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On this page, we present all of the funds holding DFSD from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFSD, with a link to that fund's top holdings. The next columns
indicate the amount of DFSD stock held by each of the funds holding DFSD, followed by the DFSD position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 212 funds holding DFSD within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Beaird Harris Wealth Management LLC. For more details on the positions held by Beaird Harris Wealth Management LLC
(or by any of the other funds holding DFSD), click the fund name in the "Holder" column of the funds-holding-DFSD table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Beaird Harris Wealth Management LLC | 2,037,607 | $95,788 | 12/31/2023 | | DFSD | 2,037,607 | $95,788 | 12/31/2023 | | DiNuzzo Private Wealth Inc. | 1,996,592 | $93,860 | 12/31/2023 | | DFSD | 1,996,592 | $93,860 | 12/31/2023 | | Resources Investment Advisors LLC. | 1,267,618 | $59,591 | 12/31/2023 | | DFSD | 1,267,618 | $59,591 | 12/31/2023 | | Market Street Wealth Management Advisors LLC | 1,017,050 | $47,842 | 03/31/2024 | | DFSD | 1,017,050 | $47,842 | 03/31/2024 | | Buckingham Strategic Wealth LLC | 934,771 | $43,944 | 12/31/2023 | | DFSD | 934,771 | $43,944 | 12/31/2023 | | Assetmark Inc. | 837,526 | $39,372 | 12/31/2023 | | DFSD | 837,526 | $39,372 | 12/31/2023 | | Apella Capital LLC | 804,918 | $37,855 | 03/31/2024 | | DFSD | 804,918 | $37,855 | 03/31/2024 | | Great Waters Wealth Management | 800,080 | $37,636 | 03/31/2024 | | DFSD | 800,080 | $37,636 | 03/31/2024 | | Commonwealth Equity Services LLC | 755,776 | $35,529 | 12/31/2023 | | DFSD | 755,776 | $35,529 | 12/31/2023 | | Envestnet Asset Management Inc. | 719,316 | $33,815 | 12/31/2023 | | DFSD | 719,316 | $33,815 | 12/31/2023 | | Savant Capital LLC | 633,428 | $29,777 | 12/31/2023 | | DFSD | 633,428 | $29,777 | 12/31/2023 | | Phillips Financial Management LLC | 624,410 | $29,372 | 03/31/2024 | | DFSD | 624,410 | $29,372 | 03/31/2024 | | HighTower Advisors LLC | 602,624 | $28,330 | 12/31/2023 | | DFSD | 602,624 | $28,330 | 12/31/2023 | | Buckingham Strategic Partners | 553,100 | $26,001 | 12/31/2023 | | DFSD | 553,100 | $26,001 | 12/31/2023 | | Rather & Kittrell Inc. | 550,493 | $25,895 | 03/31/2024 | | DFSD | 550,493 | $25,895 | 03/31/2024 | | Burney Co. | 500,762 | $23,541 | 12/31/2023 | | DFSD | 500,762 | $23,541 | 12/31/2023 | | RAM Investment Partners LLC | 485,836 | $22,839 | 12/31/2023 | | DFSD | 485,836 | $22,839 | 12/31/2023 | | Mattern Wealth Management LLC | 484,970 | $22,798 | 12/31/2023 | | DFSD | 484,970 | $22,798 | 12/31/2023 | | Jane Street Group LLC | 440,164 | $20,692 | 12/31/2023 | | DFSD | 440,164 | $20,692 | 12/31/2023 | | Grunden