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On this page, we present all of the funds holding DFSE from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFSE, with a link to that fund's top holdings. The next columns
indicate the amount of DFSE stock held by each of the funds holding DFSE, followed by the DFSE position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 85 funds holding DFSE within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Quantum Financial Advisors LLC. For more details on the positions held by Quantum Financial Advisors LLC
(or by any of the other funds holding DFSE), click the fund name in the "Holder" column of the funds-holding-DFSE table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Quantum Financial Advisors LLC | 549,605 | $17,697 | 03/31/2024 | | DFSE | 549,605 | $17,697 | 03/31/2024 | | AWM Capital LLC | 536,446 | $17,274 | 03/31/2024 | | DFSE | 536,446 | $17,274 | 03/31/2024 | | Abacus Wealth Partners LLC | 405,916 | $13,070 | 03/31/2024 | | DFSE | 405,916 | $13,070 | 03/31/2024 | | Five Oceans Advisors | 325,324 | $10,475 | 03/31/2024 | | DFSE | 325,324 | $10,475 | 03/31/2024 | | Forum Financial Management LP | 305,499 | $9,661 | 12/31/2023 | | DFSE | 305,499 | $9,661 | 12/31/2023 | | Merriman Wealth Management LLC | 235,286 | $7,441 | 12/31/2023 | | DFSE | 235,286 | $7,441 | 12/31/2023 | | Jane Street Group LLC | 200,444 | $6,339 | 12/31/2023 | | DFSE | 200,444 | $6,339 | 12/31/2023 | | Vista Wealth Management Group LLC | 160,045 | $5,153 | 03/31/2024 | | DFSE | 160,045 | $5,153 | 03/31/2024 | | Greenspring Advisors LLC | 133,416 | $4,296 | 03/31/2024 | | DFSE | 133,416 | $4,296 | 03/31/2024 | | Retirement Solution Inc. | 121,580 | $3,845 | 12/31/2023 | | DFSE | 121,580 | $3,845 | 12/31/2023 | | AE Wealth Management LLC | 122,543 | $3,744 | 12/31/2023 | | DFSE | 122,543 | $3,744 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 90,941 | $2,928 | 03/31/2024 | | DFSE | 90,941 | $2,928 | 03/31/2024 | | Francis Financial Inc. | 86,755 | $2,794 | 03/31/2024 | | DFSE | 86,755 | $2,794 | 03/31/2024 | | Heritage Financial Services LLC | 76,851 | $2,430 | 12/31/2023 | | DFSE | 76,851 | $2,430 | 12/31/2023 | | Savant Capital LLC | 75,117 | $2,376 | 12/31/2023 | | DFSE | 75,117 | $2,376 | 12/31/2023 | | Asset Dedication LLC | 71,862 | $2,317 | 03/31/2024 | | DFSE | 71,862 | $2,317 | 03/31/2024 | | CI Private Wealth LLC | 61,331 | $1,940 | 12/31/2023 | | DFSE | 61,331 | $1,940 | 12/31/2023 | | Pathstone Holdings LLC | 59,832 | $1,892 | 12/31/2023 | | DFSE | 59,832 | $1,892 | 12/31/2023 | | New Capital Management LP | 56,893 | $1,832 | 03/31/2024 | | DFSE | 56,893 | $1,832 | 03/31/2024 | | Willow Creek Wealth Management Inc. | 56,424 | $1,784 | 12/31/2023 | | DFSE | 56,424 | $1,784 | 12/31/2023 | | Drive Wealth Management LLC | 53,470 | $1,722 | 03/31/2024 | | DFSE | 53,470 | $1,722 | 03/31/2024 | | OLD Mission Capital LLC | 52,128 | $1,649 | 12/31/2023 | | DFSE | 52,128 | $1,649 | 12/31/2023 | | Wealth Architects LLC | 51,359 | $1,624 | 12/31/2023 | | DFSE | 51,359 | $1,624 | 12/31/2023 | | Atria Investments LLC | 44,719 | $1,414 | 12/31/2023 | | DFSE | 44,719 | $1,414 | 12/31/2023 | | Planning Center Inc. | 43,480 | $1,400 | 03/31/2024 | | DFSE | 43,480 | $1,400 | 03/31/2024 | | Schoolcraft Capital LLC | 42,787 | $1,378 | 03/31/2024 | | DFSE | 42,787 | $1,378 | 03/31/2024 | | Brighton Jones LLC | 37,073 | $1,172 | 12/31/2023 | | DFSE | 37,073 | $1,172 | 12/31/2023 | | Citadel Advisors LLC | 36,666 | $1,160 | 12/31/2023 | | DFSE | 36,666 | $1,160 | 12/31/2023 | | Cordant Inc. | 34,155 | $1,100 | 03/31/2024 | | DFSE | 34,155 | $1,100 | 03/31/2024 | | Cook Wealth Management Group LLC | 29,635 | $904 | 12/31/2023 | | DFSE | 29,635 | $904 | 12/31/2023 | | Apella Capital LLC | 25,137 | $824 | 03/31/2024 | | DFSE | 25,137 | $824 | 03/31/2024 | | RAM Investment Partners LLC | 25,425 | $819 | 03/31/2024 | | DFSE | 25,425 | $819 | 03/31/2024 | | Northland Capital Management LLC | 22,692 | $731 | 03/31/2024 | | DFSE | 22,692 | $731 | 03/31/2024 | | Modera Wealth Management LLC | 22,834 | $722 | 12/31/2023 | | DFSE | 22,834 | $722 | 12/31/2023 | | Perigon Wealth Management LLC | 22,056 | $710 | 03/31/2024 | | DFSE | 22,056 | $710 | 03/31/2024 | | Buckingham Strategic Partners | 20,732 | $656 | 12/31/2023 | | DFSE | 20,732 | $656 | 12/31/2023 | | Seven Mile Advisory | 20,727 | $655 | 12/31/2023 | | DFSE | 20,727 | $655 | 12/31/2023 | | Quarry Hill Advisors LLC | 20,013 | $644 | 03/31/2024 | | DFSE | 20,013 | $644 | 03/31/2024 | | Nwam LLC | 19,641 | $621 | 12/31/2023 | | DFSE | 19,641 | $621 | 12/31/2023 | | Truepoint Inc. | 19,293 | $610 | 12/31/2023 | | DFSE | 19,293 | $610 | 12/31/2023 | | BetterWealth LLC | 18,652 | $601 | 03/31/2024 | | DFSE | 18,652 | $601 | 03/31/2024 | | MB Generational Wealth LLC | 18,772 | $594 | 12/31/2023 | | DFSE | 18,772 | $594 | 12/31/2023 | | Waypoint Wealth Partners Inc. | 14,474 | $466 | 03/31/2024 | | DFSE | 14,474 | $466 | 03/31/2024 | | Resources Investment Advisors LLC. | 14,602 | $462 | 12/31/2023 | | DFSE | 14,602 | $462 | 12/31/2023 | | Trellis Wealth Advisors LLC | 13,215 | $426 | 03/31/2024 | | DFSE | 13,215 | $426 | 03/31/2024 | | Morling Financial Advisors LLC | 12,757 | $403 | 12/31/2023 | | DFSE | 12,757 | $403 | 12/31/2023 | | DiNuzzo Private Wealth Inc. | 12,191 | $386 | 12/31/2023 | | DFSE | 12,191 | $386 | 12/31/2023 | | North Ridge Wealth Advisors Inc. | 11,571 | $373 | 03/31/2024 | | DFSE | 11,571 | $373 | 03/31/2024 | | Exencial Wealth Advisors LLC | 11,368 | $360 | 12/31/2023 | | DFSE | 11,368 | $360 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 11,346 | $359 | 12/31/2023 | | DFSE | 11,346 | $359 | 12/31/2023 | | Belpointe Asset Management LLC | 10,806 | $342 | 12/31/2023 | | DFSE | 10,806 | $342 | 12/31/2023 | | GWM Advisors LLC | 11,108 | $335 | 12/31/2023 | | DFSE | 11,108 | $335 | 12/31/2023 | | Syverson Strege & Co | 10,535 | $333 | 12/31/2023 | | DFSE | 10,535 | $333 | 12/31/2023 | | Henrickson Nauta Wealth Advisors Inc. | 10,266 | $332 | 03/31/2024 | | DFSE | 10,266 | $332 | 03/31/2024 | | EnRich Financial Partners LLC | 8,936 | $283 | 12/31/2023 | | DFSE | 8,936 | $283 | 12/31/2023 | | Rockbridge Investment Management LCC | 8,491 | $269 | 12/31/2023 | | DFSE | 8,491 | $269 | 12/31/2023 | | Commonwealth Equity Services LLC | 8,147 | $262 | 03/31/2024 | | DFSE | 8,147 | $262 | 03/31/2024 | | Jentner Corp | 8,255 | $261 | 12/31/2023 | | DFSE | 8,255 | $261 | 12/31/2023 | | Schwarz Dygos Wheeler Investment Advisors LLC | 8,217 | $260 | 12/31/2023 | | DFSE | 8,217 | $260 | 12/31/2023 | | Advisory Services & Investments LLC | 8,013 | $258 | 03/31/2024 | | DFSE | 8,013 | $258 | 03/31/2024 | | AdvisorNet Financial Inc | 7,961 | $256 | 03/31/2024 | | DFSE | 7,961 | $256 | 03/31/2024 | | Wealthstream Advisors Inc. | 7,674 | $243 | 12/31/2023 | | DFSE | 7,674 | $243 | 12/31/2023 | | Creative Capital Management Investments LLC | 7,377 | $238 | 03/31/2024 | | DFSE | 7,377 | $238 | 03/31/2024 | | Grand Wealth Management LLC | 7,395 | $234 | 12/31/2023 | | DFSE | 7,395 | $234 | 12/31/2023 | | LifePro Asset Management | 6,838 | $220 | 03/31/2024 | | DFSE | 6,838 | $220 | 03/31/2024 | | Apollon Wealth Management LLC | 6,890 | $218 | 12/31/2023 | | DFSE | 6,890 | $218 | 12/31/2023 | | Hill Investment Group Partners LLC | 6,836 | $216 | 12/31/2023 | | DFSE | 6,836 | $216 | 12/31/2023 | | Addison Advisors LLC | 6,480 | $205 | 12/31/2023 | | DFSE | 6,480 | $205 | 12/31/2023 | | Orion Capital Management LLC | 3,539 | $112 | 12/31/2023 | | DFSE | 3,539 | $112 | 12/31/2023 | | Red Tortoise LLC | 2,157 | $69 | 03/31/2024 | | DFSE | 2,157 | $69 | 03/31/2024 | | Cardiff Park Advisors LLC | 1,200 | $38 | 12/31/2023 | | DFSE | 1,200 | $38 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 1,082 | $34 | 12/31/2023 | | DFSE | 1,082 | $34 | 12/31/2023 | | Criterion Capital Advisors LLC | 996 | $32 | 03/31/2024 | | DFSE | 996 | $32 | 03/31/2024 | | JFS Wealth Advisors LLC | 995 | $31 | 12/31/2023 | | DFSE | 995 | $31 | 12/31/2023 | | Red Lighthouse Investment Management LLC | 955 | $30 | 12/31/2023 | | DFSE | 955 | $30 | 12/31/2023 | | UBS Group AG | 483 | $15 | 12/31/2023 | | DFSE | 483 | $15 | 12/31/2023 | | ZRC Wealth Management LLC | 445 | $14 | 03/31/2024 | | DFSE | 445 | $14 | 03/31/2024 | | WealthCollab LLC | 412 | $13 | 12/31/2023 | | DFSE | 412 | $13 | 12/31/2023 | | Tortoise Investment Management LLC | 330 | $10 | 12/31/2023 | | DFSE | 330 | $10 | 12/31/2023 | | Blume Capital Management Inc. | 300 | $9 | 12/31/2023 | | DFSE | 300 | $9 | 12/31/2023 | | Farther Finance Advisors LLC | 130 | $4 | 12/31/2023 | | DFSE | 130 | $4 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 100 | $3 | 03/31/2024 | | DFSE | 100 | $3 | 03/31/2024 | | FMR LLC | 56 | $2 | 12/31/2023 | | DFSE | 56 | $2 | 12/31/2023 | | Signature Resources Capital Management LLC | 23 | $1 | 03/31/2024 | | DFSE | 23 | $1 | 03/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 28 | $1 | 12/31/2023 | | DFSE | 28 | $1 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | DFSE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFSE
See Details: Top 10 Hedge Funds Holding DFSE
Also See: DFSE Holdings Changes
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