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On this page, we present all of the funds holding DFIS from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFIS, with a link to that fund's top holdings. The next columns
indicate the amount of DFIS stock held by each of the funds holding DFIS, followed by the DFIS 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 DFIS within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Mather Group LLC.. For more details on the positions held by Mather Group LLC.
(or by any of the other funds holding DFIS), click the fund name in the "Holder" column of the funds-holding-DFIS table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
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 Mather Group LLC. | 6,198,921 | $149,828 | 03/31/2024 | | DFIS | 6,198,921 | $149,828 | 03/31/2024 | | CI Private Wealth LLC | 3,973,762 | $96,046 | 12/31/2023 | | DFIS | 3,973,762 | $96,046 | 12/31/2023 | | Savant Capital LLC | 1,612,502 | $38,974 | 12/31/2023 | | DFIS | 1,612,502 | $38,974 | 12/31/2023 | | Envestnet Asset Management Inc. | 1,357,486 | $32,810 | 12/31/2023 | | DFIS | 1,357,486 | $32,810 | 12/31/2023 | | Larson Financial Group LLC | 1,098,618 | $26,554 | 12/31/2023 | | DFIS | 1,098,618 | $26,554 | 12/31/2023 | | Park Avenue Securities LLC | 1,039,095 | $26,040 | 03/31/2024 | | DFIS | 1,039,095 | $26,040 | 03/31/2024 | | Evanson Asset Management LLC | 916,541 | $22,969 | 03/31/2024 | | DFIS | 916,541 | $22,969 | 03/31/2024 | | Jones Financial Companies Lllp | 932,447 | $22,537 | 12/31/2023 | | DFIS | 932,447 | $22,537 | 12/31/2023 | | Efficient Advisors LLC | 901,459 | $21,788 | 12/31/2023 | | DFIS | 901,459 | $21,788 | 12/31/2023 | | Total Wealth Planning LLC | 823,172 | $20,629 | 03/31/2024 | | DFIS | 823,172 | $20,629 | 03/31/2024 | | Bank of Montreal Can | 780,254 | $18,921 | 12/31/2023 | | DFIS | 780,254 | $18,921 | 12/31/2023 | | Forum Financial Management LP | 757,106 | $18,299 | 12/31/2023 | | DFIS | 757,106 | $18,299 | 12/31/2023 | | TCI Wealth Advisors Inc. | 690,672 | $16,694 | 12/31/2023 | | DFIS | 690,672 | $16,694 | 12/31/2023 | | Merriman Wealth Management LLC | 572,860 | $13,846 | 12/31/2023 | | DFIS | 572,860 | $13,846 | 12/31/2023 | | Jane Street Group LLC | 519,359 | $12,553 | 12/31/2023 | | DFIS | 519,359 | $12,553 | 12/31/2023 | | Edmonds Duncan Registered Investment Advisors LLC | 466,795 | $11,698 | 03/31/2024 | | DFIS | 466,795 | $11,698 | 03/31/2024 | | Planning Center Inc. | 444,873 | $11,149 | 03/31/2024 | | DFIS | 444,873 | $11,149 | 03/31/2024 | | Ballentine Capital Advisors Inc | 437,748 | $10,366 | 12/31/2023 | | DFIS | 437,748 | $10,366 | 12/31/2023 | | Aire Advisors LLC | 405,910 | $9,815 | 12/31/2023 | | DFIS | 405,910 | $9,815 | 12/31/2023 | | BKD Wealth Advisors LLC | 390,997 | $9,798 | 03/31/2024 | | DFIS | 390,997 | $9,798 | 03/31/2024 | | Corrigan Financial Inc. | 370,194 | $9,277 | 03/31/2024 | | DFIS | 370,194 | $9,277 | 03/31/2024 | | Mercer Global Advisors Inc. ADV | 382,590 | $9,247 | 12/31/2023 | | DFIS | 382,590 | $9,247 | 12/31/2023 | | Cerity Partners LLC | 334,921 | $8,095 | 12/31/2023 | | DFIS | 334,921 | $8,095 | 12/31/2023 | | Perritt Capital Management Inc. | 296,701 | $7,171 | 12/31/2023 | | DFIS | 296,701 | $7,171 | 12/31/2023 | | Tillman Hartley LLC | 294,381 | $7,115 | 12/31/2023 | | DFIS | 294,381 | $7,115 | 12/31/2023 | | Index Fund Advisors Inc. | 288,578 | $6,975 | 12/31/2023 | | DFIS | 288,578 | $6,975 | 12/31/2023 | | Wescott Financial Advisory Group LLC | 281,676 | $6,808 | 12/31/2023 | | DFIS | 281,676 | $6,808 | 12/31/2023 | | Beacon Pointe Advisors LLC | 232,345 | $5,616 | 12/31/2023 | | DFIS | 232,345 | $5,616 | 12/31/2023 | | Websterrogers Financial Advisors LLC | 213,977 | $5,172 | 12/31/2023 | | DFIS | 213,977 | $5,172 | 12/31/2023 | | Orion Portfolio Solutions LLC | 207,270 | $4,953 | 12/31/2023 | | DFIS | 207,270 | $4,953 | 12/31/2023 | | Root Financial Partners LLC | 191,404 | $4,797 | 03/31/2024 | | DFIS | 191,404 | $4,797 | 03/31/2024 | | Commonwealth Equity Services LLC | 173,750 | $4,200 | 12/31/2023 | | DFIS | 173,750 | $4,200 | 12/31/2023 | | Tobias Financial Advisors Inc. | 167,955 | $4,059 | 12/31/2023 | | DFIS | 167,955 | $4,059 | 12/31/2023 | | Discipline Wealth Solutions LLC | 163,044 | $3,861 | 12/31/2023 | | DFIS | 163,044 | $3,861 | 12/31/2023 | | Abacus Planning Group Inc. | 153,439 | $3,845 | 03/31/2024 | | DFIS | 153,439 | $3,845 | 03/31/2024 | | Acorn Creek Capital LLC | 152,368 | $3,818 | 03/31/2024 | | DFIS | 152,368 | $3,818 | 03/31/2024 | | Collective Family Office LLC | 150,456 | $3,770 | 03/31/2024 | | DFIS | 150,456 | $3,770 | 03/31/2024 | | Alesco Advisors LLC | 145,543 | $3,518 | 12/31/2023 | | DFIS | 145,543 | $3,518 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 130,634 | $3,274 | 03/31/2024 | | DFIS | 130,634 | $3,274 | 03/31/2024 | | Disciplined Investments LLC | 126,581 | $3,172 | 03/31/2024 | | DFIS | 126,581 | $3,172 | 03/31/2024 | | Tilson Financial Group Inc. | 111,032 | $2,782 | 03/31/2024 | | DFIS | 111,032 | $2,782 | 03/31/2024 | | Aurum Wealth Management Group LLC | 107,993 | $2,706 | 03/31/2024 | | DFIS | 107,993 | $2,706 | 03/31/2024 | | Sequoia Financial Advisors LLC | 111,541 | $2,696 | 12/31/2023 | | DFIS | 111,541 | $2,696 | 12/31/2023 | | Lam Group Inc. | 101,935 | $2,554 | 03/31/2024 | | DFIS | 101,935 | $2,554 | 03/31/2024 | | Spire Wealth Management | 98,542 | $2,469 | 03/31/2024 | | DFIS | 98,542 | $2,469 | 03/31/2024 | | Schoolcraft Capital LLC | 91,862 | $2,302 | 03/31/2024 | | DFIS | 91,862 | $2,302 | 03/31/2024 | | Buckingham Strategic Wealth LLC | 95,041 | $2,297 | 12/31/2023 | | DFIS | 95,041 | $2,297 | 12/31/2023 | | Integrity Wealth Solutions LLC | 88,535 | $2,219 | 03/31/2024 | | DFIS | 88,535 | $2,219 | 03/31/2024 | | Resource Planning Group | 86,980 | $2,102 | 12/31/2023 | | DFIS | 86,980 | $2,102 | 12/31/2023 | | Addison Advisors LLC | 82,695 | $1,999 | 12/31/2023 | | DFIS | 82,695 | $1,999 | 12/31/2023 | | DAVENPORT & Co LLC | 82,589 | $1,996 | 12/31/2023 | | DFIS | 82,589 | $1,996 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 69,248 | $1,735 | 03/31/2024 | | DFIS | 69,248 | $1,735 | 03/31/2024 | | IAG Wealth Partners LLC | 67,107 | $1,682 | 03/31/2024 | | DFIS | 67,107 | $1,682 | 03/31/2024 | | Austin Asset Management Co Inc | 66,457 | $1,665 | 03/31/2024 | | DFIS | 66,457 | $1,665 | 03/31/2024 | | Level Financial Advisors Inc. | 65,753 | $1,648 | 03/31/2024 | | DFIS | 65,753 | $1,648 | 03/31/2024 | | Advisory Alpha LLC | 67,859 | $1,640 | 12/31/2023 | | DFIS | 67,859 | $1,640 | 12/31/2023 | | Kestra Private Wealth Services LLC | 64,545 | $1,560 | 12/31/2023 | | DFIS | 64,545 | $1,560 | 12/31/2023 | | Morgan Stanley | 63,807 | $1,542 | 12/31/2023 | | DFIS | 63,807 | $1,542 | 12/31/2023 | | Betterment LLC | 63,374 | $1,532 | 12/31/2023 | | DFIS | 63,374 | $1,532 | 12/31/2023 | | Buckingham Strategic Partners | 61,867 | $1,495 | 12/31/2023 | | DFIS | 61,867 | $1,495 | 12/31/2023 | | AdvisorNet Financial Inc | 58,196 | $1,458 | 03/31/2024 | | DFIS | 58,196 | $1,458 | 03/31/2024 | | Morris Financial Concepts Inc. | 57,410 | $1,439 | 03/31/2024 | | DFIS | 57,410 | $1,439 | 03/31/2024 | | Provident Wealth Management LLC | 56,997 | $1,428 | 03/31/2024 | | DFIS | 56,997 | $1,428 | 03/31/2024 | | Advisor Group Holdings Inc. | 57,981 | $1,401 | 12/31/2023 | | DFIS | 57,981 | $1,401 | 12/31/2023 | | First Pacific Financial | 54,672 | $1,370 | 03/31/2024 | | DFIS | 54,672 | $1,370 | 03/31/2024 | | McNamara Financial Services Inc. | 53,649 | $1,344 | 03/31/2024 | | DFIS | 53,649 | $1,344 | 03/31/2024 | | Creative Planning | 55,526 | $1,342 | 12/31/2023 | | DFIS | 55,526 | $1,342 | 12/31/2023 | | Modera Wealth Management LLC | 54,296 | $1,312 | 12/31/2023 | | DFIS | 54,296 | $1,312 | 12/31/2023 | | ERn Financial LLC | 51,326 | $1,286 | 03/31/2024 | | DFIS | 51,326 | $1,286 | 03/31/2024 | | DiNuzzo Private Wealth Inc. | 50,760 | $1,227 | 12/31/2023 | | DFIS | 50,760 | $1,227 | 12/31/2023 | | MML Investors Services LLC | 47,472 | $1,147 | 12/31/2023 | | DFIS | 47,472 | $1,147 | 12/31/2023 | | Private Advisor Group LLC | 44,365 | $1,072 | 12/31/2023 | | DFIS | 44,365 | $1,072 | 12/31/2023 | | Syverson Strege & Co | 40,440 | $977 | 12/31/2023 | | DFIS | 40,440 | $977 | 12/31/2023 | | PFG Advisors | 39,749 | $961 | 12/31/2023 | | DFIS | 39,749 | $961 | 12/31/2023 | | Ruedi Wealth Management Inc. | 39,278 | $949 | 12/31/2023 | | DFIS | 39,278 | $949 | 12/31/2023 | | Cardiff Park Advisors LLC | 38,869 | $939 | 12/31/2023 | | DFIS | 38,869 | $939 | 12/31/2023 | | OLD Mission Capital LLC | 38,248 | $924 | 12/31/2023 | | DFIS | 38,248 | $924 | 12/31/2023 | | GWM Advisors LLC | 38,855 | $911 | 12/31/2023 | | DFIS | 38,855 | $911 | 12/31/2023 | | Trademark Financial Management LLC | 36,573 | $884 | 12/31/2023 | | DFIS | 36,573 | $884 | 12/31/2023 | | Sax Wealth Advisors LLC | 36,418 | $880 | 12/31/2023 | | DFIS | 36,418 | $880 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 35,556 | $859 | 12/31/2023 | | DFIS | 35,556 | $859 | 12/31/2023 | | Maryland Capital Advisors Inc. | 33,896 | $849 | 03/31/2024 | | DFIS | 33,896 | $849 | 03/31/2024 | | Ronald Blue Trust Inc. | 33,989 | $822 | 12/31/2023 | | DFIS | 33,989 | $822 | 12/31/2023 | | LPL Financial LLC | 33,659 | $814 | 12/31/2023 | | DFIS | 33,659 | $814 | 12/31/2023 | | Chicago Partners Investment Group LLC | 33,032 | $810 | 03/31/2024 | | DFIS | 33,032 | $810 | 03/31/2024 | | Blume Capital Management Inc. | 32,750 | $792 | 12/31/2023 | | DFIS | 32,750 | $792 | 12/31/2023 | | PBMares Wealth Management LLC | 32,175 | $778 | 12/31/2023 | | DFIS | 32,175 | $778 | 12/31/2023 | | Signet Financial Management LLC | 30,659 | $768 | 03/31/2024 | | DFIS | 30,659 | $768 | 03/31/2024 | | Wealthspan Partners LLC | 27,279 | $659 | 12/31/2023 | | DFIS | 27,279 | $659 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 25,725 | $645 | 03/31/2024 | | DFIS | 25,725 | $645 | 03/31/2024 | | MB Generational Wealth LLC | 25,309 | $612 | 12/31/2023 | | DFIS | 25,309 | $612 | 12/31/2023 | | Keebeck Wealth Management LLC | 24,410 | $590 | 12/31/2023 | | DFIS | 24,410 | $590 | 12/31/2023 | | Ausdal Financial Partners Inc. | 22,068 | $553 | 03/31/2024 | | DFIS | 22,068 | $553 | 03/31/2024 | | Elwood & Goetz Wealth Advisory Group LLC | 22,039 | $552 | 03/31/2024 | | DFIS | 22,039 | $552 | 03/31/2024 | | Cahill Wealth Management LLC | 22,627 | $547 | 12/31/2023 | | DFIS | 22,627 | $547 | 12/31/2023 | | Fortis Capital Management LLC | 21,245 | $513 | 12/31/2023 | | DFIS | 21,245 | $513 | 12/31/2023 | | Warren Averett Asset Management LLC | 20,892 | $505 | 12/31/2023 | | DFIS | 20,892 | $505 | 12/31/2023 | | Mariner LLC | 19,886 | $481 | 12/31/2023 | | DFIS | 19,886 | $481 | 12/31/2023 | | Colony Group LLC | 18,666 | $451 | 12/31/2023 | | DFIS | 18,666 | $451 | 12/31/2023 | | EverSource Wealth Advisors LLC | 16,779 | $406 | 12/31/2023 | | DFIS | 16,779 | $406 | 12/31/2023 | | Andrews Lucia Wealth Management LLC | 15,781 | $381 | 12/31/2023 | | DFIS | 15,781 | $381 | 12/31/2023 | | Phillips Financial Management LLC | 14,086 | $353 | 03/31/2024 | | DFIS | 14,086 | $353 | 03/31/2024 | | Five Oceans Advisors | 13,989 | $351 | 03/31/2024 | | DFIS | 13,989 | $351 | 03/31/2024 | | AWM Capital LLC | 13,914 | $349 | 03/31/2024 | | DFIS | 13,914 | $349 | 03/31/2024 | | Werba Rubin Papier Wealth Management | 14,279 | $345 | 12/31/2023 | | DFIS | 14,279 | $345 | 12/31/2023 | | Principal Securities Inc. | 14,047 | $340 | 12/31/2023 | | DFIS | 14,047 | $340 | 12/31/2023 | | IFG Advisors LLC | 13,186 | $330 | 03/31/2024 | | DFIS | 13,186 | $330 | 03/31/2024 | | Kestra Advisory Services LLC | 13,514 | $327 | 12/31/2023 | | DFIS | 13,514 | $327 | 12/31/2023 | | Colony Family Offices LLC | 13,500 | $326 | 12/31/2023 | | DFIS | 13,500 | $326 | 12/31/2023 | | Sterling Financial Planning Inc. | 13,235 | $320 | 12/31/2023 | | DFIS | 13,235 | $320 | 12/31/2023 | | Dopkins Wealth Management LLC | 13,147 | $318 | 12/31/2023 | | DFIS | 13,147 | $318 | 12/31/2023 | | Capital CS Group LLC | 12,367 | $310 | 03/31/2024 | | DFIS | 12,367 | $310 | 03/31/2024 | | Tranquility Partners LLC | 12,780 | $309 | 12/31/2023 | | DFIS | 12,780 | $309 | 12/31/2023 | | NorthCrest Asset Manangement LLC | 12,199 | $306 | 03/31/2024 | | DFIS | 12,199 | $306 | 03/31/2024 | | JPMorgan Chase & Co. | 11,975 | $289 | 12/31/2023 | | DFIS | 11,975 | $289 | 12/31/2023 | | Golden State Equity Partners | 11,919 | $288 | 12/31/2023 | | DFIS | 11,919 | $288 | 12/31/2023 | | Abel Hall LLC | 11,873 | $287 | 12/31/2023 | | DFIS | 11,873 | $287 | 12/31/2023 | | Watershed Private Wealth LLC | 10,907 | $264 | 12/31/2023 | | DFIS | 10,907 | $264 | 12/31/2023 | | ARK & TLK Investments LLC | 10,844 | $262 | 12/31/2023 | | DFIS | 10,844 | $262 | 12/31/2023 | | Quad Cities Investment Group LLC | 10,203 | $256 | 03/31/2024 | | DFIS | 10,203 | $256 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 10,265 | $248 | 12/31/2023 | | DFIS | 10,265 | $248 | 12/31/2023 | | DBK Financial Counsel LLC | 9,410 | $236 | 03/31/2024 | | DFIS | 9,410 | $236 | 03/31/2024 | | Sterling Wealth Management Inc. | 9,471 | $229 | 12/31/2023 | | DFIS | 9,471 | $229 | 12/31/2023 | | Stone Point Wealth LLC | 9,369 | $226 | 12/31/2023 | | DFIS | 9,369 | $226 | 12/31/2023 | | Clarity Capital Advisors LLC | 8,033 | $201 | 03/31/2024 | | DFIS | 8,033 | $201 | 03/31/2024 | | Farther Finance Advisors LLC | 7,344 | $178 | 12/31/2023 | | DFIS | 7,344 | $178 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 7,342 | $177 | 12/31/2023 | | DFIS | 7,342 | $177 | 12/31/2023 | | Bromfield Sneider Wealth Advisors | 6,906 | $173 | 03/31/2024 | | DFIS | 6,906 | $173 | 03/31/2024 | | Anchor Investment Management LLC | 7,040 | $170 | 12/31/2023 | | DFIS | 7,040 | $170 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 5,429 | $131 | 12/31/2023 | | DFIS | 5,429 | $131 | 12/31/2023 | | Tortoise Investment Management LLC | 4,797 | $116 | 12/31/2023 | | DFIS | 4,797 | $116 | 12/31/2023 | | Capital Investment Advisory Services LLC | 3,858 | $97 | 03/31/2024 | | DFIS | 3,858 | $97 | 03/31/2024 | | Advisory Services Network LLC | 3,240 | $78 | 12/31/2023 | | DFIS | 3,240 | $78 | 12/31/2023 | | Joseph Group Capital Management | 3,206 | $77 | 12/31/2023 | | DFIS | 3,206 | $77 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 3,116 | $75 | 12/31/2023 | | DFIS | 3,116 | $75 | 12/31/2023 | | Jamison Private Wealth Management Inc. | 2,969 | $74 | 03/31/2024 | | DFIS | 2,969 | $74 | 03/31/2024 | | Quent Capital LLC | 2,799 | $68 | 12/31/2023 | | DFIS | 2,799 | $68 | 12/31/2023 | | Bank of America Corp DE | 2,375 | $57 | 12/31/2023 | | DFIS | 2,375 | $57 | 12/31/2023 | | Wells Fargo & Company MN | 2,079 | $50 | 12/31/2023 | | DFIS | 2,079 | $50 | 12/31/2023 | | Nalls Sherbakoff Group LLC | 1,688 | $41 | 12/31/2023 | | DFIS | 1,688 | $41 | 12/31/2023 | | IFP Advisors Inc | 1,500 | $36 | 12/31/2023 | | DFIS | 1,500 | $36 | 12/31/2023 | | CWM LLC | 1,243 | $31 | 03/31/2024 | | DFIS | 1,243 | $31 | 03/31/2024 | | Comerica Bank | 1,274 | $31 | 12/31/2023 | | DFIS | 1,274 | $31 | 12/31/2023 | | Beaird Harris Wealth Management LLC | 1,090 | $26 | 12/31/2023 | | DFIS | 1,090 | $26 | 12/31/2023 | | Clarity Asset Management Inc. | 1,028 | $25 | 12/31/2023 | | DFIS | 1,028 | $25 | 12/31/2023 | | US Bancorp DE | 742 | $18 | 12/31/2023 | | DFIS | 742 | $18 | 12/31/2023 | | Royal Bank of Canada | 668 | $16 | 12/31/2023 | | DFIS | 668 | $16 | 12/31/2023 | | Able Wealth Management LLC | 574 | $14 | 12/31/2023 | | DFIS | 574 | $14 | 12/31/2023 | | FMR LLC | 135 | $3 | 12/31/2023 | | DFIS | 135 | $3 | 12/31/2023 | | Signaturefd LLC | 81 | $2 | 12/31/2023 | | DFIS | 81 | $2 | 12/31/2023 | | Versant Capital Management Inc | 24 | $1 | 03/31/2024 | | DFIS | 24 | $1 | 03/31/2024 | | Lee Financial Co | 29 | $1 | 12/31/2023 | | DFIS | 29 | $1 | 12/31/2023 | | Aptus Capital Advisors LLC | 26 | $1 | 12/31/2023 | | DFIS | 26 | $1 | 12/31/2023 | | ICA Group Wealth Management LLC | 29 | $1 | 12/31/2023 | | DFIS | 29 | $1 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | DFIS | 0 | $0 | 12/31/2023 | | Harbour Investments Inc. | 20 | $0 | 12/31/2023 | | DFIS | 20 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFIS
See Details: Top 10 Hedge Funds Holding DFIS
Also See: DFIS Holdings Changes
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