 |
|
|
This page summarizes the DFAI holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether DFAI is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing DFAI Share Count |
|---|
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
365 |
6,135 |
+5,770 |
+1580.82% |
| Wells Fargo & Company MN |
663 |
5,892 |
+5,229 |
+788.69% |
| Mendota Financial Group LLC |
79,761 |
381,187 |
+301,426 |
+377.91% |
| Asset Dedication LLC |
1,313 |
5,885 |
+4,572 |
+348.21% |
| Main Street Financial Solutions LLC |
27,168 |
121,332 |
+94,164 |
+346.60% |
| Brown Advisory Inc. |
89,723 |
320,148 |
+230,425 |
+256.82% |
| Greenspring Advisors LLC |
8,043 |
25,053 |
+17,010 |
+211.49% |
| Jacobi Capital Management LLC |
27,463 |
82,857 |
+55,394 |
+201.70% |
| Great Point Wealth Advisors LLC |
419,928 |
1,167,197 |
+747,269 |
+177.95% |
| BKA Wealth Consulting Inc. |
9,792 |
26,173 |
+16,381 |
+167.29% |
| Sanctuary Wealth Management L.L.C. |
27,066 |
62,385 |
+35,319 |
+130.49% |
| Stock Yards Bank & Trust Co. |
12,118 |
26,618 |
+14,500 |
+119.66% |
| Lauterbach Financial Advisors LLC |
8,082 |
17,096 |
+9,014 |
+111.53% |
| CWM LLC |
558 |
1,145 |
+587 |
+105.20% |
| Valeo Financial Advisors LLC |
8,445 |
16,873 |
+8,428 |
+99.80% |
| Buckingham Strategic Wealth LLC |
705,388 |
1,326,231 |
+620,843 |
+88.01% |
| MAI Capital Management |
430,624 |
800,248 |
+369,624 |
+85.83% |
| Smithfield Trust Co. |
4,200 |
7,700 |
+3,500 |
+83.33% |
| Quantum Financial Advisors LLC |
241,910 |
438,253 |
+196,343 |
+81.16% |
| Midwest Heritage Bank FSB |
168,313 |
303,324 |
+135,011 |
+80.21% |
| Life Planning Partners Inc |
13,850 |
23,471 |
+9,621 |
+69.47% |
| Orion Portfolio Solutions LLC |
56,350 |
93,763 |
+37,413 |
+66.39% |
| Colony Family Offices LLC |
43,834 |
72,809 |
+28,975 |
+66.10% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
16,646 |
27,202 |
+10,556 |
+63.41% |
| Integrated Advisors Network LLC |
24,169 |
38,333 |
+14,164 |
+58.60% |
| Mustard Seed Financial LLC |
40,424 |
63,515 |
+23,091 |
+57.12% |
| BCU Wealth Advisors LLC |
52,523 |
78,656 |
+26,133 |
+49.76% |
| Peapack Gladstone Financial Corp |
19,570 |
27,770 |
+8,200 |
+41.90% |
| Resources Investment Advisors LLC. |
1,384,192 |
1,955,812 |
+571,620 |
+41.30% |
| Catalyst Private Wealth LLC |
90,256 |
121,472 |
+31,216 |
+34.59% |
| DBK Financial Counsel LLC |
55,930 |
75,160 |
+19,230 |
+34.38% |
| 180 Wealth Advisors LLC |
78,567 |
105,406 |
+26,839 |
+34.16% |
| Wealth Enhancement Advisory Services LLC |
995,586 |
1,327,539 |
+331,953 |
+33.34% |
| HighTower Advisors LLC |
210,795 |
280,550 |
+69,755 |
+33.09% |
| Thoroughbred Financial Services LLC |
27,003 |
35,709 |
+8,706 |
+32.24% |
| Fonville Wealth Management LLC |
216,629 |
286,320 |
+69,691 |
+32.17% |
| Cherry Tree Wealth Management LLC |
7,101 |
9,165 |
+2,064 |
+29.07% |
| McIlrath & Eck LLC |
1,111,511 |
1,431,497 |
+319,986 |
+28.79% |
| LPL Financial LLC |
