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On this page, we present all of the funds holding DWX from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DWX, with a link to that fund's top holdings. The next columns
indicate the amount of DWX stock held by each of the funds holding DWX, followed by the DWX position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 131 funds holding DWX within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding DWX), click the fund name in the "Holder" column of the funds-holding-DWX table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 1,115,735 | $39,664 | 12/31/2023 | DWX | 1,115,735 | $39,664 | 12/31/2023 | Bank of America Corp DE | 851,933 | $30,286 | 12/31/2023 | DWX | 851,933 | $30,286 | 12/31/2023 | UBS Group AG | 734,149 | $26,099 | 12/31/2023 | DWX | 734,149 | $26,099 | 12/31/2023 | Assetmark Inc. | 361,266 | $12,843 | 12/31/2023 | DWX | 361,266 | $12,843 | 12/31/2023 | LPL Financial LLC | 359,917 | $12,795 | 12/31/2023 | DWX | 359,917 | $12,795 | 12/31/2023 | Wells Fargo & Company MN | 294,463 | $10,468 | 12/31/2023 | DWX | 294,463 | $10,468 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 228,211 | $8,113 | 12/31/2023 | DWX | 228,211 | $8,113 | 12/31/2023 | Commonwealth Equity Services LLC | 190,627 | $6,777 | 12/31/2023 | DWX | 190,627 | $6,777 | 12/31/2023 | Envestnet Asset Management Inc. | 187,931 | $6,681 | 12/31/2023 | DWX | 187,931 | $6,681 | 12/31/2023 | Allen Capital Group LLC | 153,339 | $5,390 | 03/31/2024 | DWX | 153,339 | $5,390 | 03/31/2024 | Jane Street Group LLC | 139,914 | $4,974 | 12/31/2023 | DWX | 139,914 | $4,974 | 12/31/2023 | Stifel Financial Corp | 138,173 | $4,912 | 12/31/2023 | DWX | 138,173 | $4,912 | 12/31/2023 | Flow Traders U.S. LLC | 120,345 | $4,278 | 12/31/2023 | DWX | 120,345 | $4,278 | 12/31/2023 | Royal Bank of Canada | 120,137 | $4,271 | 12/31/2023 | DWX | 120,137 | $4,271 | 12/31/2023 | Concord Wealth Partners | 104,852 | $3,727 | 12/31/2023 | DWX | 104,852 | $3,727 | 12/31/2023 | Susquehanna International Group LLP | 104,667 | $3,721 | 12/31/2023 | DWX | 104,667 | $3,721 | 12/31/2023 | Kades & Cheifetz LLC | 84,701 | $3,011 | 12/31/2023 | DWX | 84,701 | $3,011 | 12/31/2023 | Cetera Investment Advisers | 77,570 | $2,758 | 12/31/2023 | DWX | 77,570 | $2,758 | 12/31/2023 | Mount Lucas Management LP | 69,314 | $2,464 | 12/31/2023 | DWX | 69,314 | $2,464 | 12/31/2023 | Baker Avenue Asset Management LP | 66,527 | $2,365 | 12/31/2023 | DWX | 66,527 | $2,365 | 12/31/2023 | OLD Mission Capital LLC | 63,872 | $2,271 | 12/31/2023 | DWX | 63,872 | $2,271 | 12/31/2023 | WealthShield Partners LLC | 63,704 | $2,265 | 12/31/2023 | DWX | 63,704 | $2,265 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 61,455 | $2,185 | 12/31/2023 | DWX | 61,455 | $2,185 | 12/31/2023 | Mount Yale Investment Advisors LLC | 60,805 | $2,162 | 12/31/2023 | DWX | 60,805 | $2,162 | 12/31/2023 | Janney Montgomery Scott LLC | 55,144 | $1,960 | 12/31/2023 | DWX | 55,144 | $1,960 | 12/31/2023 | Private Advisor Group LLC | 53,648 | $1,906 | 12/31/2023 | DWX | 53,648 | $1,906 | 12/31/2023 | Invesco Ltd. | 52,627 | $1,871 | 12/31/2023 | DWX | 52,627 | $1,871 | 12/31/2023 | Advisor Group Holdings Inc. | 51,006 | $1,814 | 12/31/2023 | DWX | 51,006 | $1,814 | 12/31/2023 | Parallel Advisors LLC | 45,791 | $1,628 | 12/31/2023 | DWX | 45,791 | $1,628 | 12/31/2023 | 1832 Asset Management L.P. | 42,270 | $1,503 | 12/31/2023 | DWX | 42,270 | $1,503 | 12/31/2023 | MML Investors Services LLC | 41,200 | $1,465 | 12/31/2023 | DWX | 41,200 | $1,465 | 12/31/2023 | Raymond James & Associates | 37,915 | $1,348 | 12/31/2023 | DWX | 37,915 | $1,348 | 12/31/2023 | FDx Advisors Inc. | 31,833 | $1,132 | 12/31/2023 | DWX | 31,833 | $1,132 | 12/31/2023 | Beverly Hills Private Wealth LLC | 31,326 | $1,114 | 12/31/2023 | DWX | 31,326 | $1,114 | 12/31/2023 | Comerica Bank | 30,906 | $1,099 | 12/31/2023 | DWX | 30,906 | $1,099 | 12/31/2023 | Cetera Advisor Networks LLC | 29,675 | $1,055 | 12/31/2023 | DWX | 29,675 | $1,055 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 28,524 | $1,014 | 12/31/2023 | DWX | 28,524 | $1,014 | 12/31/2023 | JPMorgan Chase & Co. | 27,622 | $982 | 12/31/2023 | DWX | 27,622 | $982 | 12/31/2023 | Eqis Capital Management Inc. | 27,379 | $973 | 12/31/2023 | DWX | 27,379 | $973 | 12/31/2023 | Brandywine Oak Private Wealth LLC | 26,198 | $931 | 12/31/2023 | DWX | 26,198 | $931 | 12/31/2023 | Key Financial Inc | 25,520 | $907 | 12/31/2023 | DWX | 25,520 | $907 | 12/31/2023 | Heartwood Wealth Advisors LLC | 24,237 | $852 | 03/31/2024 | DWX | 24,237 | $852 | 03/31/2024 | Dumont & Blake Investment Advisors LLC | 23,343 | $821 | 03/31/2024 | DWX | 23,343 | $821 | 03/31/2024 | Citadel Advisors LLC | 23,009 | $818 | 12/31/2023 | DWX | 23,009 | $818 | 12/31/2023 | HighTower Advisors LLC | 22,396 | $797 | 12/31/2023 | DWX | 22,396 | $797 | 12/31/2023 | US Bancorp DE | 22,020 | $783 | 12/31/2023 | DWX | 22,020 | $783 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 21,501 | $764 | 12/31/2023 | DWX | 21,501 | $764 | 12/31/2023 | Truist Financial Corp | 20,985 | $746 | 12/31/2023 | DWX | 20,985 | $746 | 12/31/2023 | Novak & Powell Financial Services Inc. | 18,331 | $652 | 12/31/2023 | DWX | 18,331 | $652 | 12/31/2023 | McAdam LLC | 17,901 | $636 | 12/31/2023 | DWX | 17,901 | $636 | 12/31/2023 | Moneta Group Investment Advisors LLC | 15,569 | $553 | 12/31/2023 | DWX | 15,569 | $553 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 15,000 | $533 | 12/31/2023 | DWX | 15,000 | $533 | 12/31/2023 | Avantax Advisory Services Inc. | 14,316 | $509 | 12/31/2023 | DWX | 14,316 | $509 | 12/31/2023 | HBK Sorce Advisory LLC | 14,049 | $499 | 12/31/2023 | DWX | 14,049 | $499 | 12/31/2023 | D.A. Davidson & CO. | 14,012 | $498 | 12/31/2023 | DWX | 14,012 | $498 | 12/31/2023 | Mariner LLC | 13,093 | $465 | 12/31/2023 | DWX | 13,093 | $465 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 13,072 | $465 | 12/31/2023 | DWX | 13,072 | $465 | 12/31/2023 | Kestra Advisory Services LLC | 13,012 | $463 | 12/31/2023 | DWX | 13,012 | $463 | 12/31/2023 | Curbstone Financial Management Corp | 12,078 | $425 | 03/31/2024 | DWX | 12,078 | $425 | 03/31/2024 | Balentine LLC | 11,432 | $406 | 12/31/2023 | DWX | 11,432 | $406 | 12/31/2023 | Citigroup Inc. | 11,138 | $396 | 12/31/2023 | DWX | 