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On this page, we present all of the funds holding DFEM from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFEM, with a link to that fund's top holdings. The next columns
indicate the amount of DFEM stock held by each of the funds holding DFEM, followed by the DFEM position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 281 funds holding DFEM within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Forum Financial Management LP. For more details on the positions held by Forum Financial Management LP
(or by any of the other funds holding DFEM), click the fund name in the "Holder" column of the funds-holding-DFEM table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Forum Financial Management LP | 15,560,532 | $388,391 | 12/31/2023 | | DFEM | 15,560,532 | $388,391 | 12/31/2023 | | CI Private Wealth LLC | 4,656,239 | $116,220 | 12/31/2023 | | DFEM | 4,656,239 | $116,220 | 12/31/2023 | | HighTower Advisors LLC | 4,006,912 | $99,999 | 12/31/2023 | | DFEM | 4,006,912 | $99,999 | 12/31/2023 | | Parcion Private Wealth LLC | 3,479,330 | $88,688 | 03/31/2024 | | DFEM | 3,479,330 | $88,688 | 03/31/2024 | | Truepoint Inc. | 3,367,738 | $84,059 | 12/31/2023 | | DFEM | 3,367,738 | $84,059 | 12/31/2023 | | Evensky & Katz LLC | 2,125,518 | $54,179 | 03/31/2024 | | DFEM | 2,125,518 | $54,179 | 03/31/2024 | | Asset Dedication LLC | 2,046,510 | $52,192 | 03/31/2024 | | DFEM | 2,046,510 | $52,192 | 03/31/2024 | | Carlson Capital Management | 1,947,016 | $49,629 | 03/31/2024 | | DFEM | 1,947,016 | $49,629 | 03/31/2024 | | BKD Wealth Advisors LLC | 1,851,072 | $47,184 | 03/31/2024 | | DFEM | 1,851,072 | $47,184 | 03/31/2024 | | Buckingham Strategic Wealth LLC | 1,869,268 | $46,657 | 12/31/2023 | | DFEM | 1,869,268 | $46,657 | 12/31/2023 | | Hill Investment Group Partners LLC | 1,531,853 | $38,235 | 12/31/2023 | | DFEM | 1,531,853 | $38,235 | 12/31/2023 | | Total Wealth Planning LLC | 1,333,939 | $34,002 | 03/31/2024 | | DFEM | 1,333,939 | $34,002 | 03/31/2024 | | Miramar Fiduciary Corp | 1,232,345 | $30,759 | 12/31/2023 | | DFEM | 1,232,345 | $30,759 | 12/31/2023 | | Buckingham Strategic Partners | 1,225,700 | $30,593 | 12/31/2023 | | DFEM | 1,225,700 | $30,593 | 12/31/2023 | | AWM Capital LLC | 1,128,892 | $28,775 | 03/31/2024 | | DFEM | 1,128,892 | $28,775 | 03/31/2024 | | Your Advocates Ltd. LLP | 1,131,542 | $28,243 | 12/31/2023 | | DFEM | 1,131,542 | $28,243 | 12/31/2023 | | Oakwell Private Wealth Management LLC | 1,093,489 | $27,873 | 03/31/2024 | | DFEM | 1,093,489 | $27,873 | 03/31/2024 | | JMG Financial Group Ltd. | 1,004,329 | $25,068 | 12/31/2023 | | DFEM | 1,004,329 | $25,068 | 12/31/2023 | | EnRich Financial Partners LLC | 983,200 | $24,541 | 12/31/2023 | | DFEM | 983,200 | $24,541 | 12/31/2023 | | Apella Capital LLC | 919,369 | $23,913 | 03/31/2024 | | DFEM | 919,369 | $23,913 | 03/31/2024 | | LPL Financial LLC | 928,157 | $23,167 | 12/31/2023 | | DFEM | 928,157 | $23,167 | 12/31/2023 | | Sequoia Financial Advisors LLC | 892,733 | $22,283 | 12/31/2023 | | DFEM | 892,733 | $22,283 | 12/31/2023 | | Bridgeworth LLC | 859,867 | $21,462 | 12/31/2023 | | DFEM | 859,867 | $21,462 | 12/31/2023 | | Great Oak Capital Partners LLC | 825,423 | $21,040 | 03/31/2024 | | DFEM | 825,423 | $21,040 | 03/31/2024 | | Kooman & Associates | 795,742 | $19,862 | 12/31/2023 | | DFEM | 795,742 | $19,862 | 12/31/2023 | | Savant Capital LLC | 777,220 | $19,399 | 12/31/2023 | | DFEM | 777,220 | $19,399 | 12/31/2023 | | Mosaic Family Wealth Partners LLC | 777,187 | $19,399 | 12/31/2023 | | DFEM | 777,187 | $19,399 | 12/31/2023 | | Seaside Wealth Management Inc. | 752,081 | $19,171 | 03/31/2024 | | DFEM | 752,081 | $19,171 | 03/31/2024 | | DiNuzzo Private Wealth Inc. | 744,217 | $18,576 | 12/31/2023 | | DFEM | 744,217 | $18,576 | 12/31/2023 | | Rockwood Wealth Management LLC | 706,623 | $18,012 | 03/31/2024 | | DFEM | 706,623 | $18,012 | 03/31/2024 | | OLD Mission Capital LLC | 695,093 | $17,350 | 12/31/2023 | | DFEM | 695,093 | $17,350 | 12/31/2023 | | Stordahl Capital Management Inc. | 657,857 | $16,769 | 03/31/2024 | | DFEM | 657,857 | $16,769 | 03/31/2024 | | Wealthstream Advisors Inc. | 633,160 | $15,804 | 12/31/2023 | | DFEM | 633,160 | $15,804 | 12/31/2023 | | Rather & Kittrell Inc. | 601,394 | $15,330 | 03/31/2024 | | DFEM | 601,394 | $15,330 | 03/31/2024 | | Brighton Jones LLC | 599,699 | $14,968 | 12/31/2023 | | DFEM | 599,699 | $14,968 | 12/31/2023 | | Integris Wealth Management LLC | 585,508 | $14,614 | 12/31/2023 | | DFEM | 585,508 | $14,614 | 12/31/2023 | | Bank of Montreal Can | 575,501 | $14,388 | 12/31/2023 | | DFEM | 575,501 | $14,388 | 12/31/2023 | | BetterWealth LLC | 560,776 | $14,294 | 03/31/2024 | | DFEM | 560,776 | $14,294 | 03/31/2024 | | Phillips Financial Management LLC | 555,267 | $14,154 | 03/31/2024 | | DFEM | 555,267 | $14,154 | 03/31/2024 | | Mercer Global Advisors Inc. ADV | 552,293 | $13,785 | 12/31/2023 | | DFEM | 552,293 | $13,785 | 12/31/2023 | | Syverson Strege & Co | 546,936 | $13,652 | 12/31/2023 | | DFEM | 546,936 | $13,652 | 12/31/2023 | | SRS Capital Advisors Inc. | 539,725 | $13,472 | 12/31/2023 | | DFEM | 539,725 | $13,472 | 12/31/2023 | | Pinnacle Financial Group LLC IL | 505,907 | $12,627 | 12/31/2023 | | DFEM | 505,907 | $12,627 | 12/31/2023 | | Planning Center Inc. | 490,239 | $12,496 | 03/31/2024 | | DFEM | 490,239 | $12,496 | 03/31/2024 | | Commonwealth Equity Services LLC | 498,416 | $12,440 | 12/31/2023 | | DFEM | 498,416 | $12,440 | 12/31/2023 | | Austin Wealth Management LLC | 493,002 | $12,300 | 12/31/2023 | | DFEM | 493,002 | $12,300 | 12/31/2023 | | Willow Creek Wealth Management Inc. | 489,164 | $12,210 | 12/31/2023 | | DFEM | 489,164 | $12,210 | 12/31/2023 | | Monograph Wealth Advisors LLC | 488,089 | $12,183 | 12/31/2023 | | DFEM | 488,089 | $12,183 | 12/31/2023 | | Capstone Capital Wealth Advisors | 474,642 | $12,099 | 03/31/2024 | | DFEM | 474,642 | $12,099 | 03/31/2024 | | Bfsg LLC | 471,784 | $12,026 | 03/31/2024 | | DFEM | 471,784 | $12,026 | 03/31/2024 | | Resources Investment Advisors LLC. | 475,044 | $11,857 | 12/31/2023 | | DFEM | 475,044 | $11,857 | 12/31/2023 | | Ballentine Capital Advisors Inc | 467,388 | $11,301 | 12/31/2023 | | DFEM | 467,388 | $11,301 | 12/31/2023 | | Jentner Corp | 451,774 | $11,276 | 12/31/2023 | | DFEM | 451,774 | $11,276 | 12/31/2023 | | Schoolcraft Capital LLC | 428,294 | $10,917 | 03/31/2024 | | DFEM | 428,294 | $10,917 | 03/31/2024 | | AdvisorNet Financial Inc | 417,170 | $10,634 | 03/31/2024 | | DFEM | 417,170 | $10,634 | 03/31/2024 | | Leading Edge Financial Planning LLC | 421,746 | $10,527 | 12/31/2023 | | DFEM | 421,746 | $10,527 | 12/31/2023 | | BCR Wealth Strategies LLC | 408,260 | $10,190 | 12/31/2023 | | DFEM | 408,260 | $10,190 | 12/31/2023 | | Fundamentun LLC | 399,305 | $10,178 | 03/31/2024 | | DFEM | 399,305 | $10,178 | 03/31/2024 | | Advisory Services & Investments LLC | 399,058 | $10,172 | 03/31/2024 | | DFEM | 399,058 | $10,172 | 03/31/2024 | | GWM Advisors LLC | 423,444 | $10,167 | 12/31/2023 | | DFEM | 423,444 | $10,167 | 12/31/2023 | | Mariner LLC | 398,725 | $9,952 | 12/31/2023 | | DFEM | 398,725 | $9,952 | 12/31/2023 | | Evanson Asset Management LLC | 384,858 | $9,810 | 03/31/2024 | | DFEM | 384,858 | $9,810 | 03/31/2024 | | Sageworth Trust Co | 382,869 | $9,759 | 03/31/2024 | | DFEM | 382,869 | $9,759 | 03/31/2024 | | Peirce