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Funds Holding DFE

On this page, we present all of the funds holding DFE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFE, with a link to that fund's top holdings. The next columns indicate the amount of DFE stock held by each of the funds holding DFE, followed by the DFE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 62 funds holding DFE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Courier Capital LLC. For more details on the positions held by Courier Capital LLC (or by any of the other funds holding DFE), click the fund name in the "Holder" column of the funds-holding-DFE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Courier Capital LLC205,462$12,276 03/31/2024
     DFE205,462$12,276 03/31/2024
Morgan Stanley184,434$10,998 12/31/2023
     DFE184,434$10,998 12/31/2023
UBS Group AG109,671$6,540 12/31/2023
     DFE109,671$6,540 12/31/2023
Jane Street Group LLC75,117$4,479 12/31/2023
     DFE75,117$4,479 12/31/2023
Susquehanna International Group LLP39,476$2,354 12/31/2023
     DFE39,476$2,354 12/31/2023
Bank of America Corp DE37,427$2,232 12/31/2023
     DFE37,427$2,232 12/31/2023
Vontobel Holding Ltd.35,257$2,102 12/31/2023
     DFE35,257$2,102 12/31/2023
Raymond James & Associates23,862$1,426 03/31/2024
     DFE23,862$1,426 03/31/2024
Advisor Group Holdings Inc.20,661$1,232 12/31/2023
     DFE20,661$1,232 12/31/2023
Commonwealth Equity Services LLC19,137$1,141 12/31/2023
     DFE19,137$1,141 12/31/2023
Conservest Capital Advisors Inc.14,903$889 12/31/2023
     DFE14,903$889 12/31/2023
Financial Planning & Information Services Inc.14,915$889 12/31/2023
     DFE14,915$889 12/31/2023
Wells Fargo & Company MN13,431$801 12/31/2023
     DFE13,431$801 12/31/2023
Baird Financial Group Inc.12,962$773 12/31/2023
     DFE12,962$773 12/31/2023
Virtus Family Office LLC11,277$673 12/31/2023
     DFE11,277$673 12/31/2023
LPL Financial LLC10,329$616 12/31/2023
     DFE10,329$616 12/31/2023
Hedges Asset Management LLC10,000$597 03/31/2024
     DFE10,000$597 03/31/2024
CI Private Wealth LLC9,628$574 12/31/2023
     DFE9,628$574 12/31/2023
Sovereign Financial Group Inc.8,898$532 03/31/2024
     DFE8,898$532 03/31/2024
Cambridge Investment Research Advisors Inc.7,168$428 03/31/2024
     DFE7,168$428 03/31/2024
Stratos Wealth Partners LTD.6,742$403 03/31/2024
     DFE6,742$403 03/31/2024
Financial Perspectives Inc5,656$338 03/31/2024
     DFE5,656$338 03/31/2024
TFG Advisers LLC4,699$280 12/31/2023
     DFE4,699$280 12/31/2023
Advisory Services Network LLC4,180$249 12/31/2023
     DFE4,180$249 12/31/2023
St. Louis Trust Co3,970$237 12/31/2023
     DFE3,970$237 12/31/2023
Bank of New York Mellon Corp3,931$235 03/31/2024
     DFE3,931$235 03/31/2024
Envestnet Asset Management Inc.3,814$227 12/31/2023
     DFE3,814$227 12/31/2023
Ameriprise Financial Inc.3,757$224 12/31/2023
     DFE3,757$224 12/31/2023
Royal Bank of Canada3,441$205 12/31/2023
     DFE3,441$205 12/31/2023
FinTrust Capital Advisors LLC2,500$149 12/31/2023
     DFE2,500$149 12/31/2023
JPMorgan Chase & Co.1,731$103 12/31/2023
     DFE1,731$103 12/31/2023
Comerica Bank1,679$100 12/31/2023
     DFE1,679$100 12/31/2023
Harbor Investment Advisory LLC1,270$76 03/31/2024
     DFE1,270$76 03/31/2024
Migdal Insurance & Financial Holdings Ltd.1,248$74 12/31/2023
     DFE1,248$74 12/31/2023
The PNC Financial Services Group Inc.1,134$68 12/31/2023
     DFE1,134$68 12/31/2023
TD Waterhouse Canada Inc.1,125$67 12/31/2023
     DFE1,125$67 12/31/2023
Capital Investment Advisory Services LLC700$42 03/31/2024
     DFE700$42 03/31/2024
National Bank of Canada FI625$37 12/31/2023
     DFE625$37 12/31/2023
Bank of Montreal Can395$24 12/31/2023
     DFE395$24 12/31/2023
Sunbelt Securities Inc.360$22 03/31/2024
     DFE360$22 03/31/2024
CWM LLC300$18 03/31/2024
     DFE300$18 03/31/2024
Spire Wealth Management265$16 03/31/2024
     DFE265$16 03/31/2024
WealthShield Partners LLC244$15 12/31/2023
     DFE244$15 12/31/2023
Founders Financial Alliance LLC193$12 12/31/2023
     DFE193$12 12/31/2023
Tower Research Capital LLC TRC 134$8 12/31/2023
     DFE134$8 12/31/2023
Coppell Advisory Solutions LLC130$8 12/31/2023
     DFE130$8 12/31/2023
Blair William & Co. IL95$6 12/31/2023
     DFE95$6 12/31/2023
Whittier Trust Co.95$6 12/31/2023
     DFE95$6 12/31/2023
GWM Advisors LLC100$6 12/31/2023
     DFE100$6 12/31/2023
Allworth Financial LP83$5 03/31/2024
     DFE83$5 03/31/2024
FMR LLC78$5 12/31/2023
     DFE78$5 12/31/2023
Aptus Capital Advisors LLC71$4 12/31/2023
     DFE71$4 12/31/2023
Steward Partners Investment Advisory LLC64$4 12/31/2023
     DFE64$4 12/31/2023
Coastal Investment Advisors Inc.47$3 03/31/2024
     DFE47$3 03/31/2024
Tsfg LLC26$2 03/31/2024
     DFE26$2 03/31/2024
Mather Group LLC.20$1 03/31/2024
     DFE20$1 03/31/2024
Gradient Investments LLC0$0 03/31/2024
     DFE0$0 03/31/2024
Lowe Wealth Advisors LLC3$0 03/31/2024
     DFE3$0 03/31/2024
Cedar Mountain Advisors LLC0$0 03/31/2024
     DFE0$0 03/31/2024
US Bancorp DE8$0 12/31/2023
     DFE8$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     DFE0$0 12/31/2023
Dunhill Financial LLC7$0 12/31/2023
     DFE7$0 12/31/2023
Farther Finance Advisors LLC4$0 12/31/2023
     DFE4$0 12/31/2023

See Summary: Institutional Holders of DFE
See Details: Top 10 Hedge Funds Holding DFE
Also See: DFE Holdings Changes

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