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Institutional Holders of DFAI

There is a long list of 459 institutional holders of DFAI 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 DFAI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFAI table below, the initial column indicates the name of each top institutional holder of DFAI, with a link to that fund's top holdings. The next columns indicate the amount of DFAI stock held by each of the institutional holders of DFAI, followed by the DFAI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
SYM FINANCIAL Corp6,146,997$176,050 12/31/2023
     DFAI6,146,997$176,050 12/31/2023
Cable Hill Partners LLC5,276,464$149,271 03/31/2024
     DFAI5,276,464$149,271 03/31/2024
Bank of America Corp DE4,589,017$131,429 12/31/2023
     DFAI4,589,017$131,429 12/31/2023
CI Private Wealth LLC3,574,826$102,383 12/31/2023
     DFAI3,574,826$102,383 12/31/2023
Moisand Fitzgerald Tamayo LLC3,333,486$100,738 03/31/2024
     DFAI3,333,486$100,738 03/31/2024
Royal Bank of Canada2,464,341$70,578 12/31/2023
     DFAI2,464,341$70,578 12/31/2023
Marquette Asset Management LLC1,992,601$57,068 12/31/2023
     DFAI1,992,601$57,068 12/31/2023
LVZ Advisors Inc.1,871,358$56,552 03/31/2024
     DFAI1,871,358$56,552 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC1,771,013$50,722 12/31/2023
     DFAI1,771,013$50,722 12/31/2023
RVW Wealth LLC1,639,540$49,547 03/31/2024
     DFAI1,639,540$49,547 03/31/2024
Mariner LLC1,613,191$46,202 12/31/2023
     DFAI1,613,191$46,202 12/31/2023
Private Ocean LLC1,502,137$45,395 03/31/2024
     DFAI1,502,137$45,395 03/31/2024
Evoke Wealth LLC1,526,227$43,711 12/31/2023
     DFAI1,526,227$43,711 12/31/2023
Root Financial Partners LLC1,441,886$43,574 03/31/2024
     DFAI1,441,886$43,574 03/31/2024
Zhang Financial LLC1,409,253$42,588 03/31/2024
     DFAI1,409,253$42,588 03/31/2024
Commonwealth Equity Services LLC1,363,157$41,195 03/31/2024
     DFAI1,363,157$41,195 03/31/2024
RAM Investment Partners LLC1,337,915$40,432 03/31/2024
     DFAI1,337,915$40,432 03/31/2024
Wealth Enhancement Advisory Services LLC1,327,539$40,118 03/31/2024
     DFAI1,327,539$40,118 03/31/2024
Resources Investment Advisors LLC.1,384,192$39,643 12/31/2023
     DFAI1,384,192$39,643 12/31/2023
Sequoia Financial Advisors LLC1,292,218$39,051 03/31/2024
     DFAI1,292,218$39,051 03/31/2024
Spinnaker Investment Group LLC1,211,796$36,620 03/31/2024
     DFAI1,211,796$36,620 03/31/2024
UBS Group AG1,267,976$36,315 12/31/2023
     DFAI1,267,976$36,315 12/31/2023
Mission Wealth Management LP1,055,890$31,909 03/31/2024
     DFAI1,055,890$31,909 03/31/2024
McIlrath & Eck LLC1,111,511$31,834 12/31/2023
     DFAI1,111,511$31,834 12/31/2023
Financial Planning & Information Services Inc.1,084,387$31,057 12/31/2023
     DFAI1,084,387$31,057 12/31/2023
Bedel Financial Consulting Inc.1,057,655$30,291 12/31/2023
     DFAI1,057,655$30,291 12/31/2023
Aquire Wealth Advisors LLC1,030,711$29,520 12/31/2023
     DFAI1,030,711$29,520 12/31/2023
JFS Wealth Advisors LLC969,190$29,289 03/31/2024
     DFAI969,190$29,289 03/31/2024
Private Capital Management LLC966,407$29,205 03/31/2024
     DFAI966,407$29,205 03/31/2024
Mather Group LLC.994,980$28,496 03/31/2024
     DFAI994,980$28,496 03/31/2024
Chico Wealth RIA846,656$25,586 03/31/2024
     DFAI846,656$25,586 03/31/2024
Larson Financial Group LLC857,521$24,559 12/31/2023
     DFAI857,521$24,559 12/31/2023
Pure Financial Advisors Inc.807,316$24,397 03/31/2024
     DFAI807,316$24,397 03/31/2024
Pioneer Wealth Management Group805,188$24,333 03/31/2024
     DFAI805,188$24,333 03/31/2024
Betterment LLC829,488$23,757 12/31/2023
     DFAI829,488$23,757 12/31/2023
Northern Trust Corp810,491$23,212 12/31/2023
     DFAI810,491$23,212 12/31/2023
Wealth Dimensions Group Ltd.780,303$22,348 12/31/2023
     DFAI780,303$22,348 12/31/2023
Creative Planning755,950$21,650 12/31/2023
     DFAI755,950$21,650 12/31/2023
Brighton Jones LLC720,819$20,644 12/31/2023
     DFAI720,819$20,644 12/31/2023
Envestnet Asset Management Inc.720,065$20,623 12/31/2023
     DFAI720,065$20,623 12/31/2023
M Holdings Securities Inc.714,139$20,453 12/31/2023
     DFAI714,139$20,453 12/31/2023
Buckingham Strategic Wealth LLC705,388$20,202 12/31/2023
     DFAI705,388$20,202 12/31/2023
Perigon Wealth Management LLC664,943$20,095 03/31/2024
     DFAI664,943$20,095 03/31/2024
Kestra Advisory Services LLC697,378$19,973 12/31/2023
     DFAI697,378$19,973 12/31/2023
Aptus Capital Advisors LLC684,732$19,611 12/31/2023
     DFAI684,732$19,611 12/31/2023
DecisionPoint Financial LLC646,698$19,116 03/31/2024
     DFAI646,698$19,116 03/31/2024
GeoWealth Management LLC660,846$18,926 12/31/2023
     DFAI660,846$18,926 12/31/2023
Monument Group Wealth Advisors LLC638,653$18,291 12/31/2023
     DFAI638,653$18,291 12/31/2023
Valued Wealth Advisors LLC603,055$18,224 03/31/2024
     DFAI603,055$18,224 03/31/2024
Keyes Stange & Wooten Wealth Management LLC631,930$18,098 12/31/2023
     DFAI631,930$18,098 12/31/2023

See All: Funds Holding DFAI
See Details: Top 10 Hedge Funds Holding DFAI
Also See: DFAI Holdings Changes

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