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Institutional Holders of DFEV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Asset Dedication LLC2,162,013$56,152 03/31/2024
     DFEV2,162,013$56,152 03/31/2024
Heritage Financial Services LLC1,692,615$42,654 12/31/2023
     DFEV1,692,615$42,654 12/31/2023
Ritholtz Wealth Management892,109$22,481 12/31/2023
     DFEV892,109$22,481 12/31/2023
True Wealth Design LLC740,323$18,656 12/31/2023
     DFEV740,323$18,656 12/31/2023
Marquette Asset Management LLC615,522$15,511 12/31/2023
     DFEV615,522$15,511 12/31/2023
Beacon Pointe Advisors LLC550,846$13,881 12/31/2023
     DFEV550,846$13,881 12/31/2023
Janney Montgomery Scott LLC464,379$11,702 12/31/2023
     DFEV464,379$11,702 12/31/2023
Eqis Capital Management Inc.432,221$10,892 12/31/2023
     DFEV432,221$10,892 12/31/2023
Raymond James Financial Services Advisors Inc.399,308$10,063 12/31/2023
     DFEV399,308$10,063 12/31/2023
Evanson Asset Management LLC377,586$9,802 03/31/2024
     DFEV377,586$9,802 03/31/2024
Opes Wealth Management LLC331,273$8,348 12/31/2023
     DFEV331,273$8,348 12/31/2023
Jane Street Group LLC288,111$7,260 12/31/2023
     DFEV288,111$7,260 12/31/2023
Exencial Wealth Advisors LLC284,041$7,158 12/31/2023
     DFEV284,041$7,158 12/31/2023
AE Wealth Management LLC269,485$6,627 12/31/2023
     DFEV269,485$6,627 12/31/2023
Aveo Capital Partners LLC260,604$6,567 12/31/2023
     DFEV260,604$6,567 12/31/2023
Graves Light Private Wealth Management Inc.236,020$5,948 12/31/2023
     DFEV236,020$5,948 12/31/2023
Blume Capital Management Inc.225,611$5,685 12/31/2023
     DFEV225,611$5,685 12/31/2023
Bank of Montreal Can216,050$5,451 12/31/2023
     DFEV216,050$5,451 12/31/2023
DiNuzzo Private Wealth Inc.210,454$5,303 12/31/2023
     DFEV210,454$5,303 12/31/2023
Financial Architects LLC202,170$5,095 12/31/2023
     DFEV202,170$5,095 12/31/2023
Pathstone Holdings LLC198,984$5,013 12/31/2023
     DFEV198,984$5,013 12/31/2023
Bridgeworth LLC195,483$4,926 12/31/2023
     DFEV195,483$4,926 12/31/2023
Fischer Investment Strategies LLC148,259$3,736 12/31/2023
     DFEV148,259$3,736 12/31/2023
Sentinel Trust Co. LBA147,500$3,717 12/31/2023
     DFEV147,500$3,717 12/31/2023
Index Fund Advisors Inc.144,866$3,651 12/31/2023
     DFEV144,866$3,651 12/31/2023
Truist Financial Corp138,209$3,483 12/31/2023
     DFEV138,209$3,483 12/31/2023
Alesco Advisors LLC137,854$3,474 12/31/2023
     DFEV137,854$3,474 12/31/2023
Savant Capital LLC136,168$3,431 12/31/2023
     DFEV136,168$3,431 12/31/2023
Breakwater Capital Group129,602$3,364 03/31/2024
     DFEV129,602$3,364 03/31/2024
Vestmark Advisory Solutions Inc.132,027$3,327 12/31/2023
     DFEV132,027$3,327 12/31/2023
PBMares Wealth Management LLC117,560$2,963 12/31/2023
     DFEV117,560$2,963 12/31/2023
Cordant Inc.109,431$2,841 03/31/2024
     DFEV109,431$2,841 03/31/2024
Retirement Solution Inc.104,242$2,627 12/31/2023
     DFEV104,242$2,627 12/31/2023
Sterling Financial Planning Inc.102,227$2,576 12/31/2023
     DFEV102,227$2,576 12/31/2023
Verum Partners LLC96,331$2,501 03/31/2024
     DFEV96,331$2,501 03/31/2024
CI Private Wealth LLC95,707$2,412 12/31/2023
     DFEV95,707$2,412 12/31/2023
Maryland Capital Advisors Inc.91,650$2,379 03/31/2024
     DFEV91,650$2,379 03/31/2024
GWM Advisors LLC94,096$2,271 12/31/2023
     DFEV94,096$2,271 12/31/2023
Lam Group Inc.74,600$1,937 03/31/2024
     DFEV74,600$1,937 03/31/2024
Root Financial Partners LLC74,382$1,874 12/31/2023
     DFEV74,382$1,874 12/31/2023
Sequoia Financial Advisors LLC70,920$1,787 12/31/2023
     DFEV70,920$1,787 12/31/2023
Envestnet Asset Management Inc.61,405$1,547 12/31/2023
     DFEV61,405$1,547 12/31/2023
BKA Wealth Consulting Inc.58,765$1,526 03/31/2024
     DFEV58,765$1,526 03/31/2024
White Wing Wealth Management58,232$1,517 03/31/2024
     DFEV58,232$1,517 03/31/2024
Steward Partners Investment Advisory LLC57,716$1,454 12/31/2023
     DFEV57,716$1,454 12/31/2023
Applied Capital LLC57,550$1,450 12/31/2023
     DFEV57,550$1,450 12/31/2023
Glass Jacobson Investment Advisors llc56,865$1,433 12/31/2023
     DFEV56,865$1,433 12/31/2023
Chicago Partners Investment Group LLC57,693$1,407 12/31/2023
     DFEV57,693$1,407 12/31/2023
Schwarz Dygos Wheeler Investment Advisors LLC55,312$1,394 12/31/2023
     DFEV55,312$1,394 12/31/2023
EnRich Financial Partners LLC54,377$1,370 12/31/2023
     DFEV54,377$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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