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On this page, we present all of the funds holding DFCF from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFCF, with a link to that fund's top holdings. The next columns
indicate the amount of DFCF stock held by each of the funds holding DFCF, followed by the DFCF position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 265 funds holding DFCF within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Truepoint Inc.. For more details on the positions held by Truepoint Inc.
(or by any of the other funds holding DFCF), click the fund name in the "Holder" column of the funds-holding-DFCF table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Truepoint Inc. | 9,332,544 | $395,700 | 12/31/2023 | DFCF | 9,332,544 | $395,700 | 12/31/2023 | HBK Sorce Advisory LLC | 6,649,656 | $281,945 | 12/31/2023 | DFCF | 6,649,656 | $281,945 | 12/31/2023 | Beaird Harris Wealth Management LLC | 2,502,554 | $106,108 | 12/31/2023 | DFCF | 2,502,554 | $106,108 | 12/31/2023 | WPWealth LLP | 2,061,180 | $87,394 | 12/31/2023 | DFCF | 2,061,180 | $87,394 | 12/31/2023 | Commonwealth Equity Services LLC | 1,798,483 | $76,256 | 12/31/2023 | DFCF | 1,798,483 | $76,256 | 12/31/2023 | Baker Avenue Asset Management LP | 1,663,195 | $70,519 | 12/31/2023 | DFCF | 1,663,195 | $70,519 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 1,655,218 | $70,181 | 12/31/2023 | DFCF | 1,655,218 | $70,181 | 12/31/2023 | Pathstone Holdings LLC | 1,630,542 | $69,135 | 12/31/2023 | DFCF | 1,630,542 | $69,135 | 12/31/2023 | Great Waters Wealth Management | 1,508,421 | $63,278 | 03/31/2024 | DFCF | 1,508,421 | $63,278 | 03/31/2024 | Resources Investment Advisors LLC. | 1,375,309 | $58,313 | 12/31/2023 | DFCF | 1,375,309 | $58,313 | 12/31/2023 | Jane Street Group LLC | 1,363,482 | $57,812 | 12/31/2023 | DFCF | 1,363,482 | $57,812 | 12/31/2023 | Allworth Financial LP | 1,286,722 | $53,978 | 03/31/2024 | DFCF | 1,286,722 | $53,978 | 03/31/2024 | Sequoia Financial Advisors LLC | 1,222,362 | $51,828 | 12/31/2023 | DFCF | 1,222,362 | $51,828 | 12/31/2023 | Core Wealth Management Inc. | 1,226,303 | $51,443 | 03/31/2024 | DFCF | 1,226,303 | $51,443 | 03/31/2024 | Apella Capital LLC | 1,184,046 | $49,375 | 03/31/2024 | DFCF | 1,184,046 | $49,375 | 03/31/2024 | Savant Capital LLC | 1,081,113 | $45,839 | 12/31/2023 | DFCF | 1,081,113 | $45,839 | 12/31/2023 | Market Street Wealth Management Advisors LLC | 1,017,586 | $42,688 | 03/31/2024 | DFCF | 1,017,586 | $42,688 | 03/31/2024 | Pure Financial Advisors Inc. | 807,279 | $33,865 | 03/31/2024 | DFCF | 807,279 | $33,865 | 03/31/2024 | Envestnet Asset Management Inc. | 767,337 | $32,535 | 12/31/2023 | DFCF | 767,337 | $32,535 | 12/31/2023 | Annandale Capital LLC | 741,457 | $31,438 | 12/31/2023 | DFCF | 741,457 | $31,438 | 12/31/2023 | Ullmann Financial Group Inc. | 732,041 | $31,039 | 12/31/2023 | DFCF | 732,041 | $31,039 | 12/31/2023 | Creative Capital Management Investments LLC | 702,028 | $29,450 | 03/31/2024 | DFCF | 702,028 | $29,450 | 03/31/2024 | Grunden Financial Advisory Inc. | 674,882 | $28,615 | 12/31/2023 | DFCF | 674,882 | $28,615 | 12/31/2023 | Rather & Kittrell Inc. | 650,640 | $27,294 | 03/31/2024 | DFCF | 650,640 | $27,294 | 03/31/2024 | Phillips Financial Management LLC | 646,207 | $27,108 | 03/31/2024 | DFCF | 646,207 | $27,108 | 03/31/2024 | Integrated Wealth Concepts LLC | 636,890 | $27,004 | 12/31/2023 | DFCF | 636,890 | $27,004 | 12/31/2023 | Mattern Wealth Management LLC | 625,168 | $26,507 | 12/31/2023 | DFCF | 625,168 | $26,507 | 12/31/2023 | Rational Advisors LLC | 624,190 | $26,185 | 03/31/2024 | DFCF | 624,190 | $26,185 | 03/31/2024 | SRS Capital Advisors Inc. | 604,435 | $25,628 | 12/31/2023 | DFCF | 604,435 | $25,628 | 12/31/2023 | AE Wealth Management LLC | 568,330 | $23,893 | 12/31/2023 | DFCF | 568,330 | $23,893 | 12/31/2023 | Root Financial Partners LLC | 566,125 | $23,749 | 03/31/2024 | DFCF | 566,125 | $23,749 | 03/31/2024 | Dynamic Advisor Solutions LLC | 551,660 | $23,142 | 03/31/2024 | DFCF | 551,660 | $23,142 | 03/31/2024 | Sax Wealth Advisors LLC | 518,912 | $22,002 | 12/31/2023 | DFCF | 518,912 | $22,002 | 12/31/2023 | HighTower Advisors LLC | 506,059 | $21,452 | 12/31/2023 | DFCF | 506,059 | $21,452 | 12/31/2023 | Great Oak Capital Partners LLC | 505,052 | $21,187 | 03/31/2024 | DFCF | 505,052 | $21,187 | 03/31/2024 | BCR Wealth Strategies LLC | 487,822 | $20,683 | 12/31/2023 | DFCF | 487,822 | $20,683 | 12/31/2023 | RCS Financial Planning LLC | 465,427 | $19,525 | 03/31/2024 | DFCF | 465,427 | $19,525 | 03/31/2024 | Spinnaker Investment Group LLC | 454,688 | $19,074 | 03/31/2024 | DFCF | 454,688 | $19,074 | 03/31/2024 | CFS Investment Advisory Services LLC | 447,714 | $18,983 | 12/31/2023 | DFCF | 447,714 | $18,983 | 12/31/2023 | DecisionPoint Financial LLC | 431,793 | $18,308 | 12/31/2023 | DFCF | 431,793 | $18,308 | 12/31/2023 | Rise Advisors LLC | 429,904 | $18,034 | 03/31/2024 | DFCF | 429,904 | $18,034 | 03/31/2024 | Forum Financial Management LP | 418,605 | $17,749 | 12/31/2023 | DFCF | 418,605 | $17,749 | 12/31/2023 | Fundamentun LLC | 416,772 | $17,484 | 03/31/2024 | DFCF | 416,772 | $17,484 | 03/31/2024 | Ruedi Wealth Management Inc. | 411,580 | $17,451 | 12/31/2023 | DFCF | 411,580 | $17,451 | 12/31/2023 | Beacon Pointe Advisors LLC | 404,317 | $17,143 | 12/31/2023 | DFCF | 404,317 | $17,143 | 12/31/2023 | LPL Financial LLC | 397,349 | $16,848 | 12/31/2023 | DFCF | 397,349 | $16,848 | 12/31/2023 | Bank of America Corp DE | 395,825 | $16,783 | 12/31/2023 | DFCF | 395,825 | $16,783 | 12/31/2023 | Hemington Wealth Management | 394,203 | $16,714 | 12/31/2023 | DFCF | 394,203 | $16,714 | 12/31/2023 | CI Private Wealth LLC | 378,413 | $16,045 | 12/31/2023 | DFCF | 378,413 | $16,045 | 12/31/2023 | BetterWealth LLC | 367,135 | $15,401 | 03/31/2024 | DFCF | 367,135 | $15,401 | 03/31/2024 | JPMorgan Chase & Co. | 357,759 | $15,169 | 12/31/2023 | DFCF | 357,759 | $15,169 | 12/31/2023 | Tillman Hartley LLC | 322,540 | $13,676 | 12/31/2023 | DFCF | 322,540 | $13,676 | 12/31/2023 | Moller Financial Services | 317,677 | $13,327 | 03/31/2024 | DFCF | 317,677 | $13,327 | 03/31/2024 | Assetmark Inc. | 312,688 | $13,258 | 12/31/2023 | DFCF | 312,688 | $13,258 | 12/31/2023 | Financial Synergies Wealth Advisors Inc. | 315,591 | $13,239 | 03/31/2024 | DFCF | 315,591 | $13,239 | 03/31/2024 | Graves Light Private Wealth Management Inc. | 311,238 | $13,196 | 12/31/2023 | DFCF | 311,238 | $13,196 | 12/31/2023 | Krilogy Financial LLC | 310,716 | $13,035 | 03/31/2024 | DFCF | 310,716 | $13,035 | 03/31/2024 | Liberty Wealth Management LLC | 292,006 | $12,383 | 12/31/2023 | DFCF | 292,006 | $12,383 | 12/31/2023 | Client 1ST Advisory Group LLC | 283,062 | $12,002 | 12/31/2023 | DFCF | 283,062 | $12,002 | 12/31/2023 | Toronto Dominion Bank | 281,000 | $11,914 | 12/31/2023 | DFCF | 281,000 | $11,914 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 272,792 | $11,444 | 03/31/2024 | DFCF | 272,792 | $11,444 | 03/31/2024 | Betterment LLC | 263,981 | $11,193 | 12/31/2023 | DFCF | 263,981 | $11,193 | 12/31/2023 | FirstPurpose Wealth LLC | 263,609 | $10,874 | 03/31/2024 | DFCF | 263,609 | $10,874 | 03/31/2024 | Buckingham Strategic Wealth LLC | 246,206 | $10,439 | 12/31/2023 | DFCF | 246,206 | $10,439 | 12/31/2023 | New Capital Management LP | 245,723 | $10,308 | 03/31/2024 | DFCF | 245,723 | $10,308 | 03/31/2024 | Divergent Planning LLC | 233,488 | $9,739 | 03/31/2024 | DFCF | 233,488 | $9,739 | 03/31/2024 | WMS Partners LLC | 228,229 | $9,677 | 12/31/2023 | DFCF | 228,229 | $9,677 | 12/31/2023 | Pioneer Wealth Management Group | 215,981 | $9,060 | 03/31/2024 | DFCF | 215,981 | $9,060 | 03/31/2024 | Vestmark Advisory Solutions Inc. | 202,658 | $8,593 | 12/31/2023 | DFCF | 202,658 | $8,593 | 12/31/2023 | Heritage Wealth Management Inc. Texas | 198,359 | $8,321 | 03/31/2024 | DFCF | 198,359 | $8,321 | 03/31/2024 | Austin Wealth Management LLC | 196,351 | $8,207 | 12/31/2023 | DFCF | 196,351 | $8,207 | 12/31/2023 | Sowell Financial Services LLC | 188,865 | $8,008 | 12/31/2023 | DFCF | 188,865 | $8,008 | 12/31/2023 | Asset Planning Corporation | 187,566 | $7,953 | 12/31/2023 | DFCF | 187,566 | $7,953 | 12/31/2023 | Sutton Place Investors LLC | 186,925 | $7,842 | 03/31/2024 | DFCF | 186,925 | $7,842 | 03/31/2024 | Essential Planning LLC. | 182,058 | $7,699 | 12/31/2023 | DFCF | 182,058 | $7,699 | 12/31/2023 | Chicago Partners Investment Group LLC | 184,203 | $7,558 | 03/31/2024 | DFCF | 184,203 | $7,558 | 03/31/2024 | SJS Investment Consulting Inc. | 179,573 | $7,533 | 03/31/2024 | DFCF | 179,573 | $7,533 | 03/31/2024 | Meredith Wealth Planning | 175,272 | $7,353 | 03/31/2024 | DFCF | 175,272 | $7,353 | 03/31/2024 | PBMares Wealth Management LLC | 171,487 | $7,271 | 12/31/2023 | DFCF | 171,487 | $7,271 | 12/31/2023 | Wealthsource Partners LLC | 169,542 | $7,189 | 12/31/2023 | DFCF | 169,542 | $7,189 | 12/31/2023 | Concord Wealth Partners | 165,108 | $7,001 | 12/31/2023 | DFCF | 165,108 | $7,001 | 12/31/2023 | FinDec Wealth Services Inc. | 163,850 | $6,947 | 12/31/2023 | DFCF | 163,850 | $6,947 | 12/31/2023 | SageView Advisory Group LLC | 162,695 | $6,872 | 12/31/2023 | DFCF | 162,695 | $6,872 | 12/31/2023 | Collective Family Office LLC | 163,671 | $6,866 | 03/31/2024 | DFCF | 163,671 | $6,866 | 03/31/2024 | Ancora Advisors LLC | 160,210 | $6,793 | 12/31/2023 | DFCF | 160,210 | $6,793 | 12/31/2023 | Legacy Financial Group Inc. | 153,475 | $6,507 | 12/31/2023 | DFCF | 153,475 | $6,507 | 12/31/2023 | Hutchens & Kramer Investment Management Group LLC | 136,132 | $5,772 | 12/31/2023 | DFCF | 136,132 | $5,772 | 12/31/2023 | Physician Wealth Solutions Inc. | 137,216 | $5,756 | 03/31/2024 | DFCF | 137,216 | $5,756 | 03/31/2024 | Aveo Capital Partners LLC | 128,508 | $5,449 | 12/31/2023 | DFCF | 128,508 | $5,449 | 12/31/2023 | GWM Advisors LLC | 128,326 | $5,388 | 12/31/2023 | DFCF | 128,326 | $5,388 | 12/31/2023 | Garrett Investment Advisors LLC | 127,440 | $5,346 | 03/31/2024 | DFCF | 127,440 | $5,346 | 03/31/2024 | Blume