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There is a long list of 185 institutional holders of DFAR 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 DFAR by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFAR table below,
the initial column indicates the name of each top institutional holder of DFAR, with a link to that fund's top holdings. The next columns
indicate the amount of DFAR stock held by each of the institutional holders of DFAR, followed by the DFAR 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 |
Beaird Harris Wealth Management LLC | 1,722,823 | $39,177 | 12/31/2023 | DFAR | 1,722,823 | $39,177 | 12/31/2023 | Elwood & Goetz Wealth Advisory Group LLC | 1,743,312 | $38,998 | 03/31/2024 | DFAR | 1,743,312 | $38,998 | 03/31/2024 | HighTower Advisors LLC | 1,607,925 | $36,579 | 12/31/2023 | DFAR | 1,607,925 | $36,579 | 12/31/2023 | Bridgeworth LLC | 1,327,345 | $30,184 | 12/31/2023 | DFAR | 1,327,345 | $30,184 | 12/31/2023 | RAM Investment Partners LLC | 1,089,648 | $24,779 | 12/31/2023 | DFAR | 1,089,648 | $24,779 | 12/31/2023 | Rather & Kittrell Inc. | 814,120 | $18,513 | 12/31/2023 | DFAR | 814,120 | $18,513 | 12/31/2023 | Brown Financial Advisory | 675,000 | $15,350 | 12/31/2023 | DFAR | 675,000 | $15,350 | 12/31/2023 | BKD Wealth Advisors LLC | 591,707 | $13,236 | 03/31/2024 | DFAR | 591,707 | $13,236 | 03/31/2024 | AE Wealth Management LLC | 549,220 | $12,028 | 12/31/2023 | DFAR | 549,220 | $12,028 | 12/31/2023 | Bridgewater Advisors Inc. | 510,586 | $11,611 | 12/31/2023 | DFAR | 510,586 | $11,611 | 12/31/2023 | Great Oak Capital Partners LLC | 516,955 | $11,564 | 03/31/2024 | DFAR | 516,955 | $11,564 | 03/31/2024 | Integrated Wealth Concepts LLC | 498,359 | $11,333 | 12/31/2023 | DFAR | 498,359 | $11,333 | 12/31/2023 | Willow Creek Wealth Management Inc. | 422,551 | $9,609 | 12/31/2023 | DFAR | 422,551 | $9,609 | 12/31/2023 | Forum Financial Management LP | 415,482 | $9,448 | 12/31/2023 | DFAR | 415,482 | $9,448 | 12/31/2023 | Root Financial Partners LLC | 411,535 | $9,206 | 03/31/2024 | DFAR | 411,535 | $9,206 | 03/31/2024 | Core Wealth Management Inc. | 402,228 | $8,998 | 03/31/2024 | DFAR | 402,228 | $8,998 | 03/31/2024 | Phillips Financial Management LLC | 396,302 | $8,865 | 03/31/2024 | DFAR | 396,302 | $8,865 | 03/31/2024 | Fidato Wealth LLC | 370,480 | $8,288 | 03/31/2024 | DFAR | 370,480 | $8,288 | 03/31/2024 | Crestmont Private Wealth LLC | 366,706 | $8,203 | 03/31/2024 | DFAR | 366,706 | $8,203 | 03/31/2024 | Retirement Solution Inc. | 342,852 | $7,796 | 12/31/2023 | DFAR | 342,852 | $7,796 | 12/31/2023 | Asset Planning Corporation | 336,811 | $7,659 | 12/31/2023 | DFAR | 336,811 | $7,659 | 12/31/2023 | Commonwealth Equity Services LLC | 331,328 | $7,534 | 12/31/2023 | DFAR | 331,328 | $7,534 | 12/31/2023 | Savant Capital LLC | 296,455 | $6,741 | 12/31/2023 | DFAR | 296,455 | $6,741 