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There is a long list of 119 institutional holders of DFEV 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 DFEV by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFEV table below,
the initial column indicates the name of each top institutional holder of DFEV, with a link to that fund's top holdings. The next columns
indicate the amount of DFEV stock held by each of the institutional holders of DFEV, followed by the DFEV 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 |
Asset Dedication LLC | 2,162,013 | $56,152 | 03/31/2024 | DFEV | 2,162,013 | $56,152 | 03/31/2024 | Heritage Financial Services LLC | 1,692,615 | $42,654 | 12/31/2023 | DFEV | 1,692,615 | $42,654 | 12/31/2023 | Ritholtz Wealth Management | 892,109 | $22,481 | 12/31/2023 | DFEV | 892,109 | $22,481 | 12/31/2023 | True Wealth Design LLC | 740,323 | $18,656 | 12/31/2023 | DFEV | 740,323 | $18,656 | 12/31/2023 | Marquette Asset Management LLC | 615,522 | $15,511 | 12/31/2023 | DFEV | 615,522 | $15,511 | 12/31/2023 | Beacon Pointe Advisors LLC | 550,846 | $13,881 | 12/31/2023 | DFEV | 550,846 | $13,881 | 12/31/2023 | Janney Montgomery Scott LLC | 464,379 | $11,702 | 12/31/2023 | DFEV | 464,379 | $11,702 | 12/31/2023 | Eqis Capital Management Inc. | 432,221 | $10,892 | 12/31/2023 | DFEV | 432,221 | $10,892 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 399,308 | $10,063 | 12/31/2023 | DFEV | 399,308 | $10,063 | 12/31/2023 | Evanson Asset Management LLC | 377,586 | $9,802 | 03/31/2024 | DFEV | 377,586 | $9,802 | 03/31/2024 | Opes Wealth Management LLC | 331,273 | $8,348 | 12/31/2023 | DFEV | 331,273 | $8,348 | 12/31/2023 | Jane Street Group LLC | 288,111 | $7,260 | 12/31/2023 | DFEV | 288,111 | $7,260 | 12/31/2023 | Exencial Wealth Advisors LLC | 284,041 | $7,158 | 12/31/2023 | DFEV | 284,041 | $7,158 | 12/31/2023 | AE Wealth Management LLC | 269,485 | $6,627 | 12/31/2023 | DFEV | 269,485 | $6,627 | 12/31/2023 | Aveo Capital Partners LLC | 260,604 | $6,567 | 12/31/2023 | DFEV | 260,604 | $6,567 | 12/31/2023 | Graves Light Private Wealth Management Inc. | 236,020 | $5,948 | 12/31/2023 | DFEV | 236,020 | $5,948 | 12/31/2023 | Blume Capital Management Inc. | 225,611 | $5,685 | 12/31/2023 | DFEV | 225,611 | $5,685 | 12/31/2023 | Bank of Montreal Can | 216,050 | $5,451 | 12/31/2023 | DFEV | 216,050 | $5,451 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 210,454 | $5,303 | 12/31/2023 | DFEV | 210,454 | $5,303 | 12/31/2023 | Financial Architects LLC | 202,170 | $5,095 | 12/31/2023 | DFEV | 202,170 | $5,095 | 12/31/2023 | Pathstone Holdings LLC | 198,984 | $5,013 | 12/31/2023 | DFEV | 198,984 | $5,013 | 12/31/2023 | Bridgeworth LLC | 195,483 | $4,926 | 12/31/2023 | DFEV | 195,483 | $4,926 | 12/31/2023 | Fischer Investment Strategies LLC | 148,259 | $3,736 | 12/31/2023 | DFEV | 