Financial Advisory Inc. | 431,220 | $20,272 | 12/31/2023 | | DFSD | 431,220 | $20,272 | 12/31/2023 | | RFG Advisory LLC | 412,706 | $19,414 | 03/31/2024 | | DFSD | 412,706 | $19,414 | 03/31/2024 | | Warren Averett Asset Management LLC | 412,765 | $19,404 | 12/31/2023 | | DFSD | 412,765 | $19,404 | 12/31/2023 | | Rockwood Wealth Management LLC | 338,418 | $15,919 | 03/31/2024 | | DFSD | 338,418 | $15,919 | 03/31/2024 | | Valued Wealth Advisors LLC | 322,944 | $14,978 | 12/31/2023 | | DFSD | 322,944 | $14,978 | 12/31/2023 | | SJS Investment Consulting Inc. | 295,356 | $13,894 | 03/31/2024 | | DFSD | 295,356 | $13,894 | 03/31/2024 | | Bank of America Corp DE | 295,438 | $13,889 | 12/31/2023 | | DFSD | 295,438 | $13,889 | 12/31/2023 | | Onyx Financial Advisors LLC | 282,109 | $13,270 | 03/31/2024 | | DFSD | 282,109 | $13,270 | 03/31/2024 | | Legacy Financial Group Inc. | 274,910 | $12,924 | 12/31/2023 | | DFSD | 274,910 | $12,924 | 12/31/2023 | | Park Avenue Securities LLC | 266,885 | $12,554 | 03/31/2024 | | DFSD | 266,885 | $12,554 | 03/31/2024 | | Root Financial Partners LLC | 258,872 | $12,177 | 03/31/2024 | | DFSD | 258,872 | $12,177 | 03/31/2024 | | Great Oak Capital Partners LLC | 246,222 | $11,582 | 03/31/2024 | | DFSD | 246,222 | $11,582 | 03/31/2024 | | RCS Financial Planning LLC | 243,189 | $11,440 | 03/31/2024 | | DFSD | 243,189 | $11,440 | 03/31/2024 | | Sax Wealth Advisors LLC | 236,612 | $11,123 | 12/31/2023 | | DFSD | 236,612 | $11,123 | 12/31/2023 | | Signature Resources Capital Management LLC | 230,165 | $10,820 | 03/31/2024 | | DFSD | 230,165 | $10,820 | 03/31/2024 | | Vestmark Advisory Solutions Inc. | 225,047 | $10,579 | 12/31/2023 | | DFSD | 225,047 | $10,579 | 12/31/2023 | | WPWealth LLP | 212,027 | $9,967 | 12/31/2023 | | DFSD | 212,027 | $9,967 | 12/31/2023 | | Client 1ST Advisory Group LLC | 209,354 | $9,842 | 12/31/2023 | | DFSD | 209,354 | $9,842 | 12/31/2023 | | Oceanside Advisors LLC | 207,721 | $9,771 | 03/31/2024 | | DFSD | 207,721 | $9,771 | 03/31/2024 | | Dynamic Advisor Solutions LLC | 188,443 | $8,864 | 03/31/2024 | | DFSD | 188,443 | $8,864 | 03/31/2024 | | LPL Financial LLC | 182,933 | $8,600 | 12/31/2023 | | DFSD | 182,933 | $8,600 | 12/31/2023 | | Allegiance Financial Group Advisory Services LLC | 179,040 | $8,417 | 12/31/2023 | | DFSD | 179,040 | $8,417 | 12/31/2023 | | AE Wealth Management LLC | 176,027 | $8,268 | 12/31/2023 | | DFSD | 176,027 | $8,268 | 12/31/2023 | | Peirce Capital Management LLC | 164,774 | $7,751 | 03/31/2024 | | DFSD | 164,774 | $7,751 | 03/31/2024 | | CFS Investment Advisory Services LLC | 160,141 | $7,528 | 12/31/2023 | | DFSD | 160,141 | $7,528 | 12/31/2023 | | Concord Wealth Partners | 152,646 | $7,176 | 12/31/2023 | | DFSD | 152,646 | $7,176 | 12/31/2023 | | Waypoint Capital Advisors LLC | 144,863 | $6,810 | 12/31/2023 | | DFSD | 144,863 | $6,810 | 12/31/2023 | | Ruedi Wealth Management Inc. | 143,741 | $6,757 | 12/31/2023 | | DFSD | 143,741 | $6,757 | 12/31/2023 | | CI Private Wealth LLC | 143,410 | $6,742 | 12/31/2023 | | DFSD | 143,410 | $6,742 | 12/31/2023 | | Tillman Hartley LLC | 143,402 | $6,741 | 12/31/2023 | | DFSD | 143,402 | $6,741 | 12/31/2023 | | Sequoia Financial Advisors LLC | 137,669 | $6,472 | 12/31/2023 | | DFSD | 137,669 | $6,472 | 12/31/2023 | | BCU Wealth Advisors LLC | 134,654 | $6,330 | 12/31/2023 | | DFSD | 134,654 | $6,330 | 12/31/2023 | | FinDec Wealth Services Inc. | 124,538 | $5,855 | 12/31/2023 | | DFSD | 124,538 | $5,855 | 12/31/2023 | | Kooman & Associates | 124,467 | $5,851 | 12/31/2023 | | DFSD | 124,467 | $5,851 | 12/31/2023 | | SC&H Financial Advisors Inc. | 122,700 | $5,768 | 12/31/2023 | | DFSD | 122,700 | $5,768 | 12/31/2023 | | White Wing Wealth Management | 120,332 | $5,654 | 03/31/2024 | | DFSD | 120,332 | $5,654 | 03/31/2024 | | Tortoise Investment Management LLC | 118,156 | $5,555 | 12/31/2023 | | DFSD | 118,156 | $5,555 | 12/31/2023 | | GWM Advisors LLC | 116,992 | $5,492 | 12/31/2023 | | DFSD | 116,992 | $5,492 | 12/31/2023 | | Graves Light Private Wealth Management Inc. | 113,960 | $5,357 | 12/31/2023 | | DFSD | 113,960 | $5,357 | 12/31/2023 | | Heritage Investment Group Inc. | 110,413 | $5,191 | 12/31/2023 | | DFSD | 110,413 | $5,191 | 12/31/2023 | | Great Point Wealth Advisors LLC | 109,687 | $5,156 | 12/31/2023 | | DFSD | 109,687 | $5,156 | 12/31/2023 | | Allworth Financial LP | 109,206 | $5,137 | 03/31/2024 | | DFSD | 109,206 | $5,137 | 03/31/2024 | | Pioneer Wealth Management Group | 108,820 | $5,119 | 03/31/2024 | | DFSD | 108,820 | $5,119 | 03/31/2024 | | Pure Financial Advisors Inc. | 104,908 | $4,935 | 03/31/2024 | | DFSD | 104,908 | $4,935 | 03/31/2024 | | Family Wealth Partners LLC | 103,388 | $4,863 | 03/31/2024 | | DFSD | 103,388 | $4,863 | 03/31/2024 | | AWM Capital LLC | 103,215 | $4,855 | 03/31/2024 | | DFSD | 103,215 | $4,855 | 03/31/2024 | | Chicago Partners Investment Group LLC | 100,193 | $4,685 | 03/31/2024 | | DFSD | 100,193 | $4,685 | 03/31/2024 | | Bay Harbor Wealth Management LLC | 98,667 | $4,641 | 03/31/2024 | | DFSD | 98,667 | $4,641 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 95,854 | $4,509 | 03/31/2024 | | DFSD | 95,854 | $4,509 | 03/31/2024 | | FirstPurpose Wealth LLC | 94,773 | $4,442 | 03/31/2024 | | DFSD | 94,773 | $4,442 | 03/31/2024 | | Gradient Capital Advisors LLC | 91,703 | $4,314 | 03/31/2024 | | DFSD | 91,703 | $4,314 | 03/31/2024 | | Straight Path Wealth Management | 85,451 | $4,017 | 12/31/2023 | | DFSD | 85,451 | $4,017 | 12/31/2023 | | CPA Asset Management LLC | 81,265 | $3,820 | 12/31/2023 | | DFSD | 81,265 | $3,820 | 12/31/2023 | | IFP Advisors Inc | 80,491 | $3,784 | 12/31/2023 | | DFSD | 80,491 | $3,784 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 80,127 | $3,767 | 12/31/2023 | | DFSD | 80,127 | $3,767 | 12/31/2023 | | Renaissance Technologies LLC | 79,700 | $3,747 | 12/31/2023 | | DFSD | 79,700 | $3,747 | 12/31/2023 | | Betterment LLC | 77,532 | $3,645 | 12/31/2023 | | DFSD | 77,532 | $3,645 | 12/31/2023 | | Henrickson Nauta Wealth Advisors Inc. | 69,437 | $3,255 | 03/31/2024 | | DFSD | 69,437 | $3,255 | 03/31/2024 | | Lakeridge Wealth Management LLC | 66,934 | $3,147 | 12/31/2023 | | DFSD | 66,934 | $3,147 | 12/31/2023 | | Acorn Wealth Advisors LLC | 66,593 | $3,133 | 03/31/2024 | | DFSD | 66,593 | $3,133 | 03/31/2024 | | Orion Portfolio Solutions LLC | 61,268 | $2,870 | 12/31/2023 | | DFSD | 61,268 | $2,870 | 12/31/2023 | | SageView Advisory Group LLC | 57,925 | $2,723 | 12/31/2023 | | DFSD | 57,925 | $2,723 | 12/31/2023 | | Truist Financial Corp | 57,001 | $2,680 | 12/31/2023 | | DFSD | 57,001 | $2,680 | 12/31/2023 | | LifePro Asset Management | 54,996 | $2,587 | 03/31/2024 | | DFSD | 54,996 | $2,587 | 03/31/2024 | | Maryland Capital Advisors Inc. | 54,785 | $2,577 | 03/31/2024 | | DFSD | 54,785 | $2,577 | 03/31/2024 | | Vermillion & White Wealth Management Group LLC | 53,272 | $2,504 | 12/31/2023 | | DFSD | 53,272 | $2,504 | 12/31/2023 | | Essential Planning LLC. | 53,193 | $2,501 | 12/31/2023 | | DFSD | 53,193 | $2,501 | 12/31/2023 | | Royal Bank of Canada | 52,367 | $2,461 | 12/31/2023 | | DFSD | 52,367 | $2,461 | 12/31/2023 | | Hutchens & Kramer Investment Management Group LLC | 52,139 | $2,451 | 12/31/2023 | | DFSD | 52,139 | $2,451 | 12/31/2023 | | Susquehanna International Group LLP | 51,598 | $2,426 | 12/31/2023 | | DFSD | 51,598 | $2,426 | 12/31/2023 | | Beacon Pointe Advisors LLC | 50,867 | $2,391 | 12/31/2023 | | DFSD | 50,867 | $2,391 | 12/31/2023 | | Planning Center Inc. | 48,776 | $2,294 | 03/31/2024 | | DFSD | 48,776 | $2,294 | 03/31/2024 | | Private Advisor Group LLC | 47,961 | $2,255 | 12/31/2023 | | DFSD | 47,961 | $2,255 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 47,483 | $2,232 | 12/31/2023 | | DFSD | 47,483 | $2,232 | 12/31/2023 | | Shira Ridge Wealth Management | 46,508 | $2,188 | 03/31/2024 | | DFSD | 46,508 | $2,188 | 03/31/2024 | | Apollon Wealth Management LLC | 45,500 | $2,139 | 12/31/2023 | | DFSD | 45,500 | $2,139 | 12/31/2023 | | Wealthsource Partners LLC | 44,722 | $2,102 | 12/31/2023 | | DFSD | 44,722 | $2,102 | 12/31/2023 | | Advisor Group Holdings Inc. | 43,963 | $2,067 | 12/31/2023 | | DFSD | 43,963 | $2,067 | 12/31/2023 | | Integrated Wealth Concepts LLC | 43,968 | $2,067 | 12/31/2023 | | DFSD | 43,968 | $2,067 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 43,055 | $2,025 | 03/31/2024 | | DFSD | 43,055 | $2,025 | 03/31/2024 | | PFG