177,850 |
227,362 |
+49,512 |
+27.84% |
| Premier Path Wealth Partners LLC |
120,244 |
152,286 |
+32,042 |
+26.65% |
| TCP Asset Management LLC |
388,917 |
490,202 |
+101,285 |
+26.04% |
| Cypress Point Wealth Management LLC |
19,345 |
24,253 |
+4,908 |
+25.37% |
| Bryant Woods Investment Advisors LLC |
17,054 |
21,312 |
+4,258 |
+24.97% |
| PBMares Wealth Management LLC |
329,764 |
410,944 |
+81,180 |
+24.62% |
| TCI Wealth Advisors Inc. |
90,263 |
111,818 |
+21,555 |
+23.88% |
| Valued Wealth Advisors LLC |
490,778 |
603,055 |
+112,277 |
+22.88% |
| Keating Wealth Management LLC |
151,676 |
185,971 |
+34,295 |
+22.61% |
| Pure Financial Advisors Inc. |
670,993 |
807,316 |
+136,323 |
+20.32% |
| Capital Performance Advisors LLP |
8,229 |
9,877 |
+1,648 |
+20.03% |
| Lam Group Inc. |
17,715 |
21,255 |
+3,540 |
+19.98% |
| City State Bank |
30,335 |
36,303 |
+5,968 |
+19.67% |
| Bromfield Sneider Wealth Advisors |
18,278 |
21,817 |
+3,539 |
+19.36% |
| Tortoise Investment Management LLC |
132,637 |
157,841 |
+25,204 |
+19.00% |
| Wealthfront Advisers LLC |
15,118 |
17,740 |
+2,622 |
+17.34% |
| Advisor Group Holdings Inc. |
175,345 |
205,610 |
+30,265 |
+17.26% |
| Pioneer Wealth Management Group |
693,317 |
805,188 |
+111,871 |
+16.14% |
| Root Financial Partners LLC |
1,247,190 |
1,441,886 |
+194,696 |
+15.61% |
| Private Ocean LLC |
1,301,061 |
1,502,137 |
+201,076 |
+15.45% |
| JPMorgan Chase & Co. |
296,152 |
340,989 |
+44,837 |
+15.14% |
| Claris Advisors LLC MO |
47,123 |
54,061 |
+6,938 |
+14.72% |
| Allegiance Financial Group Advisory Services LLC |
238,862 |
273,620 |
+34,758 |
+14.55% |
| Rappaport Reiches Capital Management LLC |
459,189 |
525,013 |
+65,824 |
+14.33% |
| Sutton Place Investors LLC |
137,949 |
157,371 |
+19,422 |
+14.08% |
| Plan Group Financial LLC |
218,016 |
248,596 |
+30,580 |
+14.03% |
| Wealthquest Corp |
193,297 |
220,368 |
+27,071 |
+14.00% |
| Mission Wealth Management LP |
926,808 |
1,055,890 |
+129,082 |
+13.93% |
| Ausdal Financial Partners Inc. |
72,274 |
82,285 |
+10,011 |
+13.85% |
| Compass Financial Group INC SD |
10,903 |
12,372 |
+1,469 |
+13.47% |
| Schwarz Dygos Wheeler Investment Advisors LLC |
326,448 |
368,110 |
+41,662 |
+12.76% |
| Monument Group Wealth Advisors LLC |
638,653 |
717,462 |
+78,809 |
+12.34% |
| Private Capital Management LLC |
861,602 |
966,407 |
+104,805 |
+12.16% |
| Acorn Creek Capital LLC |
11,754 |
13,173 |
+1,419 |
+12.07% |
| DHJJ Financial Advisors Ltd. |
25,444 |
28,490 |
+3,046 |
+11.97% |
| Parkside Financial Bank & Trust |
1,295 |
1,447 |
+152 |
+11.74% |
| Salem Investment Counselors Inc. |
9,524 |
10,594 |
+1,070 |
+11.23% |
| Spectrum Investment Advisors Inc. |
380,378 |
420,860 |
+40,482 |
+10.64% |
| Avantax Advisory Services Inc. |
30,460 |
33,661 |
+3,201 |
+10.51% |
| Narus Financial Partners LLC |
13,323 |
14,719 |
+1,396 |
+10.48% |
| Market Street Wealth Management Advisors LLC |
135,995 |
150,047 |
