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Funds Holding DWX

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,115,735$39,664 12/31/2023
     DWX1,115,735$39,664 12/31/2023
Bank of America Corp DE851,933$30,286 12/31/2023
     DWX851,933$30,286 12/31/2023
UBS Group AG734,149$26,099 12/31/2023
     DWX734,149$26,099 12/31/2023
Assetmark Inc.361,266$12,843 12/31/2023
     DWX361,266$12,843 12/31/2023
LPL Financial LLC359,917$12,795 12/31/2023
     DWX359,917$12,795 12/31/2023
Wells Fargo & Company MN294,463$10,468 12/31/2023
     DWX294,463$10,468 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management228,211$8,113 12/31/2023
     DWX228,211$8,113 12/31/2023
Commonwealth Equity Services LLC190,627$6,777 12/31/2023
     DWX190,627$6,777 12/31/2023
Envestnet Asset Management Inc.187,931$6,681 12/31/2023
     DWX187,931$6,681 12/31/2023
Allen Capital Group LLC153,339$5,390 03/31/2024
     DWX153,339$5,390 03/31/2024
Jane Street Group LLC139,914$4,974 12/31/2023
     DWX139,914$4,974 12/31/2023
Stifel Financial Corp138,173$4,912 12/31/2023
     DWX138,173$4,912 12/31/2023
Flow Traders U.S. LLC120,345$4,278 12/31/2023
     DWX120,345$4,278 12/31/2023
Royal Bank of Canada120,137$4,271 12/31/2023
     DWX120,137$4,271 12/31/2023
Concord Wealth Partners104,852$3,727 12/31/2023
     DWX104,852$3,727 12/31/2023
Susquehanna International Group LLP104,667$3,721 12/31/2023
     DWX104,667$3,721 12/31/2023
Kades & Cheifetz LLC84,701$3,011 12/31/2023
     DWX84,701$3,011 12/31/2023
Cetera Investment Advisers77,570$2,758 12/31/2023
     DWX77,570$2,758 12/31/2023
Mount Lucas Management LP69,314$2,464 12/31/2023
     DWX69,314$2,464 12/31/2023
Baker Avenue Asset Management LP66,527$2,365 12/31/2023
     DWX66,527$2,365 12/31/2023
OLD Mission Capital LLC63,872$2,271 12/31/2023
     DWX63,872$2,271 12/31/2023
WealthShield Partners LLC63,704$2,265 12/31/2023
     DWX63,704$2,265 12/31/2023
Northwestern Mutual Wealth Management Co.61,455$2,185 12/31/2023
     DWX61,455$2,185 12/31/2023
Mount Yale Investment Advisors LLC60,805$2,162 12/31/2023
     DWX60,805$2,162 12/31/2023
Janney Montgomery Scott LLC55,144$1,960 12/31/2023
     DWX55,144$1,960 12/31/2023
Private Advisor Group LLC53,648$1,906 12/31/2023
     DWX53,648$1,906 12/31/2023
Invesco Ltd.52,627$1,871 12/31/2023
     DWX52,627$1,871 12/31/2023
Advisor Group Holdings Inc.51,006$1,814 12/31/2023
     DWX51,006$1,814 12/31/2023
Parallel Advisors LLC45,791$1,628 12/31/2023
     DWX45,791$1,628 12/31/2023
1832 Asset Management L.P.42,270$1,503 12/31/2023
     DWX42,270$1,503 12/31/2023
MML Investors Services LLC41,200$1,465 12/31/2023
     DWX41,200$1,465 12/31/2023
Raymond James & Associates37,915$1,348 12/31/2023
     DWX37,915$1,348 12/31/2023
FDx Advisors Inc.31,833$1,132 12/31/2023
     DWX31,833$1,132 12/31/2023
Beverly Hills Private Wealth LLC31,326$1,114 12/31/2023
     DWX31,326$1,114 12/31/2023
Comerica Bank30,906$1,099 12/31/2023
     DWX30,906$1,099 12/31/2023
Cetera Advisor Networks LLC29,675$1,055 12/31/2023
     DWX29,675$1,055 12/31/2023
Mercer Global Advisors Inc. ADV28,524$1,014 12/31/2023
     DWX28,524$1,014 12/31/2023
JPMorgan Chase & Co.27,622$982 12/31/2023
     DWX27,622$982 12/31/2023
Eqis Capital Management Inc.27,379$973 12/31/2023
     DWX27,379$973 12/31/2023
Brandywine Oak Private Wealth LLC26,198$931 12/31/2023
     DWX26,198$931 12/31/2023
Key Financial Inc25,520$907 12/31/2023
