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There is a long list of 406 institutional holders of DFAE within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of DFAE by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFAE table below,
the initial column indicates the name of each top institutional holder of DFAE, with a link to that fund's top holdings. The next columns
indicate the amount of DFAE stock held by each of the institutional holders of DFAE, followed by the DFAE position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Retirement Systems of Alabama | 12,668,769 | $305,444 | 12/31/2023 | DFAE | 12,668,769 | $305,444 | 12/31/2023 | FMR LLC | 5,939,941 | $143,212 | 12/31/2023 | DFAE | 5,939,941 | $143,212 | 12/31/2023 | UBS Group AG | 4,966,645 | $119,746 | 12/31/2023 | DFAE | 4,966,645 | $119,746 | 12/31/2023 | Envestnet Asset Management Inc. | 4,333,055 | $104,470 | 12/31/2023 | DFAE | 4,333,055 | $104,470 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 3,747,457 | $90,351 | 12/31/2023 | DFAE | 3,747,457 | $90,351 | 12/31/2023 | Bank of America Corp DE | 3,412,268 | $82,270 | 12/31/2023 | DFAE | 3,412,268 | $82,270 | 12/31/2023 | Mariner LLC | 2,864,880 | $69,072 | 12/31/2023 | DFAE | 2,864,880 | $69,072 | 12/31/2023 | Cable Hill Partners LLC | 2,587,914 | $60,687 | 12/31/2023 | DFAE | 2,587,914 | $60,687 | 12/31/2023 | Private Ocean LLC | 2,064,259 | $51,028 | 03/31/2024 | DFAE | 2,064,259 | $51,028 | 03/31/2024 | Millburn Ridgefield Corp | 1,778,007 | $43,952 | 03/31/2024 | DFAE | 1,778,007 | $43,952 | 03/31/2024 | Catalyst Capital Advisors LLC | 1,778,007 | $43,952 | 03/31/2024 | DFAE | 1,778,007 | $43,952 | 03/31/2024 | CI Private Wealth LLC | 1,793,337 | $43,237 | 12/31/2023 | DFAE | 1,793,337 | $43,237 | 12/31/2023 | Creative Planning | 1,759,830 | $42,429 | 12/31/2023 | DFAE | 1,759,830 | $42,429 | 12/31/2023 | Falcon Wealth Planning | 1,470,022 | $36,339 | 03/31/2024 | DFAE | 1,470,022 | $36,339 | 03/31/2024 | True Link Financial Advisors LLC | 1,431,811 | $35,394 | 03/31/2024 | DFAE | 1,431,811 | $35,394 | 03/31/2024 | Mission Wealth Management LP | 1,386,556 | $33,430 | 12/31/2023 | DFAE | 1,386,556 | $33,430 | 12/31/2023 | Evoke Wealth LLC | 1,213,162 | $29,249 | 12/31/2023 | DFAE | 1,213,162 | $29,249 | 12/31/2023 | CWM LLC | 1,148,674 | $28,395 | 03/31/2024 | DFAE | 1,148,674 | $28,395 | 03/31/2024 | Integrated Wealth Concepts LLC | 1,106,931 | $26,688 | 12/31/2023 | DFAE | 1,106,931 | $26,688 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 1,053,779 | $26,049 | 03/31/2024 | DFAE | 1,053,779 | $26,049 | 03/31/2024 | Bank of Montreal Can | 1,041,254 | $25,188 | 12/31/2023 | DFAE | 1,041,254 | $25,188 | 12/31/2023 | RVW Wealth LLC | 956,449 | $23,643 | 03/31/2024 | DFAE | 956,449 | $23,643 | 03/31/2024 | Aquire Wealth Advisors LLC | 966,336 | $23,298 | 12/31/2023 | DFAE | 966,336 | $23,298 | 12/31/2023 | Buckingham Strategic Wealth LLC | 