Capital Management LLC | 380,628 | $9,702 | 03/31/2024 | | DFEM | 380,628 | $9,702 | 03/31/2024 | | JGP Wealth Management LLC | 367,322 | $9,363 | 03/31/2024 | | DFEM | 367,322 | $9,363 | 03/31/2024 | | Jane Street Group LLC | 370,407 | $9,245 | 12/31/2023 | | DFEM | 370,407 | $9,245 | 12/31/2023 | | Eaton Cambridge Inc. | 362,942 | $9,059 | 12/31/2023 | | DFEM | 362,942 | $9,059 | 12/31/2023 | | RS Crum Inc. | 359,465 | $8,972 | 12/31/2023 | | DFEM | 359,465 | $8,972 | 12/31/2023 | | Cravens & Co Advisors LLC | 337,007 | $8,590 | 03/31/2024 | | DFEM | 337,007 | $8,590 | 03/31/2024 | | Envestnet Asset Management Inc. | 342,874 | $8,558 | 12/31/2023 | | DFEM | 342,874 | $8,558 | 12/31/2023 | | Flow Traders U.S. LLC | 336,953 | $8,410 | 12/31/2023 | | DFEM | 336,953 | $8,410 | 12/31/2023 | | Watchman Group Inc. | 331,317 | $8,270 | 12/31/2023 | | DFEM | 331,317 | $8,270 | 12/31/2023 | | Heritage Investment Group Inc. | 329,421 | $8,222 | 12/31/2023 | | DFEM | 329,421 | $8,222 | 12/31/2023 | | Vannoy Advisory Group Inc. | 311,510 | $7,775 | 12/31/2023 | | DFEM | 311,510 | $7,775 | 12/31/2023 | | Flagstone Financial Management | 309,777 | $7,732 | 12/31/2023 | | DFEM | 309,777 | $7,732 | 12/31/2023 | | Keb Asset Management LLC | 294,890 | $7,517 | 03/31/2024 | | DFEM | 294,890 | $7,517 | 03/31/2024 | | Private Wealth Management Group LLC | 298,900 | $7,461 | 12/31/2023 | | DFEM | 298,900 | $7,461 | 12/31/2023 | | Physician Wealth Solutions Inc. | 291,517 | $7,431 | 03/31/2024 | | DFEM | 291,517 | $7,431 | 03/31/2024 | | Blume Capital Management Inc. | 296,972 | $7,412 | 12/31/2023 | | DFEM | 296,972 | $7,412 | 12/31/2023 | | Hassell Wealth Management LLC | 303,896 | $7,342 | 12/31/2023 | | DFEM | 303,896 | $7,342 | 12/31/2023 | | Greenspring Advisors LLC | 284,338 | $7,248 | 03/31/2024 | | DFEM | 284,338 | $7,248 | 03/31/2024 | | Emprise Bank | 262,432 | $6,689 | 03/31/2024 | | DFEM | 262,432 | $6,689 | 03/31/2024 | | Vestmark Advisory Solutions Inc. | 263,185 | $6,569 | 12/31/2023 | | DFEM | 263,185 | $6,569 | 12/31/2023 | | Cardiff Park Advisors LLC | 263,186 | $6,569 | 12/31/2023 | | DFEM | 263,186 | $6,569 | 12/31/2023 | | ARK & TLK Investments LLC | 252,144 | $6,294 | 12/31/2023 | | DFEM | 252,144 | $6,294 | 12/31/2023 | | Financial Symmetry Inc | 252,005 | $6,290 | 12/31/2023 | | DFEM | 252,005 | $6,290 | 12/31/2023 | | Henrickson Nauta Wealth Advisors Inc. | 239,298 | $6,148 | 03/31/2024 | | DFEM | 239,298 | $6,148 | 03/31/2024 | | Bank of America Corp DE | 244,974 | $6,115 | 12/31/2023 | | DFEM | 244,974 | $6,115 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 231,511 | $5,901 | 03/31/2024 | | DFEM | 231,511 | $5,901 | 03/31/2024 | | Liberty Wealth Management LLC | 236,192 | $5,900 | 12/31/2023 | | DFEM | 236,192 | $5,900 | 12/31/2023 | | Delap Wealth Advisory LLC | 233,788 | $5,835 | 12/31/2023 | | DFEM | 233,788 | $5,835 | 12/31/2023 | | HTG Investment Advisors Inc. | 232,150 | $5,794 | 12/31/2023 | | DFEM | 232,150 | $5,794 | 12/31/2023 | | Krilogy Financial LLC | 225,861 | $5,757 | 03/31/2024 | | DFEM | 225,861 | $5,757 | 03/31/2024 | | Tillman Hartley LLC | 227,574 | $5,680 | 12/31/2023 | | DFEM | 227,574 | $5,680 | 12/31/2023 | | Straight Path Wealth Management | 224,112 | $5,594 | 12/31/2023 | | DFEM | 224,112 | $5,594 | 12/31/2023 | | MML Investors Services LLC | 222,520 | $5,554 | 12/31/2023 | | DFEM | 222,520 | $5,554 | 12/31/2023 | | JNBA Financial Advisors | 213,063 | $5,431 | 03/31/2024 | | DFEM | 213,063 | $5,431 | 03/31/2024 | | Peapack Gladstone Financial Corp | 215,745 | $5,385 | 12/31/2023 | | DFEM | 215,745 | $5,385 | 12/31/2023 | | Financial Counselors Inc. | 215,229 | $5,372 | 12/31/2023 | | DFEM | 215,229 | $5,372 | 12/31/2023 | | Quarry Hill Advisors LLC | 202,483 | $5,161 | 03/31/2024 | | DFEM | 202,483 | $5,161 | 03/31/2024 | | Waterfront Wealth Inc. | 199,205 | $4,972 | 12/31/2023 | | DFEM | 199,205 | $4,972 | 12/31/2023 | | Family Wealth Partners LLC | 194,273 | $4,952 | 03/31/2024 | | DFEM | 194,273 | $4,952 | 03/31/2024 | | Rockbridge Investment Management LCC | 193,726 | $4,835 | 12/31/2023 | | DFEM | 193,726 | $4,835 | 12/31/2023 | | O Connor Financial Group LLC | 187,434 | $4,778 | 03/31/2024 | | DFEM | 187,434 | $4,778 | 03/31/2024 | | True Wealth Design LLC | 186,965 | $4,667 | 12/31/2023 | | DFEM | 186,965 | $4,667 | 12/31/2023 | | Gradient Capital Advisors LLC | 179,592 | $4,578 | 03/31/2024 | | DFEM | 179,592 | $4,578 | 03/31/2024 | | Client 1ST Advisory Group LLC | 183,431 | $4,578 | 12/31/2023 | | DFEM | 183,431 | $4,578 | 12/31/2023 | | Ruedi Wealth Management Inc. | 180,530 | $4,506 | 12/31/2023 | | DFEM | 180,530 | $4,506 | 12/31/2023 | | Waypoint Wealth Partners Inc. | 172,450 | $4,396 | 03/31/2024 | | DFEM | 172,450 | $4,396 | 03/31/2024 | | Betterment LLC | 170,397 | $4,253 | 12/31/2023 | | DFEM | 170,397 | $4,253 | 12/31/2023 | | VeraBank N.A. | 170,287 | $4,250 | 12/31/2023 | | DFEM | 170,287 | $4,250 | 12/31/2023 | | Enzi Wealth | 166,783 | $4,196 | 03/31/2024 | | DFEM | 166,783 | $4,196 | 03/31/2024 | | Royal Bank of Canada | 167,166 | $4,173 | 12/31/2023 | | DFEM | 167,166 | $4,173 | 12/31/2023 | | Discipline Wealth Solutions LLC | 172,362 | $4,168 | 12/31/2023 | | DFEM | 172,362 | $4,168 | 12/31/2023 | | Grand Wealth Management LLC | 162,288 | $4,051 | 12/31/2023 | | DFEM | 162,288 | $4,051 | 12/31/2023 | | North Ridge Wealth Advisors Inc. | 156,128 | $3,980 | 03/31/2024 | | DFEM | 156,128 | $3,980 | 03/31/2024 | | Equita Financial Network Inc. | 154,315 | $3,852 | 12/31/2023 | | DFEM | 154,315 | $3,852 | 12/31/2023 | | Studio Investment Management LLC | 152,359 | $3,803 | 12/31/2023 | | DFEM | 152,359 | $3,803 | 12/31/2023 | | Rehmann Capital Advisory Group | 146,660 | $3,661 | 12/31/2023 | | DFEM | 146,660 | $3,661 | 12/31/2023 | | Truist Financial Corp | 145,141 | $3,623 | 12/31/2023 | | DFEM | 145,141 | $3,623 | 12/31/2023 | | American Investment Services Inc. | 143,041 | $3,570 | 12/31/2023 | | DFEM | 143,041 | $3,570 | 12/31/2023 | | Tilson Financial Group Inc. | 137,000 | $3,492 | 03/31/2024 | | DFEM | 137,000 | $3,492 | 03/31/2024 | | Kestra Advisory Services LLC | 139,083 | $3,472 | 12/31/2023 | | DFEM | 139,083 | $3,472 | 12/31/2023 | | SC&H Financial Advisors Inc. | 138,490 | $3,457 | 12/31/2023 | | DFEM | 138,490 | $3,457 | 12/31/2023 | | Lutz Financial Services LLC | 137,158 | $3,423 | 12/31/2023 | | DFEM | 137,158 | $3,423 | 12/31/2023 | | Signature Resources Capital Management LLC | 136,751 | $3,413 | 03/31/2024 | | DFEM | 136,751 | $3,413 | 03/31/2024 | | Leonard Rickey Investment Advisors P.L.L.C. | 132,577 | $3,379 | 03/31/2024 | | DFEM | 132,577 | $3,379 | 03/31/2024 | | One Degree Advisors Inc | 138,877 | $3,358 | 12/31/2023 | | DFEM | 138,877 | $3,358 | 12/31/2023 | | Creative Planning | 129,555 | $3,234 | 12/31/2023 | | DFEM | 129,555 | $3,234 | 12/31/2023 | | SJS Investment Consulting Inc. | 120,955 | $3,083 | 03/31/2024 | | DFEM | 120,955 | $3,083 | 03/31/2024 | | Beacon Pointe Advisors LLC | 122,959 | $3,069 | 12/31/2023 | | DFEM | 122,959 | $3,069 | 12/31/2023 | | BCU Wealth Advisors LLC | 122,706 | $3,063 | 12/31/2023 | | DFEM | 122,706 | $3,063 | 12/31/2023 | | Waypoint Capital Advisors LLC | 121,954 | $3,044 | 12/31/2023 | | DFEM | 121,954 | $3,044 | 12/31/2023 | | Apollon Wealth Management LLC | 118,900 | $2,968 | 12/31/2023 | | DFEM | 118,900 | $2,968 | 12/31/2023 | | Bridgewater Advisors