+14,052 |
+10.33% |
| Garrett Investment Advisors LLC |
67,605 |
74,442 |
+6,837 |
+10.11% |
| Forza Wealth Management LLC |
170,970 |
187,670 |
+16,700 |
+9.77% |
| Drive Wealth Management LLC |
136,155 |
149,383 |
+13,228 |
+9.72% |
| Zhang Financial LLC |
1,288,071 |
1,409,253 |
+121,182 |
+9.41% |
| CX Institutional |
129,876 |
141,725 |
+11,849 |
+9.12% |
| Chicago Partners Investment Group LLC |
424,039 |
462,357 |
+38,318 |
+9.04% |
| Bay Harbor Wealth Management LLC |
106,587 |
116,179 |
+9,592 |
+9.00% |
| Rather & Kittrell Inc. |
61,747 |
67,253 |
+5,506 |
+8.92% |
| Evanson Asset Management LLC |
427,375 |
465,271 |
+37,896 |
+8.87% |
| Brighton Jones LLC |
720,819 |
784,563 |
+63,744 |
+8.84% |
| Glass Jacobson Investment Advisors llc |
158,412 |
172,201 |
+13,789 |
+8.70% |
| Sontag Advisory LLC |
131,247 |
142,524 |
+11,277 |
+8.59% |
| Wealthcare Advisory Partners LLC |
10,978 |
11,872 |
+894 |
+8.14% |
| CI Private Wealth LLC |
3,574,826 |
3,851,222 |
+276,396 |
+7.73% |
| Hutchinson Capital Management CA |
130,100 |
140,132 |
+10,032 |
+7.71% |
| G2 Capital Management LLC OH |
26,351 |
28,347 |
+1,996 |
+7.57% |
| Stone Point Wealth LLC |
24,168 |
25,974 |
+1,806 |
+7.47% |
| GPS Wealth Strategies Group LLC |
715 |
768 |
+53 |
+7.41% |
| Forthright Family Wealth Advisory LLC |
27,381 |
29,370 |
+1,989 |
+7.26% |
| Financial Alternatives Inc |
381,871 |
409,454 |
+27,583 |
+7.22% |
| RAM Investment Partners LLC |
1,252,380 |
1,337,915 |
+85,535 |
+6.83% |
| Werba Rubin Papier Wealth Management |
117,991 |
125,802 |
+7,811 |
+6.62% |
| Clarity Capital Advisors LLC |
138,743 |
147,857 |
+9,114 |
+6.57% |
| Dynamic Advisor Solutions LLC |
342,415 |
364,792 |
+22,377 |
+6.54% |
| Wealthspan Partners LLC |
160,828 |
170,959 |
+10,131 |
+6.30% |
| Wealth Dimensions Group Ltd. |
780,303 |
829,171 |
+48,868 |
+6.26% |
| Quad Cities Investment Group LLC |
105,916 |
112,531 |
+6,615 |
+6.25% |
| Walden Wealth Partners LLC |
123,849 |
131,590 |
+7,741 |
+6.25% |
| Tranquility Partners LLC |
23,491 |
24,957 |
+1,466 |
+6.24% |
| Perigon Wealth Management LLC |
626,308 |
664,943 |
+38,635 |
+6.17% |
| Sterling Financial Group Inc. |
406,323 |
430,633 |
+24,310 |
+5.98% |
| Robinson Smith Wealth Advisors LLC |
65,503 |
69,362 |
+3,859 |
+5.89% |
| Advisory Alpha LLC |
361,964 |
382,174 |
+20,210 |
+5.58% |
| Bedel Financial Consulting Inc. |
1,057,655 |
1,115,293 |
+57,638 |
+5.45% |
| Kure Advisory LLC |
543,234 |
571,235 |
+28,001 |
+5.15% |
| Brogan Financial Inc. |
518,005 |
543,933 |
+25,928 |
+5.01% |
| Chico Wealth RIA |
807,237 |
846,656 |
+39,419 |
+4.88% |
| RVW Wealth LLC |
1,566,301 |
1,639,540 |
+73,239 |
+4.68% |
| Fermata Advisors LLC |
145,430 |
152,066 |
+6,636 |
+4.56% |
| Fort Henry Capital LLC |
201,334 |
210,352 |
+9,018 |
+4.48% |
| Cahill Wealth Management LLC |
119,687 |
124,861 |
+5,174 |
+4.32% |
| Keb Asset Management LLC |
56,918 |
59,325 |
+2,407 |
+4.23% |