     DWX25,520$907 12/31/2023
Heartwood Wealth Advisors LLC24,237$852 03/31/2024
     DWX24,237$852 03/31/2024
Dumont & Blake Investment Advisors LLC23,343$821 03/31/2024
     DWX23,343$821 03/31/2024
Citadel Advisors LLC23,009$818 12/31/2023
     DWX23,009$818 12/31/2023
HighTower Advisors LLC22,396$797 12/31/2023
     DWX22,396$797 12/31/2023
US Bancorp DE22,020$783 12/31/2023
     DWX22,020$783 12/31/2023
Cambridge Investment Research Advisors Inc.21,501$764 12/31/2023
     DWX21,501$764 12/31/2023
Truist Financial Corp20,985$746 12/31/2023
     DWX20,985$746 12/31/2023
Novak & Powell Financial Services Inc.18,331$652 12/31/2023
     DWX18,331$652 12/31/2023
McAdam LLC17,901$636 12/31/2023
     DWX17,901$636 12/31/2023
Moneta Group Investment Advisors LLC15,569$553 12/31/2023
     DWX15,569$553 12/31/2023
Nations Financial Group Inc. IA ADV15,000$533 12/31/2023
     DWX15,000$533 12/31/2023
Avantax Advisory Services Inc.14,316$509 12/31/2023
     DWX14,316$509 12/31/2023
HBK Sorce Advisory LLC14,049$499 12/31/2023
     DWX14,049$499 12/31/2023
D.A. Davidson & CO.14,012$498 12/31/2023
     DWX14,012$498 12/31/2023
Mariner LLC13,093$465 12/31/2023
     DWX13,093$465 12/31/2023
Raymond James Financial Services Advisors Inc.13,072$465 12/31/2023
     DWX13,072$465 12/31/2023
Kestra Advisory Services LLC13,012$463 12/31/2023
     DWX13,012$463 12/31/2023
Curbstone Financial Management Corp12,078$425 03/31/2024
     DWX12,078$425 03/31/2024
Balentine LLC11,432$406 12/31/2023
     DWX11,432$406 12/31/2023
Citigroup Inc.11,138$396 12/31/2023
     DWX11,138$396 12/31/2023
Conservest Capital Advisors Inc.11,099$395 12/31/2023
     DWX11,099$395 12/31/2023
Advisor Resource Council10,989$391 12/31/2023
     DWX10,989$391 12/31/2023
West Wealth Group LLC10,929$389 12/31/2023
     DWX10,929$389 12/31/2023
PFG Investments LLC10,702$380 12/31/2023
     DWX10,702$380 12/31/2023
AlphaCentric Advisors LLC10,417$370 12/31/2023
     DWX10,417$370 12/31/2023
Fifth Third Securities Inc.10,007$352 03/31/2024
     DWX10,007$352 03/31/2024
Counterweight Ventures LLC9,675$344 12/31/2023
     DWX9,675$344 12/31/2023
Putnam FL Investment Management Co.9,301$331 12/31/2023
     DWX9,301$331 12/31/2023
Integrated Wealth Concepts LLC9,039$321 12/31/2023
     DWX9,039$321 12/31/2023
Cetera Advisors LLC8,432$300 12/31/2023
     DWX8,432$300 12/31/2023
Southland Equity Partners LLC8,146$286 03/31/2024
     DWX8,146$286 03/31/2024
Rehmann Capital Advisory Group7,560$269 12/31/2023
     DWX7,560$269 12/31/2023
Stablepoint Partners LLC6,994$249 12/31/2023
     DWX6,994$249 12/31/2023
Savant Capital LLC6,933$246 12/31/2023
     DWX6,933$246 12/31/2023
Investment Partners LTD.6,537$230 03/31/2024
     DWX6,537$230 03/31/2024
Beta Wealth Group Inc.6,392$227 12/31/2023
     DWX6,392$227 12/31/2023
Benchmark Wealth Management LLC6,211$218 03/31/2024
     DWX6,211$218 03/31/2024
Creative Planning5,979$213 12/31/2023
     DWX5,979$213 12/31/2023
Traverso Chambers Private Wealth Management LLC5,900$210 12/31/2023
     DWX5,900$210 12/31/2023
Virtu Financial LLC5,814$207 12/31/2023
     DWX5,814$207 12/31/2023
Global Retirement Partners LLC4,824$170 12/31/2023
     DWX4,824$170 12/31/2023
Arvest Investments Inc.4,662$166 12/31/2023
     DWX4,662$166 12/31/2023
The PNC Financial Services Group Inc.4,433$158 12/31/2023
     DWX4,433$158 12/31/2023
National Bank of Canada FI4,146$146 12/31/2023
