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There is a long list of 299 institutional holders of DFIC 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 DFIC by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFIC table below,
the initial column indicates the name of each top institutional holder of DFIC, with a link to that fund's top holdings. The next columns
indicate the amount of DFIC stock held by each of the institutional holders of DFIC, followed by the DFIC 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 |
Envestnet Asset Management Inc. | 19,556,837 | $499,286 | 12/31/2023 | DFIC | 19,556,837 | $499,286 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 19,225,190 | $490,819 | 12/31/2023 | DFIC | 19,225,190 | $490,819 | 12/31/2023 | Forum Financial Management LP | 16,144,932 | $412,180 | 12/31/2023 | DFIC | 16,144,932 | $412,180 | 12/31/2023 | Evensky & Katz LLC | 5,551,996 | $148,516 | 03/31/2024 | DFIC | 5,551,996 | $148,516 | 03/31/2024 | Jane Street Group LLC | 5,246,212 | $133,936 | 12/31/2023 | DFIC | 5,246,212 | $133,936 | 12/31/2023 | HighTower Advisors LLC | 4,708,250 | $120,182 | 12/31/2023 | DFIC | 4,708,250 | $120,182 | 12/31/2023 | Pathstone Holdings LLC | 3,715,095 | $94,850 | 12/31/2023 | DFIC | 3,715,095 | $94,850 | 12/31/2023 | Summit Financial Strategies Inc. | 3,413,583 | $87,149 | 12/31/2023 | DFIC | 3,413,583 | $87,149 | 12/31/2023 | Miramar Fiduciary Corp | 2,792,086 | $71,282 | 12/31/2023 | DFIC | 2,792,086 | $71,282 | 12/31/2023 | AWM Capital LLC | 2,495,218 | $66,747 | 03/31/2024 | DFIC | 2,495,218 | $66,747 | 03/31/2024 | Bridgeworth LLC | 2,209,530 | $56,409 | 12/31/2023 | DFIC | 2,209,530 | $56,409 | 12/31/2023 | Savant Capital LLC | 2,004,414 | $51,173 | 12/31/2023 | DFIC | 2,004,414 | $51,173 | 12/31/2023 | Hill Investment Group Partners LLC | 1,968,694 | $50,261 | 12/31/2023 | DFIC | 1,968,694 | $50,261 | 12/31/2023 | Syverson Strege & Co | 1,855,232 | $47,364 | 12/31/2023 | DFIC | 1,855,232 | $47,364 | 12/31/2023 | WPWealth LLP | 1,847,595 | $47,169 | 12/31/2023 | DFIC | 1,847,595 | $47,169 | 12/31/2023 | Truepoint Inc. | 1,823,741 | $46,560 | 12/31/2023 | DFIC | 1,823,741 | $46,560 | 12/31/2023 | LPL Financial LLC | 1,772,083 | $45,241 | 12/31/2023 | DFIC | 1,772,083 | $45,241 | 12/31/2023 | JMG Financial Group Ltd. | 1,745,090 | $44,552 | 12/31/2023 | DFIC | 1,745,090 | $44,552 | 12/31/2023 | Great Waters Wealth Management | 1,661,137 | $44,435 | 03/31/2024 | DFIC | 1,661,137 | $44,435 | 03/31/2024 | Millburn Ridgefield Corp | 1,552,392 | $41,526 | 03/31/2024 | DFIC | 1,552,392 | $41,526 | 03/31/2024 | Catalyst Capital Advisors LLC | 1,552,392 | $41,526 | 03/31/2024 | DFIC | 1,552,392 | $41,526 | 03/31/2024 | Baird Financial Group Inc. | 1,612,211 | $41,160 | 12/31/2023 | DFIC | 1,612,211 | $41,160 | 12/31/2023 | SJS Investment Consulting Inc. | 1,421,686 | $38,030 | 03/31/2024 | DFIC | 1,421,686 | $38,030 | 03/31/2024 | Park Avenue Securities LLC | 1,416,862 | $37,901 | 03/31/2024 | DFIC | 1,416,862 | $37,901 | 03/31/2024 | DiNuzzo Private Wealth Inc. | 1,438,987 | $36,737 | 12/31/2023 | DFIC | 1,438,987 | $36,737 | 12/31/2023 | Arden Trust Co | 1,305,383 | $34,919 | 03/31/2024 | DFIC | 1,305,383 | $34,919 | 03/31/2024 | Rockwood Wealth Management LLC | 1,281,395 | $34,277 | 03/31/2024 | DFIC | 1,281,395 | $34,277 | 03/31/2024 | Stordahl Capital Management Inc. | 1,278,229 | $34,193 | 03/31/2024 | DFIC | 1,278,229 | $34,193 | 03/31/2024 | Brighton Jones LLC | 1,320,290 | $33,707 | 12/31/2023 | DFIC | 1,320,290 | $33,707 | 12/31/2023 | Rather & Kittrell Inc. | 1,246,309 | $33,339 | 03/31/2024 | DFIC | 1,246,309 | $33,339 | 03/31/2024 | Kooman & Associates | 1,270,695 | $32,441 | 12/31/2023 | DFIC | 1,270,695 | $32,441 | 12/31/2023 | Phillips Financial Management LLC | 1,199,361 | $32,083 | 03/31/2024 | DFIC | 1,199,361 | $32,083 | 03/31/2024 | Asset Dedication LLC | 1,172,429 | $31,364 | 03/31/2024 | DFIC | 1,172,429 | $31,364 | 03/31/2024 | Efficient Advisors LLC | 1,213,330 | $30,976 | 12/31/2023 | DFIC | 1,213,330 | $30,976 | 12/31/2023 | Apella Capital LLC | 1,135,884 | $30,464 | 03/31/2024 | DFIC | 1,135,884 | $30,464 | 03/31/2024 | Mariner LLC | 1,151,301 | $29,393 | 12/31/2023 | DFIC | 1,151,301 | $29,393 | 12/31/2023 | Ullmann Financial Group Inc. | 1,095,503 | $27,968 | 12/31/2023 | DFIC | 1,095,503 | $27,968 | 12/31/2023 | True Wealth Design LLC | 1,048,193 | $26,760 | 12/31/2023 | DFIC | 1,048,193 | $26,760 | 12/31/2023 | RS Crum Inc. | 1,014,784 | $25,907 | 12/31/2023 | DFIC | 1,014,784 | $25,907 | 12/31/2023 | GWM Advisors LLC | 1,022,309 | $25,521 | 12/31/2023 | DFIC | 1,022,309 | $25,521 | 12/31/2023 | Commonwealth Equity Services LLC | 994,540 | $25,391 | 12/31/2023 | DFIC | 994,540 | $25,391 | 12/31/2023 | Capstone Capital Wealth Advisors | 915,028 | $24,477 | 03/31/2024 | DFIC | 915,028 | $24,477 | 03/31/2024 | Wealthstream Advisors Inc. | 924,174 | $23,594 | 12/31/2023 | DFIC | 924,174 | $23,594 | 12/31/2023 | Burney Co. | 920,207 | $23,493 | 12/31/2023 | DFIC | 920,207 | $23,493 | 12/31/2023 | Alpha Financial Advisors LLC | 895,689 | $22,867 | 12/31/2023 | DFIC | 895,689 | $22,867 | 12/31/2023 | Leading Edge Financial Planning LLC | 895,247 | $22,856 | 12/31/2023 | DFIC | 895,247 | $22,856 | 12/31/2023 | Bridgewater Advisors Inc. | 883,820 | $22,564 | 12/31/2023 | DFIC | 883,820 | $22,564 | 12/31/2023 | Eqis Capital Management Inc. | 881,375 | $22,501 | 12/31/2023 | DFIC | 881,375 | $22,501 | 12/31/2023 | Your Advocates Ltd. LLP | 866,823 | $22,130 | 12/31/2023 | DFIC | 866,823 | $22,130 | 12/31/2023 | ARK & TLK Investments LLC | 834,671 | $21,309 | 12/31/2023 | DFIC | 834,671 | $21,309 | 12/31/2023 |
See All: Funds Holding DFIC
See Details: Top 10 Hedge Funds Holding DFIC
Also See: DFIC Holdings Changes
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