Holdings Channel



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Funds Holding DLS

On this page, we present all of the funds holding DLS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DLS, with a link to that fund's top holdings. The next columns indicate the amount of DLS stock held by each of the funds holding DLS, followed by the DLS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 198 funds holding DLS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Savant Capital LLC. For more details on the positions held by Savant Capital LLC (or by any of the other funds holding DLS), click the fund name in the "Holder" column of the funds-holding-DLS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Savant Capital LLC901,822$57,577 12/31/2023
     DLS901,822$57,577 12/31/2023
Morgan Stanley254,628$16,257 12/31/2023
     DLS254,628$16,257 12/31/2023
Shakespeare Wealth Management Inc.239,544$15,294 12/31/2023
     DLS239,544$15,294 12/31/2023
Bank of America Corp DE235,765$15,052 12/31/2023
     DLS235,765$15,052 12/31/2023
Eqis Capital Management Inc.233,828$14,929 12/31/2023
     DLS233,828$14,929 12/31/2023
M Holdings Securities Inc.204,438$13,052 12/31/2023
     DLS204,438$13,052 12/31/2023
Csenge Advisory Group203,476$12,991 12/31/2023
     DLS203,476$12,991 12/31/2023
UBS Group AG188,573$12,040 12/31/2023
     DLS188,573$12,040 12/31/2023
Raymond James & Associates183,573$11,971 03/31/2024
     DLS183,573$11,971 03/31/2024
MAI Capital Management169,397$10,815 12/31/2023
     DLS169,397$10,815 12/31/2023
BIP Wealth LLC160,746$10,263 12/31/2023
     DLS160,746$10,263 12/31/2023
Jane Street Group LLC155,535$9,930 12/31/2023
     DLS155,535$9,930 12/31/2023
Checchi Capital Advisers LLC138,438$8,839 12/31/2023
     DLS138,438$8,839 12/31/2023
Susquehanna International Group LLP127,292$8,127 12/31/2023
     DLS127,292$8,127 12/31/2023
HighTower Advisors LLC126,335$8,071 12/31/2023
     DLS126,335$8,071 12/31/2023
Royal Bank of Canada102,917$6,571 12/31/2023
     DLS102,917$6,571 12/31/2023
AE Wealth Management LLC100,964$6,350 12/31/2023
     DLS100,964$6,350 12/31/2023
Evanson Asset Management LLC91,104$5,941 03/31/2024
     DLS91,104$5,941 03/31/2024
Great Point Wealth Advisors LLC85,247$5,443 12/31/2023
     DLS85,247$5,443 12/31/2023
Telos Capital Management Inc.81,927$5,231 12/31/2023
     DLS81,927$5,231 12/31/2023
Bank of Montreal Can80,188$5,140 12/31/2023
     DLS80,188$5,140 12/31/2023
Alpha Omega Wealth Management LLC73,912$4,820 03/31/2024
     DLS73,912$4,820 03/31/2024
Envestnet Asset Management Inc.73,685$4,704 12/31/2023
     DLS73,685$4,704 12/31/2023
Flow Traders U.S. LLC72,319$4,617 12/31/2023
     DLS72,319$4,617 12/31/2023
Private Advisor Group LLC66,893$4,271 12/31/2023
     DLS66,893$4,271 12/31/2023
LPL Financial LLC64,948$4,147 12/31/2023
     DLS64,948$4,147 12/31/2023
WESCAP Management Group Inc.62,998$4,022 12/31/2023
     DLS62,998$4,022 12/31/2023
Neumann Capital Management LLC61,380$3,919 12/31/2023
     DLS61,380$3,919 12/31/2023
Elwood & Goetz Wealth Advisory Group LLC58,168$3,793 03/31/2024
     DLS58,168$3,793 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management59,366$3,790 12/31/2023
     DLS59,366$3,790 12/31/2023
