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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
SYM FINANCIAL Corp | 6,146,997 | $176,050 | 12/31/2023 | DFAI | 6,146,997 | $176,050 | 12/31/2023 | Cable Hill Partners LLC | 5,276,464 | $149,271 | 03/31/2024 | DFAI | 5,276,464 | $149,271 | 03/31/2024 | Bank of America Corp DE | 4,589,017 | $131,429 | 12/31/2023 | DFAI | 4,589,017 | $131,429 | 12/31/2023 | CI Private Wealth LLC | 3,574,826 | $102,383 | 12/31/2023 | DFAI | 3,574,826 | $102,383 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 3,333,486 | $100,738 | 03/31/2024 | DFAI | 3,333,486 | $100,738 | 03/31/2024 | Royal Bank of Canada | 2,464,341 | $70,578 | 12/31/2023 | DFAI | 2,464,341 | $70,578 | 12/31/2023 | Marquette Asset Management LLC | 1,992,601 | $57,068 | 12/31/2023 | DFAI | 1,992,601 | $57,068 | 12/31/2023 | LVZ Advisors Inc. | 1,871,358 | $56,552 | 03/31/2024 | DFAI | 1,871,358 | $56,552 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 1,771,013 | $50,722 | 12/31/2023 | DFAI | 1,771,013 | $50,722 | 12/31/2023 | RVW Wealth LLC | 1,639,540 | $49,547 | 03/31/2024 | DFAI | 1,639,540 | $49,547 | 03/31/2024 | Mariner LLC | 1,613,191 | $46,202 | 12/31/2023 | DFAI | 1,613,191 | $46,202 | 12/31/2023 | Private Ocean LLC | 1,502,137 | $45,395 | 03/31/2024 | DFAI | 1,502,137 | $45,395 | 03/31/2024 | Evoke Wealth LLC | 1,526,227 | $43,711 | 12/31/2023 | DFAI | 1,526,227 | $43,711 | 12/31/2023 | Root Financial Partners LLC | 1,441,886 | $43,574 | 03/31/2024 | DFAI | 1,441,886 | $43,574 | 03/31/2024 | Zhang Financial LLC | 1,409,253 | $42,588 | 03/31/2024 | DFAI | 1,409,253 | $42,588 | 03/31/2024 | Commonwealth Equity Services LLC | 1,363,157 | $41,195 | 03/31/2024 | DFAI | 1,363,157 | $41,195 | 03/31/2024 | RAM Investment Partners LLC | 1,337,915 | $40,432 | 03/31/2024 | DFAI | 1,337,915 | $40,432 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 1,327,539 | $40,118 | 03/31/2024 | DFAI | 1,327,539 | $40,118 | 03/31/2024 | Resources Investment Advisors LLC. | 1,384,192 | $39,643 | 12/31/2023 | DFAI | 1,384,192 | $39,643 | 12/31/2023 | Sequoia Financial Advisors LLC | 1,292,218 | $39,051 | 03/31/2024 | DFAI | 1,292,218 | $39,051 | 03/31/2024 | Spinnaker Investment Group LLC | 1,211,796 | $36,620 | 03/31/2024 | DFAI | 1,211,796 | $36,620 | 03/31/2024 | UBS Group AG | 1,267,976 | $36,315 | 12/31/2023 | DFAI | 1,267,976 | $36,315 | 12/31/2023 | Mission Wealth Management LP | 1,055,890 | $31,909 | 03/31/2024 | DFAI | 1,055,890 | $31,909 | 03/31/2024 | McIlrath & Eck LLC | 1,111,511 | $31,834 | 12/31/2023 | DFAI | 1,111,511 | $31,834 | 12/31/2023 | Financial Planning & Information Services Inc. | 1,084,387 | $31,057 | 12/31/2023 | DFAI | 1,084,387 | $31,057 | 12/31/2023 | Bedel Financial Consulting Inc. | 1,057,655 | $30,291 | 12/31/2023 | DFAI | 1,057,655 | $30,291 | 12/31/2023 | Aquire Wealth Advisors LLC | 1,030,711 | $29,520 | 12/31/2023 | DFAI | 1,030,711 | $29,520 | 12/31/2023 | JFS Wealth Advisors LLC | 969,190 | $29,289 | 03/31/2024 | DFAI | 969,190 | $29,289 | 03/31/2024 | Private Capital Management LLC | 966,407 | $29,205 | 03/31/2024 | DFAI | 966,407 | $29,205 | 03/31/2024 | Mather Group LLC. | 994,980 | $28,496 | 03/31/2024 | DFAI | 994,980 | $28,496 | 03/31/2024 | Chico Wealth RIA | 846,656 | $25,586 | 03/31/2024 | DFAI | 846,656 | $25,586 | 03/31/2024 | Larson Financial Group LLC | 857,521 | $24,559 | 12/31/2023 | DFAI | 857,521 | $24,559 | 12/31/2023 | Pure Financial Advisors Inc. | 807,316 | $24,397 | 03/31/2024 | DFAI | 807,316 | $24,397 | 03/31/2024 | Pioneer Wealth Management Group | 805,188 | $24,333 | 03/31/2024 | DFAI | 805,188 | $24,333 | 03/31/2024 | Betterment LLC | 829,488 | $23,757 | 12/31/2023 | DFAI | 829,488 | $23,757 | 12/31/2023 | Northern Trust Corp | 810,491 | $23,212 | 12/31/2023 | DFAI | 810,491 | $23,212 | 12/31/2023 | Wealth Dimensions Group Ltd. | 780,303 | $22,348 | 12/31/2023 | DFAI | 780,303 | $22,348 | 12/31/2023 | Creative Planning | 755,950 | $21,650 | 12/31/2023 | DFAI | 755,950 | $21,650 | 12/31/2023 | Brighton Jones LLC | 720,819 | $20,644 | 12/31/2023 | DFAI | 720,819 | $20,644 | 12/31/2023 | Envestnet Asset Management Inc. | 720,065 | $20,623 | 12/31/2023 | DFAI | 720,065 | $20,623 | 12/31/2023 | M Holdings Securities Inc. | 714,139 | $20,453 | 12/31/2023 | DFAI | 714,139 | $20,453 | 12/31/2023 | Buckingham Strategic Wealth LLC | 705,388 | $20,202 | 12/31/2023 | DFAI | 705,388 | $20,202 | 12/31/2023 | Perigon Wealth Management LLC | 664,943 | $20,095 | 03/31/2024 | DFAI | 664,943 | $20,095 | 03/31/2024 | Kestra Advisory Services LLC | 697,378 | $19,973 | 12/31/2023 | DFAI | 697,378 | $19,973 | 12/31/2023 | Aptus Capital Advisors LLC | 684,732 | $19,611 | 12/31/2023 | DFAI | 684,732 | $19,611 | 12/31/2023 | DecisionPoint Financial LLC | 646,698 | $19,116 | 03/31/2024 | DFAI | 646,698 | $19,116 | 03/31/2024 | GeoWealth Management LLC | 660,846 | $18,926 | 12/31/2023 | DFAI | 660,846 | $18,926 | 12/31/2023 | Monument Group Wealth Advisors LLC | 638,653 | $18,291 | 12/31/2023 | DFAI | 638,653 | $18,291 | 12/31/2023 | Valued Wealth Advisors LLC | 603,055 | $18,224 | 03/31/2024 | DFAI | 603,055 | $18,224 | 03/31/2024 | Keyes Stange & Wooten Wealth Management LLC | 631,930 | $18,098 | 12/31/2023 | DFAI | 631,930 | $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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