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On this page, we present all of the funds holding DFGR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFGR, with a link to that fund's top holdings. The next columns
indicate the amount of DFGR stock held by each of the funds holding DFGR, followed by the DFGR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 155 funds holding DFGR 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 DFGR), click the fund name in the "Holder" column of the funds-holding-DFGR table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Forum Financial Management LP | 13,940,748 | $362,181 | 12/31/2023 | DFGR | 13,940,748 | $362,181 | 12/31/2023 | CI Private Wealth LLC | 2,178,755 | $56,604 | 12/31/2023 | DFGR | 2,178,755 | $56,604 | 12/31/2023 | JMG Financial Group Ltd. | 2,100,702 | $54,576 | 12/31/2023 | DFGR | 2,100,702 | $54,576 | 12/31/2023 | Private Ocean LLC | 2,031,427 | $51,862 | 03/31/2024 | DFGR | 2,031,427 | $51,862 | 03/31/2024 | Buckingham Strategic Wealth LLC | 1,688,305 | $43,862 | 12/31/2023 | DFGR | 1,688,305 | $43,862 | 12/31/2023 | Savant Capital LLC | 1,563,595 | $40,622 | 12/31/2023 | DFGR | 1,563,595 | $40,622 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 1,491,330 | $38,745 | 12/31/2023 | DFGR | 1,491,330 | $38,745 | 12/31/2023 | Brighton Jones LLC | 1,258,142 | $32,687 | 12/31/2023 | DFGR | 1,258,142 | $32,687 | 12/31/2023 | Wescott Financial Advisory Group LLC | 1,117,315 | $29,028 | 12/31/2023 | DFGR | 1,117,315 | $29,028 | 12/31/2023 | Quantum Financial Advisors LLC | 846,314 | $21,606 | 03/31/2024 | DFGR | 846,314 | $21,606 | 03/31/2024 | TCI Wealth Advisors Inc. | 672,575 | $17,473 | 12/31/2023 | DFGR | 672,575 | $17,473 | 12/31/2023 | Jane Street Group LLC | 621,958 | $16,158 | 12/31/2023 | DFGR | 621,958 | $16,158 | 12/31/2023 | RS Crum Inc. | 588,976 | $15,302 | 12/31/2023 | DFGR | 588,976 | $15,302 | 12/31/2023 | SRS Capital Advisors Inc. | 575,939 | $14,963 | 12/31/2023 | DFGR | 575,939 | $14,963 | 12/31/2023 | LPL Financial LLC | 572,486 | $14,873 | 12/31/2023 | DFGR | 572,486 | $14,873 | 12/31/2023 | Integris Wealth Management LLC | 491,832 | $12,778 | 12/31/2023 | DFGR | 491,832 | $12,778 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 481,678 | $12,514 | 12/31/2023 | DFGR | 481,678 | $12,514 | 12/31/2023 | Planning Center Inc. | 479,783 | $12,249 | 03/31/2024 | DFGR | 479,783 | $12,249 | 03/31/2024 | Creative Capital Management Investments LLC | 477,737 | $12,197 | 03/31/2024 | DFGR | 477,737 | $12,197 | 03/31/2024 | Index Fund Advisors Inc. | 467,074 | $12,135 | 12/31/2023 | DFGR | 467,074 | $12,135 | 12/31/2023 | WPWealth LLP | 435,015 | $11,302 | 12/31/2023 | DFGR | 435,015 | $11,302 | 12/31/2023 | Great Waters Wealth Management | 436,366 | $11,140 | 03/31/2024 | DFGR | 436,366 | $11,140 | 03/31/2024 | Summit Financial Strategies Inc. | 407,311 | $10,582 | 12/31/2023 | DFGR | 407,311 | $10,582 | 12/31/2023 | Private Wealth Management Group LLC | 373,568 | $9,705 | 12/31/2023 | DFGR | 373,568 | $9,705 | 12/31/2023 | Syverson Strege & Co | 360,752 | $9,372 | 12/31/2023 | DFGR | 360,752 | $9,372 | 12/31/2023 | Buckingham Strategic Partners | 357,216 | $9,280 | 12/31/2023 | DFGR | 357,216 | $9,280 | 12/31/2023 | Commonwealth Equity Services LLC | 312,565 | $8,120 | 12/31/2023 | DFGR | 312,565 | $8,120 | 12/31/2023 | Total Wealth Planning LLC | 312,364 | $7,975 | 03/31/2024 | DFGR | 312,364 | $7,975 | 03/31/2024 | Jentner Corp | 304,130 | $7,901 | 12/31/2023 | DFGR | 304,130 | $7,901 | 12/31/2023 | Sprinkle Financial Consultants LLC | 293,292 | $7,488 | 03/31/2024 | DFGR | 293,292 | $7,488 | 03/31/2024 | New Capital Management LP | 289,728 | $7,397 | 03/31/2024 | DFGR | 289,728 | $7,397 | 03/31/2024 | Apella Capital LLC | 284,770 | $7,222 | 03/31/2024 | DFGR | 284,770 | $7,222 | 03/31/2024 | Peirce Capital Management LLC | 272,917 | $6,968 | 03/31/2024 | DFGR | 272,917 | $6,968 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 255,550 | $6,524 | 03/31/2024 | DFGR | 255,550 | $6,524 | 03/31/2024 | Rather & Kittrell Inc. | 252,695 | $6,451 | 03/31/2024 | DFGR | 252,695 | $6,451 | 03/31/2024 | Pathstone Holdings LLC | 232,284 | $6,035 | 12/31/2023 | DFGR | 232,284 | $6,035 | 12/31/2023 | Resources Investment Advisors LLC. | 226,168 | $5,876 | 12/31/2023 | DFGR | 226,168 | $5,876 | 12/31/2023 | Advisory Services & Investments LLC | 223,570 | $5,708 | 03/31/2024 | DFGR | 223,570 | $5,708 | 03/31/2024 | Evanson Asset Management LLC | 206,109 | $5,262 | 03/31/2024 | DFGR | 206,109 | $5,262 | 03/31/2024 | Corrigan Financial Inc. | 205,013 | $5,234 | 03/31/2024 | DFGR | 205,013 | $5,234 | 03/31/2024 | Level Financial Advisors Inc. | 196,237 | $5,010 | 03/31/2024 | DFGR | 196,237 | $5,010 | 03/31/2024 | Fundamentun LLC | 192,163 | $4,906 | 03/31/2024 | DFGR | 192,163 | $4,906 | 03/31/2024 | Envestnet Asset Management Inc. | 174,928 | $4,545 | 12/31/2023 | DFGR | 174,928 | $4,545 | 12/31/2023 | Cooper Haims Advisors LLC | 167,436 | $4,350 | 12/31/2023 | DFGR | 167,436 | $4,350 | 12/31/2023 | Lam Group Inc. | 167,940 | $4,288 | 03/31/2024 | DFGR | 167,940 | $4,288 | 03/31/2024 | Willow Creek Wealth Management Inc. | 161,421 | $4,194 | 12/31/2023 | DFGR | 161,421 | $4,194 | 12/31/2023 | AdvisorNet Financial Inc | 159,713 | $4,077 | 03/31/2024 | DFGR | 159,713 | $4,077 | 03/31/2024 | Tilson Financial Group Inc. | 157,957 | $4,033 | 03/31/2024 | DFGR | 157,957 | $4,033 | 03/31/2024 | SJS Investment Consulting Inc. | 153,021 | $3,907 | 03/31/2024 | DFGR | 153,021 | $3,907 | 03/31/2024 | American Investment Services Inc. | 149,474 | $3,883 | 12/31/2023 | DFGR | 149,474 | $3,883 | 12/31/2023 | Shotwell Rutter Baer Inc | 152,466 | $3,867 | 03/31/2024 | DFGR | 152,466 | $3,867 | 03/31/2024 | Rappaport Reiches Capital Management LLC | 150,257 | $3,836 | 03/31/2024 | DFGR | 150,257 | $3,836 | 03/31/2024 | Waypoint Capital Advisors LLC | 140,982 | $3,663 | 12/31/2023 | DFGR | 140,982 | $3,663 | 12/31/2023 | RFG Advisory LLC | 139,952 | $3,573 | 03/31/2024 | DFGR | 139,952 | $3,573 | 03/31/2024 | Great Oak Capital Partners LLC | 134,845 | $3,443 | 03/31/2024 | DFGR | 134,845 | $3,443 | 03/31/2024 | Vestmark Advisory Solutions Inc. | 131,327 | $3,412 | 12/31/2023 | DFGR | 131,327 | $3,412 | 12/31/2023 | Geometric Wealth Advisors | 126,292 | $3,281 | 12/31/2023 | DFGR | 126,292 | $3,281 | 12/31/2023 | North Ridge Wealth Advisors Inc. | 126,924 | $3,240 | 03/31/2024 | DFGR | 126,924 | $3,240 | 03/31/2024 | Wealth Architects LLC | 116,679 | $3,031 | 12/31/2023 | DFGR | 116,679 | $3,031 | 12/31/2023 | Beacon Pointe Advisors LLC | 114,689 | $2,980 | 12/31/2023 | DFGR | 114,689 | $2,980 | 12/31/2023 | Flow Traders U.S. LLC | 111,828 | $2,905 | 12/31/2023 | DFGR | 111,828 | $2,905 | 12/31/2023 | Waypoint Wealth Partners Inc. | 107,532 | $2,745 | 03/31/2024 | DFGR | 107,532 | $2,745 | 03/31/2024 | Chicago Partners Investment Group LLC | 103,824 | $2,495 | 03/31/2024 | DFGR | 103,824 | $2,495 | 03/31/2024 | Vawter Financial Ltd. | 95,216 | $2,474 | 12/31/2023 | DFGR | 95,216 | $2,474 | 12/31/2023 | Sterling Financial Planning Inc. | 86,960 | $2,259 | 12/31/2023 | DFGR | 86,960 | $2,259 | 12/31/2023 | Krilogy Financial LLC | 85,195 | $2,175 | 03/31/2024 | DFGR | 85,195 | $2,175 | 03/31/2024 | GWM Advisors LLC | 86,273 | $2,169 | 12/31/2023 | DFGR | 86,273 | $2,169 | 12/31/2023 | Retirement Guys Formula LLC | 78,713 | $2,010 | 03/31/2024 | DFGR | 78,713 | $2,010 | 03/31/2024 | SOL Capital Management CO | 78,170 | $1,996 | 03/31/2024 | DFGR | 78,170 | $1,996 | 03/31/2024 | Cherry Tree Wealth Management LLC | 72,754 | $1,890 | 12/31/2023 | DFGR | 72,754 | $1,890 | 12/31/2023 | OLD Mission Capital LLC | 69,569 | $1,807 | 12/31/2023 | DFGR | 69,569 | $1,807 | 12/31/2023 | Hill Investment Group Partners LLC | 68,695 | $1,785 | 12/31/2023 | DFGR | 68,695 | $1,785 | 12/31/2023 | Meritas Wealth Management LLC | 64,482 | $1,646 | 03/31/2024 | DFGR | 64,482 | $1,646 | 03/31/2024 | Eaton Cambridge Inc. | 62,390 | $1,621 | 12/31/2023 | DFGR | 62,390 | $1,621 | 12/31/2023 | Sage Rhino Capital LLC | 57,982 | $1,480 | 03/31/2024 | DFGR | 57,982 | $1,480 | 03/31/2024 | JPMorgan Chase & Co. | 53,929 | $1,401 | 12/31/2023 | DFGR | 53,929 | $1,401 | 12/31/2023 | Client 1ST Advisory Group LLC | 48,527 | $1,261 | 12/31/2023 | DFGR | 48,527 | $1,261 | 12/31/2023 | Quarry Hill Advisors LLC | 48,291 | $1,233 | 03/31/2024 | DFGR | 48,291 | $1,233 | 03/31/2024 | D.A. Davidson & CO. | 45,423 | $1,180 | 12/31/2023 | DFGR | 45,423 | $1,180 | 12/31/2023 | Market Street Wealth Management Advisors LLC | 44,590 | $1,138 | 03/31/2024 | DFGR | 44,590 | $1,138 | 03/31/2024 | Forum Private Client Group LLC | 40,417 | $1,050 | 12/31/2023 | DFGR | 40,417 | $1,050 | 12/31/2023 | Henrickson Nauta Wealth Advisors Inc. | 41,610 | $1,018 | 03/31/2024 | DFGR | 41,610 | $1,018 | 03/31/2024 | McNamara Financial Services Inc. | 39,189 | $1,000 | 03/31/2024 | DFGR | 39,189 | $1,000 | 03/31/2024 | Creative Planning | 37,649 | $978 | 12/31/2023 | DFGR | 37,649 | $978 | 12/31/2023 | SC&H Financial Advisors Inc. | 35,246 | $916 | 12/31/2023 | DFGR | 35,246 | $916 | 12/31/2023 | Advisor Group Holdings Inc. | 34,640 | $900 | 12/31/2023 | DFGR | 34,640 | $900 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 32,373 | $841 | 12/31/2023 | DFGR | 32,373 | $841 | 12/31/2023 | Modera Wealth Management LLC | 30,146 | $783 | 12/31/2023 | DFGR | 30,146 | $783 | 12/31/2023 | Abel Hall LLC | 30,141 | $783 | 12/31/2023 | DFGR | 30,141 | $783 | 12/31/2023 | Trust Co of the South | 