PrairieView Partners LLC58,135$3,712 12/31/2023
     DLS58,135$3,712 12/31/2023
Kestra Advisory Services LLC54,689$3,492 12/31/2023
     DLS54,689$3,492 12/31/2023
Buckingham Strategic Partners50,404$3,218 12/31/2023
     DLS50,404$3,218 12/31/2023
Creative Planning48,544$3,099 12/31/2023
     DLS48,544$3,099 12/31/2023
Kathleen S. Wright Associates Inc.44,505$2,902 03/31/2024
     DLS44,505$2,902 03/31/2024
Atria Investments LLC45,047$2,876 12/31/2023
     DLS45,047$2,876 12/31/2023
Advisor Group Holdings Inc.44,976$2,872 12/31/2023
     DLS44,976$2,872 12/31/2023
Ameriprise Financial Inc.44,799$2,864 12/31/2023
     DLS44,799$2,864 12/31/2023
Regency Capital Management Inc. DE43,740$2,793 12/31/2023
     DLS43,740$2,793 12/31/2023
GHP Investment Advisors Inc.42,933$2,741 12/31/2023
     DLS42,933$2,741 12/31/2023
Commonwealth Equity Services LLC40,723$2,600 12/31/2023
     DLS40,723$2,600 12/31/2023
Waterfront Wealth Inc.39,168$2,501 12/31/2023
     DLS39,168$2,501 12/31/2023
Allworth Financial LP38,870$2,482 12/31/2023
     DLS38,870$2,482 12/31/2023
Wealth Architects LLC37,208$2,376 12/31/2023
     DLS37,208$2,376 12/31/2023
Family Wealth Partners LLC36,298$2,367 03/31/2024
     DLS36,298$2,367 03/31/2024
Sharper & Granite LLC32,700$2,115 03/31/2024
     DLS32,700$2,115 03/31/2024
Smith Moore & CO.33,014$2,108 12/31/2023
     DLS33,014$2,108 12/31/2023
McLean Asset Management Corp31,957$2,087 03/31/2024
     DLS31,957$2,087 03/31/2024
Smithbridge Asset Management Inc. DE31,963$2,041 12/31/2023
     DLS31,963$2,041 12/31/2023
Larson Financial Group LLC30,496$1,947 12/31/2023
     DLS30,496$1,947 12/31/2023
Cedar Brook Financial Partners LLC29,136$1,900 03/31/2024
     DLS29,136$1,900 03/31/2024
CI Private Wealth LLC28,992$1,851 12/31/2023
     DLS28,992$1,851 12/31/2023
Equitable Holdings Inc.28,922$1,847 12/31/2023
     DLS28,922$1,847 12/31/2023
Insight Advisors LLC PA27,924$1,783 12/31/2023
     DLS27,924$1,783 12/31/2023
Harbour Investments Inc.27,810$1,776 12/31/2023
     DLS27,810$1,776 12/31/2023
KLR Investment Advisors LLC27,589$1,741 03/31/2024
     DLS27,589$1,741 03/31/2024
Investors Research Corp26,497$1,692 12/31/2023
     DLS26,497$1,692 12/31/2023
Bristlecone Advisors LLC25,662$1,673 03/31/2024
     DLS25,662$1,673 03/31/2024
StrategIQ Financial Group LLC26,081$1,665 12/31/2023
     DLS26,081$1,665 12/31/2023
FFG Retirement Advisors LLC24,300$1,551 12/31/2023
     DLS24,300$1,551 12/31/2023
Ritholtz Wealth Management23,548$1,536 03/31/2024
     DLS23,548$1,536 03/31/2024
Smartleaf Asset Management LLC22,691$1,448 12/31/2023
     DLS22,691$1,448 12/31/2023
Beaird Harris Wealth Management LLC20,987$1,340 12/31/2023
     DLS20,987$1,340 12/31/2023
Invenio Wealth Partners LLC20,701$1,322 12/31/2023
     DLS20,701$1,322 12/31/2023
Addison Advisors LLC19,549$1,248 12/31/2023
     DLS19,549$1,248 12/31/2023
Citadel Advisors LLC19,414$1,239 12/31/2023
     DLS19,414$1,239 12/31/2023
Tacita Capital Inc19,109$1,220 12/31/2023
     DLS19,109$1,220 12/31/2023
Janney Montgomery Scott LLC17,501$1,117 12/31/2023
     DLS17,501$1,117 12/31/2023
JPMorgan Chase & Co.17,282$1,103 12/31/2023
     DLS17,282$1,103 12/31/2023
Wells Fargo & Company MN16,200$1,034 12/31/2023
