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There is a long list of 578 institutional holders of DFAT 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 DFAT by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFAT table below,
the initial column indicates the name of each top institutional holder of DFAT, with a link to that fund's top holdings. The next columns
indicate the amount of DFAT stock held by each of the institutional holders of DFAT, followed by the DFAT 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 |
TFO TDC LLC | 432,007 | $22,606,907 | 12/31/2023 | DFAT | 432,007 | $22,606,907 | 12/31/2023 | Creative Planning | 13,638,740 | $713,715 | 12/31/2023 | DFAT | 13,638,740 | $713,715 | 12/31/2023 | Buckingham Strategic Wealth LLC | 12,695,192 | $664,339 | 12/31/2023 | DFAT | 12,695,192 | $664,339 | 12/31/2023 | Forum Financial Management LP | 9,168,412 | $479,783 | 12/31/2023 | DFAT | 9,168,412 | $479,783 | 12/31/2023 | Index Fund Advisors Inc. | 7,843,529 | $410,452 | 12/31/2023 | DFAT | 7,843,529 | $410,452 | 12/31/2023 | Savant Capital LLC | 5,433,256 | $284,322 | 12/31/2023 | DFAT | 5,433,256 | $284,322 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 2,916,043 | $152,597 | 12/31/2023 | DFAT | 2,916,043 | $152,597 | 12/31/2023 | CI Private Wealth LLC | 2,748,722 | $143,841 | 12/31/2023 | DFAT | 2,748,722 | $143,841 | 12/31/2023 | Envestnet Asset Management Inc. | 2,710,003 | $141,814 | 12/31/2023 | DFAT | 2,710,003 | $141,814 | 12/31/2023 | Buckingham Strategic Partners | 2,693,162 | $140,933 | 12/31/2023 | DFAT | 2,693,162 | $140,933 | 12/31/2023 | Jackson Thornton Asset Management LLC | 2,521,795 | $131,966 | 12/31/2023 | DFAT | 2,521,795 | $131,966 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 2,295,880 | $124,965 | 03/31/2024 | DFAT | 2,295,880 | $124,965 | 03/31/2024 | Pure Financial Advisors Inc. | 2,062,366 | $112,255 | 03/31/2024 | DFAT | 2,062,366 | $112,255 | 03/31/2024 | Asset Dedication LLC | 1,979,614 | $107,761 | 03/31/2024 | DFAT | 1,979,614 | $107,761 | 03/31/2024 | Trust Co of the South | 1,864,868 | $101,505 | 03/31/2024 | DFAT | 1,864,868 | $101,505 | 03/31/2024 | Willow Creek Wealth Management Inc. | 1,746,773 | $91,409 | 12/31/2023 | DFAT | 1,746,773 | $91,409 | 12/31/2023 | Plancorp LLC | 1,713,038 | $89,643 | 12/31/2023 | DFAT | 1,713,038 | $89,643 | 12/31/2023 | Truepoint Inc. | 1,625,009 | $85,037 | 12/31/2023 | DFAT | 1,625,009 | $85,037 | 12/31/2023 | Resource Consulting Group Inc. | 1,572,359 | $82,282 | 12/31/2023 | DFAT | 1,572,359 | $82,282 | 12/31/2023 | Apella Capital LLC | 1,452,640 | $77,803 | 03/31/2024 | DFAT | 1,452,640 | $77,803 | 03/31/2024 | Abacus Wealth Partners LLC | 1,225,236 | $66,690 | 03/31/2024 | DFAT | 1,225,236 | $66,690 | 03/31/2024 | EP Wealth Advisors LLC | 1,262,902 | $66,088 | 12/31/2023 | DFAT | 1,262,902 | $66,088 | 12/31/2023 | MBB Public Markets I LLC | 1,222,870 | $63,993 | 12/31/2023 | DFAT | 1,222,870 | $63,993 | 