There is a long list of 281 institutional holders of DFEM 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 DFEM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFEM table below, the initial column indicates the name of each top institutional holder of DFEM, with a link to that fund's top holdings. The next columns indicate the amount of DFEM stock held by each of the institutional holders of DFEM, followed by the DFEM 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
Forum Financial Management LP	15,560,532	$388,391	12/31/2023
DFEM	15,560,532	$388,391	12/31/2023
CI Private Wealth LLC	4,656,239	$116,220	12/31/2023
DFEM	4,656,239	$116,220	12/31/2023
HighTower Advisors LLC	4,006,912	$99,999	12/31/2023
DFEM	4,006,912	$99,999	12/31/2023
Parcion Private Wealth LLC	3,479,330	$88,688	03/31/2024
DFEM	3,479,330	$88,688	03/31/2024
Truepoint Inc.	3,367,738	$84,059	12/31/2023
DFEM	3,367,738	$84,059	12/31/2023
Evensky & Katz LLC	2,125,518	$54,179	03/31/2024
DFEM	2,125,518	$54,179	03/31/2024
Asset Dedication LLC	2,046,510	$52,192	03/31/2024
DFEM	2,046,510	$52,192	03/31/2024
Carlson Capital Management	1,947,016	$49,629	03/31/2024
DFEM	1,947,016	$49,629	03/31/2024
BKD Wealth Advisors LLC	1,851,072	$47,184	03/31/2024
DFEM	1,851,072	$47,184	03/31/2024
Buckingham Strategic Wealth LLC	1,869,268	$46,657	12/31/2023
DFEM	1,869,268	$46,657	12/31/2023
Hill Investment Group Partners LLC	1,531,853	$38,235	12/31/2023
DFEM	1,531,853	$38,235	12/31/2023
Total Wealth Planning LLC	1,333,939	$34,002	03/31/2024
DFEM	1,333,939	$34,002	03/31/2024
Miramar Fiduciary Corp	1,232,345	$30,759	12/31/2023
DFEM	1,232,345	$30,759	12/31/2023
Buckingham Strategic Partners	1,225,700	$30,593	12/31/2023
DFEM	1,225,700	$30,593	12/31/2023
AWM Capital LLC	1,128,892	$28,775	03/31/2024
DFEM	1,128,892	$28,775	03/31/2024
Your Advocates Ltd. LLP	1,131,542	$28,243	12/31/2023
DFEM	1,131,542	$28,243	12/31/2023
Oakwell Private Wealth Management LLC	1,093,489	$27,873	03/31/2024
DFEM	1,093,489	$27,873	03/31/2024
JMG Financial Group Ltd.	1,004,329	$25,068	12/31/2023
DFEM	1,004,329	$25,068	12/31/2023
EnRich Financial Partners LLC	983,200	$24,541	12/31/2023
DFEM	983,200	$24,541	12/31/2023
Apella Capital LLC	919,369	$23,913	03/31/2024
DFEM	919,369	$23,913	03/31/2024
LPL Financial LLC	928,157	$23,167	12/31/2023
DFEM	928,157	$23,167	12/31/2023
Sequoia Financial Advisors LLC	892,733	$22,283	12/31/2023
DFEM	892,733	$22,283	12/31/2023
Bridgeworth LLC	859,867	$21,462	12/31/2023
DFEM	859,867	$21,462	12/31/2023
Great Oak Capital Partners LLC	825,423	$21,040	03/31/2024
DFEM	825,423	$21,040	03/31/2024
Kooman & Associates	795,742	$19,862	12/31/2023
DFEM	795,742	$19,862	12/31/2023
Savant Capital LLC	777,220	$19,399	12/31/2023
DFEM	777,220	$19,399	12/31/2023
Mosaic Family Wealth Partners LLC	777,187	$19,399	12/31/2023
DFEM	777,187	$19,399	12/31/2023
Seaside Wealth Management Inc.	752,081	$19,171	03/31/2024
DFEM	752,081	$19,171	03/31/2024
DiNuzzo Private Wealth Inc.	744,217	$18,576	12/31/2023
DFEM	744,217	$18,576	12/31/2023
Rockwood Wealth Management LLC	706,623	$18,012	03/31/2024
DFEM	706,623	$18,012	03/31/2024
OLD Mission Capital LLC	695,093	$17,350	12/31/2023
DFEM	695,093	$17,350	12/31/2023
Stordahl Capital Management Inc.	657,857	$16,769	03/31/2024
DFEM	657,857	$16,769	03/31/2024
Wealthstream Advisors Inc.	633,160	$15,804	12/31/2023
DFEM	633,160	$15,804	12/31/2023
Rather & Kittrell Inc.	601,394	$15,330	03/31/2024
DFEM	601,394	$15,330	03/31/2024
Brighton Jones LLC	599,699	$14,968	12/31/2023
DFEM	599,699	$14,968	12/31/2023
Integris Wealth Management LLC	585,508	$14,614	12/31/2023
DFEM	585,508	$14,614	12/31/2023
Bank of Montreal Can	575,501	$14,388	12/31/2023
DFEM	575,501	$14,388	12/31/2023
BetterWealth LLC	560,776	$14,294	03/31/2024
DFEM	560,776	$14,294	03/31/2024
Phillips Financial Management LLC	555,267	$14,154	03/31/2024
DFEM	555,267	$14,154	03/31/2024
Mercer Global Advisors Inc. ADV	552,293	$13,785	12/31/2023
DFEM	552,293	$13,785	12/31/2023
Syverson Strege & Co	546,936	$13,652	12/31/2023
DFEM	546,936	$13,652	12/31/2023
SRS Capital Advisors Inc.	539,725	$13,472	12/31/2023
DFEM	539,725	$13,472	12/31/2023
Pinnacle Financial Group LLC IL	505,907	$12,627	12/31/2023
DFEM	505,907	$12,627	12/31/2023
Planning Center Inc.	490,239	$12,496	03/31/2024
DFEM	490,239	$12,496	03/31/2024
Commonwealth Equity Services LLC	498,416	$12,440	12/31/2023
DFEM	498,416	$12,440	12/31/2023
Austin Wealth Management LLC	493,002	$12,300	12/31/2023
DFEM	493,002	$12,300	12/31/2023
Willow Creek Wealth Management Inc.	489,164	$12,210	12/31/2023
DFEM	489,164	$12,210	12/31/2023
Monograph Wealth Advisors LLC	488,089	$12,183	12/31/2023
DFEM	488,089	$12,183	12/31/2023
Capstone Capital Wealth Advisors	474,642	$12,099	03/31/2024
DFEM	474,642	$12,099	03/31/2024
Bfsg LLC	471,784	$12,026	03/31/2024
DFEM	471,784	$12,026	03/31/2024