| Raymond James Trust N.A. |
31,694 |
33,033 |
+1,339 |
+4.22% |
| Acorn Wealth Advisors LLC |
25,271 |
26,336 |
+1,065 |
+4.21% |
| PFG Advisors |
68,785 |
71,670 |
+2,885 |
+4.19% |
| Stonehearth Capital Management LLC |
551,987 |
574,897 |
+22,910 |
+4.15% |
| Security Financial Services INC. |
213,981 |
222,799 |
+8,818 |
+4.12% |
| Barrett & Company Inc. |
25,775 |
26,785 |
+1,010 |
+3.92% |
| SC&H Financial Advisors Inc. |
556,474 |
578,044 |
+21,570 |
+3.88% |
| Envision Financial Planning LLC |
300,198 |
311,836 |
+11,638 |
+3.88% |
| Consilium Wealth Advisory LLC |
497,631 |
516,714 |
+19,083 |
+3.83% |
| Moisand Fitzgerald Tamayo LLC |
3,211,570 |
3,333,486 |
+121,916 |
+3.80% |
| Shore Point Advisors LLC |
36,441 |
37,826 |
+1,385 |
+3.80% |
| FirstPurpose Wealth LLC |
468,850 |
486,052 |
+17,202 |
+3.67% |
| Sequoia Financial Advisors LLC |
1,246,860 |
1,292,218 |
+45,358 |
+3.64% |
| IFG Advisory LLC |
12,207 |
12,651 |
+444 |
+3.64% |
| Spinnaker Investment Group LLC |
1,169,335 |
1,211,796 |
+42,461 |
+3.63% |
| Cambridge Investment Research Advisors Inc. |
329,239 |
340,997 |
+11,758 |
+3.57% |
| Liberty Wealth Management LLC |
286,613 |
296,850 |
+10,237 |
+3.57% |
| Pallas Capital Advisors LLC |
514,038 |
531,325 |
+17,287 |
+3.36% |
| Newman Dignan & Sheerar Inc. |
49,818 |
51,446 |
+1,628 |
+3.27% |
| Spire Wealth Management |
43,785 |
45,197 |
+1,412 |
+3.22% |
| UMA Financial Services Inc. |
600,795 |
620,074 |
+19,279 |
+3.21% |
| Patriot Financial Group Insurance Agency LLC |
138,246 |
142,530 |
+4,284 |
+3.10% |
| Syverson Strege & Co |
172,510 |
177,836 |
+5,326 |
+3.09% |
| Integrity Wealth Solutions LLC |
30,694 |
31,621 |
+927 |
+3.02% |
| Heritage Wealth Management Inc. Texas |
268,325 |
276,274 |
+7,949 |
+2.96% |
| DiNuzzo Private Wealth Inc. |
4,390 |
4,517 |
+127 |
+2.89% |
| Oceanside Advisors LLC |
115,263 |
118,453 |
+3,190 |
+2.77% |
| Diversified Portfolios Inc. |
323,223 |
331,891 |
+8,668 |
+2.68% |
| USAdvisors Wealth Management LLC |
46,648 |
47,897 |
+1,249 |
+2.68% |
| Exeter Financial LLC |
61,261 |
62,860 |
+1,599 |
+2.61% |
| Wilbanks Smith & Thomas Asset Management LLC |
1,771,013 |
1,815,008 |
+43,995 |
+2.48% |
| GEM Asset Management LLC |
194,481 |
199,063 |
+4,582 |
+2.36% |
| U.S. Capital Wealth Advisors LLC |
82,842 |
84,786 |
+1,944 |
+2.35% |
| Ronald Blue Trust Inc. |
3,234 |
3,306 |
+72 |
+2.23% |
| Washington Trust Advisors Inc. |
568 |
580 |
+12 |
+2.11% |
| RCS Financial Planning LLC |
16,747 |
17,086 |
+339 |
+2.02% |
| Smartleaf Asset Management LLC |
12,251 |
12,498 |
+247 |
+2.02% |
| Raymond James & Associates |
289,146 |
294,370 |
+5,224 |
+1.81% |
| Birchcreek Wealth Management LLC |
59,596 |
60,628 |
+1,032 |
+1.73% |
| ERn Financial LLC |
171,648 |
174,428 |
+2,780 |
+1.62% |
| Capital Investment Advisory Services LLC |
107,598 |
109,267 |
+1,669 |
+1.55% |
| Keyes Stange & Wooten Wealth Management LLC |
631,930 |
641,521 |