12/31/2023 | Evanson Asset Management LLC | 1,143,992 | $62,267 | 03/31/2024 | DFAT | 1,143,992 | $62,267 | 03/31/2024 | Great Oak Capital Partners LLC | 1,046,514 | $56,962 | 03/31/2024 | DFAT | 1,046,514 | $56,962 | 03/31/2024 | Team Hewins LLC | 1,007,674 | $52,732 | 12/31/2023 | DFAT | 1,007,674 | $52,732 | 12/31/2023 | BKD Wealth Advisors LLC | 889,482 | $48,415 | 03/31/2024 | DFAT | 889,482 | $48,415 | 03/31/2024 | Bayshore Asset Management LLC | 894,161 | $46,791 | 12/31/2023 | DFAT | 894,161 | $46,791 | 12/31/2023 | Modera Wealth Management LLC | 888,385 | $46,489 | 12/31/2023 | DFAT | 888,385 | $46,489 | 12/31/2023 | Bank of America Corp DE | 878,404 | $45,967 | 12/31/2023 | DFAT | 878,404 | $45,967 | 12/31/2023 | Merriman Wealth Management LLC | 863,131 | $45,168 | 12/31/2023 | DFAT | 863,131 | $45,168 | 12/31/2023 | ML & R Wealth Management LLC | 862,018 | $45,109 | 12/31/2023 | DFAT | 862,018 | $45,109 | 12/31/2023 | Capital Performance Advisors LLP | 818,186 | $44,534 | 03/31/2024 | DFAT | 818,186 | $44,534 | 03/31/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 848,654 | $44,410 | 12/31/2023 | DFAT | 848,654 | $44,410 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 742,460 | $40,412 | 03/31/2024 | DFAT | 742,460 | $40,412 | 03/31/2024 | Sax Wealth Advisors LLC | 706,644 | $36,979 | 12/31/2023 | DFAT | 706,644 | $36,979 | 12/31/2023 | Sequoia Financial Advisors LLC | 703,470 | $36,813 | 12/31/2023 | DFAT | 703,470 | $36,813 | 12/31/2023 | LPL Financial LLC | 659,206 | $34,496 | 12/31/2023 | DFAT | 659,206 | $34,496 | 12/31/2023 | Keb Asset Management LLC | 630,859 | $34,338 | 03/31/2024 | DFAT | 630,859 | $34,338 | 03/31/2024 | Hill Investment Group Partners LLC | 653,605 | $34,203 | 12/31/2023 | DFAT | 653,605 | $34,203 | 12/31/2023 | Monograph Wealth Advisors LLC | 619,089 | $32,397 | 12/31/2023 | DFAT | 619,089 | $32,397 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 594,283 | $32,347 | 03/31/2024 | DFAT | 594,283 | $32,347 | 03/31/2024 | Joel Isaacson & Co. LLC | 600,078 | $31,402 | 12/31/2023 | DFAT | 600,078 | $31,402 | 12/31/2023 | Efficient Frontier Advisors LLC | 572,227 | $31,146 | 03/31/2024 | DFAT | 572,227 | $31,146 | 03/31/2024 | HighTower Advisors LLC | 560,868 | $29,352 | 12/31/2023 | DFAT | 560,868 | $29,352 | 12/31/2023 | Beaird Harris Wealth Management LLC | 551,464 | $28,858 | 12/31/2023 | DFAT | 551,464 | $28,858 | 12/31/2023 | Foster Group Inc. | 524,657 | $28,557 | 03/31/2024 | DFAT | 524,657 | $28,557 | 03/31/2024 | TFC Financial Management | 543,653 | $28,449 | 12/31/2023 | DFAT | 543,653 | $28,449 | 12/31/2023 | TCI Wealth Advisors Inc. | 538,685 | $28,189 | 12/31/2023 | DFAT | 538,685 | $28,189 | 12/31/2023 | Kraft Asset Management LLC | 538,496 | $28,180 | 12/31/2023 | DFAT | 538,496 | $28,180 | 12/31/2023 |
See All: Funds Holding DFAT
See Details: Top 10 Hedge Funds Holding DFAT
Also See: DFAT Holdings Changes
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