Inc. | 118,609 | $2,960 | 12/31/2023 | | DFEM | 118,609 | $2,960 | 12/31/2023 | | Fortitude Family Office LLC | 113,691 | $2,898 | 03/31/2024 | | DFEM | 113,691 | $2,898 | 03/31/2024 | | Level Financial Advisors Inc. | 112,654 | $2,872 | 03/31/2024 | | DFEM | 112,654 | $2,872 | 03/31/2024 | | Morgan Stanley | 109,971 | $2,745 | 12/31/2023 | | DFEM | 109,971 | $2,745 | 12/31/2023 | | LifeGuide Financial Advisors LLC | 105,992 | $2,702 | 03/31/2024 | | DFEM | 105,992 | $2,702 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 98,524 | $2,511 | 03/31/2024 | | DFEM | 98,524 | $2,511 | 03/31/2024 | | CFS Investment Advisory Services LLC | 96,409 | $2,406 | 12/31/2023 | | DFEM | 96,409 | $2,406 | 12/31/2023 | | Claris Advisors LLC MO | 94,168 | $2,400 | 03/31/2024 | | DFEM | 94,168 | $2,400 | 03/31/2024 | | Modera Wealth Management LLC | 93,222 | $2,327 | 12/31/2023 | | DFEM | 93,222 | $2,327 | 12/31/2023 | | Five Oceans Advisors | 89,984 | $2,294 | 03/31/2024 | | DFEM | 89,984 | $2,294 | 03/31/2024 | | Sowell Financial Services LLC | 87,460 | $2,183 | 12/31/2023 | | DFEM | 87,460 | $2,183 | 12/31/2023 | | PBMares Wealth Management LLC | 86,209 | $2,152 | 12/31/2023 | | DFEM | 86,209 | $2,152 | 12/31/2023 | | Trust Co of the South | 82,837 | $2,112 | 03/31/2024 | | DFEM | 82,837 | $2,112 | 03/31/2024 | | Applied Capital LLC | 82,698 | $2,108 | 03/31/2024 | | DFEM | 82,698 | $2,108 | 03/31/2024 | | Shearwater Capital LLC | 81,343 | $2,073 | 03/31/2024 | | DFEM | 81,343 | $2,073 | 03/31/2024 | | DecisionPoint Financial LLC | 82,562 | $2,061 | 12/31/2023 | | DFEM | 82,562 | $2,061 | 12/31/2023 | | WMS Partners LLC | 79,362 | $1,981 | 12/31/2023 | | DFEM | 79,362 | $1,981 | 12/31/2023 | | Mattern Wealth Management LLC | 79,334 | $1,980 | 12/31/2023 | | DFEM | 79,334 | $1,980 | 12/31/2023 | | Jackson Thornton Asset Management LLC | 79,053 | $1,973 | 12/31/2023 | | DFEM | 79,053 | $1,973 | 12/31/2023 | | Keyes Stange & Wooten Wealth Management LLC | 78,586 | $1,962 | 12/31/2023 | | DFEM | 78,586 | $1,962 | 12/31/2023 | | Nalls Sherbakoff Group LLC | 78,523 | $1,960 | 12/31/2023 | | DFEM | 78,523 | $1,960 | 12/31/2023 | | ShankerValleau Wealth Advisors Inc. | 73,317 | $1,869 | 03/31/2024 | | DFEM | 73,317 | $1,869 | 03/31/2024 | | Abel Hall LLC | 74,754 | $1,866 | 12/31/2023 | | DFEM | 74,754 | $1,866 | 12/31/2023 | | JPMorgan Chase & Co. | 74,604 | $1,862 | 12/31/2023 | | DFEM | 74,604 | $1,862 | 12/31/2023 | | Orion Portfolio Solutions LLC | 74,881 | $1,843 | 12/31/2023 | | DFEM | 74,881 | $1,843 | 12/31/2023 | | Aveo Capital Partners LLC | 70,949 | $1,771 | 12/31/2023 | | DFEM | 70,949 | $1,771 | 12/31/2023 | | Legacy Financial Group Inc. | 66,852 | $1,669 | 12/31/2023 | | DFEM | 66,852 | $1,669 | 12/31/2023 | | Hutchens & Kramer Investment Management Group LLC | 61,892 | $1,545 | 12/31/2023 | | DFEM | 61,892 | $1,545 | 12/31/2023 | | Financial Alternatives Inc | 61,826 | $1,543 | 12/31/2023 | | DFEM | 61,826 | $1,543 | 12/31/2023 | | American Capital Advisory LLC | 60,947 | $1,521 | 12/31/2023 | | DFEM | 60,947 | $1,521 | 12/31/2023 | | Peninsula Wealth LLC | 60,347 | $1,506 | 12/31/2023 | | DFEM | 60,347 | $1,506 | 12/31/2023 | | Lincoln National Corp | 60,051 | $1,499 | 12/31/2023 | | DFEM | 60,051 | $1,499 | 12/31/2023 | | Helen Stephens Group LLC | 54,575 | $1,391 | 03/31/2024 | | DFEM | 54,575 | $1,391 | 03/31/2024 | | Strengthening Families & Communities LLC | 55,547 | $1,386 | 12/31/2023 | | DFEM | 55,547 | $1,386 | 12/31/2023 | | Chicago Partners Investment Group LLC | 54,001 | $1,366 | 03/31/2024 | | DFEM | 54,001 | $1,366 | 03/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 52,987 | $1,323 | 12/31/2023 | | DFEM | 52,987 | $1,323 | 12/31/2023 | | Cahill Wealth Management LLC | 50,245 | $1,254 | 12/31/2023 | | DFEM | 50,245 | $1,254 | 12/31/2023 | | Kathleen S. Wright Associates Inc. | 48,389 | $1,233 | 03/31/2024 | | DFEM | 48,389 | $1,233 | 03/31/2024 | | RCS Financial Planning LLC | 48,359 | $1,233 | 03/31/2024 | | DFEM | 48,359 | $1,233 | 03/31/2024 | | Advisor Group Holdings Inc. | 47,058 | $1,175 | 12/31/2023 | | DFEM | 47,058 | $1,175 | 12/31/2023 | | Core Wealth Management Inc. | 45,902 | $1,170 | 03/31/2024 | | DFEM | 45,902 | $1,170 | 03/31/2024 | | Wealthsource Partners LLC | 45,555 | $1,137 | 12/31/2023 | | DFEM | 45,555 | $1,137 | 12/31/2023 | | Smartleaf Asset Management LLC | 45,010 | $1,122 | 12/31/2023 | | DFEM | 45,010 | $1,122 | 12/31/2023 | | Meritas Wealth Management LLC | 43,861 | $1,118 | 03/31/2024 | | DFEM | 43,861 | $1,118 | 03/31/2024 | | Live Oak Private Wealth LLC | 43,515 | $1,109 | 03/31/2024 | | DFEM | 43,515 | $1,109 | 03/31/2024 | | Signet Financial Management LLC | 41,347 | $1,054 | 03/31/2024 | | DFEM | 41,347 | $1,054 | 03/31/2024 | | Liberty Capital Management Inc. | 41,025 | $1,046 | 03/31/2024 | | DFEM | 41,025 | $1,046 | 03/31/2024 | | Shore Point Advisors LLC | 41,273 | $1,030 | 12/31/2023 | | DFEM | 41,273 | $1,030 | 12/31/2023 | | Sageworth Trust Co of South Dakota | 40,226 | $1,025 | 03/31/2024 | | DFEM | 40,226 | $1,025 | 03/31/2024 | | EverSource Wealth Advisors LLC | 39,870 | $995 | 12/31/2023 | | DFEM | 39,870 | $995 | 12/31/2023 | | HRT Financial LP | 38,813 | $968 | 12/31/2023 | | DFEM | 38,813 | $968 | 12/31/2023 | | DAVENPORT & Co LLC | 38,569 | $963 | 12/31/2023 | | DFEM | 38,569 | $963 | 12/31/2023 | | SageView Advisory Group LLC | 39,290 | $949 | 12/31/2023 | | DFEM | 39,290 | $949 | 12/31/2023 | | Patriot Financial Group Insurance Agency LLC | 37,115 | $926 | 12/31/2023 | | DFEM | 37,115 | $926 | 12/31/2023 | | Northwest Wealth Management LLC | 36,498 | $911 | 12/31/2023 | | DFEM | 36,498 | $911 | 12/31/2023 | | Advisory Services Network LLC | 34,489 | $861 | 12/31/2023 | | DFEM | 34,489 | $861 | 12/31/2023 | | Edge Financial Advisors LLC | 33,254 | $850 | 03/31/2024 | | DFEM | 33,254 | $850 | 03/31/2024 | | Keebeck Wealth Management LLC | 33,434 | $835 | 12/31/2023 | | DFEM | 33,434 | $835 | 12/31/2023 | | Altiora Financial Group LLC | 32,683 | $833 | 03/31/2024 | | DFEM | 32,683 | $833 | 03/31/2024 | | Versant Capital Management Inc | 32,466 | $828 | 03/31/2024 | | DFEM | 32,466 | $828 | 03/31/2024 | | JFS Wealth Advisors LLC | 33,182 | $828 | 12/31/2023 | | DFEM | 33,182 | $828 | 12/31/2023 | | Asset Planning Corporation | 33,068 | $825 | 12/31/2023 | | DFEM | 33,068 | $825 | 12/31/2023 | | Perigon Wealth Management LLC | 33,037 | $825 | 12/31/2023 | | DFEM | 33,037 | $825 | 12/31/2023 | | HBK Sorce Advisory LLC | 30,445 | $760 | 12/31/2023 | | DFEM | 30,445 | $760 | 12/31/2023 | | Root Financial Partners LLC | 29,750 | $758 | 03/31/2024 | | DFEM | 29,750 | $758 | 03/31/2024 | | EP Wealth Advisors LLC | 29,534 | $737 | 12/31/2023 | | DFEM | 29,534 | $737 | 12/31/2023 | | Copperleaf Capital LLC | 29,422 | $734 | 12/31/2023 | | DFEM | 29,422 | $734 | 12/31/2023 | | Pine Harbor Wealth Management LLC | 29,257 | $730 | 12/31/2023 | | DFEM | 29,257 | $730 | 12/31/2023 | | Nwam LLC | 28,920 | $722 | 12/31/2023 | | DFEM | 28,920 | $722 | 12/31/2023 | | 25 LLC | 28,283 | $721 | 03/31/2024 | | DFEM | 28,283 | $721 | 03/31/2024 | | Criterion Capital Advisors LLC | 27,873 | $710 | 03/31/2024 | | DFEM | 27,873 | $710 | 03/31/2024 | | Red Lighthouse Investment Management LLC | 27,850 | $695 | 12/31/2023 | | DFEM | 27,850 | $695 | 12/31/2023 | | Natixis Advisors L.P. | 27,128 | $691 | 03/31/2024 | | DFEM | 27,128 | $691 | 03/31/2024 | | Comerica Bank | 26,687 | $666 | 12/31/2023 | | DFEM | 26,687 | $666 | 12/31/2023 | | Sprinkle Financial Consultants LLC | 26,065 | $664 | 03/31/2024 | | DFEM | 26,065 | $664 | 03/31/2024 | | NorthCrest Asset Manangement LLC | 25,879 | $660 | 03/31/2024 | | DFEM | 25,879 | $660 | 03/31/2024 | | SOL Capital Management CO | 24,690 | $629 | 03/31/2024 | | DFEM | 24,690 | $629 | 03/31/2024 | | Townsquare Capital LLC | 24,411 | $609 | 12/31/2023 | | DFEM | 24,411 | $609 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 23,126 | $589 | 03/31/2024 | | DFEM | 23,126 | $589 | 03/31/2024 | | Angeles Wealth Management LLC | 23,526 | $587 | 12/31/2023 | | DFEM | 23,526 | $587 | 12/31/2023 | | W.H. Cornerstone Investments Inc. | 22,882 | $571 | 12/31/2023 | | DFEM | 22,882 | $571 | 12/31/2023 | | Disciplined Investments LLC | 22,350 | $570 | 03/31/2024 | | DFEM | 22,350 | $570 | 03/31/2024 | | Cresset Asset Management LLC | 22,821 | $570 | 12/31/2023 | | DFEM | 22,821 | $570 | 12/31/2023 | | Firethorn Wealth Partners LLC | 21,938 | $559 | 03/31/2024 | | DFEM | 21,938 | $559 | 03/31/2024 | | Pathstone Holdings LLC | 21,486 | $536 | 12/31/2023 | | DFEM | 21,486 | $536 | 12/31/2023 | | RFG Advisory LLC | 20,650 | $526 | 03/31/2024 | | DFEM | 20,650 | $526 | 03/31/2024 | | Morris Financial Concepts Inc. | 19,876 | $507 | 03/31/2024 | | DFEM | 19,876 | $507 | 03/31/2024 | | Gemmer Asset Management LLC | 19,363 | $494 | 03/31/2024 | | DFEM | 19,363 | $494 | 03/31/2024 | | Guardian Capital Advisors LP | 20,682 | $490 | 12/31/2023 | | DFEM | 20,682 | $490 | 12/31/2023 | | Park Avenue Securities LLC | 18,787 | $479 | 03/31/2024 | | DFEM | 18,787 | $479 | 03/31/2024 | | Quad Cities Investment Group LLC | 18,077 | $461 | 03/31/2024 | | DFEM | 18,077 | $461 | 03/31/2024 | | Visionary Wealth Advisors | 18,437 | $460 | 12/31/2023 | | DFEM | 18,437 | $460 | 12/31/2023 | | Oceanside Advisors LLC | 17,750 | $452 | 03/31/2024 | | DFEM | 17,750 | $452 | 03/31/2024 | | Chico Wealth RIA | 17,228 | $439 | 03/31/2024 | | DFEM | 17,228 | $439 | 03/31/2024 | | Schwarz Dygos Wheeler Investment Advisors LLC | 16,991 | $424 | 12/31/2023 | | DFEM | 16,991 | $424 | 12/31/2023 | | Private Advisor Group LLC | 16,702 | $417 | 12/31/2023 | | DFEM | 16,702 | $417 | 12/31/2023 | | Geometric Wealth Advisors | 16,554 | $413 | 12/31/2023 | | DFEM | 16,554 | $413 | 12/31/2023 | | Ronald Blue Trust Inc. | 17,665 | $412 | 12/31/2023 | | DFEM | 17,665 | $412 | 12/31/2023 | | Blossom Wealth Management | 15,872 | $405 | 03/31/2024 | | DFEM | 15,872 | $405 | 03/31/2024 | | Morling Financial Advisors LLC | 16,066 | $401 | 12/31/2023 | | DFEM | 16,066 | $401 | 12/31/2023 | | Wilbanks Smith & Thomas Asset Management LLC | 15,794 | $394 | 12/31/2023 | | DFEM | 15,794 | $394 | 12/31/2023 | | GEM Asset Management LLC | 15,774 | $394 | 12/31/2023 | | DFEM | 15,774 | $394 | 12/31/2023 | | Schulz Wealth LTD. | 15,336 | $391 | 03/31/2024 | | DFEM | 15,336 | $391 | 03/31/2024 | | Grunden Financial Advisory Inc. | 14,660 | $366 | 12/31/2023 | | DFEM | 14,660 | $366 | 12/31/2023 | | Seven Mile Advisory | 14,007 | $350 | 12/31/2023 | | DFEM | 14,007 | $350 | 12/31/2023 | | RF&L Wealth Management LLC | 13,955 | $348 | 12/31/2023 | | DFEM | 13,955 | $348 | 12/31/2023 | | Lakeridge Wealth Management LLC | 13,949 | $348 | 12/31/2023 | | DFEM | 13,949 | $348 | 12/31/2023 | | FMR LLC | 13,404 | $335 | 12/31/2023 | | DFEM | 13,404 | $335 | 12/31/2023 | | Andrews Lucia Wealth Management LLC | 13,302 | $332 | 12/31/2023 | | DFEM | 13,302 | $332 | 12/31/2023 | | Mustard Seed Financial LLC | 12,375 | $315 | 03/31/2024 | | DFEM | 12,375 | $315 | 03/31/2024 | | Lifeworks Advisors LLC | 12,508 | $312 | 