+9,591 |
+1.52% |
| Sprinkle Financial Consultants LLC |
11,253 |
11,402 |
+149 |
+1.32% |
| CarsonAllaria Wealth Management Ltd. |
46,096 |
46,633 |
+537 |
+1.16% |
| Private Trust Co. NA |
20,142 |
20,369 |
+227 |
+1.13% |
| Saxony Capital Management LLC |
105,115 |
106,220 |
+1,105 |
+1.05% |
| Stratos Wealth Partners LTD. |
21,525 |
21,729 |
+204 |
+0.95% |
| LVZ Advisors Inc. |
1,853,946 |
1,871,358 |
+17,412 |
+0.94% |
| Hurlow Wealth Management Group Inc. |
232,305 |
234,342 |
+2,037 |
+0.88% |
| Financial Symmetry Inc |
63,556 |
64,043 |
+487 |
+0.77% |
| Maryland Capital Advisors Inc. |
128,481 |
129,353 |
+872 |
+0.68% |
| Sollinda Capital Management LLC |
85,805 |
86,236 |
+431 |
+0.50% |
| Exencial Wealth Advisors LLC |
344,070 |
345,681 |
+1,611 |
+0.47% |
| Melfa Wealth Management LLC |
44,131 |
44,288 |
+157 |
+0.36% |
| BOS Asset Management LLC |
16,274 |
16,312 |
+38 |
+0.23% |
| Marquette Asset Management LLC |
1,992,601 |
1,996,734 |
+4,133 |
+0.21% |
| JNBA Financial Advisors |
1,421 |
1,424 |
+3 |
+0.21% |
| Essential Planning LLC. |
459,837 |
460,656 |
+819 |
+0.18% |
| Creative Financial Designs Inc. ADV |
2,994 |
2,999 |
+5 |
+0.17% |
| Satovsky Asset Management LLC |
7,891 |
7,904 |
+13 |
+0.16% |
| Bordeaux Wealth Advisors LLC |
16,137 |
16,163 |
+26 |
+0.16% |
| Karpas Strategies LLC |
10,129 |
10,142 |
+13 |
+0.13% |
| Assetmark Inc. |
70,330 |
70,419 |
+89 |
+0.13% |
| Independent Advisor Alliance |
35,242 |
35,287 |
+45 |
+0.13% |
| Lodestone Wealth Management LLC |
67,164 |
67,249 |
+85 |
+0.13% |
| My Personal CFO LLC |
41,669 |
41,699 |
+30 |
+0.07% |
| Beacon Financial Advisory LLC |
13,088 |
13,090 |
+2 |
+0.02% |
| Gemmer Asset Management LLC |
9,111 |
9,112 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In DFAI |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Hazlett Burt & Watson Inc. |
0 |
1,328 |
+1,328 |
+100% |
| Wiley BROS. Aintree Capital LLC |
0 |
65,764 |
+65,764 |
+100% |
| The PNC Financial Services Group Inc. |
0 |
872 |
+872 |
+100% |
| Walter & Keenan Financial Consulting Co. MI ADV |
0 |
7,707 |
+7,707 |
+100% |
| Hartline Investment Corp |
0 |
27,202 |
+27,202 |
+100% |
| Founders Financial Securities LLC |
0 |
21,995 |
+21,995 |
+100% |
| Keel Point LLC |
0 |
14,703 |
+14,703 |
+100% |
| Bank of New York Mellon Corp |
0 |
14,600 |
+14,600 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
16,224 |
+16,224 |
+100% |
| Sensible Financial Planning & Management LLC. |
0 |
12,521 |
+12,521 |
+100% |
| One Capital Management LLC |
0 |
371,155 |
+371,155 |
+100% |
| Global Retirement Partners LLC |
0 |
2,533 |
+2,533 |
+100% |
| Apollon Wealth Management LLC |
0 |
24,715 |
+24,715 |
+100% |
| WNY Asset Management LLC |
0 |
72,616 |
+72,616 |
+100% |
| Hemington Wealth Management |
0 |
62,448 |
+62,448 |
+100% |
| LifePro Asset Management |
0 |
8,639 |
+8,639 |
+100% |
| Galvin Gaustad & Stein LLC |
0 |
10,016 |
+10,016 |
+100% |