     DLS16,200$1,034 12/31/2023
Stifel Financial Corp15,883$1,014 12/31/2023
     DLS15,883$1,014 12/31/2023
Northwestern Mutual Wealth Management Co.15,877$1,014 12/31/2023
     DLS15,877$1,014 12/31/2023
Tortoise Investment Management LLC15,869$1,013 12/31/2023
     DLS15,869$1,013 12/31/2023
CoreCap Advisors LLC15,607$996 12/31/2023
     DLS15,607$996 12/31/2023
OLD Mission Capital LLC15,154$968 12/31/2023
     DLS15,154$968 12/31/2023
SILVER OAK SECURITIES Inc14,588$931 12/31/2023
     DLS14,588$931 12/31/2023
Bruce G. Allen Investments LLC13,993$913 03/31/2024
     DLS13,993$913 03/31/2024
Atomi Financial Group Inc.14,262$911 12/31/2023
     DLS14,262$911 12/31/2023
One Capital Management LLC13,105$837 12/31/2023
     DLS13,105$837 12/31/2023
Carlson Capital Management12,364$806 03/31/2024
     DLS12,364$806 03/31/2024
IHT Wealth Management LLC12,605$805 12/31/2023
     DLS12,605$805 12/31/2023
Windward Private Wealth Management Inc.12,513$799 12/31/2023
     DLS12,513$799 12/31/2023
Wescott Financial Advisory Group LLC11,974$765 12/31/2023
     DLS11,974$765 12/31/2023
Spire Wealth Management11,553$753 03/31/2024
     DLS11,553$753 03/31/2024
Betterment LLC11,627$742 12/31/2023
     DLS11,627$742 12/31/2023
Heartland Advisors Inc.10,960$700 12/31/2023
     DLS10,960$700 12/31/2023
True Wealth Design LLC10,927$698 12/31/2023
     DLS10,927$698 12/31/2023
My Legacy Advisors LLC10,150$638 12/31/2023
     DLS10,150$638 12/31/2023
Camelot Portfolios LLC9,864$630 12/31/2023
     DLS9,864$630 12/31/2023
Ronald Blue Trust Inc.9,825$627 12/31/2023
     DLS9,825$627 12/31/2023
Citigroup Inc.9,744$622 12/31/2023
     DLS9,744$622 12/31/2023
Sound Stewardship LLC9,248$590 12/31/2023
     DLS9,248$590 12/31/2023
NBC Securities Inc.9,001$586 03/31/2024
     DLS9,001$586 03/31/2024
Dynamic Advisor Solutions LLC8,530$556 03/31/2024
     DLS8,530$556 03/31/2024
Williams & Novak LLC8,545$546 03/31/2024
     DLS8,545$546 03/31/2024
Lester Murray Antman dba SimplyRich7,995$510 12/31/2023
     DLS7,995$510 12/31/2023
AllSquare Wealth Management LLC7,870$502 12/31/2023
     DLS7,870$502 12/31/2023
Capital Analysts LLC7,783$497 12/31/2023
     DLS7,783$497 12/31/2023
Park Avenue Securities LLC7,267$474 03/31/2024
     DLS7,267$474 03/31/2024
Comerica Bank7,403$473 12/31/2023
     DLS7,403$473 12/31/2023
Envestnet Portfolio Solutions Inc.7,341$469 12/31/2023
     DLS7,341$469 12/31/2023
RFG Advisory LLC7,111$464 03/31/2024
     DLS7,111$464 03/31/2024
SignalPoint Asset Management LLC7,098$463 03/31/2024
     DLS7,098$463 03/31/2024
Cahill Financial Advisors Inc.7,246$463 12/31/2023
     DLS7,246$463 12/31/2023
Cetera Advisor Networks LLC7,170$458 12/31/2023
     DLS7,170$458 12/31/2023
Cerity Partners LLC7,114$455 12/31/2023
     DLS7,114$455 12/31/2023
Mariner LLC7,112$454 12/31/2023
     DLS7,112$454 12/31/2023
D Orazio & Associates Inc.7,033$449 12/31/2023
     DLS7,033$449 12/31/2023
Viewpoint Capital Management LLC6,471$422 03/31/2024
     DLS6,471$422 03/31/2024
Simplicity Wealth LLC6,410$418 03/31/2024
     DLS6,410$418 03/31/2024
Tillman Hartley LLC5,988$382 12/31/2023
     DLS5,988$382 12/31/2023
Invesco Ltd.5,890$376 12/31/2023
     DLS5,890$376 12/31/2023
