 272,593 | $6,899 | 03/31/2024 | | Live Oak Private Wealth LLC | 268,158 | $6,822 | 03/31/2024 | | DFAX | 268,158 | $6,822 | 03/31/2024 | | Phillips Financial Management LLC | 265,183 | $6,746 | 03/31/2024 | | DFAX | 265,183 | $6,746 | 03/31/2024 | | Park Avenue Securities LLC | 261,930 | $6,664 | 03/31/2024 | | DFAX | 261,930 | $6,664 | 03/31/2024 | | Mather Group LLC. | 267,001 | $6,520 | 03/31/2024 | | DFAX | 267,001 | $6,520 | 03/31/2024 | | McCarthy Grittinger Financial Group LLC | 255,416 | $6,498 | 03/31/2024 | | DFAX | 255,416 | $6,498 | 03/31/2024 | | Hassell Wealth Management LLC | 269,117 | $6,475 | 12/31/2023 | | DFAX | 269,117 | $6,475 | 12/31/2023 | | Bayshore Asset Management LLC | 260,158 | $6,353 | 12/31/2023 | | DFAX | 260,158 | $6,353 | 12/31/2023 | | Magnolia Capital Advisors LLC | 258,417 | $6,218 | 12/31/2023 | | DFAX | 258,417 | $6,218 | 12/31/2023 | | Peirce Capital Management LLC | 240,273 | $6,113 | 03/31/2024 | | DFAX | 240,273 | $6,113 | 03/31/2024 | | Delap Wealth Advisory LLC | 242,498 | $5,922 | 12/31/2023 | | DFAX | 242,498 | $5,922 | 12/31/2023 | | RBF Capital LLC | 221,400 | $5,407 | 12/31/2023 | | DFAX | 221,400 | $5,407 | 12/31/2023 | | DiNuzzo Private Wealth Inc. | 220,793 | $5,392 | 12/31/2023 | | DFAX | 220,793 | $5,392 | 12/31/2023 | | AWM Capital LLC | 203,434 | $5,175 | 03/31/2024 | | DFAX | 203,434 | $5,175 | 03/31/2024 | | Walden Wealth Partners LLC | 202,465 | $5,132 | 03/31/2024 | | DFAX | 202,465 | $5,132 | 03/31/2024 | | Betterment LLC | 209,733 | $5,122 | 12/31/2023 | | DFAX | 209,733 | $5,122 | 12/31/2023 | | Bridgeworth LLC | 200,954 | $4,907 | 12/31/2023 | | DFAX | 200,954 | $4,907 | 12/31/2023 | | Integrated Advisors Network LLC | 196,913 | $4,809 | 12/31/2023 | | DFAX | 196,913 | $4,809 | 12/31/2023 | | SC&H Financial Advisors Inc. | 194,599 | $4,752 | 12/31/2023 | | DFAX | 194,599 | $4,752 | 12/31/2023 | | Dopkins Wealth Management LLC | 194,200 | $4,742 | 12/31/2023 | | DFAX | 194,200 | $4,742 | 12/31/2023 | | Sowell Financial Services LLC | 193,617 | $4,728 | 12/31/2023 | | DFAX | 193,617 | $4,728 | 12/31/2023 | | Tranquilli Financial Advisor LLC | 191,720 | $4,682 | 12/31/2023 | | DFAX | 191,720 | $4,682 | 12/31/2023 | | Investment Advisory Group LLC | 189,928 | $4,638 | 12/31/2023 | | DFAX | 189,928 | $4,638 | 12/31/2023 | | RAM Investment Partners LLC | 182,012 | $4,445 | 12/31/2023 | | DFAX | 182,012 | $4,445 | 12/31/2023 | | ML & R Wealth Management LLC | 175,199 | $4,278 | 12/31/2023 | | DFAX | 175,199 | $4,278 | 12/31/2023 | | Cetera Investment Advisers | 174,213 | $4,254 | 12/31/2023 | | DFAX | 174,213 | $4,254 | 12/31/2023 | | Susquehanna International Group LLP | 173,440 | $4,235 | 12/31/2023 | | DFAX | 173,440 | $4,235 | 12/31/2023 | | RS Crum Inc. | 172,116 | $4,203 | 12/31/2023 | | DFAX | 172,116 | $4,203 | 12/31/2023 | | Heritage Wealth Management Inc. Texas | 164,757 | $4,191 | 03/31/2024 | | DFAX | 164,757 | $4,191 | 03/31/2024 | | AE Wealth Management LLC | 169,429 | $4,070 | 12/31/2023 | | DFAX | 169,429 | $4,070 | 12/31/2023 | | Tillman Hartley LLC | 162,953 | $3,979 | 12/31/2023 | | DFAX | 162,953 | $3,979 | 12/31/2023 | | Garrett Investment Advisors LLC | 153,634 | $3,908 | 03/31/2024 | | DFAX | 153,634 | $3,908 | 03/31/2024 | | Treynor Bancshares Inc. | 154,399 | $3,770 | 12/31/2023 | | DFAX | 154,399 | $3,770 | 12/31/2023 | | Atria Wealth Solutions Inc. | 153,742 | $3,754 | 12/31/2023 | | DFAX | 153,742 | $3,754 | 12/31/2023 | | Summit Wealth Group LLC | 146,778 | $3,584 | 12/31/2023 | | DFAX | 146,778 | $3,584 | 12/31/2023 | | Capital Performance Advisors LLP | 140,831 | $3,583 | 03/31/2024 | | DFAX | 140,831 | $3,583 | 03/31/2024 | | Gould Asset Management LLC CA | 142,984 | $3,492 | 12/31/2023 | | DFAX | 142,984 | $3,492 | 12/31/2023 | | Beacon Pointe Advisors LLC | 