| Kathleen S. Wright Associates Inc. |
0 |
170 |
+170 |
+100% |
| Dixon Fnancial Services Inc. |
0 |
7,140 |
+7,140 |
+100% |
| BetterWealth LLC |
0 |
6,702 |
+6,702 |
+100% |
| Simplicity Wealth LLC |
0 |
7,501 |
+7,501 |
+100% |
| Bleakley Financial Group LLC |
0 |
7,501 |
+7,501 |
+100% |
| Fortitude Family Office LLC |
0 |
168 |
+168 |
+100% |
| Hibernia Wealth Partners LLC |
0 |
9,909 |
+9,909 |
+100% |
| Atomi Financial Group Inc. |
0 |
8,940 |
+8,940 |
+100% |
| JPL Wealth Management LLC |
0 |
54,810 |
+54,810 |
+100% |
| Edge Financial Advisors LLC |
0 |
33,658 |
+33,658 |
+100% |
| Emprise Bank |
0 |
16,467 |
+16,467 |
+100% |
| Cascade Wealth Advisors Inc |
0 |
45,369 |
+45,369 |
+100% |
| McCarthy & Cox |
0 |
418,956 |
+418,956 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| First National Corp MA ADV |
342,829 |
342,829 |
UNCH |
0.00% |
| NBT Bank N A NY |
721 |
721 |
UNCH |
0.00% |
| Cobblestone Capital Advisors LLC NY |
7,665 |
7,665 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
200 |
200 |
UNCH |
0.00% |
| Eastover Investment Advisors LLC |
11,045 |
11,045 |
UNCH |
0.00% |
| Naples Global Advisors LLC |
7,200 |
7,200 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
31 |
31 |
UNCH |
0.00% |
| Bridgewater Advisors Inc. |
83,362 |
83,362 |
UNCH |
0.00% |
| Capital Asset Advisory Services LLC |
10,585 |
10,585 |
UNCH |
0.00% |
| Well Done LLC |
11,192 |
11,192 |
UNCH |
0.00% |
| Cable Hill Partners LLC |
5,276,464 |
5,276,464 |
UNCH |
0.00% |
| Harbour Capital Advisors LLC |
11,411 |
11,411 |
UNCH |
0.00% |
| Cypress Wealth Services LLC |
14,973 |
14,973 |
UNCH |
0.00% |
| Francis Financial Inc. |
22,804 |
22,804 |
UNCH |
0.00% |
| Gradient Capital Advisors LLC |
16,092 |
16,092 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
925 |
925 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
1 |
1 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
3,115 |
3,115 |
UNCH |
0.00% |
| West Financial Advisors LLC |
9 |
9 |
UNCH |
0.00% |
| Orion Capital Management LLC |
326 |
326 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
528 |
528 |
UNCH |
0.00% |
| Financial Connections Group Inc. |
386 |
386 |
UNCH |
0.00% |
| Darrow Company Inc. |
21,406 |
21,406 |
UNCH |
0.00% |
| Redmont Wealth Advisors LLC |
9,208 |
9,208 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
323 |
323 |
UNCH |
0.00% |
| Red Lighthouse Investment Management LLC |
70,316 |
70,316 |
UNCH |
0.00% |
| Seed Wealth Management Inc. |
18,450 |
18,450 |
UNCH |
0.00% |
| Beverly Hills Private Wealth LLC |
34,288 |
34,288 |
UNCH |
0.00% |
| Altiora Financial Group LLC |
38,028 |
38,028 |
UNCH |
0.00% |
| TD Waterhouse Canada Inc. |
4,358 |
4,358 |
UNCH |
0.00% |
| 13F Filers Decreasing DFAI Share Count |
|---|
| US Bancorp DE |
15,847 |
1,421 |
-14,426 |
-91.03% |
| Mutual Advisors LLC |
500,459 |
46,940 |
-453,519 |
-90.62% |
| Atlas Capital Advisors LLC |
5,346 |
946 |
-4,400 |