11,138 | $396 | 12/31/2023 | Conservest Capital Advisors Inc. | 11,099 | $395 | 12/31/2023 | DWX | 11,099 | $395 | 12/31/2023 | Advisor Resource Council | 10,989 | $391 | 12/31/2023 | DWX | 10,989 | $391 | 12/31/2023 | West Wealth Group LLC | 10,929 | $389 | 12/31/2023 | DWX | 10,929 | $389 | 12/31/2023 | PFG Investments LLC | 10,702 | $380 | 12/31/2023 | DWX | 10,702 | $380 | 12/31/2023 | AlphaCentric Advisors LLC | 10,417 | $370 | 12/31/2023 | DWX | 10,417 | $370 | 12/31/2023 | Fifth Third Securities Inc. | 10,007 | $352 | 03/31/2024 | DWX | 10,007 | $352 | 03/31/2024 | Counterweight Ventures LLC | 9,675 | $344 | 12/31/2023 | DWX | 9,675 | $344 | 12/31/2023 | Putnam FL Investment Management Co. | 9,301 | $331 | 12/31/2023 | DWX | 9,301 | $331 | 12/31/2023 | Integrated Wealth Concepts LLC | 9,039 | $321 | 12/31/2023 | DWX | 9,039 | $321 | 12/31/2023 | Cetera Advisors LLC | 8,432 | $300 | 12/31/2023 | DWX | 8,432 | $300 | 12/31/2023 | Southland Equity Partners LLC | 8,146 | $286 | 03/31/2024 | DWX | 8,146 | $286 | 03/31/2024 | Rehmann Capital Advisory Group | 7,560 | $269 | 12/31/2023 | DWX | 7,560 | $269 | 12/31/2023 | Stablepoint Partners LLC | 6,994 | $249 | 12/31/2023 | DWX | 6,994 | $249 | 12/31/2023 | Savant Capital LLC | 6,933 | $246 | 12/31/2023 | DWX | 6,933 | $246 | 12/31/2023 | Investment Partners LTD. | 6,537 | $230 | 03/31/2024 | DWX | 6,537 | $230 | 03/31/2024 | Beta Wealth Group Inc. | 6,392 | $227 | 12/31/2023 | DWX | 6,392 | $227 | 12/31/2023 | Benchmark Wealth Management LLC | 6,211 | $218 | 03/31/2024 | DWX | 6,211 | $218 | 03/31/2024 | Creative Planning | 5,979 | $213 | 12/31/2023 | DWX | 5,979 | $213 | 12/31/2023 | Traverso Chambers Private Wealth Management LLC | 5,900 | $210 | 12/31/2023 | DWX | 5,900 | $210 | 12/31/2023 | Virtu Financial LLC | 5,814 | $207 | 12/31/2023 | DWX | 5,814 | $207 | 12/31/2023 | Global Retirement Partners LLC | 4,824 | $170 | 12/31/2023 | DWX | 4,824 | $170 | 12/31/2023 | Arvest Investments Inc. | 4,662 | $166 | 12/31/2023 | DWX | 4,662 | $166 | 12/31/2023 | The PNC Financial Services Group Inc. | 4,433 | $158 | 12/31/2023 | DWX | 4,433 | $158 | 12/31/2023 | National Bank of Canada FI | 4,146 | $146 | 12/31/2023 | DWX | 4,146 | $146 | 12/31/2023 | Roble Belko & Company Inc | 3,899 | $137 | 03/31/2024 | DWX | 3,899 | $137 | 03/31/2024 | Milestone Investment Advisors LLC | 3,683 | $131 | 12/31/2023 | DWX | 3,683 | $131 | 12/31/2023 | Atlantic Trust LLC | 3,000 | $107 | 12/31/2023 | DWX | 3,000 | $107 | 12/31/2023 | Geneos Wealth Management Inc. | 2,671 | $95 | 12/31/2023 | DWX | 2,671 | $95 | 12/31/2023 | FMR LLC | 1,648 | $59 | 12/31/2023 | DWX | 1,648 | $59 | 12/31/2023 | FinTrust Capital Advisors LLC | 1,525 | $54 | 12/31/2023 | DWX | 1,525 | $54 | 12/31/2023 | Sandy Spring Bank | 1,465 | $52 | 12/31/2023 | DWX | 1,465 | $52 | 12/31/2023 | Arcadia Investment Management Corp MI | 1,300 | $46 | 12/31/2023 | DWX | 1,300 | $46 | 12/31/2023 | IFP Advisors Inc | 1,228 | $44 | 12/31/2023 | DWX | 1,228 | $44 | 12/31/2023 | Colonial Trust Co SC | 1,129 | $40 | 12/31/2023 | DWX | 1,129 | $40 | 12/31/2023 | CENTRAL TRUST Co | 1,050 | $37 | 12/31/2023 | DWX | 1,050 | $37 | 12/31/2023 | CWM LLC | 889 | $31 | 03/31/2024 | DWX | 889 | $31 | 03/31/2024 | Qube Research & Technologies Ltd | 875 | $31 | 12/31/2023 | DWX | 875 | $31 | 12/31/2023 | Harbor Investment Advisory LLC | 860 | $30 | 03/31/2024 | DWX | 860 | $30 | 03/31/2024 | Spire Wealth Management | 867 | $30 | 12/31/2023 | DWX | 867 | $30 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 819 | $29 | 12/31/2023 | DWX | 819 | $29 | 12/31/2023 | Peoples Financial Services CORP. | 800 | $28 | 03/31/2024 | DWX | 800 | $28 | 03/31/2024 | Northwest Capital Management Inc | 786 | $28 | 03/31/2024 | DWX | 786 | $28 | 03/31/2024 | Financial Advisory Service Inc. | 690 | $25 | 12/31/2023 | DWX | 690 | $25 | 12/31/2023 | Carmichael Hill & Associates Inc. | 669 | $24 | 12/31/2023 | DWX | 669 | $24 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 675 | $23 | 12/31/2023 | DWX | 675 | $23 | 12/31/2023 | Sunbelt Securities Inc. | 600 | $21 | 03/31/2024 | DWX | 600 | $21 | 03/31/2024 | Asset Dedication LLC | 555 | $19 | 03/31/2024 | DWX | 555 | $19 | 03/31/2024 | UMB Bank N A MO | 500 | $18 | 12/31/2023 | DWX | 500 | $18 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 500 | $18 | 12/31/2023 | DWX | 500 | $18 | 12/31/2023 | Principal Securities Inc. | 449 | $16 | 12/31/2023 | DWX | 449 | $16 | 12/31/2023 | Allworth Financial LP | 445 | $16 | 12/31/2023 | DWX | 445 | $16 | 12/31/2023 | Creative Financial Designs Inc. ADV | 415 | $15 | 12/31/2023 | DWX | 415 | $15 | 12/31/2023 | Cambridge Trust Co. | 359 | $13 | 12/31/2023 | DWX | 359 | $13 | 12/31/2023 | Parkside Financial Bank & Trust | 327 | $12 | 12/31/2023 | DWX | 327 | $12 | 12/31/2023 | Barclays PLC | 300 | $11 | 12/31/2023 | DWX | 300 | $11 | 12/31/2023 | Capital Analysts LLC | 320 | $11 | 12/31/2023 | DWX | 320 | $11 | 12/31/2023 | Harbour Investments Inc. | 259 | $9 | 12/31/2023 | DWX | 259 | $9 | 12/31/2023 | Capital Investment Advisory Services LLC | 258 | $9 | 12/31/2023 | DWX | 258 | $9 | 12/31/2023 | Tower Research Capital LLC TRC | 201 | $7 | 12/31/2023 | DWX | 201 | $7 | 12/31/2023 | Castleview Partners LLC | 194 | $7 | 12/31/2023 | DWX | 194 | $7 | 12/31/2023 | Avion Wealth | 200 | $7 | 12/31/2023 | DWX | 200 | $7 | 12/31/2023 | Founders Financial Alliance LLC | 161 | $6 | 12/31/2023 | DWX | 161 | $6 | 12/31/2023 | Westside Investment Management Inc. | 140 | $5 | 12/31/2023 | DWX | 140 | $5 | 12/31/2023 | Beacon Capital Management LLC | 152 | $5 | 12/31/2023 | DWX | 152 | $5 | 12/31/2023 | Steward Partners Investment Advisory LLC | 116 | $4 | 12/31/2023 | DWX | 116 | $4 | 12/31/2023 | NBC Securities Inc. | 50 | $2 | 03/31/2024 | DWX | 50 | $2 | 03/31/2024 | Barrett & Company Inc. | 47 | $2 | 03/31/2024 | DWX | 47 | $2 | 03/31/2024 | Gradient Investments LLC | 50 | $2 | 12/31/2023 | DWX | 50 | $2 | 12/31/2023 | Huntington National Bank | 1 | $0 | 12/31/2023 | DWX | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | DWX | 0 | $0 | 12/31/2023 | NewSquare Capital LLC | 1 | $0 | 12/31/2023 | DWX | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DWX
See Details: Top 10 Hedge Funds Holding DWX
Also See: DWX Holdings Changes
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