M&T Bank Corp5,684$363 12/31/2023
     DLS5,684$363 12/31/2023
Avantax Advisory Services Inc.5,633$360 12/31/2023
     DLS5,633$360 12/31/2023
Joel Isaacson & Co. LLC5,556$355 12/31/2023
     DLS5,556$355 12/31/2023
Cambridge Investment Research Advisors Inc.5,191$338 03/31/2024
     DLS5,191$338 03/31/2024
Sawtooth Solutions LLC5,272$337 12/31/2023
     DLS5,272$337 12/31/2023
Bleakley Financial Group LLC5,272$337 12/31/2023
     DLS5,272$337 12/31/2023
Cherry Tree Wealth Management LLC5,077$324 12/31/2023
     DLS5,077$324 12/31/2023
Wealth Enhancement Advisory Services LLC4,951$323 03/31/2024
     DLS4,951$323 03/31/2024
Tradition Wealth Management LLC4,800$306 12/31/2023
     DLS4,800$306 12/31/2023
IAG Wealth Partners LLC4,532$296 03/31/2024
     DLS4,532$296 03/31/2024
Cetera Investment Advisers4,535$290 12/31/2023
     DLS4,535$290 12/31/2023
Mather Group LLC.4,427$283 03/31/2024
     DLS4,427$283 03/31/2024
Chicago Partners Investment Group LLC4,502$281 12/31/2023
     DLS4,502$281 12/31/2023
Oxinas Partners Wealth Management LLC4,173$272 03/31/2024
     DLS4,173$272 03/31/2024
Berger Financial Group Inc4,160$271 03/31/2024
     DLS4,160$271 03/31/2024
Signal Advisors Wealth LLC4,139$270 03/31/2024
     DLS4,139$270 03/31/2024
Total Wealth Planning LLC4,103$268 03/31/2024
     DLS4,103$268 03/31/2024
Advisory Services Network LLC4,133$264 12/31/2023
     DLS4,133$264 12/31/2023
Private Ocean LLC3,970$259 03/31/2024
     DLS3,970$259 03/31/2024
Claro Advisors LLC3,841$250 03/31/2024
     DLS3,841$250 03/31/2024
Calton & Associates Inc.3,818$249 03/31/2024
     DLS3,818$249 03/31/2024
JFS Wealth Advisors LLC3,870$247 12/31/2023
     DLS3,870$247 12/31/2023
Maripau Wealth Management LLC3,834$245 12/31/2023
     DLS3,834$245 12/31/2023
WealthShield Partners LLC3,778$241 12/31/2023
     DLS3,778$241 12/31/2023
TCI Wealth Advisors Inc.3,746$239 12/31/2023
     DLS3,746$239 12/31/2023
Raymond James Financial Services Advisors Inc.3,622$236 03/31/2024
     DLS3,622$236 03/31/2024
Fifth Third Bancorp3,589$234 03/31/2024
     DLS3,589$234 03/31/2024
Blair William & Co. IL3,630$232 12/31/2023
     DLS3,630$232 12/31/2023
Rockbridge Investment Management LCC3,573$228 12/31/2023
     DLS3,573$228 12/31/2023
Beacon Financial Group3,366$215 12/31/2023
     DLS3,366$215 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC3,333$213 12/31/2023
     DLS3,333$213 12/31/2023
Frazier Financial Advisors LLC3,317$212 12/31/2023
     DLS3,317$212 12/31/2023
Signet Financial Management LLC3,205$209 03/31/2024
     DLS3,205$209 03/31/2024
Modern Wealth Management LLC3,223$206 12/31/2023
     DLS3,223$206 12/31/2023
McAdam LLC3,095$202 03/31/2024
     DLS3,095$202 03/31/2024
National Bank of Canada FI2,723$172 12/31/2023
     DLS2,723$172 12/31/2023
Princeton Global Asset Management LLC2,084$133 12/31/2023
     DLS2,084$133 12/31/2023
Fairman Group LLC2,051$131 12/31/2023
     DLS2,051$131 12/31/2023
Global Retirement Partners LLC1,968$128 03/31/2024
     DLS1,968$128 03/31/2024
Morton Brown Family Wealth LLC1,953$127 03/31/2024
     DLS1,953$127 03/31/2024
Hollencrest Capital Management1,789$114 12/31/2023
     DLS1,789$114 12/31/2023
Glass Jacobson Investment Advisors llc1,773$113 12/31/2023