Advisors | 41,405 | $1,946 | 12/31/2023 | | DFSD | 41,405 | $1,946 | 12/31/2023 | | Meredith Wealth Planning | 41,117 | $1,934 | 03/31/2024 | | DFSD | 41,117 | $1,934 | 03/31/2024 | | Lincoln National Corp | 40,043 | $1,882 | 12/31/2023 | | DFSD | 40,043 | $1,882 | 12/31/2023 | | Arcadia Wealth Management LLC | 39,225 | $1,844 | 12/31/2023 | | DFSD | 39,225 | $1,844 | 12/31/2023 | | Sutton Place Investors LLC | 38,932 | $1,831 | 03/31/2024 | | DFSD | 38,932 | $1,831 | 03/31/2024 | | EverSource Wealth Advisors LLC | 38,433 | $1,807 | 12/31/2023 | | DFSD | 38,433 | $1,807 | 12/31/2023 | | Samalin Investment Counsel LLC | 37,857 | $1,780 | 12/31/2023 | | DFSD | 37,857 | $1,780 | 12/31/2023 | | Disciplined Investments LLC | 36,828 | $1,732 | 03/31/2024 | | DFSD | 36,828 | $1,732 | 03/31/2024 | | Parker Financial LLC | 36,409 | $1,713 | 03/31/2024 | | DFSD | 36,409 | $1,713 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 35,246 | $1,657 | 12/31/2023 | | DFSD | 35,246 | $1,657 | 12/31/2023 | | Bridge Advisory LLC | 35,097 | $1,651 | 03/31/2024 | | DFSD | 35,097 | $1,651 | 03/31/2024 | | Applied Capital LLC | 33,972 | $1,598 | 03/31/2024 | | DFSD | 33,972 | $1,598 | 03/31/2024 | | Foster Group Inc. | 32,818 | $1,544 | 03/31/2024 | | DFSD | 32,818 | $1,544 | 03/31/2024 | | Pine Harbor Wealth Management LLC | 29,266 | $1,376 | 12/31/2023 | | DFSD | 29,266 | $1,376 | 12/31/2023 | | Five Oceans Advisors | 28,795 | $1,355 | 03/31/2024 | | DFSD | 28,795 | $1,355 | 03/31/2024 | | TCP Asset Management LLC | 28,295 | $1,331 | 03/31/2024 | | DFSD | 28,295 | $1,331 | 03/31/2024 | | Valley Forge Investment Consultants Inc. ADV | 27,984 | $1,316 | 12/31/2023 | | DFSD | 27,984 | $1,316 | 12/31/2023 | | Farther Finance Advisors LLC | 27,935 | $1,313 | 12/31/2023 | | DFSD | 27,935 | $1,313 | 12/31/2023 | | Strategic Investment Solutions Inc. IL | 27,641 | $1,299 | 12/31/2023 | | DFSD | 27,641 | $1,299 | 12/31/2023 | | Pathstone Holdings LLC | 27,403 | $1,288 | 12/31/2023 | | DFSD | 27,403 | $1,288 | 12/31/2023 | | Safeguard Investment Advisory Group LLC | 27,273 | $1,282 | 12/31/2023 | | DFSD | 27,273 | $1,282 | 12/31/2023 | | Shore Point Advisors LLC | 26,398 | $1,241 | 12/31/2023 | | DFSD | 26,398 | $1,241 | 12/31/2023 | | Annapolis Financial Services LLC | 25,707 | $1,209 | 03/31/2024 | | DFSD | 25,707 | $1,209 | 03/31/2024 | | Morris Financial Concepts Inc. | 25,430 | $1,196 | 03/31/2024 | | DFSD | 25,430 | $1,196 | 03/31/2024 | | Quarry Hill Advisors LLC | 23,470 | $1,104 | 03/31/2024 | | DFSD | 23,470 | $1,104 | 03/31/2024 | | Simplicity Wealth LLC | 22,484 | $1,058 | 03/31/2024 | | DFSD | 22,484 | $1,058 | 03/31/2024 | | Index Fund Advisors Inc. | 22,046 | $1,036 | 12/31/2023 | | DFSD | 22,046 | $1,036 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 20,885 | $982 | 12/31/2023 | | DFSD | 20,885 | $982 | 12/31/2023 | | PBMares Wealth Management LLC | 20,664 | $971 | 12/31/2023 | | DFSD | 20,664 | $971 | 12/31/2023 | | Narus Financial Partners LLC | 19,759 | $929 | 03/31/2024 | | DFSD | 19,759 | $929 | 03/31/2024 | | Kestra Advisory Services LLC | 18,446 | $867 | 12/31/2023 | | DFSD | 18,446 | $867 | 12/31/2023 | | American Investment Services Inc. | 18,014 | $847 | 12/31/2023 | | DFSD | 18,014 | $847 | 12/31/2023 | | Townsquare Capital LLC | 17,565 | $826 | 12/31/2023 | | DFSD | 17,565 | $826 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 17,109 | $805 | 03/31/2024 | | DFSD | 17,109 | $805 | 03/31/2024 | | Copperleaf Capital LLC | 16,031 | $754 | 12/31/2023 | | DFSD | 16,031 | $754 | 12/31/2023 | | Forthright Family Wealth Advisory LLC | 14,771 | $694 | 12/31/2023 | | DFSD | 14,771 | $694 | 12/31/2023 | | Claris Advisors LLC MO | 14,581 | $686 | 03/31/2024 | | DFSD | 14,581 | $686 | 03/31/2024 | | Atria Wealth Solutions Inc. | 14,469 | $680 | 12/31/2023 | | DFSD | 14,469 | $680 | 12/31/2023 | | JPMorgan Chase & Co. | 13,934 | $655 | 12/31/2023 | | DFSD | 13,934 | $655 | 12/31/2023 | | Firethorn Wealth Partners LLC | 13,858 | $652 | 03/31/2024 | | DFSD | 13,858 | $652 | 03/31/2024 | | Nwam LLC | 13,588 | $639 | 12/31/2023 | | DFSD | 13,588 | $639 | 12/31/2023 | | Spinnaker Investment Group LLC | 12,818 | $603 | 03/31/2024 | | DFSD | 12,818 | $603 | 03/31/2024 | | Keyes Stange & Wooten Wealth Management LLC | 12,308 | $579 | 12/31/2023 | | DFSD | 12,308 | $579 | 12/31/2023 | | Eclectic Associates Inc. ADV | 12,296 | $578 | 03/31/2024 | | DFSD | 12,296 | $578 | 03/31/2024 | | Blossom Wealth Management | 12,134 | $571 | 03/31/2024 | | DFSD | 12,134 | $571 | 03/31/2024 | | Glass Jacobson Investment Advisors llc | 12,136 | $571 | 03/31/2024 | | DFSD | 12,136 | $571 | 03/31/2024 | | USAdvisors Wealth Management LLC | 12,093 | $568 | 12/31/2023 | | DFSD | 12,093 | $568 | 12/31/2023 | | Delap Wealth Advisory LLC | 11,861 | $558 | 12/31/2023 | | DFSD | 11,861 | $558 | 12/31/2023 | | MML Investors Services LLC | 11,516 | $541 | 12/31/2023 | | DFSD | 11,516 | $541 | 12/31/2023 | | Drive Wealth Management LLC | 11,325 | $533 | 03/31/2024 | | DFSD | 11,325 | $533 | 03/31/2024 | | Modera Wealth Management LLC | 11,321 | $532 | 12/31/2023 | | DFSD | 11,321 | $532 | 12/31/2023 | | Austin Asset Management Co Inc | 11,080 | $521 | 03/31/2024 | | DFSD | 11,080 | $521 | 03/31/2024 | | Northwest Wealth Management LLC | 10,751 | $505 | 12/31/2023 | | DFSD | 10,751 | $505 | 12/31/2023 | | Axxcess Wealth Management LLC | 10,613 | $499 | 12/31/2023 | | DFSD | 10,613 | $499 | 12/31/2023 | | WMS Partners LLC | 10,573 | $497 | 12/31/2023 | | DFSD | 10,573 | $497 | 12/31/2023 | | Barry Investment Advisors LLC | 10,370 | $488 | 03/31/2024 | | DFSD | 10,370 | $488 | 03/31/2024 | | BOS Asset Management LLC | 9,986 | $469 | 12/31/2023 | | DFSD | 9,986 | $469 | 12/31/2023 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,731 | $457 | 12/31/2023 | | DFSD | 9,731 | $457 | 12/31/2023 | | Lam Group Inc. | 9,515 | $448 | 03/31/2024 | | DFSD | 9,515 | $448 | 03/31/2024 | | Rehmann Capital Advisory Group | 9,073 | $427 | 12/31/2023 | | DFSD | 9,073 | $427 | 12/31/2023 | | Geometric Wealth Advisors | 8,632 | $406 | 12/31/2023 | | DFSD | 8,632 | $406 | 12/31/2023 | | Shearwater Capital LLC | 8,570 | $403 | 03/31/2024 | | DFSD | 8,570 | $403 | 03/31/2024 | | Collective Family Office LLC | 8,546 | $402 | 03/31/2024 | | DFSD | 8,546 | $402 | 03/31/2024 | | Great Valley Advisor Group Inc. | 8,427 | $396 | 12/31/2023 | | DFSD | 8,427 | $396 | 12/31/2023 | | Abel Hall LLC | 7,826 | $368 | 12/31/2023 | | DFSD | 7,826 | $368 | 12/31/2023 | | Verus Financial Partners Inc. | 7,620 | $358 | 12/31/2023 | | DFSD | 7,620 | $358 | 12/31/2023 | | Cetera Advisor Networks LLC | 7,476 | $351 | 12/31/2023 | | DFSD | 7,476 | $351 | 12/31/2023 | | Spire Wealth Management | 7,442 | $350 | 03/31/2024 | | DFSD | 7,442 | $350 | 03/31/2024 | | BetterWealth LLC | 6,928 | $326 | 03/31/2024 | | DFSD | 6,928 | $326 | 03/31/2024 | | Dixon Fnancial Services Inc. | 6,874 | $323 | 03/31/2024 | | DFSD | 6,874 | $323 | 03/31/2024 | | Security Financial Services INC. | 6,826 | $321 | 03/31/2024 | | DFSD | 6,826 | $321 | 03/31/2024 | | Intrepid Financial Planning Group LLC | 6,715 | $316 | 12/31/2023 | | DFSD | 6,715 | $316 | 12/31/2023 | | Kathleen S. Wright Associates Inc. | 6,668 | $314 | 03/31/2024 | | DFSD | 6,668 | $314 | 03/31/2024 | | Cetera Investment Advisers | 6,623 | $311 | 12/31/2023 | | DFSD | 6,623 | $311 | 12/31/2023 | | Matisse Capital | 6,500 | $306 | 12/31/2023 | | DFSD | 6,500 | $306 | 12/31/2023 | | WorthPointe LLC | 6,368 | $299 | 12/31/2023 | | DFSD | 6,368 | $299 | 12/31/2023 | | Avantax Advisory Services Inc. | 6,038 | $284 | 12/31/2023 | | DFSD | 6,038 | $284 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 5,920 | $278 | 03/31/2024 | | DFSD | 5,920 | $278 | 03/31/2024 | | Sawtooth Solutions LLC | 5,701 | $268 | 12/31/2023 | | DFSD | 5,701 | $268 | 12/31/2023 | | Seaside Wealth Management Inc. | 5,543 | $261 | 03/31/2024 | | DFSD | 5,543 | $261 | 03/31/2024 | | Aspire Private Capital LLC | 5,521 | $260 | 03/31/2024 | | DFSD | 5,521 | $260 | 03/31/2024 | | Proequities Inc. | 5,342 | $251 | 12/31/2023 | | DFSD | 5,342 | $251 | 12/31/2023 | | Pinnacle Family Advisors LLC | 5,310 | $250 | 12/31/2023 | | DFSD | 5,310 | $250 | 12/31/2023 | | Selective Wealth Management Inc. | 5,235 | $245 | 03/31/2024 | | DFSD | 5,235 | $245 | 03/31/2024 | | Helen Stephens Group LLC | 5,099 | $240 | 03/31/2024 | | DFSD | 5,099 | $240 | 03/31/2024 | | City State Bank | 5,000 | $235 | 03/31/2024 | | DFSD | 5,000 | $235 | 03/31/2024 | | Jackson Thornton Asset Management LLC | 4,950 | $233 | 12/31/2023 | | DFSD | 4,950 | $233 | 12/31/2023 | | B&D White Capital Company LLC | 4,882 | $230 | 12/31/2023 | | DFSD | 4,882 | $230 | 12/31/2023 | | B.O.S.S. Retirement Advisors LLC | 4,739 | $223 | 12/31/2023 | | DFSD | 4,739 | $223 | 12/31/2023 | | One Degree Advisors Inc | 4,293 | $202 | 12/31/2023 | | DFSD | 4,293 | $202 | 12/31/2023 | | Global Trust Asset Management LLC | 4,133 | $194 | 03/31/2024 | | DFSD | 4,133 | $194 | 03/31/2024 | | EP Wealth Advisors LLC | 4,107 | $193 | 12/31/2023 | | DFSD | 4,107 | $193 | 12/31/2023 | | Comerica Bank | 3,048 | $143 | 12/31/2023 | | DFSD | 3,048 | $143 | 12/31/2023 | | WealthShield Partners LLC | 2,423 | $114 | 12/31/2023 | | DFSD | 2,423 | $114 | 12/31/2023 | | Principal Securities Inc. | 2,175 | $102 | 12/31/2023 | | DFSD | 2,175 | $102 | 12/31/2023 | | DecisionPoint Financial LLC | 1,597 | $75 | 12/31/2023 | | DFSD | 1,597 | $75 | 12/31/2023 | | Mather Group LLC. | 1,504 | $71 | 03/31/2024 | | DFSD | 1,504 | $71 | 03/31/2024 | | Coppell Advisory Solutions LLC | 1,404 | $66 | 12/31/2023 | | DFSD | 1,404 | $66 | 12/31/2023 | | Global Retirement Partners LLC | 1,337 | $63 | 03/31/2024 | | DFSD | 1,337 | $63 | 03/31/2024 | | UBS Group AG | 1,071 | $50 | 12/31/2023 | | DFSD | 1,071 | $50 | 12/31/2023 | | AdvisorNet Financial Inc | 1,005 | $47 | 03/31/2024 | | DFSD | 1,005 | $47 | 03/31/2024 | | Ronald Blue Trust Inc. | 740 | $34 | 12/31/2023 | | DFSD | 740 | $34 | 12/31/2023 | | Orion Capital Management LLC | 600 | $28 | 12/31/2023 | | DFSD | 600 | $28 | 12/31/2023 | | CWM LLC | 577 | $27 | 03/31/2024 | | DFSD | 577 | $27 | 03/31/2024 | | McCarthy Grittinger Financial Group LLC | 574 | $27 | 03/31/2024 | | DFSD | 574 | $27 | 03/31/2024 | | Moisand Fitzgerald Tamayo LLC | 550 | $26 | 03/31/2024 | | DFSD | 550 | $26 | 03/31/2024 | | Harbour Investments Inc. | 372 | $17 | 12/31/2023 | | DFSD | 372 | $17 | 12/31/2023 | | Penserra Capital Management LLC | 158 | $7 | 12/31/2023 | | DFSD | 158 | $7 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 131 | $6 | 12/31/2023 | | DFSD | 131 | $6 | 12/31/2023 | | Gradient Investments LLC | 99 | $5 | 03/31/2024 | | DFSD | 99 | $5 | 03/31/2024 | | C M Bidwell & Associates Ltd. | 113 | $5 | 12/31/2023 | | DFSD | 113 | $5 | 12/31/2023 | | FMR LLC | 1 | $0 | 12/31/2023 | | DFSD | 1 | $0 | 12/31/2023 | | Morgan Stanley | 1 | $0 | 12/31/2023 | | DFSD | 1 | $0 | 12/31/2023 | | Baystate Wealth Management LLC | 4 | $0 | 12/31/2023 | | DFSD | 4 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFSD
See Details: Top 10 Hedge Funds Holding DFSD
Also See: DFSD Holdings Changes
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