-82.30% |
| Annapolis Financial Services LLC |
306,448 |
61,019 |
-245,429 |
-80.09% |
| Arista Wealth Management LLC |
1,061,056 |
395,260 |
-665,796 |
-62.75% |
| Savant Capital LLC |
87,760 |
39,675 |
-48,085 |
-54.79% |
| Monticello Wealth Management LLC |
762,355 |
380,581 |
-381,774 |
-50.08% |
| Raymond James Financial Services Advisors Inc. |
731,478 |
437,359 |
-294,119 |
-40.21% |
| Cullen Frost Bankers Inc. |
24,522 |
15,309 |
-9,213 |
-37.57% |
| American Capital Advisory LLC |
204,568 |
128,903 |
-75,665 |
-36.99% |
| First National Bank Sioux Falls |
15,330 |
10,409 |
-4,921 |
-32.10% |
| Elevate Wealth Advisory Inc. |
58,432 |
40,567 |
-17,865 |
-30.57% |
| HB Wealth Management LLC |
11,596 |
8,153 |
-3,443 |
-29.69% |
| AdvisorNet Financial Inc |
164,634 |
119,906 |
-44,728 |
-27.17% |
| ARK & TLK Investments LLC |
152,362 |
119,419 |
-32,943 |
-21.62% |
| Marshall Financial Group LLC |
57,985 |
46,666 |
-11,319 |
-19.52% |
| Firethorn Wealth Partners LLC |
22,792 |
18,360 |
-4,432 |
-19.45% |
| tru Independence LLC |
483,843 |
398,778 |
-85,065 |
-17.58% |
| Commonwealth Equity Services LLC |
1,620,842 |
1,363,157 |
-257,685 |
-15.90% |
| Phillips Financial Management LLC |
2,575 |
2,243 |
-332 |
-12.89% |
| R. W. Roge & Company Inc. |
57,018 |
50,553 |
-6,465 |
-11.34% |
| Meritas Wealth Management LLC |
50,662 |
44,926 |
-5,736 |
-11.32% |
| Apella Capital LLC |
222,604 |
199,651 |
-22,953 |
-10.31% |
| Morris Financial Concepts Inc. |
3,806 |
3,414 |
-392 |
-10.30% |
| Concord Wealth Partners |
6,953 |
6,258 |
-695 |
-10.00% |
| Helen Stephens Group LLC |
255,537 |
230,599 |
-24,938 |
-9.76% |
| Vista Wealth Management Group LLC |
266,857 |
243,464 |
-23,393 |
-8.77% |
| WMG Financial Advisors LLC |
37,987 |
34,856 |
-3,131 |
-8.24% |
| Financial Synergies Wealth Advisors Inc. |
20,653 |
19,193 |
-1,460 |
-7.07% |
| Heritage Wealth Management Inc. CA |
61,539 |
57,821 |
-3,718 |
-6.04% |
| Parallel Advisors LLC |
3,924 |
3,692 |
-232 |
-5.91% |
| Larson Financial Group LLC |
857,521 |
807,326 |
-50,195 |
-5.85% |
| Financial Advocates Investment Management |
423,428 |
400,436 |
-22,992 |
-5.43% |
| Lakeridge Wealth Management LLC |
42,638 |
40,329 |
-2,309 |
-5.42% |
| Ruedi Wealth Management Inc. |
16,675 |
15,810 |
-865 |
-5.19% |
| Signature Resources Capital Management LLC |
108,895 |
103,313 |
-5,582 |
-5.13% |
| Soundmark Wealth Management LLC |
16,861 |
16,030 |
-831 |
-4.93% |
| REDW Wealth LLC |
16,896 |
16,109 |
-787 |
-4.66% |
| Bridge Advisory LLC |
76,534 |
73,052 |
-3,482 |
-4.55% |
| Total Wealth Planning LLC |
48,432 |
46,242 |
-2,190 |
-4.52% |
| Retirement Guys Formula LLC |
73,625 |
70,467 |
-3,158 |
-4.29% |
| AWM Capital LLC |
608,844 |
583,803 |
-25,041 |
-4.11% |
| B&D White Capital Company LLC |
25,864 |
24,804 |
-1,060 |
-4.10% |
| Great Valley Advisor Group Inc. |
35,439 |
34,008 |
-1,431 |
-4.04% |
| VanderPol Investments L.L.C. |
19,208 |
18,451 |