Capital Management Inc. | 124,180 | $5,265 | 12/31/2023 | DFCF | 124,180 | $5,265 | 12/31/2023 | Stifel Financial Corp | 122,400 | $5,190 | 12/31/2023 | DFCF | 122,400 | $5,190 | 12/31/2023 | Acorn Wealth Advisors LLC | 123,254 | $5,171 | 03/31/2024 | DFCF | 123,254 | $5,171 | 03/31/2024 | Wealthspan Partners LLC | 116,614 | $4,944 | 12/31/2023 | DFCF | 116,614 | $4,944 | 12/31/2023 | Hill Investment Group Partners LLC | 114,780 | $4,867 | 12/31/2023 | DFCF | 114,780 | $4,867 | 12/31/2023 | Private Advisor Group LLC | 113,069 | $4,794 | 12/31/2023 | DFCF | 113,069 | $4,794 | 12/31/2023 | BCU Wealth Advisors LLC | 106,665 | $4,523 | 12/31/2023 | DFCF | 106,665 | $4,523 | 12/31/2023 | Annapolis Financial Services LLC | 107,253 | $4,499 | 03/31/2024 | DFCF | 107,253 | $4,499 | 03/31/2024 | Alpha Financial Advisors LLC | 106,034 | $4,496 | 12/31/2023 | DFCF | 106,034 | $4,496 | 12/31/2023 | First Ascent Asset Management LLC | 103,566 | $4,391 | 12/31/2023 | DFCF | 103,566 | $4,391 | 12/31/2023 | Plan Group Financial LLC | 102,188 | $4,287 | 03/31/2024 | DFCF | 102,188 | $4,287 | 03/31/2024 | Applied Capital LLC | 101,685 | $4,266 | 03/31/2024 | DFCF | 101,685 | $4,266 | 03/31/2024 | Midwest Heritage Bank FSB | 99,219 | $4,162 | 03/31/2024 | DFCF | 99,219 | $4,162 | 03/31/2024 | KC Investment Advisors LLC | 95,425 | $4,046 | 12/31/2023 | DFCF | 95,425 | $4,046 | 12/31/2023 | Royal Bank of Canada | 94,591 | $4,011 | 12/31/2023 | DFCF | 94,591 | $4,011 | 12/31/2023 | Raymond James & Associates | 93,389 | $3,918 | 03/31/2024 | DFCF | 93,389 | $3,918 | 03/31/2024 | Crown Wealth Group LLC | 90,305 | $3,829 | 12/31/2023 | DFCF | 90,305 | $3,829 | 12/31/2023 | Lincoln National Corp | 90,228 | $3,826 | 12/31/2023 | DFCF | 90,228 | $3,826 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 89,291 | $3,786 | 12/31/2023 | DFCF | 89,291 | $3,786 | 12/31/2023 | Stratos Wealth Partners LTD. | 89,792 | $3,767 | 03/31/2024 | DFCF | 89,792 | $3,767 | 03/31/2024 | Regal Wealth Group Inc. | 87,646 | $3,686 | 12/31/2023 | DFCF | 87,646 | $3,686 | 12/31/2023 | EverSource Wealth Advisors LLC | 84,759 | $3,594 | 12/31/2023 | DFCF | 84,759 | $3,594 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 85,018 | $3,567 | 03/31/2024 | DFCF | 85,018 | $3,567 | 03/31/2024 | Northwest Wealth Management LLC | 82,061 | $3,479 | 12/31/2023 | DFCF | 82,061 | $3,479 | 12/31/2023 | Park Avenue Securities LLC | 80,732 | $3,387 | 03/31/2024 | DFCF | 80,732 | $3,387 | 03/31/2024 | LVZ Advisors Inc. | 80,487 | $3,376 | 03/31/2024 | DFCF | 80,487 | $3,376 | 03/31/2024 | ERn Financial LLC | 79,185 | $3,322 | 03/31/2024 | DFCF | 79,185 | $3,322 | 03/31/2024 | PFG Advisors | 77,376 | $3,281 | 12/31/2023 | DFCF | 77,376 | $3,281 | 12/31/2023 | Abel Hall LLC | 76,639 | $3,250 | 12/31/2023 | DFCF | 76,639 | $3,250 | 12/31/2023 | Safeguard Investment Advisory Group LLC | 72,737 | $3,084 | 12/31/2023 | DFCF | 72,737 | $3,084 | 12/31/2023 | Bay Harbor Wealth Management LLC | 72,830 | $3,055 | 03/31/2024 | DFCF | 72,830 | $3,055 | 03/31/2024 | UP Strategic Wealth Investment Advisors LLC | 70,602 | $2,994 | 12/31/2023 | DFCF | 70,602 | $2,994 | 12/31/2023 | LifePro Asset Management | 60,634 | $2,544 | 03/31/2024 | DFCF | 60,634 | $2,544 | 03/31/2024 | Steward Partners Investment Advisory LLC | 59,980 | $2,543 | 12/31/2023 | DFCF | 59,980 | $2,543 | 12/31/2023 | Relative Value Partners Group LLC | 57,515 | $2,439 | 12/31/2023 | DFCF | 57,515 | $2,439 | 12/31/2023 | Farther Finance Advisors LLC | 56,153 | $2,381 | 12/31/2023 | DFCF | 56,153 | $2,381 | 12/31/2023 | Susquehanna International Group LLP | 56,048 | $2,376 | 12/31/2023 | DFCF | 56,048 | $2,376 | 12/31/2023 | Heritage Investment Group Inc. | 55,972 | $2,373 | 12/31/2023 | DFCF | 55,972 | $2,373 | 12/31/2023 | Saxony Capital Management LLC | 53,492 | $2,268 | 12/31/2023 | DFCF | 53,492 | $2,268 | 12/31/2023 | Orion Portfolio Solutions LLC | 51,349 | $2,167 | 12/31/2023 | DFCF | 51,349 | $2,167 | 12/31/2023 | Quantum Financial Advisors LLC | 50,852 | $2,133 | 03/31/2024 | DFCF | 50,852 | $2,133 | 03/31/2024 | Firethorn Wealth Partners LLC | 46,712 | $1,960 | 03/31/2024 | DFCF | 46,712 | $1,960 | 03/31/2024 | Arcadia Wealth Management LLC | 45,747 | $1,940 | 12/31/2023 | DFCF | 45,747 | $1,940 | 12/31/2023 | SC&H Financial Advisors Inc. | 45,447 | $1,927 | 12/31/2023 | DFCF | 45,447 | $1,927 | 12/31/2023 | Parker Financial LLC | 45,052 | $1,880 | 03/31/2024 | DFCF | 45,052 | $1,880 | 03/31/2024 | B.O.S.S. Retirement Advisors LLC | 43,632 | $1,850 | 12/31/2023 | DFCF | 43,632 | $1,850 | 12/31/2023 | Advisor Group Holdings Inc. | 42,827 | $1,816 | 12/31/2023 | DFCF | 42,827 | $1,816 | 12/31/2023 | Morris Financial Concepts Inc. | 43,088 | $1,808 | 03/31/2024 | DFCF | 43,088 | $1,808 | 03/31/2024 | Forza Wealth Management LLC | 42,950 | $1,802 | 03/31/2024 | DFCF | 42,950 | $1,802 | 03/31/2024 | Samalin Investment Counsel LLC | 42,146 | $1,787 | 12/31/2023 | DFCF | 42,146 | $1,787 | 12/31/2023 | LexAurum Advisors LLC | 42,110 | $1,767 | 03/31/2024 | DFCF | 42,110 | $1,767 | 03/31/2024 | Acropolis Investment Management LLC | 40,997 | $1,720 | 03/31/2024 | DFCF | 40,997 | $1,720 | 03/31/2024 | TCP Asset Management LLC | 40,556 | $1,701 | 03/31/2024 | DFCF | 40,556 | $1,701 | 03/31/2024 | Verus Financial Partners Inc. | 40,422 | $1,699 | 12/31/2023 | DFCF | 40,422 | $1,699 | 12/31/2023 | Truist Financial Corp | 39,957 | $1,694 | 12/31/2023 | DFCF | 39,957 | $1,694 | 12/31/2023 | B&D White Capital Company LLC | 37,893 | $1,607 | 12/31/2023 | DFCF | 37,893 | $1,607 | 12/31/2023 | Smartleaf Asset Management LLC | 36,837 | $1,566 | 12/31/2023 | DFCF | 36,837 | $1,566 | 12/31/2023 | RFG Advisory LLC | 36,870 | $1,547 | 03/31/2024 | DFCF | 36,870 | $1,547 | 03/31/2024 | Kestra Advisory Services LLC | 36,193 | $1,535 | 12/31/2023 | DFCF | 36,193 | $1,535 | 12/31/2023 | USAdvisors Wealth Management LLC | 36,030 | $1,527 | 12/31/2023 | DFCF | 36,030 | $1,527 | 12/31/2023 | Copperleaf Capital LLC | 35,041 | $1,486 | 12/31/2023 | DFCF | 35,041 | $1,486 | 12/31/2023 | Evanson Asset Management LLC | 34,864 | $1,463 | 03/31/2024 | DFCF | 34,864 | $1,463 | 03/31/2024 | Buckingham Strategic Partners | 33,852 | $1,435 | 12/31/2023 | DFCF | 33,852 | $1,435 | 12/31/2023 | Foster Group Inc. | 34,009 | $1,427 | 03/31/2024 | DFCF | 34,009 | $1,427 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 33,540 | $1,422 | 12/31/2023 | DFCF | 33,540 | $1,422 | 12/31/2023 | Trademark Financial Management LLC | 33,228 | $1,409 | 12/31/2023 | DFCF | 33,228 | $1,409 | 12/31/2023 | Shearwater Capital LLC | 33,433 | $1,403 | 03/31/2024 | DFCF | 33,433 | $1,403 | 03/31/2024 | Bridgeworth LLC | 32,588 | $1,382 | 12/31/2023 | DFCF | 32,588 | $1,382 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 32,401 | $1,359 | 03/31/2024 | DFCF | 32,401 | $1,359 | 03/31/2024 | AdvisorNet Financial Inc | 31,665 | $1,328 | 03/31/2024 | DFCF | 31,665 | $1,328 | 03/31/2024 | Chico Wealth RIA | 31,222 | $1,310 | 03/31/2024 | DFCF | 31,222 | $1,310 | 03/31/2024 | Mariner LLC | 29,992 | $1,272 | 12/31/2023 | DFCF | 29,992 | $1,272 | 12/31/2023 | Creative Planning | 29,804 | $1,264 | 12/31/2023 | DFCF | 29,804 | $1,264 | 12/31/2023 | D.A. Davidson & CO. | 29,727 | $1,260 | 12/31/2023 | DFCF | 29,727 | $1,260 | 12/31/2023 | Wealthcare Advisory Partners LLC | 29,010 | $1,217 | 03/31/2024 | DFCF | 29,010 | $1,217 | 03/31/2024 | Warren Averett Asset Management LLC | 28,270 | $1,199 | 12/31/2023 | DFCF | 28,270 | $1,199 | 12/31/2023 | Red Lighthouse Investment Management LLC | 28,000 | $1,187 | 12/31/2023 | DFCF | 28,000 | $1,187 | 12/31/2023 | Bridge Advisory LLC | 27,964 | $1,173 | 03/31/2024 | DFCF | 27,964 | $1,173 | 03/31/2024 | Onyx Financial Advisors LLC | 26,066 | $1,093 | 03/31/2024 | DFCF | 26,066 | $1,093 | 03/31/2024 | IFG Advisory LLC | 25,730 | $1,091 | 12/31/2023 | DFCF | 25,730 | $1,091 | 12/31/2023 | Simplicity Wealth LLC | 25,742 | $1,080 | 03/31/2024 | DFCF | 25,742 | $1,080 | 03/31/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 23,623 | $1,002 | 12/31/2023 | DFCF | 23,623 | $1,002 | 12/31/2023 | TAGStone Capital Inc. | 23,496 | $996 | 12/31/2023 | DFCF | 23,496 | $996 | 12/31/2023 | Oceanside Advisors LLC | 22,685 | $952 | 03/31/2024 | DFCF | 22,685 | $952 | 03/31/2024 | Sawtooth Solutions LLC | 22,279 | $945 | 12/31/2023 | DFCF | 22,279 | $945 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 21,265 | $902 | 12/31/2023 | DFCF | 21,265 | $902 | 12/31/2023 | Global Trust Asset Management LLC | 21,150 | $887 | 03/31/2024 | DFCF | 21,150 | $887 | 03/31/2024 | Spire Wealth Management | 21,019 | $882 | 03/31/2024 | DFCF | 21,019 | $882 | 03/31/2024 | Great Valley Advisor Group Inc. | 20,609 | $874 | 12/31/2023 | DFCF | 20,609 | $874 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 19,823 | $840 | 12/31/2023 | DFCF | 19,823 | $840 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 19,359 | $812 | 03/31/2024 | DFCF | 19,359 | $812 | 03/31/2024 | American Investment Services Inc. | 18,901 | $801 | 12/31/2023 | DFCF | 18,901 | $801 | 12/31/2023 | Paul Damon & Associates Inc. | 18,940 | $795 | 03/31/2024 | DFCF | 18,940 | $795 | 03/31/2024 | Cherry Tree Wealth Management LLC | 18,384 | $779 | 12/31/2023 | DFCF | 18,384 | $779 | 12/31/2023 | Helen Stephens Group LLC | 17,911 | $751 | 03/31/2024 | DFCF | 17,911 | $751 | 03/31/2024 | Pine Harbor Wealth Management LLC | 16,857 | $715 | 12/31/2023 | DFCF | 16,857 | $715 | 12/31/2023 | Elevate Wealth Advisory Inc. | 16,655 | $706 | 12/31/2023 | DFCF | 16,655 | $706 | 12/31/2023 | WealthShield Partners LLC | 16,430 | $697 | 12/31/2023 | DFCF | 16,430 | $697 | 12/31/2023 | Modera Wealth Management LLC | 16,077 | $682 | 12/31/2023 | DFCF | 16,077 | $682 | 12/31/2023 | Leading Edge Financial Planning LLC | 15,413 | $654 | 12/31/2023 | DFCF | 15,413 | $654 | 12/31/2023 | Townsquare Capital LLC | 14,967 | $635 | 12/31/2023 | DFCF | 14,967 | $635 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 14,904 | $632 | 12/31/2023 | DFCF | 14,904 | $632 | 12/31/2023 | Elite