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Institutional Holders of DFCF

There is a long list of 261 institutional holders of DFCF 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 DFCF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFCF table below, the initial column indicates the name of each top institutional holder of DFCF, with a link to that fund's top holdings. The next columns indicate the amount of DFCF stock held by each of the institutional holders of DFCF, followed by the DFCF 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
Truepoint Inc.9,332,544$395,700 12/31/2023
     DFCF9,332,544$395,700 12/31/2023
HBK Sorce Advisory LLC6,649,656$281,945 12/31/2023
     DFCF6,649,656$281,945 12/31/2023
Beaird Harris Wealth Management LLC2,502,554$106,108 12/31/2023
     DFCF2,502,554$106,108 12/31/2023
WPWealth LLP2,061,180$87,394 12/31/2023
     DFCF2,061,180$87,394 12/31/2023
Commonwealth Equity Services LLC1,798,483$76,256 12/31/2023
     DFCF1,798,483$76,256 12/31/2023
Baker Avenue Asset Management LP1,663,195$70,519 12/31/2023
     DFCF1,663,195$70,519 12/31/2023
DiNuzzo Private Wealth Inc.1,655,218$70,181 12/31/2023
     DFCF1,655,218$70,181 12/31/2023
Pathstone Holdings LLC1,630,542$69,135 12/31/2023
     DFCF1,630,542$69,135 12/31/2023
Great Waters Wealth Management1,508,421$63,278 03/31/2024
     DFCF1,508,421$63,278 03/31/2024
Resources Investment Advisors LLC.1,375,309$58,313 12/31/2023
     DFCF1,375,309$58,313 12/31/2023
Jane Street Group LLC1,363,482$57,812 12/31/2023
     DFCF1,363,482$57,812 12/31/2023
Allworth Financial LP1,297,479$55,013 12/31/2023
     DFCF1,297,479$55,013 12/31/2023
Sequoia Financial Advisors LLC1,222,362$51,828 12/31/2023
     DFCF1,222,362$51,828 12/31/2023
Apella Capital LLC1,184,046$49,375 03/31/2024
     DFCF1,184,046$49,375 03/31/2024
Savant Capital LLC1,081,113$45,839 12/31/2023
     DFCF1,081,113$45,839 12/31/2023
Market Street Wealth Management Advisors LLC1,017,586$42,688 03/31/2024
     DFCF1,017,586$42,688 03/31/2024
Core Wealth Management Inc.938,863$39,808 12/31/2023
     DFCF938,863$39,808 12/31/2023
Pure Financial Advisors Inc.807,279$33,865 03/31/2024
     DFCF807,279$33,865 03/31/2024
Envestnet Asset Management Inc.767,337$32,535 12/31/2023
     DFCF767,337$32,535 12/31/2023
Annandale Capital LLC741,457$31,438 12/31/2023
     DFCF741,457$31,438 12/31/2023
Ullmann Financial Group Inc.732,041$31,039 12/31/2023
     DFCF732,041$31,039 12/31/2023
Grunden Financial Advisory Inc.674,882$28,615 12/31/2023
     DFCF674,882$28,615 12/31/2023
Integrated Wealth Concepts LLC636,890$27,004 12/31/2023
     DFCF636,890$27,004 12/31/2023
Creative Capital Management Investments LLC633,495$26,860 12/31/2023
     DFCF633,495$26,860 12/31/2023
Mattern Wealth Management LLC625,168$26,507 12/31/2023
     DFCF625,168$26,507 12/31/2023
SRS Capital Advisors Inc.604,435$25,628 12/31/2023
     DFCF604,435$25,628 12/31/2023
AE Wealth Management LLC568,330$23,893 12/31/2023
     DFCF568,330$23,893 12/31/2023
Dynamic Advisor Solutions LLC551,660$23,142 03/31/2024
     DFCF551,660$23,142 03/31/2024
RCS Financial Planning LLC541,881$22,976 12/31/2023
     DFCF541,881$22,976 12/31/2023
Phillips Financial Management LLC537,564$22,793 12/31/2023
     DFCF537,564$22,793 12/31/2023
Root Financial Partners LLC532,562$22,581 12/31/2023
     DFCF532,562$22,581 12/31/2023
Rather & Kittrell Inc.528,467$22,407 12/31/2023
     DFCF528,467$22,407 12/31/2023
Sax Wealth Advisors LLC518,912$22,002 12/31/2023
     DFCF518,912$22,002 12/31/2023
HighTower Advisors LLC506,059$21,452 12/31/2023
     DFCF506,059$21,452 12/31/2023
Great Oak Capital Partners LLC505,052$21,187 03/31/2024
     DFCF505,052$21,187 03/31/2024
BCR Wealth Strategies LLC487,822$20,683 12/31/2023
     DFCF487,822$20,683 12/31/2023
Spinnaker Investment Group LLC454,688$19,074 03/31/2024
     DFCF454,688$19,074 03/31/2024
CFS Investment Advisory Services LLC447,714$18,983 12/31/2023
     DFCF447,714$18,983 12/31/2023
DecisionPoint Financial LLC431,793$18,308 12/31/2023
     DFCF431,793$18,308 12/31/2023
Rise Advisors LLC429,904$18,034 03/31/2024
     DFCF429,904$18,034 03/31/2024
Forum Financial Management LP418,605$17,749 12/31/2023
     DFCF418,605$17,749 12/31/2023
Fundamentun LLC416,772$17,484 03/31/2024
     DFCF416,772$17,484 03/31/2024
Ruedi Wealth Management Inc.411,580$17,451 12/31/2023
     DFCF411,580$17,451 12/31/2023
Beacon Pointe Advisors LLC404,317$17,143 12/31/2023
     DFCF404,317$17,143 12/31/2023
LPL Financial LLC397,349$16,848 12/31/2023
     DFCF397,349$16,848 12/31/2023
Bank of America Corp DE395,825$16,783 12/31/2023
     DFCF395,825$16,783 12/31/2023
Hemington Wealth Management394,203$16,714 12/31/2023
     DFCF394,203$16,714 12/31/2023
CI Private Wealth LLC378,413$16,045 12/31/2023
     DFCF378,413$16,045 12/31/2023
BetterWealth LLC367,135$15,401 03/31/2024
     DFCF367,135$15,401 03/31/2024
JPMorgan Chase & Co.357,759$15,169 12/31/2023
     DFCF357,759$15,169 12/31/2023

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

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