     DWX4,146$146 12/31/2023
Roble Belko & Company Inc3,899$137 03/31/2024
     DWX3,899$137 03/31/2024
Milestone Investment Advisors LLC3,683$131 12/31/2023
     DWX3,683$131 12/31/2023
Atlantic Trust LLC3,000$107 12/31/2023
     DWX3,000$107 12/31/2023
Geneos Wealth Management Inc.2,671$95 12/31/2023
     DWX2,671$95 12/31/2023
FMR LLC1,648$59 12/31/2023
     DWX1,648$59 12/31/2023
FinTrust Capital Advisors LLC1,525$54 12/31/2023
     DWX1,525$54 12/31/2023
Sandy Spring Bank1,465$52 12/31/2023
     DWX1,465$52 12/31/2023
Arcadia Investment Management Corp MI1,300$46 12/31/2023
     DWX1,300$46 12/31/2023
IFP Advisors Inc1,228$44 12/31/2023
     DWX1,228$44 12/31/2023
Colonial Trust Co SC1,129$40 12/31/2023
     DWX1,129$40 12/31/2023
CENTRAL TRUST Co1,050$37 12/31/2023
     DWX1,050$37 12/31/2023
CWM LLC889$31 03/31/2024
     DWX889$31 03/31/2024
Qube Research & Technologies Ltd875$31 12/31/2023
     DWX875$31 12/31/2023
Harbor Investment Advisory LLC860$30 03/31/2024
     DWX860$30 03/31/2024
Spire Wealth Management867$30 12/31/2023
     DWX867$30 12/31/2023
Blue Bell Private Wealth Management LLC819$29 12/31/2023
     DWX819$29 12/31/2023
Peoples Financial Services CORP.800$28 03/31/2024
     DWX800$28 03/31/2024
Northwest Capital Management Inc786$28 03/31/2024
     DWX786$28 03/31/2024
Financial Advisory Service Inc.690$25 12/31/2023
     DWX690$25 12/31/2023
Carmichael Hill & Associates Inc.669$24 12/31/2023
     DWX669$24 12/31/2023
Householder Group Estate & Retirement Specialist LLC675$23 12/31/2023
     DWX675$23 12/31/2023
Sunbelt Securities Inc.600$21 03/31/2024
     DWX600$21 03/31/2024
Asset Dedication LLC555$19 03/31/2024
     DWX555$19 03/31/2024
UMB Bank N A MO500$18 12/31/2023
     DWX500$18 12/31/2023
Glass Jacobson Investment Advisors llc500$18 12/31/2023
     DWX500$18 12/31/2023
Principal Securities Inc.449$16 12/31/2023
     DWX449$16 12/31/2023
Allworth Financial LP445$16 12/31/2023
     DWX445$16 12/31/2023
Creative Financial Designs Inc. ADV415$15 12/31/2023
     DWX415$15 12/31/2023
Cambridge Trust Co.359$13 12/31/2023
     DWX359$13 12/31/2023
Parkside Financial Bank & Trust327$12 12/31/2023
     DWX327$12 12/31/2023
Barclays PLC300$11 12/31/2023
     DWX300$11 12/31/2023
Capital Analysts LLC320$11 12/31/2023
     DWX320$11 12/31/2023
Harbour Investments Inc.259$9 12/31/2023
     DWX259$9 12/31/2023
Capital Investment Advisory Services LLC258$9 12/31/2023
     DWX258$9 12/31/2023
Tower Research Capital LLC TRC 201$7 12/31/2023
     DWX201$7 12/31/2023
Castleview Partners LLC194$7 12/31/2023
     DWX194$7 12/31/2023
Avion Wealth200$7 12/31/2023
     DWX200$7 12/31/2023
Founders Financial Alliance LLC161$6 12/31/2023
     DWX161$6 12/31/2023
Westside Investment Management Inc.140$5 12/31/2023
     DWX140$5 12/31/2023
Beacon Capital Management LLC152$5 12/31/2023
     DWX152$5 12/31/2023
Steward Partners Investment Advisory LLC116$4 12/31/2023
     DWX116$4 12/31/2023
NBC Securities Inc.50$2 03/31/2024
     DWX50$2 03/31/2024
Barrett & Company Inc.47$2 03/31/2024
     DWX47$2 03/31/2024
Gradient Investments LLC50$2 12/31/2023
     DWX50$2 12/31/2023
Huntington National Bank1$0 12/31/2023
     DWX1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     DWX0$0 12/31/2023
NewSquare Capital LLC1$0 12/31/2023
     DWX1$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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