Life Management LLC | 14,599 | $619 | 12/31/2023 | DFCF | 14,599 | $619 | 12/31/2023 | Builder Investment Group Inc. ADV | 14,445 | $612 | 12/31/2023 | DFCF | 14,445 | $612 | 12/31/2023 | Beacon Financial Advisory LLC | 13,919 | $590 | 12/31/2023 | DFCF | 13,919 | $590 | 12/31/2023 | Raymond James Trust N.A. | 13,643 | $572 | 03/31/2024 | DFCF | 13,643 | $572 | 03/31/2024 | Van Hulzen Asset Management LLC | 13,451 | $570 | 12/31/2023 | DFCF | 13,451 | $570 | 12/31/2023 | IFP Advisors Inc | 13,450 | $570 | 12/31/2023 | DFCF | 13,450 | $570 | 12/31/2023 | Five Oceans Advisors | 13,189 | $553 | 03/31/2024 | DFCF | 13,189 | $553 | 03/31/2024 | Investment Advisory Group LLC | 13,010 | $552 | 12/31/2023 | DFCF | 13,010 | $552 | 12/31/2023 | Equitable Holdings Inc. | 12,972 | $550 | 12/31/2023 | DFCF | 12,972 | $550 | 12/31/2023 | Renaissance Technologies LLC | 12,271 | $520 | 12/31/2023 | DFCF | 12,271 | $520 | 12/31/2023 | Lam Group Inc. | 11,990 | $503 | 03/31/2024 | DFCF | 11,990 | $503 | 03/31/2024 | Drive Wealth Management LLC | 11,693 | $491 | 03/31/2024 | DFCF | 11,693 | $491 | 03/31/2024 | Geometric Wealth Advisors | 11,531 | $489 | 12/31/2023 | DFCF | 11,531 | $489 | 12/31/2023 | Beta Wealth Group Inc. | 11,295 | $479 | 12/31/2023 | DFCF | 11,295 | $479 | 12/31/2023 | Cibc World Markets Corp | 10,643 | $451 | 12/31/2023 | DFCF | 10,643 | $451 | 12/31/2023 | ML & R Wealth Management LLC | 10,501 | $445 | 12/31/2023 | DFCF | 10,501 | $445 | 12/31/2023 | Herold Advisors Inc. | 10,111 | $429 | 12/31/2023 | DFCF | 10,111 | $429 | 12/31/2023 | Forthright Family Wealth Advisory LLC | 9,865 | $418 | 12/31/2023 | DFCF | 9,865 | $418 | 12/31/2023 | Parkside Financial Bank & Trust | 9,022 | $383 | 12/31/2023 | DFCF | 9,022 | $383 | 12/31/2023 | Schulz Wealth LTD. | 8,677 | $364 | 03/31/2024 | DFCF | 8,677 | $364 | 03/31/2024 | Cetera Advisor Networks LLC | 8,494 | $360 | 12/31/2023 | DFCF | 8,494 | $360 | 12/31/2023 | UMA Financial Services Inc. | 8,778 | $358 | 03/31/2024 | DFCF | 8,778 | $358 | 03/31/2024 | Andrews Lucia Wealth Management LLC | 7,805 | $331 | 12/31/2023 | DFCF | 7,805 | $331 | 12/31/2023 | AWM Capital LLC | 7,745 | $325 | 03/31/2024 | DFCF | 7,745 | $325 | 03/31/2024 | Forum Private Client Group LLC | 7,508 | $318 | 12/31/2023 | DFCF | 7,508 | $318 | 12/31/2023 | Eqis Capital Management Inc. | 7,422 | $315 | 12/31/2023 | DFCF | 7,422 | $315 | 12/31/2023 | SILVER OAK SECURITIES Inc | 7,388 | $313 | 12/31/2023 | DFCF | 7,388 | $313 | 12/31/2023 | Matisse Capital | 7,200 | $305 | 12/31/2023 | DFCF | 7,200 | $305 | 12/31/2023 | Eaton Cambridge Inc. | 7,045 | $299 | 12/31/2023 | DFCF | 7,045 | $299 | 12/31/2023 | J.W. Cole Advisors Inc. | 7,024 | $298 | 12/31/2023 | DFCF | 7,024 | $298 | 12/31/2023 | Cetera Investment Advisers | 6,988 | $296 | 12/31/2023 | DFCF | 6,988 | $296 | 12/31/2023 | City State Bank | 7,000 | $294 | 03/31/2024 | DFCF | 7,000 | $294 | 03/31/2024 | Acorn Creek Capital LLC | 6,912 | $290 | 03/31/2024 | DFCF | 6,912 | $290 | 03/31/2024 | 25 LLC | 6,579 | $276 | 03/31/2024 | DFCF | 6,579 | $276 | 03/31/2024 | Concorde Asset Management LLC | 6,500 | $276 | 12/31/2023 | DFCF | 6,500 | $276 | 12/31/2023 | Diversified Portfolios Inc. | 6,050 | $257 | 12/31/2023 | DFCF | 6,050 | $257 | 12/31/2023 | Tortoise Investment Management LLC | 5,819 | $247 | 12/31/2023 | DFCF | 5,819 | $247 | 12/31/2023 | Security Financial Services INC. | 5,510 | $231 | 03/31/2024 | DFCF | 5,510 | $231 | 03/31/2024 | Coston McIsaac & Partners | 5,450 | $228 | 03/31/2024 | DFCF | 5,450 | $228 | 03/31/2024 | Sigma Planning Corp | 5,352 | $227 | 12/31/2023 | DFCF | 5,352 | $227 | 12/31/2023 | Mitchell Mcleod Pugh & Williams Inc. | 5,122 | $217 | 12/31/2023 | DFCF | 5,122 | $217 | 12/31/2023 | Washington Trust Advisors Inc. | 5,094 | $216 | 12/31/2023 | DFCF | 5,094 | $216 | 12/31/2023 | Founders Financial Securities LLC | 5,102 | $214 | 03/31/2024 | DFCF | 5,102 | $214 | 03/31/2024 | Gemmer Asset Management LLC | 4,793 | $201 | 03/31/2024 | DFCF | 4,793 | $201 | 03/31/2024 | Kathleen S. Wright Associates Inc. | 4,800 | $201 | 03/31/2024 | DFCF | 4,800 | $201 | 03/31/2024 | Able Wealth Management LLC | 4,661 | $198 | 12/31/2023 | DFCF | 4,661 | $198 | 12/31/2023 | Cardiff Park Advisors LLC | 4,068 | $172 | 12/31/2023 | DFCF | 4,068 | $172 | 12/31/2023 | Aspire Private Capital LLC | 3,909 | $164 | 03/31/2024 | DFCF | 3,909 | $164 | 03/31/2024 | EP Wealth Advisors LLC | 2,848 | $121 | 12/31/2023 | DFCF | 2,848 | $121 | 12/31/2023 | C M Bidwell & Associates Ltd. | 2,801 | $119 | 12/31/2023 | DFCF | 2,801 | $119 | 12/31/2023 | Proequities Inc. | 2,587 | $110 | 12/31/2023 | DFCF | 2,587 | $110 | 12/31/2023 | Morgan Stanley | 2,445 | $104 | 12/31/2023 | DFCF | 2,445 | $104 | 12/31/2023 | Aspire Wealth Management Corp | 2,418 | $103 | 12/31/2023 | DFCF | 2,418 | $103 | 12/31/2023 | Comerica Bank | 2,315 | $98 | 12/31/2023 | DFCF | 2,315 | $98 | 12/31/2023 | Mendota Financial Group LLC | 2,222 | $93 | 03/31/2024 | DFCF | 2,222 | $93 | 03/31/2024 | Grand Wealth Management LLC | 2,070 | $88 | 12/31/2023 | DFCF | 2,070 | $88 | 12/31/2023 | Global Retirement Partners LLC | 2,026 | $85 | 03/31/2024 | DFCF | 2,026 | $85 | 03/31/2024 | Coppell Advisory Solutions LLC | 1,732 | $73 | 12/31/2023 | DFCF | 1,732 | $73 | 12/31/2023 | Colonial Trust Co SC | 1,356 | $57 | 12/31/2023 | DFCF | 1,356 | $57 | 12/31/2023 | Lee Financial Co | 886 | $38 | 12/31/2023 | DFCF | 886 | $38 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 853 | $36 | 12/31/2023 | DFCF | 853 | $36 | 12/31/2023 | Ronald Blue Trust Inc. | 724 | $29 | 12/31/2023 | DFCF | 724 | $29 | 12/31/2023 | Jones Financial Companies Lllp | 626 | $27 | 12/31/2023 | DFCF | 626 | $27 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 616 | $26 | 03/31/2024 | DFCF | 616 | $26 | 03/31/2024 | Mather Group LLC. | 573 | $24 | 03/31/2024 | DFCF | 573 | $24 | 03/31/2024 | CWM LLC | 581 | $24 | 03/31/2024 | DFCF | 581 | $24 | 03/31/2024 | Wells Fargo & Company MN | 537 | $23 | 12/31/2023 | DFCF | 537 | $23 | 12/31/2023 | Orion Capital Management LLC | 374 | $16 | 12/31/2023 | DFCF | 374 | $16 | 12/31/2023 | Creative Financial Designs Inc. ADV | 350 | $15 | 12/31/2023 | DFCF | 350 | $15 | 12/31/2023 | Harbour Investments Inc. | 97 | $4 | 12/31/2023 | DFCF | 97 | $4 | 12/31/2023 | Cape Investment Advisory Inc. | 100 | $4 | 12/31/2023 | DFCF | 100 | $4 | 12/31/2023 | Valued Wealth Advisors LLC | 27 | $1 | 12/31/2023 | DFCF | 27 | $1 | 12/31/2023 | FMR LLC | 1 | $0 | 12/31/2023 | DFCF | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFCF
See Details: Top 10 Hedge Funds Holding DFCF
Also See: DFCF Holdings Changes
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