29,614 | $756 | 03/31/2024 | DFGR | 29,614 | $756 | 03/31/2024 | Citadel Advisors LLC | 28,308 | $735 | 12/31/2023 | DFGR | 28,308 | $735 | 12/31/2023 | Wealthsource Partners LLC | 28,275 | $735 | 12/31/2023 | DFGR | 28,275 | $735 | 12/31/2023 | Morris Financial Concepts Inc. | 28,068 | $717 | 03/31/2024 | DFGR | 28,068 | $717 | 03/31/2024 | Betterment LLC | 27,247 | $708 | 12/31/2023 | DFGR | 27,247 | $708 | 12/31/2023 | Equita Financial Network Inc. | 26,382 | $685 | 12/31/2023 | DFGR | 26,382 | $685 | 12/31/2023 | Vista Wealth Management Group LLC | 26,154 | $679 | 12/31/2023 | DFGR | 26,154 | $679 | 12/31/2023 | Core Wealth Management Inc. | 26,324 | $672 | 03/31/2024 | DFGR | 26,324 | $672 | 03/31/2024 | Sterling Wealth Management Inc. | 24,568 | $638 | 12/31/2023 | DFGR | 24,568 | $638 | 12/31/2023 | Claris Advisors LLC MO | 21,919 | $560 | 03/31/2024 | DFGR | 21,919 | $560 | 03/31/2024 | Stifel Financial Corp | 21,531 | $559 | 12/31/2023 | DFGR | 21,531 | $559 | 12/31/2023 | WorthPointe LLC | 20,664 | $537 | 12/31/2023 | DFGR | 20,664 | $537 | 12/31/2023 | Truist Financial Corp | 20,514 | $533 | 12/31/2023 | DFGR | 20,514 | $533 | 12/31/2023 | Mattern Wealth Management LLC | 20,264 | $526 | 12/31/2023 | DFGR | 20,264 | $526 | 12/31/2023 | True Wealth Design LLC | 20,095 | $522 | 12/31/2023 | DFGR | 20,095 | $522 | 12/31/2023 | Cypress Point Wealth Management LLC | 19,265 | $501 | 12/31/2023 | DFGR | 19,265 | $501 | 12/31/2023 | Abacus Wealth Partners LLC | 18,785 | $480 | 03/31/2024 | DFGR | 18,785 | $480 | 03/31/2024 | Visionary Horizons LLC | 19,815 | $480 | 03/31/2024 | DFGR | 19,815 | $480 | 03/31/2024 | W.H. Cornerstone Investments Inc. | 17,660 | $459 | 12/31/2023 | DFGR | 17,660 | $459 | 12/31/2023 | LJI Wealth Management LLC | 17,648 | $459 | 12/31/2023 | DFGR | 17,648 | $459 | 12/31/2023 | Renaissance Technologies LLC | 17,600 | $457 | 12/31/2023 | DFGR | 17,600 | $457 | 12/31/2023 | Collective Family Office LLC | 16,760 | $428 | 03/31/2024 | DFGR | 16,760 | $428 | 03/31/2024 | Orion Portfolio Solutions LLC | 16,432 | $425 | 12/31/2023 | DFGR | 16,432 | $425 | 12/31/2023 | KM Capital Management Ltd. | 15,688 | $408 | 12/31/2023 | DFGR | 15,688 | $408 | 12/31/2023 | Granite Harbor Advisors Inc. | 15,319 | $398 | 12/31/2023 | DFGR | 15,319 | $398 | 12/31/2023 | Northwest Wealth Management LLC | 14,881 | $387 | 12/31/2023 | DFGR | 14,881 | $387 | 12/31/2023 | First Pacific Financial | 14,683 | $375 | 03/31/2024 | DFGR | 14,683 | $375 | 03/31/2024 | Seaside Wealth Management Inc. | 13,976 | $357 | 03/31/2024 | DFGR | 13,976 | $357 | 03/31/2024 | EverSource Wealth Advisors LLC | 13,641 | $354 | 12/31/2023 | DFGR | 13,641 | $354 | 12/31/2023 | Delap Wealth Advisory LLC | 13,428 | $349 | 12/31/2023 | DFGR | 13,428 | $349 | 12/31/2023 | Bay Harbor Wealth Management LLC | 13,512 | $345 | 03/31/2024 | DFGR | 13,512 | $345 | 03/31/2024 | Nwam LLC | 12,837 | $333 | 12/31/2023 | DFGR | 12,837 | $333 | 12/31/2023 | Firethorn Wealth Partners LLC | 12,639 | $323 | 03/31/2024 | DFGR | 12,639 | $323 | 03/31/2024 | M Holdings Securities Inc. | 12,429 | $323 | 12/31/2023 | DFGR | 12,429 | $323 | 12/31/2023 | Rockwood Wealth Management