     DLS1,773$113 12/31/2023
Qube Research & Technologies Ltd1,386$88 12/31/2023
     DLS1,386$88 12/31/2023
FMR LLC1,334$85 12/31/2023
     DLS1,334$85 12/31/2023
O Shaughnessy Asset Management LLC1,056$67 12/31/2023
     DLS1,056$67 12/31/2023
Baldwin Brothers Inc. MA1,000$65 03/31/2024
     DLS1,000$65 03/31/2024
Creative Financial Designs Inc. ADV885$57 12/31/2023
     DLS885$57 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC889$57 12/31/2023
     DLS889$57 12/31/2023
Brown Brothers Harriman & Co.863$55 12/31/2023
     DLS863$55 12/31/2023
Principal Securities Inc.677$43 12/31/2023
     DLS677$43 12/31/2023
FinTrust Capital Advisors LLC675$43 12/31/2023
     DLS675$43 12/31/2023
First Horizon Advisors Inc.660$42 12/31/2023
     DLS660$42 12/31/2023
Carmichael Hill & Associates Inc.584$38 03/31/2024
     DLS584$38 03/31/2024
Financial Freedom LLC570$37 03/31/2024
     DLS570$37 03/31/2024
Capital Advisors Ltd. LLC552$36 03/31/2024
     DLS552$36 03/31/2024
Aspect Partners LLC492$31 12/31/2023
     DLS492$31 12/31/2023
Montag A & Associates Inc.444$28 12/31/2023
     DLS444$28 12/31/2023
Key Financial Inc400$26 12/31/2023
     DLS400$26 12/31/2023
Bessemer Group Inc.395$25 12/31/2023
     DLS395$25 12/31/2023
US Bancorp DE300$19 12/31/2023
     DLS300$19 12/31/2023
The PNC Financial Services Group Inc.292$19 12/31/2023
     DLS292$19 12/31/2023
Asset Dedication LLC247$16 03/31/2024
     DLS247$16 03/31/2024
Crewe Advisors LLC245$16 12/31/2023
     DLS245$16 12/31/2023
Northwest Capital Management Inc207$13 03/31/2024
     DLS207$13 03/31/2024
AlphaCore Capital LLC185$12 12/31/2023
     DLS185$12 12/31/2023
Pinnacle Bank170$11 03/31/2024
     DLS170$11 03/31/2024
Heritage Wealth Advisors140$9 12/31/2023
     DLS140$9 12/31/2023
Bangor Savings Bank130$8 03/31/2024
     DLS130$8 03/31/2024
Institutional & Family Asset Management LLC109$7 12/31/2023
     DLS109$7 12/31/2023
Geneos Wealth Management Inc.100$6 12/31/2023
     DLS100$6 12/31/2023
Northwest Financial Advisors94$6 12/31/2023
     DLS94$6 12/31/2023
Tucker Asset Management LLC79$5 12/31/2023
     DLS79$5 12/31/2023
Covestor Ltd76$5 12/31/2023
     DLS76$5 12/31/2023
AdvisorNet Financial Inc58$4 03/31/2024
     DLS58$4 03/31/2024
Huntington National Bank68$4 12/31/2023
     DLS68$4 12/31/2023
EPG Wealth Management LLC59$4 12/31/2023
     DLS59$4 12/31/2023
Founders Financial Alliance LLC57$4 12/31/2023
     DLS57$4 12/31/2023
Opal Wealth Advisors LLC42$3 03/31/2024
     DLS42$3 03/31/2024
Able Wealth Management LLC30$2 12/31/2023
     DLS30$2 12/31/2023
PSI Advisors LLC15$1 03/31/2024
     DLS15$1 03/31/2024
Howe & Rusling Inc.14$1 12/31/2023
     DLS14$1 12/31/2023
Sachetta LLC20$1 12/31/2023
     DLS20$1 12/31/2023
Gradient Investments LLC1$0 03/31/2024
     DLS1$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     DLS0$0 12/31/2023
Tower Research Capital LLC TRC 5$0 12/31/2023
     DLS5$0 12/31/2023
Aptus Capital Advisors LLC4$0 12/31/2023
     DLS4$0 12/31/2023
Financial Gravity Asset Management Inc.3$0 12/31/2023
     DLS3$0 12/31/2023

See Summary: Institutional Holders of DLS
See Details: Top 10 Hedge Funds Holding DLS
Also See: DLS Holdings Changes

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