12/31/2023 | | DFEM | 12,508 | $312 | 12/31/2023 | | Hurlow Wealth Management Group Inc. | 12,161 | $310 | 03/31/2024 | | DFEM | 12,161 | $310 | 03/31/2024 | | Tortoise Investment Management LLC | 12,388 | $309 | 12/31/2023 | | DFEM | 12,388 | $309 | 12/31/2023 | | Foster & Motley Inc. | 12,019 | $306 | 03/31/2024 | | DFEM | 12,019 | $306 | 03/31/2024 | | Wealthcare Advisory Partners LLC | 11,522 | $294 | 03/31/2024 | | DFEM | 11,522 | $294 | 03/31/2024 | | Abacus Planning Group Inc. | 11,302 | $288 | 03/31/2024 | | DFEM | 11,302 | $288 | 03/31/2024 | | VanderPol Investments L.L.C. | 9,750 | $249 | 03/31/2024 | | DFEM | 9,750 | $249 | 03/31/2024 | | C M Bidwell & Associates Ltd. | 9,992 | $249 | 12/31/2023 | | DFEM | 9,992 | $249 | 12/31/2023 | | Naples Global Advisors LLC | 9,900 | $247 | 12/31/2023 | | DFEM | 9,900 | $247 | 12/31/2023 | | AQR Capital Management LLC | 9,102 | $227 | 12/31/2023 | | DFEM | 9,102 | $227 | 12/31/2023 | | KFG Wealth Management LLC | 8,768 | $223 | 03/31/2024 | | DFEM | 8,768 | $223 | 03/31/2024 | | Burney Co. | 8,870 | $221 | 12/31/2023 | | DFEM | 8,870 | $221 | 12/31/2023 | | Disciplined Equity Management Inc. | 7,740 | $193 | 12/31/2023 | | DFEM | 7,740 | $193 | 12/31/2023 | | Wells Fargo & Company MN | 7,464 | $186 | 12/31/2023 | | DFEM | 7,464 | $186 | 12/31/2023 | | Colonial Trust Co SC | 6,265 | $156 | 12/31/2023 | | DFEM | 6,265 | $156 | 12/31/2023 | | SYM FINANCIAL Corp | 5,869 | $146 | 12/31/2023 | | DFEM | 5,869 | $146 | 12/31/2023 | | Maryland Capital Advisors Inc. | 5,401 | $138 | 03/31/2024 | | DFEM | 5,401 | $138 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 5,402 | $135 | 12/31/2023 | | DFEM | 5,402 | $135 | 12/31/2023 | | Harel Insurance Investments & Financial Services Ltd. | 4,400 | $110 | 12/31/2023 | | DFEM | 4,400 | $110 | 12/31/2023 | | ZRC Wealth Management LLC | 3,691 | $94 | 03/31/2024 | | DFEM | 3,691 | $94 | 03/31/2024 | | Aspire Private Capital LLC | 3,380 | $86 | 03/31/2024 | | DFEM | 3,380 | $86 | 03/31/2024 | | Aspire Wealth Management Corp | 2,363 | $59 | 12/31/2023 | | DFEM | 2,363 | $59 | 12/31/2023 | | Clearstead Advisors LLC | 1,611 | $40 | 12/31/2023 | | DFEM | 1,611 | $40 | 12/31/2023 | | Lee Financial Co | 1,604 | $40 | 12/31/2023 | | DFEM | 1,604 | $40 | 12/31/2023 | | Lindbrook Capital LLC | 1,413 | $36 | 03/31/2024 | | DFEM | 1,413 | $36 | 03/31/2024 | | Proequities Inc. | 1,367 | $34 | 12/31/2023 | | DFEM | 1,367 | $34 | 12/31/2023 | | Farther Finance Advisors LLC | 1,008 | $25 | 12/31/2023 | | DFEM | 1,008 | $25 | 12/31/2023 | | Glassman Wealth Services | 844 | $21 | 12/31/2023 | | DFEM | 844 | $21 | 12/31/2023 | | WealthShield Partners LLC | 689 | $17 | 12/31/2023 | | DFEM | 689 | $17 | 12/31/2023 | | Fortis Advisors LLC | 600 | $15 | 12/31/2023 | | DFEM | 600 | $15 | 12/31/2023 | | Parkside Financial Bank & Trust | 538 | $13 | 12/31/2023 | | DFEM | 538 | $13 | 12/31/2023 | | Baystate Wealth Management LLC | 342 | $9 | 12/31/2023 | | DFEM | 342 | $9 | 12/31/2023 | | Able Wealth Management LLC | 358 | $9 | 12/31/2023 | | DFEM | 358 | $9 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 326 | $8 | 12/31/2023 | | DFEM | 326 | $8 | 12/31/2023 | | Aspect Partners LLC | 268 | $7 | 12/31/2023 | | DFEM | 268 | $7 | 12/31/2023 | | Global Trust Asset Management LLC | 160 | $4 | 03/31/2024 | | DFEM | 160 | $4 | 03/31/2024 | | Optimum Investment Advisors | 120 | $3 | 03/31/2024 | | DFEM | 120 | $3 | 03/31/2024 | | Elevate Wealth Advisory Inc. | 34 | $1 | 12/31/2023 | | DFEM | 34 | $1 | 12/31/2023 |
See Summary: Institutional Holders of DFEM
See Details: Top 10 Hedge Funds Holding DFEM
Also See: DFEM Holdings Changes
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