140,374 | $3,428 | 12/31/2023 | | DFAX | 140,374 | $3,428 | 12/31/2023 | | GEM Asset Management LLC | 133,133 | $3,251 | 12/31/2023 | | DFAX | 133,133 | $3,251 | 12/31/2023 | | Ballentine Partners LLC | 126,663 | $3,222 | 03/31/2024 | | DFAX | 126,663 | $3,222 | 03/31/2024 | | Concord Wealth Partners | 130,453 | $3,186 | 12/31/2023 | | DFAX | 130,453 | $3,186 | 12/31/2023 | | Leading Edge Financial Planning LLC | 126,303 | $3,084 | 12/31/2023 | | DFAX | 126,303 | $3,084 | 12/31/2023 | | Harbor Group Inc. | 117,856 | $2,998 | 03/31/2024 | | DFAX | 117,856 | $2,998 | 03/31/2024 | | Versant Capital Management Inc | 117,309 | $2,984 | 03/31/2024 | | DFAX | 117,309 | $2,984 | 03/31/2024 | | Ancora Advisors LLC | 121,957 | $2,978 | 12/31/2023 | | DFAX | 121,957 | $2,978 | 12/31/2023 | | Keb Asset Management LLC | 114,126 | $2,903 | 03/31/2024 | | DFAX | 114,126 | $2,903 | 03/31/2024 | | Visionary Wealth Advisors | 118,040 | $2,883 | 12/31/2023 | | DFAX | 118,040 | $2,883 | 12/31/2023 | | Morgan Stanley | 117,887 | $2,879 | 12/31/2023 | | DFAX | 117,887 | $2,879 | 12/31/2023 | | Herold Advisors Inc. | 115,415 | $2,818 | 12/31/2023 | | DFAX | 115,415 | $2,818 | 12/31/2023 | | Lantern Wealth Advisors LLC | 115,415 | $2,818 | 12/31/2023 | | DFAX | 115,415 | $2,818 | 12/31/2023 | | Kraft Asset Management LLC | 114,306 | $2,791 | 12/31/2023 | | DFAX | 114,306 | $2,791 | 12/31/2023 | | Rockwood Wealth Management LLC | 108,918 | $2,771 | 03/31/2024 | | DFAX | 108,918 | $2,771 | 03/31/2024 | | Stifel Financial Corp | 112,936 | $2,758 | 12/31/2023 | | DFAX | 112,936 | $2,758 | 12/31/2023 | | Firethorn Wealth Partners LLC | 108,335 | $2,756 | 03/31/2024 | | DFAX | 108,335 | $2,756 | 03/31/2024 | | Gradient Capital Advisors LLC | 107,004 | $2,722 | 03/31/2024 | | DFAX | 107,004 | $2,722 | 03/31/2024 | | Exencial Wealth Advisors LLC | 108,767 | $2,656 | 12/31/2023 | | DFAX | 108,767 | $2,656 | 12/31/2023 | | Wealth Architects LLC | 108,099 | $2,640 | 12/31/2023 | | DFAX | 108,099 | $2,640 | 12/31/2023 | | Rehmann Capital Advisory Group | 107,879 | $2,634 | 12/31/2023 | | DFAX | 107,879 | $2,634 | 12/31/2023 | | Intelligent Financial Strategies | 106,650 | $2,604 | 12/31/2023 | | DFAX | 106,650 | $2,604 | 12/31/2023 | | Northwest Wealth Management LLC | 104,600 | $2,554 | 12/31/2023 | | DFAX | 104,600 | $2,554 | 12/31/2023 | | Western Wealth Management LLC | 103,269 | $2,522 | 12/31/2023 | | DFAX | 103,269 | $2,522 | 12/31/2023 | | Cetera Advisor Networks LLC | 102,101 | $2,493 | 12/31/2023 | | DFAX | 102,101 | $2,493 | 12/31/2023 | | LifePro Asset Management | 94,496 | $2,404 | 03/31/2024 | | DFAX | 94,496 | $2,404 | 03/31/2024 | | MML Investors Services LLC | 95,413 | $2,330 | 12/31/2023 | | DFAX | 95,413 | $2,330 | 12/31/2023 | | McCarthy Asset Management Inc. | 95,364 | $2,329 | 12/31/2023 | | DFAX | 95,364 | $2,329 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 95,360 | $2,329 | 12/31/2023 | | DFAX | 95,360 | $2,329 | 12/31/2023 | | Merriman Wealth Management LLC | 94,483 | $2,307 | 12/31/2023 | | DFAX | 94,483 | $2,307 | 12/31/2023 | | Global Retirement Partners LLC | 89,063 | $2,266 | 03/31/2024 | | DFAX | 89,063 | $2,266 | 03/31/2024 | | C M Bidwell & Associates Ltd. | 92,740 | $2,265 | 12/31/2023 | | DFAX | 92,740 | $2,265 | 12/31/2023 | | UMA Financial Services Inc. | 88,996 | $2,187 | 03/31/2024 | | DFAX | 88,996 | $2,187 | 03/31/2024 | | USAdvisors Wealth Management LLC | 86,846 | $2,120 | 12/31/2023 | | DFAX | 86,846 | $2,120 | 12/31/2023 | | Hutchinson Capital Management CA | 86,537 | $2,113 | 12/31/2023 | | DFAX | 86,537 | $2,113 | 12/31/2023 | | WPWealth LLP | 84,758 | $2,070 | 12/31/2023 | | DFAX | 84,758 | $2,070 | 12/31/2023 | | Sax Wealth Advisors LLC | 76,837 | $1,876 | 12/31/2023 | | DFAX | 76,837 | $1,876 | 12/31/2023 | | Alpha Financial