148,259 | $3,736 | 12/31/2023 | Sentinel Trust Co. LBA | 147,500 | $3,717 | 12/31/2023 | DFEV | 147,500 | $3,717 | 12/31/2023 | Index Fund Advisors Inc. | 144,866 | $3,651 | 12/31/2023 | DFEV | 144,866 | $3,651 | 12/31/2023 | Truist Financial Corp | 138,209 | $3,483 | 12/31/2023 | DFEV | 138,209 | $3,483 | 12/31/2023 | Alesco Advisors LLC | 137,854 | $3,474 | 12/31/2023 | DFEV | 137,854 | $3,474 | 12/31/2023 | Savant Capital LLC | 136,168 | $3,431 | 12/31/2023 | DFEV | 136,168 | $3,431 | 12/31/2023 | Breakwater Capital Group | 129,602 | $3,364 | 03/31/2024 | DFEV | 129,602 | $3,364 | 03/31/2024 | Vestmark Advisory Solutions Inc. | 132,027 | $3,327 | 12/31/2023 | DFEV | 132,027 | $3,327 | 12/31/2023 | PBMares Wealth Management LLC | 117,560 | $2,963 | 12/31/2023 | DFEV | 117,560 | $2,963 | 12/31/2023 | Cordant Inc. | 109,431 | $2,841 | 03/31/2024 | DFEV | 109,431 | $2,841 | 03/31/2024 | Retirement Solution Inc. | 104,242 | $2,627 | 12/31/2023 | DFEV | 104,242 | $2,627 | 12/31/2023 | Sterling Financial Planning Inc. | 102,227 | $2,576 | 12/31/2023 | DFEV | 102,227 | $2,576 | 12/31/2023 | Verum Partners LLC | 96,331 | $2,501 | 03/31/2024 | DFEV | 96,331 | $2,501 | 03/31/2024 | CI Private Wealth LLC | 95,707 | $2,412 | 12/31/2023 | DFEV | 95,707 | $2,412 | 12/31/2023 | Maryland Capital Advisors Inc. | 91,650 | $2,379 | 03/31/2024 | DFEV | 91,650 | $2,379 | 03/31/2024 | GWM Advisors LLC | 94,096 | $2,271 | 12/31/2023 | DFEV | 94,096 | $2,271 | 12/31/2023 | Lam Group Inc. | 74,600 | $1,937 | 03/31/2024 | DFEV | 74,600 | $1,937 | 03/31/2024 | Root Financial Partners LLC | 74,382 | $1,874 | 12/31/2023 | DFEV | 74,382 | $1,874 | 12/31/2023 | Sequoia Financial Advisors LLC | 70,920 | $1,787 | 12/31/2023 | DFEV | 70,920 | $1,787 | 12/31/2023 | Envestnet Asset Management Inc. | 61,405 | $1,547 | 12/31/2023 | DFEV | 61,405 | $1,547 | 12/31/2023 | BKA Wealth Consulting Inc. | 58,765 | $1,526 | 03/31/2024 | DFEV | 58,765 | $1,526 | 03/31/2024 | White Wing Wealth Management | 58,232 | $1,517 | 03/31/2024 | DFEV | 58,232 | $1,517 | 03/31/2024 | Steward Partners Investment Advisory LLC | 57,716 | $1,454 | 12/31/2023 | DFEV | 57,716 | $1,454 | 12/31/2023 | Applied Capital LLC | 57,550 | $1,450 | 12/31/2023 | DFEV | 57,550 | $1,450 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 56,865 | $1,433 | 12/31/2023 | DFEV | 56,865 | $1,433 | 12/31/2023 | Chicago Partners Investment Group LLC | 57,693 | $1,407 | 12/31/2023 | DFEV | 57,693 | $1,407 | 12/31/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 55,312 | $1,394 | 12/31/2023 | DFEV | 55,312 | $1,394 | 12/31/2023 | EnRich Financial Partners LLC | 54,377 | $1,370 | 12/31/2023 | DFEV | 54,377 | $1,370 | 12/31/2023 |
See All: Funds Holding DFEV
See Details: Top 10 Hedge Funds Holding DFEV
Also See: DFEV Holdings Changes
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