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 295,133 | $6,711 | 12/31/2023 | DFAR | 295,133 | $6,711 | 12/31/2023 | Beacon Pointe Advisors LLC | 290,018 | $6,595 | 12/31/2023 | DFAR | 290,018 | $6,595 | 12/31/2023 | Pinnacle Financial Group LLC IL | 275,312 | $6,261 | 12/31/2023 | DFAR | 275,312 | $6,261 | 12/31/2023 | FirstPurpose Wealth LLC | 289,837 | $6,191 | 03/31/2024 | DFAR | 289,837 | $6,191 | 03/31/2024 | Austin Wealth Management LLC | 274,574 | $5,969 | 12/31/2023 | DFAR | 274,574 | $5,969 | 12/31/2023 | Helen Stephens Group LLC | 265,153 | $5,931 | 03/31/2024 | DFAR | 265,153 | $5,931 | 03/31/2024 | Onyx Financial Advisors LLC | 255,811 | $5,722 | 03/31/2024 | DFAR | 255,811 | $5,722 | 03/31/2024 | Wealth Dimensions Group Ltd. | 243,463 | $5,536 | 12/31/2023 | DFAR | 243,463 | $5,536 | 12/31/2023 | Sequoia Financial Advisors LLC | 240,548 | $5,470 | 12/31/2023 | DFAR | 240,548 | $5,470 | 12/31/2023 | Vannoy Advisory Group Inc. | 238,829 | $5,431 | 12/31/2023 | DFAR | 238,829 | $5,431 | 12/31/2023 | LPL Financial LLC | 219,583 | $4,993 | 12/31/2023 | DFAR | 219,583 | $4,993 | 12/31/2023 | Dynamic Advisor Solutions LLC | 208,720 | $4,669 | 03/31/2024 | DFAR | 208,720 | $4,669 | 03/31/2024 | Rockwood Wealth Management LLC | 207,809 | $4,649 | 03/31/2024 | DFAR | 207,809 | $4,649 | 03/31/2024 | GWM Advisors LLC | 208,261 | $4,588 | 12/31/2023 | DFAR | 208,261 | $4,588 | 12/31/2023 | Carlson Capital Management | 196,995 | $4,407 | 03/31/2024 | DFAR | 196,995 | $4,407 | 03/31/2024 | Resource Consulting Group Inc. | 192,643 | $4,381 | 12/31/2023 | DFAR | 192,643 | $4,381 | 12/31/2023 | Ruedi Wealth Management Inc. | 177,495 | $4,036 | 12/31/2023 | DFAR | 177,495 | $4,036 | 12/31/2023 | Sax Wealth Advisors LLC | 175,228 | $3,985 | 12/31/2023 | DFAR | 175,228 | $3,985 | 12/31/2023 | Oceanside Advisors LLC | 173,031 | $3,871 | 03/31/2024 | DFAR | 173,031 | $3,871 | 03/31/2024 | Vista Wealth Management Group LLC | 169,368 | $3,851 | 12/31/2023 | DFAR | 169,368 | $3,851 | 12/31/2023 | Gradient Capital Advisors LLC | 165,466 | $3,701 | 03/31/2024 | DFAR | 165,466 | $3,701 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 155,618 | $3,481 | 03/31/2024 | DFAR | 155,618 | $3,481 | 03/31/2024 | Evanson Asset Management LLC | 155,487 | $3,478 | 03/31/2024 | DFAR | 155,487 | $3,478 | 03/31/2024 | Mariner LLC | 149,775 | $3,406 | 12/31/2023 | DFAR | 149,775 | $3,406 | 12/31/2023 | Satovsky Asset Management LLC | 140,740 | $3,148 | 03/31/2024 | DFAR | 140,740 | $3,148 | 03/31/2024 | Buckingham Strategic Wealth LLC | 132,567 | $3,015 | 12/31/2023 | DFAR | 132,567 | $3,015 | 12/31/2023 | Pathstone Holdings LLC | 130,916 | $2,977 | 12/31/2023 | DFAR | 130,916 | $2,977 | 12/31/2023 |
See All: Funds Holding DFAR
See Details: Top 10 Hedge Funds Holding DFAR
Also See: DFAR Holdings Changes
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