Advisors LLC | 76,132 | $1,859 | 12/31/2023 | | DFAX | 76,132 | $1,859 | 12/31/2023 | | Rockefeller Capital Management L.P. | 75,050 | $1,833 | 12/31/2023 | | DFAX | 75,050 | $1,833 | 12/31/2023 | | Melfa Wealth Management LLC | 71,345 | $1,815 | 03/31/2024 | | DFAX | 71,345 | $1,815 | 03/31/2024 | | MAI Capital Management | 74,030 | $1,808 | 12/31/2023 | | DFAX | 74,030 | $1,808 | 12/31/2023 | | CVA Family Office LLC | 70,967 | $1,805 | 03/31/2024 | | DFAX | 70,967 | $1,805 | 03/31/2024 | | Cresset Asset Management LLC | 73,851 | $1,803 | 12/31/2023 | | DFAX | 73,851 | $1,803 | 12/31/2023 | | Rather & Kittrell Inc. | 70,387 | $1,791 | 03/31/2024 | | DFAX | 70,387 | $1,791 | 03/31/2024 | | Regions Financial Corp | 70,355 | $1,790 | 03/31/2024 | | DFAX | 70,355 | $1,790 | 03/31/2024 | | Applied Capital LLC | 70,038 | $1,782 | 03/31/2024 | | DFAX | 70,038 | $1,782 | 03/31/2024 | | Raymond James & Associates | 69,625 | $1,771 | 03/31/2024 | | DFAX | 69,625 | $1,771 | 03/31/2024 | | Morris Financial Concepts Inc. | 68,390 | $1,740 | 03/31/2024 | | DFAX | 68,390 | $1,740 | 03/31/2024 | | Waypoint Wealth Partners Inc. | 67,899 | $1,727 | 03/31/2024 | | DFAX | 67,899 | $1,727 | 03/31/2024 | | Lam Group Inc. | 67,253 | $1,711 | 03/31/2024 | | DFAX | 67,253 | $1,711 | 03/31/2024 | | CWM LLC | 66,856 | $1,701 | 03/31/2024 | | DFAX | 66,856 | $1,701 | 03/31/2024 | | Rappaport Reiches Capital Management LLC | 65,573 | $1,668 | 03/31/2024 | | DFAX | 65,573 | $1,668 | 03/31/2024 | | Aquire Wealth Advisors LLC | 67,305 | $1,644 | 12/31/2023 | | DFAX | 67,305 | $1,644 | 12/31/2023 | | EverSource Wealth Advisors LLC | 65,371 | $1,596 | 12/31/2023 | | DFAX | 65,371 | $1,596 | 12/31/2023 | | Retirement Solution Inc. | 64,136 | $1,566 | 12/31/2023 | | DFAX | 64,136 | $1,566 | 12/31/2023 | | Liberty Capital Management Inc. | 60,457 | $1,538 | 03/31/2024 | | DFAX | 60,457 | $1,538 | 03/31/2024 | | Red Lighthouse Investment Management LLC | 62,815 | $1,534 | 12/31/2023 | | DFAX | 62,815 | $1,534 | 12/31/2023 | | Schubert & Co | 60,850 | $1,486 | 12/31/2023 | | DFAX | 60,850 | $1,486 | 12/31/2023 | | Quad Cities Investment Group LLC | 58,358 | $1,485 | 03/31/2024 | | DFAX | 58,358 | $1,485 | 03/31/2024 | | Lansing Street Advisors | 60,661 | $1,481 | 12/31/2023 | | DFAX | 60,661 | $1,481 | 12/31/2023 | | Schwarz Dygos Wheeler Investment Advisors LLC | 59,916 | $1,463 | 12/31/2023 | | DFAX | 59,916 | $1,463 | 12/31/2023 | | Capital Group Private Client Services Inc. | 58,574 | $1,430 | 12/31/2023 | | DFAX | 58,574 | $1,430 | 12/31/2023 | | Midwest Heritage Bank FSB | 54,441 | $1,385 | 03/31/2024 | | DFAX | 54,441 | $1,385 | 03/31/2024 | | Orion Portfolio Solutions LLC | 56,072 | $1,359 | 12/31/2023 | | DFAX | 56,072 | $1,359 | 12/31/2023 | | Cetera Advisors LLC | 55,487 | $1,355 | 12/31/2023 | | DFAX | 55,487 | $1,355 | 12/31/2023 | | Heritage Wealth Management Inc. CA | 52,811 | $1,290 | 12/31/2023 | | DFAX | 52,811 | $1,290 | 12/31/2023 | | Security Financial Services INC. | 49,838 | $1,268 | 03/31/2024 | | DFAX | 49,838 | $1,268 | 03/31/2024 | | Zhang Financial LLC | 48,902 | $1,244 | 03/31/2024 | | DFAX | 48,902 | $1,244 | 03/31/2024 | | Krilogy Financial LLC | 47,978 | $1,221 | 03/31/2024 | | DFAX | 47,978 | $1,221 | 03/31/2024 | | Investmark Advisory Group LLC | 49,623 | $1,212 | 12/31/2023 | | DFAX | 49,623 | $1,212 | 12/31/2023 | | RSM US Wealth Management LLC | 49,068 | $1,198 | 12/31/2023 | | DFAX | 49,068 | $1,198 | 12/31/2023 | | Unconventional Investor LLC | 48,888 | $1,194 | 12/31/2023 | | DFAX | 48,888 | $1,194 | 12/31/2023 | | Valley Forge Investment Consultants Inc. ADV | 48,655 | $1,188 | 12/31/2023 | | DFAX | 48,655 | $1,188 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 48,451 | $1,183 | 12/31/2023 | | DFAX | 48,451 | $1,183 | 12/31/2023 | | Merit