-757 |
-3.94% |
| CVA Family Office LLC |
234,700 |
225,630 |
-9,070 |
-3.86% |
| Aveo Capital Partners LLC |
70,732 |
68,064 |
-2,668 |
-3.77% |
| Leading Edge Financial Planning LLC |
64,810 |
62,469 |
-2,341 |
-3.61% |
| Forum Financial Management LP |
37,804 |
36,457 |
-1,347 |
-3.56% |
| Cowa LLC |
237,203 |
229,284 |
-7,919 |
-3.34% |
| D. B. Root & Company LLC |
205,841 |
199,249 |
-6,592 |
-3.20% |
| B.O.S.S. Retirement Advisors LLC |
21,718 |
21,055 |
-663 |
-3.05% |
| Collective Family Office LLC |
20,145 |
19,711 |
-434 |
-2.15% |
| Principal Securities Inc. |
63,711 |
62,344 |
-1,367 |
-2.15% |
| Versant Capital Management Inc |
84,083 |
82,351 |
-1,732 |
-2.06% |
| Allworth Financial LP |
604,267 |
592,041 |
-12,226 |
-2.02% |
| Shira Ridge Wealth Management |
235,814 |
231,144 |
-4,670 |
-1.98% |
| Rehmann Capital Advisory Group |
54,115 |
53,397 |
-718 |
-1.33% |
| RFG Advisory LLC |
168,841 |
166,858 |
-1,983 |
-1.17% |
| Private Advisor Group LLC |
280,041 |
276,835 |
-3,206 |
-1.14% |
| True Link Financial Advisors LLC |
128,836 |
127,615 |
-1,221 |
-0.95% |
| SOL Capital Management CO |
142,690 |
141,330 |
-1,360 |
-0.95% |
| SYM FINANCIAL Corp |
6,146,997 |
6,090,782 |
-56,215 |
-0.91% |
| Essex Financial Services Inc. |
9,485 |
9,418 |
-67 |
-0.71% |
| Ballentine Capital Advisors Inc |
36,927 |
36,700 |
-227 |
-0.61% |
| Pinnacle Wealth Management Advisory Group LLC |
385,225 |
383,001 |
-2,224 |
-0.58% |
| JFS Wealth Advisors LLC |
974,869 |
969,190 |
-5,679 |
-0.58% |
| Pinnacle Associates Ltd. |
385,525 |
383,301 |
-2,224 |
-0.58% |
| Valley National Advisers Inc. |
58,542 |
58,245 |
-297 |
-0.51% |
| DecisionPoint Financial LLC |
648,630 |
646,698 |
-1,932 |
-0.30% |
| Betterment LLC |
829,488 |
827,180 |
-2,308 |
-0.28% |
| Five Oceans Advisors |
22,287 |
22,237 |
-50 |
-0.22% |
| Mather Group LLC. |
997,040 |
994,980 |
-2,060 |
-0.21% |
| Eldridge Investment Advisors Inc. |
23,968 |
23,940 |
-28 |
-0.12% |
| Shearwater Capital LLC |
83,111 |
83,058 |
-53 |
-0.06% |
| Baker Boyer National Bank |
172,951 |
172,860 |
-91 |
-0.05% |
| Quarry Hill Advisors LLC |
73,707 |
73,683 |
-24 |
-0.03% |
| Abel Hall LLC |
39,774 |
39,765 |
-9 |
-0.02% |
| Clear Investment Research LLC |
8,863 |
8,862 |
-1 |
-0.01% |
| 13F Filers Exiting DFAI |
|---|
| Level Financial Advisors Inc. |
597 |
0 |
-597 |
-100.00% |
| Octavia Wealth Advisors LLC |
18,878 |
0 |
-18,878 |
-100.00% |
| Americana Partners LLC |
9,826 |
0 |
-9,826 |
-100.00% |
| Advisory Services Network LLC |
1,100 |
0 |
-1,100 |
-100.00% |
| FDx Advisors Inc. |
81,927 |
0 |
-81,927 |
-100.00% |
| Sigma Planning Corp |
15,629 |
0 |
-15,629 |
-100.00% |
| Chilton Capital Management LLC |
1,950 |
0 |
-1,950 |
-100.00% |
| Financial Counselors Inc. |
21,899 |
0 |
-21,899 |
-100.00% |
See Summary: Institutional Holders of DFAI
See Details: Top 10 Hedge Funds Holding DFAI
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