LLC | 12,283 | $314 | 03/31/2024 | DFGR | 12,283 | $314 | 03/31/2024 | Investmark Advisory Group LLC | 12,052 | $313 | 12/31/2023 | DFGR | 12,052 | $313 | 12/31/2023 | Allworth Financial LP | 12,191 | $311 | 03/31/2024 | DFGR | 12,191 | $311 | 03/31/2024 | Ruedi Wealth Management Inc. | 11,787 | $306 | 12/31/2023 | DFGR | 11,787 | $306 | 12/31/2023 | Farther Finance Advisors LLC | 11,114 | $289 | 12/31/2023 | DFGR | 11,114 | $289 | 12/31/2023 | Jackson Thornton Asset Management LLC | 10,998 | $286 | 12/31/2023 | DFGR | 10,998 | $286 | 12/31/2023 | Hutchens & Kramer Investment Management Group LLC | 10,486 | $272 | 12/31/2023 | DFGR | 10,486 | $272 | 12/31/2023 | Five Oceans Advisors | 10,412 | $266 | 03/31/2024 | DFGR | 10,412 | $266 | 03/31/2024 | Capital Performance Advisors LLP | 10,380 | $265 | 03/31/2024 | DFGR | 10,380 | $265 | 03/31/2024 | Shearwater Capital LLC | 10,045 | $256 | 03/31/2024 | DFGR | 10,045 | $256 | 03/31/2024 | Wealthstream Advisors Inc. | 9,761 | $254 | 12/31/2023 | DFGR | 9,761 | $254 | 12/31/2023 | Smartleaf Asset Management LLC | 9,651 | $253 | 12/31/2023 | DFGR | 9,651 | $253 | 12/31/2023 | Trexquant Investment LP | 9,671 | $251 | 12/31/2023 | DFGR | 9,671 | $251 | 12/31/2023 | Larson Financial Group LLC | 9,553 | $248 | 12/31/2023 | DFGR | 9,553 | $248 | 12/31/2023 | Morgan Stanley | 8,930 | $232 | 12/31/2023 | DFGR | 8,930 | $232 | 12/31/2023 | Leading Edge Financial Planning LLC | 8,364 | $217 | 12/31/2023 | DFGR | 8,364 | $217 | 12/31/2023 | Copperleaf Capital LLC | 8,288 | $215 | 12/31/2023 | DFGR | 8,288 | $215 | 12/31/2023 | Warwick Investment Management Inc. | 8,097 | $210 | 12/31/2023 | DFGR | 8,097 | $210 | 12/31/2023 | Physician Wealth Solutions Inc. | 8,126 | $207 | 03/31/2024 | DFGR | 8,126 | $207 | 03/31/2024 | Ronald Blue Trust Inc. | 7,227 | $188 | 12/31/2023 | DFGR | 7,227 | $188 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 6,226 | $159 | 03/31/2024 | DFGR | 6,226 | $159 | 03/31/2024 | Red Lighthouse Investment Management LLC | 2,373 | $62 | 12/31/2023 | DFGR | 2,373 | $62 | 12/31/2023 | Royal Bank of Canada | 2,080 | $54 | 12/31/2023 | DFGR | 2,080 | $54 | 12/31/2023 | Aspire Private Capital LLC | 1,612 | $41 | 03/31/2024 | DFGR | 1,612 | $41 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 1,565 | $41 | 12/31/2023 | DFGR | 1,565 | $41 | 12/31/2023 | Aspire Wealth Management Corp | 1,153 | $30 | 12/31/2023 | DFGR | 1,153 | $30 | 12/31/2023 | Colonial Trust Co SC | 1,113 | $29 | 12/31/2023 | DFGR | 1,113 | $29 | 12/31/2023 | Bank of America Corp DE | 974 | $25 | 12/31/2023 | DFGR | 974 | $25 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 788 | $20 | 03/31/2024 | DFGR | 788 | $20 | 03/31/2024 | Comerica Bank | 120 | $3 | 12/31/2023 | DFGR | 120 | $3 | 12/31/2023 | Advisory Services Network LLC | 103 | $3 | 12/31/2023 | DFGR | 103 | $3 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 20 | $1 | 12/31/2023 | DFGR | 20 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | DFGR | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFGR
See Details: Top 10 Hedge Funds Holding DFGR
Also See: DFGR Holdings Changes
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