Financial Group LLC | 47,431 | $1,158 | 12/31/2023 | | DFAX | 47,431 | $1,158 | 12/31/2023 | | Wealthstream Advisors Inc. | 47,142 | $1,151 | 12/31/2023 | | DFAX | 47,142 | $1,151 | 12/31/2023 | | Life Planning Partners Inc | 46,601 | $1,138 | 12/31/2023 | | DFAX | 46,601 | $1,138 | 12/31/2023 | | Red Wave Investments LLC | 46,270 | $1,130 | 12/31/2023 | | DFAX | 46,270 | $1,130 | 12/31/2023 | | Vannoy Advisory Group Inc. | 45,584 | $1,113 | 12/31/2023 | | DFAX | 45,584 | $1,113 | 12/31/2023 | | VERITY Wealth Advisors | 43,719 | $1,112 | 03/31/2024 | | DFAX | 43,719 | $1,112 | 03/31/2024 | | Cypress Point Wealth Management LLC | 44,670 | $1,091 | 12/31/2023 | | DFAX | 44,670 | $1,091 | 12/31/2023 | | Clarity Capital Advisors LLC | 42,828 | $1,090 | 03/31/2024 | | DFAX | 42,828 | $1,090 | 03/31/2024 | | RF&L Wealth Management LLC | 44,481 | $1,086 | 12/31/2023 | | DFAX | 44,481 | $1,086 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 42,062 | $1,070 | 03/31/2024 | | DFAX | 42,062 | $1,070 | 03/31/2024 | | Spinnaker Investment Group LLC | 41,893 | $1,066 | 03/31/2024 | | DFAX | 41,893 | $1,066 | 03/31/2024 | | LaSalle St. Investment Advisors LLC | 43,566 | $1,064 | 12/31/2023 | | DFAX | 43,566 | $1,064 | 12/31/2023 | | HTLF Bank | 40,591 | $1,033 | 03/31/2024 | | DFAX | 40,591 | $1,033 | 03/31/2024 | | KM Capital Management Ltd. | 42,245 | $1,032 | 12/31/2023 | | DFAX | 42,245 | $1,032 | 12/31/2023 | | Safeguard Investment Advisory Group LLC | 41,724 | $1,019 | 12/31/2023 | | DFAX | 41,724 | $1,019 | 12/31/2023 | | Mutual Advisors LLC | 39,834 | $973 | 12/31/2023 | | DFAX | 39,834 | $973 | 12/31/2023 | | Diversified Trust Co | 38,077 | $969 | 03/31/2024 | | DFAX | 38,077 | $969 | 03/31/2024 | | Pallas Capital Advisors LLC | 37,749 | $960 | 03/31/2024 | | DFAX | 37,749 | $960 | 03/31/2024 | | Five Oceans Advisors | 37,722 | $960 | 03/31/2024 | | DFAX | 37,722 | $960 | 03/31/2024 | | Qube Research & Technologies Ltd | 38,217 | $933 | 12/31/2023 | | DFAX | 38,217 | $933 | 12/31/2023 | | Vanguard Group Inc. | 38,178 | $932 | 12/31/2023 | | DFAX | 38,178 | $932 | 12/31/2023 | | Cyndeo Wealth Partners LLC | 36,546 | $930 | 03/31/2024 | | DFAX | 36,546 | $930 | 03/31/2024 | | Glass Jacobson Investment Advisors llc | 36,276 | $923 | 03/31/2024 | | DFAX | 36,276 | $923 | 03/31/2024 | | Sage Rhino Capital LLC | 35,128 | $894 | 03/31/2024 | | DFAX | 35,128 | $894 | 03/31/2024 | | IFG Advisors LLC | 34,911 | $888 | 03/31/2024 | | DFAX | 34,911 | $888 | 03/31/2024 | | Capital Planning LLC | 34,682 | $882 | 03/31/2024 | | DFAX | 34,682 | $882 | 03/31/2024 | | Waypoint Capital Advisors LLC | 36,123 | $882 | 12/31/2023 | | DFAX | 36,123 | $882 | 12/31/2023 | | waypoint wealth counsel | 34,372 | $874 | 03/31/2024 | | DFAX | 34,372 | $874 | 03/31/2024 | | GWM Advisors LLC | 36,643 | $873 | 12/31/2023 | | DFAX | 36,643 | $873 | 12/31/2023 | | Brown Advisory Inc. | 32,391 | $824 | 03/31/2024 | | DFAX | 32,391 | $824 | 03/31/2024 | | Mesirow Financial Investment Management Inc. | 32,074 | $816 | 03/31/2024 | | DFAX | 32,074 | $816 | 03/31/2024 | | Independent Advisor Alliance | 33,410 | $816 | 12/31/2023 | | DFAX | 33,410 | $816 | 12/31/2023 | | Tanglewood Legacy Advisors LLC | 31,835 | $810 | 03/31/2024 | | DFAX | 31,835 | $810 | 03/31/2024 | | Kathleen S. Wright Associates Inc. | 31,815 | $805 | 03/31/2024 | | DFAX | 31,815 | $805 | 03/31/2024 | | Tortoise Investment Management LLC | 32,708 | $799 | 12/31/2023 | | DFAX | 32,708 | $799 | 12/31/2023 | | Montis Financial LLC | 30,546 | $777 | 03/31/2024 | | DFAX | 30,546 | $777 | 03/31/2024 | | Hoylecohen LLC | 31,434 | $768 | 12/31/2023 | | DFAX | 31,434 | $768 | 12/31/2023 | | CFS Investment Advisory Services LLC | 31,221 | $762 | 12/31/2023 | | DFAX | 31,221 | $762 | 12/31/2023 | | Nicholas Hoffman & Company LLC. | 