953,274 | $22,983 | 12/31/2023 | DFAE | 953,274 | $22,983 | 12/31/2023 | Root Financial Partners LLC | 892,200 | $22,055 | 03/31/2024 | DFAE | 892,200 | $22,055 | 03/31/2024 | West Financial Advisors LLC | 874,492 | $21,617 | 03/31/2024 | DFAE | 874,492 | $21,617 | 03/31/2024 | Financial Planning & Information Services Inc. | 824,899 | $19,888 | 12/31/2023 | DFAE | 824,899 | $19,888 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 752,500 | $18,602 | 03/31/2024 | DFAE | 752,500 | $18,602 | 03/31/2024 | Market Street Wealth Management Advisors LLC | 744,802 | $18,412 | 03/31/2024 | DFAE | 744,802 | $18,412 | 03/31/2024 | RAM Investment Partners LLC | 757,371 | $18,260 | 12/31/2023 | DFAE | 757,371 | $18,260 | 12/31/2023 | Ledyard National Bank | 747,688 | $18,027 | 12/31/2023 | DFAE | 747,688 | $18,027 | 12/31/2023 | Prime Capital Investment Advisors LLC | 738,027 | $17,794 | 12/31/2023 | DFAE | 738,027 | $17,794 | 12/31/2023 | Royal Bank of Canada | 726,412 | $17,514 | 12/31/2023 | DFAE | 726,412 | $17,514 | 12/31/2023 | Aveo Capital Partners LLC | 699,974 | $16,876 | 12/31/2023 | DFAE | 699,974 | $16,876 | 12/31/2023 | JFS Wealth Advisors LLC | 674,694 | $16,267 | 12/31/2023 | DFAE | 674,694 | $16,267 | 12/31/2023 | Eqis Capital Management Inc. | 667,358 | $16,090 | 12/31/2023 | DFAE | 667,358 | $16,090 | 12/31/2023 | Diversified Portfolios Inc. | 667,088 | $16,084 | 12/31/2023 | DFAE | 667,088 | $16,084 | 12/31/2023 | WPWealth LLP | 649,911 | $15,669 | 12/31/2023 | DFAE | 649,911 | $15,669 | 12/31/2023 | Marquette Asset Management LLC | 641,782 | $15,473 | 12/31/2023 | DFAE | 641,782 | $15,473 | 12/31/2023 | Great Waters Wealth Management | 622,222 | $15,381 | 03/31/2024 | DFAE | 622,222 | $15,381 | 03/31/2024 | CPA Asset Management LLC | 621,512 | $14,985 | 12/31/2023 | DFAE | 621,512 | $14,985 | 12/31/2023 | Commonwealth Equity Services LLC | 617,018 | $14,876 | 12/31/2023 | DFAE | 617,018 | $14,876 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 558,373 | $13,803 | 03/31/2024 | DFAE | 558,373 | $13,803 | 03/31/2024 | Horizon Investments LLC | 564,199 | $13,603 | 12/31/2023 | DFAE | 564,199 | $13,603 | 12/31/2023 | Jane Street Group LLC | 560,293 | $13,509 | 12/31/2023 | DFAE | 560,293 | $13,509 | 12/31/2023 | Bedel Financial Consulting Inc. | 531,781 | $12,821 | 12/31/2023 | DFAE | 531,781 | $12,821 | 12/31/2023 | Pallas Capital Advisors LLC | 510,172 | $12,611 | 03/31/2024 | DFAE | 510,172 | $12,611 | 03/31/2024 | Park Avenue Securities LLC | 487,841 | $12,059 | 03/31/2024 | DFAE | 487,841 | $12,059 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 481,463 | $11,608 | 12/31/2023 | DFAE | 481,463 | $11,608 | 12/31/2023 | MML Investors Services LLC | 475,906 | $11,474 | 12/31/2023 | DFAE | 475,906 | $11,474 | 12/31/2023 |
See All: Funds Holding DFAE
See Details: Top 10 Hedge Funds Holding DFAE
Also See: DFAE Holdings Changes
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