28,269 | $719 | 03/31/2024 | | DFAX | 28,269 | $719 | 03/31/2024 | | FirstPurpose Wealth LLC | 28,099 | $711 | 03/31/2024 | | DFAX | 28,099 | $711 | 03/31/2024 | | Signet Financial Management LLC | 27,343 | $696 | 03/31/2024 | | DFAX | 27,343 | $696 | 03/31/2024 | | Market Street Wealth Management Advisors LLC | 27,083 | $689 | 03/31/2024 | | DFAX | 27,083 | $689 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 27,622 | $675 | 12/31/2023 | | DFAX | 27,622 | $675 | 12/31/2023 | | Natixis Advisors L.P. | 26,162 | $666 | 03/31/2024 | | DFAX | 26,162 | $666 | 03/31/2024 | | Brewster Financial Planning LLC | 26,051 | $663 | 03/31/2024 | | DFAX | 26,051 | $663 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 27,008 | $660 | 12/31/2023 | | DFAX | 27,008 | $660 | 12/31/2023 | | Quadrant Private Wealth Management LLC | 26,378 | $644 | 12/31/2023 | | DFAX | 26,378 | $644 | 12/31/2023 | | Total Clarity Wealth Management Inc. | 25,230 | $642 | 03/31/2024 | | DFAX | 25,230 | $642 | 03/31/2024 | | Kerntke Otto McGlone Wealth Management Group | 26,292 | $642 | 12/31/2023 | | DFAX | 26,292 | $642 | 12/31/2023 | | NBT Bank N A NY | 24,671 | $628 | 03/31/2024 | | DFAX | 24,671 | $628 | 03/31/2024 | | Envestnet Portfolio Solutions Inc. | 25,701 | $628 | 12/31/2023 | | DFAX | 25,701 | $628 | 12/31/2023 | | Evercore Wealth Management LLC | 25,330 | $619 | 12/31/2023 | | DFAX | 25,330 | $619 | 12/31/2023 | | M&T Bank Corp | 25,056 | $612 | 12/31/2023 | | DFAX | 25,056 | $612 | 12/31/2023 | | Physician Wealth Solutions Inc. | 24,030 | $611 | 03/31/2024 | | DFAX | 24,030 | $611 | 03/31/2024 | | TFB Advisors LLC | 25,039 | $611 | 12/31/2023 | | DFAX | 25,039 | $611 | 12/31/2023 | | Total Wealth Planning LLC | 23,500 | $598 | 03/31/2024 | | DFAX | 23,500 | $598 | 03/31/2024 | | Advisory Services & Investments LLC | 23,345 | $594 | 03/31/2024 | | DFAX | 23,345 | $594 | 03/31/2024 | | Waterfront Wealth Inc. | 24,158 | $590 | 12/31/2023 | | DFAX | 24,158 | $590 | 12/31/2023 | | Cerity Partners LLC | 23,615 | $576 | 12/31/2023 | | DFAX | 23,615 | $576 | 12/31/2023 | | Shakespeare Wealth Management Inc. | 23,317 | $569 | 12/31/2023 | | DFAX | 23,317 | $569 | 12/31/2023 | | LJI Wealth Management LLC | 22,904 | $559 | 12/31/2023 | | DFAX | 22,904 | $559 | 12/31/2023 | | Rise Advisors LLC | 21,944 | $558 | 03/31/2024 | | DFAX | 21,944 | $558 | 03/31/2024 | | DecisionPoint Financial LLC | 22,846 | $558 | 12/31/2023 | | DFAX | 22,846 | $558 | 12/31/2023 | | Ascent Group LLC | 22,702 | $550 | 12/31/2023 | | DFAX | 22,702 | $550 | 12/31/2023 | | Eqis Capital Management Inc. | 21,750 | $531 | 12/31/2023 | | DFAX | 21,750 | $531 | 12/31/2023 | | Falcon Wealth Planning | 20,749 | $528 | 03/31/2024 | | DFAX | 20,749 | $528 | 03/31/2024 | | RVW Wealth LLC | 20,211 | $514 | 03/31/2024 | | DFAX | 20,211 | $514 | 03/31/2024 | | Websterrogers Financial Advisors LLC | 20,888 | $510 | 12/31/2023 | | DFAX | 20,888 | $510 | 12/31/2023 | | Simplicity Wealth LLC | 19,964 | $508 | 03/31/2024 | | DFAX | 19,964 | $508 | 03/31/2024 | | Stratos Wealth Partners LTD. | 19,296 | $491 | 03/31/2024 | | DFAX | 19,296 | $491 | 03/31/2024 | | Colonial Trust Co SC | 19,080 | $466 | 12/31/2023 | | DFAX | 19,080 | $466 | 12/31/2023 | | Sterneck Capital Management LLC | 18,056 | $459 | 03/31/2024 | | DFAX | 18,056 | $459 | 03/31/2024 | | Private Trust Co. NA | 17,952 | $457 | 03/31/2024 | | DFAX | 17,952 | $457 | 03/31/2024 | | Continuum Advisory LLC | 18,541 | $453 | 12/31/2023 | | DFAX | 18,541 | $453 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 18,376 | $449 | 12/31/2023 | | DFAX | 18,376 | $449 | 12/31/2023 | | BKA Wealth Consulting Inc. | 17,247 | $439 | 03/31/2024 | | DFAX | 17,247 | $439 | 03/31/2024 | | Sprinkle Financial Consultants LLC | 16,579 | $422 | 03/31/2024 | | DFAX | 16,579 | $422 | 03/31/2024 | | Ullmann Financial Group Inc. | 17,143 | $419 | 12/31/2023 | | DFAX | 17,143 | $419 | 12/31/2023 | | JB Capital LLC | 17,171 | $419 | 12/31/2023 | | DFAX | 17,171 | $419 | 12/31/2023 | | Mission Wealth Management LP | 16,953 | $414 | 12/31/2023 | | DFAX | 16,953 | $414 | 12/31/2023 | | Signature Resources Capital Management LLC | 16,930 | $413 | 03/31/2024 | | DFAX | 16,930 | $413 | 03/31/2024 | | Headinvest LLC | 16,756 | $409 | 12/31/2023 | | DFAX | 16,756 | $409 | 12/31/2023 | | Janney Montgomery Scott LLC | 16,727 | $408 | 12/31/2023 | | DFAX | 16,727 | $408 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 16,706 | $408 | 12/31/2023 | | DFAX | 16,706 | $408 | 12/31/2023 | | Signaturefd LLC | 16,638 | $406 | 12/31/2023 | | DFAX | 16,638 | $406 | 12/31/2023 | | Ronald Blue Trust Inc. | 18,015 | $406 | 12/31/2023 | | DFAX | 18,015 | $406 | 12/31/2023 | | Honkamp Krueger Financial Services Inc. | 16,565 | $405 | 12/31/2023 | | DFAX | 16,565 | $405 | 12/31/2023 | | Financial Advocates Investment Management | 16,486 | $403 | 12/31/2023 | | DFAX | 16,486 | $403 | 12/31/2023 | | Verus Financial Partners Inc. | 16,617 | $399 | 12/31/2023 | | DFAX | 16,617 | $399 | 12/31/2023 | | Shotwell Rutter Baer Inc | 15,385 | $395 | 03/31/2024 | | DFAX | 15,385 | $395 | 03/31/2024 | | AQR Capital Management LLC | 15,912 | $389 | 12/31/2023 | | DFAX | 15,912 | $389 | 12/31/2023 | | Girard Partners LTD. | 15,690 | $383 | 12/31/2023 | | DFAX | 15,690 | $383 | 12/31/2023 | | RB Capital Management LLC | 15,293 | $373 | 12/31/2023 | | DFAX | 15,293 | $373 | 12/31/2023 | | Wescott Financial Advisory Group LLC | 15,000 | $366 | 12/31/2023 | | DFAX | 15,000 | $366 | 12/31/2023 | | Syverson Strege & Co | 14,704 | $359 | 12/31/2023 | | DFAX | 14,704 | $359 | 12/31/2023 | | Colton Groome Financial Advisors LLC | 13,727 | $349 | 03/31/2024 | | DFAX | 13,727 | $349 | 03/31/2024 | | David Loasby | 14,392 | $346 | 12/31/2023 | | DFAX | 14,392 | $346 | 12/31/2023 | | Clifford Swan Investment Counsel LLC | 13,525 | $344 | 03/31/2024 | | DFAX | 13,525 | $344 | 03/31/2024 | | Wealthcare Advisory Partners LLC | 13,477 | $343 | 03/31/2024 | | DFAX | 13,477 | $343 | 03/31/2024 | | Clearstead Advisors LLC | 13,923 | $340 | 12/31/2023 | | DFAX | 13,923 | $340 | 12/31/2023 | | Retirement Income Solutions Inc | 13,691 | $334 | 12/31/2023 | | DFAX | 13,691 | $334 | 12/31/2023 | | Perigon Wealth Management LLC | 13,623 | $333 | 12/31/2023 | | DFAX | 13,623 | $333 | 12/31/2023 | | Sage Mountain Advisors LLC | 12,786 | $325 | 03/31/2024 | | DFAX | 12,786 | $325 | 03/31/2024 | | Canopy Partners LLC | 13,262 | $324 | 12/31/2023 | | DFAX | 13,262 | $324 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 13,026 | $318 | 12/31/2023 | | DFAX | 13,026 | $318 | 12/31/2023 | | Resource Consulting Group Inc. | 12,953 | $316 | 12/31/2023 | | DFAX | 12,953 | $316 | 12/31/2023 | | Clayton Financial Group LLC | 12,730 | $311 | 12/31/2023 | | DFAX | 12,730 | $311 | 12/31/2023 | | American Financial Advisors LLC | 11,928 | $303 | 03/31/2024 | | DFAX | 11,928 | $303 | 03/31/2024 | | Motco | 12,372 | $302 | 12/31/2023 | | DFAX | 12,372 | $302 | 12/31/2023 | | Threadgill Financial LLC | 11,718 | $298 | 03/31/2024 | | DFAX | 11,718 | $298 | 03/31/2024 | | Great Valley Advisor Group Inc. | 12,102 | $296 | 12/31/2023 | | DFAX | 12,102 | $296 | 12/31/2023 | | J.W. Cole Advisors Inc. | 11,921 | $291 | 12/31/2023 | | DFAX | 11,921 | $291 | 12/31/2023 | | Sage Financial Group Inc. | 11,763 | $287 | 12/31/2023 | | DFAX | 11,763 | $287 | 12/31/2023 | | Kingsview Wealth Management LLC | 11,589 | $283 | 12/31/2023 | | DFAX | 11,589 | $283 | 12/31/2023 | | Ironwood Financial llc | 11,082 | $282 | 03/31/2024 | | DFAX | 11,082 | $282 | 03/31/2024 | | Lincoln National Corp | 11,533 | $282 | 12/31/2023 | | DFAX | 11,533 | $282 | 12/31/2023 | | 25 LLC | 11,008 | $280 | 03/31/2024 | | DFAX | 11,008 | $280 | 03/31/2024 | | Northeast Financial Group Inc. | 10,944 | $278 | 03/31/2024 | | DFAX | 10,944 | $278 | 03/31/2024 | | Financial Alternatives Inc | 11,404 | $278 | 12/31/2023 | | DFAX | 11,404 | $278 | 12/31/2023 | | IFP Advisors Inc | 11,132 | $272 | 12/31/2023 | | DFAX | 11,132 | $272 | 12/31/2023 | | Better Money Decisions LLC | 11,140 | $272 | 12/31/2023 | | DFAX | 11,140 | $272 | 12/31/2023 | | Bartlett & Co. LLC | 10,920 | $267 | 12/31/2023 | | DFAX | 10,920 | $267 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 10,920 | $267 | 12/31/2023 | | DFAX | 10,920 | $267 | 12/31/2023 | | Quantinno Capital Management LP | 10,764 | $263 | 12/31/2023 | | DFAX | 10,764 | $263 | 12/31/2023 | | Eudaimonia Partners LLC | 10,277 | $261 | 03/31/2024 | | DFAX | 10,277 | $261 | 03/31/2024 | | Abacus Wealth Partners LLC | 10,034 | $255 | 03/31/2024 | | DFAX | 10,034 | $255 | 03/31/2024 | | Sawtooth Solutions LLC | 9,784 | $239 | 12/31/2023 | | DFAX | 9,784 | $239 | 12/31/2023 | | TCG Advisory Services LLC | 9,756 | $238 | 12/31/2023 | | DFAX | 9,756 | $238 | 12/31/2023 | | Sheets Smith Wealth Management | 9,717 | $237 | 12/31/2023 | | DFAX | 9,717 | $237 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 9,686 | $237 | 12/31/2023 | | DFAX | 9,686 | $237 | 12/31/2023 | | FMR LLC | 9,564 | $234 | 12/31/2023 | | DFAX | 9,564 | $234 | 12/31/2023 | | MB Generational Wealth LLC | 9,155 | $224 | 12/31/2023 | | DFAX | 9,155 | $224 | 12/31/2023 | | Baird Financial Group Inc. | 8,928 | $218 | 12/31/2023 | | DFAX | 8,928 | $218 | 12/31/2023 | | Essential Planning LLC. | 8,936 | $218 | 12/31/2023 | | DFAX | 8,936 | $218 | 12/31/2023 | | Annapolis Financial Services LLC | 8,435 | $215 | 03/31/2024 | | DFAX | 8,435 | $215 | 03/31/2024 | | Aurum Wealth Management Group LLC | 8,423 | $214 | 03/31/2024 | | DFAX | 8,423 | $214 | 03/31/2024 | | MJP Associates Inc. ADV | 8,384 | $213 | 03/31/2024 | | DFAX | 8,384 | $213 | 03/31/2024 | | Copperleaf Capital LLC | 8,550 | $209 | 12/31/2023 | | DFAX | 8,550 | $209 | 12/31/2023 | | Single Point Partners LLC | 8,192 | $208 | 03/31/2024 | | DFAX | 8,192 | $208 | 03/31/2024 | | Warren Averett Asset Management LLC | 8,422 | $206 | 12/31/2023 | | DFAX | 8,422 | $206 | 12/31/2023 | | Arbor Wealth Advisors LLC | 8,047 | $205 | 03/31/2024 | | DFAX | 8,047 | $205 | 03/31/2024 | | Sanctuary Wealth Management L.L.C. | 8,397 | $205 | 12/31/2023 | | DFAX | 8,397 | $205 | 12/31/2023 | | Main Street Financial Solutions LLC | 8,003 | $204 | 03/31/2024 | | DFAX | 8,003 | $204 | 03/31/2024 | | Gemmer Asset Management LLC | 7,970 | $203 | 03/31/2024 | | DFAX | 7,970 | $203 | 03/31/2024 | | Oakwell Private Wealth Management LLC | 7,981 | $203 | 03/31/2024 | | DFAX | 7,981 | $203 | 03/31/2024 | | Brookstone Capital Management | 7,933 | $202 | 03/31/2024 | | DFAX | 7,933 | $202 | 03/31/2024 | | Spire Wealth Management | 7,701 | $196 | 03/31/2024 | | DFAX | 7,701 | $196 | 03/31/2024 | | AdvisorNet Financial Inc | 7,052 | $179 | 03/31/2024 | | DFAX | 7,052 | $179 | 03/31/2024 | | Coppell Advisory Solutions LLC | 6,708 | $164 | 12/31/2023 | | DFAX | 6,708 | $164 | 12/31/2023 | | Cassady Schiller Wealth Management LLC | 6,719 | $164 | 12/31/2023 | | DFAX | 6,719 | $164 | 12/31/2023 | | True Wealth Design LLC | 6,024 | $147 | 12/31/2023 | | DFAX | 6,024 | $147 | 12/31/2023 | | Smartleaf Asset Management LLC | 5,754 | $141 | 12/31/2023 | | DFAX | 5,754 | $141 | 12/31/2023 | | Mogy Joel R Investment Counsel Inc. | 5,450 | $133 | 12/31/2023 | | DFAX | 5,450 | $133 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 5,436 | $133 | 12/31/2023 | | DFAX | 5,436 | $133 | 12/31/2023 | | American Capital Advisory LLC | 5,345 | $131 | 12/31/2023 | | DFAX | 5,345 | $131 | 12/31/2023 | | City State Bank | 5,000 | $127 | 03/31/2024 | | DFAX | 5,000 | $127 | 03/31/2024 | | ICA Group Wealth Management LLC | 4,876 | $119 | 12/31/2023 | | DFAX | 4,876 | $119 | 12/31/2023 | | Farther Finance Advisors LLC | 4,811 | $117 | 12/31/2023 | | DFAX | 4,811 | $117 | 12/31/2023 | | Cedar Wealth Management LLC | 4,709 | $115 | 12/31/2023 | | DFAX | 4,709 | $115 | 12/31/2023 | | Coston McIsaac & Partners | 4,505 | $114 | 03/31/2024 | | DFAX | 4,505 | $114 | 03/31/2024 | | Beaird Harris Wealth Management LLC | 4,631 | $113 | 12/31/2023 | | DFAX | 4,631 | $113 | 12/31/2023 | | Orion Capital Management LLC | 4,102 | $100 | 12/31/2023 | | DFAX | 4,102 | $100 | 12/31/2023 | | Private Wealth Management Group LLC | 4,038 | $99 | 12/31/2023 | | DFAX | 4,038 | $99 | 12/31/2023 | | Private Ocean LLC | 3,707 | $94 | 03/31/2024 | | DFAX | 3,707 | $94 | 03/31/2024 | | Tradition Wealth Management LLC | 3,787 | $92 | 12/31/2023 | | DFAX | 3,787 | $92 | 12/31/2023 | | Salomon & Ludwin LLC | 4,034 | $91 | 12/31/2023 | | DFAX | 4,034 | $91 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 3,525 | $86 | 12/31/2023 | | DFAX | 3,525 | $86 | 12/31/2023 | | Annis Gardner Whiting Capital Advisors LLC | 3,338 | $82 | 12/31/2023 | | DFAX | 3,338 | $82 | 12/31/2023 | | Harbour Investments Inc. | 3,259 | $80 | 12/31/2023 | | DFAX | 3,259 | $80 | 12/31/2023 | | Quadrant Capital Group LLC | 3,174 | $78 | 12/31/2023 | | DFAX | 3,174 | $78 | 12/31/2023 | | Washington Trust Advisors Inc. | 3,207 | $78 | 12/31/2023 | | DFAX | 3,207 | $78 | 12/31/2023 | | Advisory Services Network LLC | 2,860 | $70 | 12/31/2023 | | DFAX | 2,860 | $70 | 12/31/2023 | | Heritage Wealth Advisors | 2,517 | $61 | 12/31/2023 | | DFAX | 2,517 | $61 | 12/31/2023 | | Investors Research Corp | 2,452 | $60 | 12/31/2023 | | DFAX | 2,452 | $60 | 12/31/2023 | | Ritter Daniher Financial Advisory LLC DE | 2,475 | $60 | 12/31/2023 | | DFAX | 2,475 | $60 | 12/31/2023 | | Parallel Advisors LLC | 2,299 | $56 | 12/31/2023 | | DFAX | 2,299 | $56 | 12/31/2023 | | AlphaMark Advisors LLC | 2,092 | $53 | 03/31/2024 | | DFAX | 2,092 | $53 | 03/31/2024 | | BOK Financial Private Wealth Inc. | 1,535 | $37 | 12/31/2023 | | DFAX | 1,535 | $37 | 12/31/2023 | | Roble Belko & Company Inc | 1,273 | $32 | 03/31/2024 | | DFAX | 1,273 | $32 | 03/31/2024 | | Key Financial Inc | 1,225 | $30 | 12/31/2023 | | DFAX | 1,225 | $30 | 12/31/2023 | | Capital Investment Advisory Services LLC | 1,156 | $29 | 03/31/2024 | | DFAX | 1,156 | $29 | 03/31/2024 | | Whittier Trust Co. of Nevada Inc. | 636 | $16 | 12/31/2023 | | DFAX | 636 | $16 | 12/31/2023 | | Thompson Investment Management Inc. | 557 | $14 | 03/31/2024 | | DFAX | 557 | $14 | 03/31/2024 | | Fifth Third Bancorp | 422 | $11 | 03/31/2024 | | DFAX | 422 | $11 | 03/31/2024 | | Wells Fargo & Company MN | 320 | $8 | 12/31/2023 | | DFAX | 320 | $8 | 12/31/2023 | | ZRC Wealth Management LLC | 291 | $7 | 03/31/2024 | | DFAX | 291 | $7 | 03/31/2024 | | Parkside Financial Bank & Trust | 201 | $5 | 12/31/2023 | | DFAX | 201 | $5 | 12/31/2023 | | CENTRAL TRUST Co | 159 | $4 | 03/31/2024 | | DFAX | 159 | $4 | 03/31/2024 | | JNBA Financial Advisors | 152 | $4 | 03/31/2024 | | DFAX | 152 | $4 | 03/31/2024 | | Nalls Sherbakoff Group LLC | 158 | $4 | 12/31/2023 | | DFAX | 158 | $4 | 12/31/2023 | | Able Wealth Management LLC | 153 | $4 | 12/31/2023 | | DFAX | 153 | $4 | 12/31/2023 | | Tyler Stone Wealth Management | 100 | $2 | 12/31/2023 | | DFAX | 100 | $2 | 12/31/2023 | | Brown Brothers Harriman & Co. | 50 | $1 | 12/31/2023 | | DFAX | 50 | $1 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | DFAX | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFAX
See Details: Top 10 Hedge Funds Holding DFAX
Also See: DFAX Holdings Changes
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