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Institutional Holders of DFIC

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.19,556,837$499,286 12/31/2023
     DFIC19,556,837$499,286 12/31/2023
Mercer Global Advisors Inc. ADV19,225,190$490,819 12/31/2023
     DFIC19,225,190$490,819 12/31/2023
Forum Financial Management LP16,144,932$412,180 12/31/2023
     DFIC16,144,932$412,180 12/31/2023
Evensky & Katz LLC5,551,996$148,516 03/31/2024
     DFIC5,551,996$148,516 03/31/2024
Jane Street Group LLC5,246,212$133,936 12/31/2023
     DFIC5,246,212$133,936 12/31/2023
HighTower Advisors LLC4,708,250$120,182 12/31/2023
     DFIC4,708,250$120,182 12/31/2023
Pathstone Holdings LLC3,715,095$94,850 12/31/2023
     DFIC3,715,095$94,850 12/31/2023
Summit Financial Strategies Inc.3,413,583$87,149 12/31/2023
     DFIC3,413,583$87,149 12/31/2023
Miramar Fiduciary Corp2,792,086$71,282 12/31/2023
     DFIC2,792,086$71,282 12/31/2023
AWM Capital LLC2,495,218$66,747 03/31/2024
     DFIC2,495,218$66,747 03/31/2024
Bridgeworth LLC2,209,530$56,409 12/31/2023
     DFIC2,209,530$56,409 12/31/2023
Savant Capital LLC2,004,414$51,173 12/31/2023
     DFIC2,004,414$51,173 12/31/2023
Hill Investment Group Partners LLC1,968,694$50,261 12/31/2023
     DFIC1,968,694$50,261 12/31/2023
Syverson Strege & Co1,855,232$47,364 12/31/2023
     DFIC1,855,232$47,364 12/31/2023
WPWealth LLP1,847,595$47,169 12/31/2023
     DFIC1,847,595$47,169 12/31/2023
Truepoint Inc.1,823,741$46,560 12/31/2023
     DFIC1,823,741$46,560 12/31/2023
LPL Financial LLC1,772,083$45,241 12/31/2023
     DFIC1,772,083$45,241 12/31/2023
JMG Financial Group Ltd.1,745,090$44,552 12/31/2023
     DFIC1,745,090$44,552 12/31/2023
Great Waters Wealth Management1,661,137$44,435 03/31/2024
     DFIC1,661,137$44,435 03/31/2024
Millburn Ridgefield Corp1,552,392$41,526 03/31/2024
     DFIC1,552,392$41,526 03/31/2024
Catalyst Capital Advisors LLC1,552,392$41,526 03/31/2024
     DFIC1,552,392$41,526 03/31/2024
Baird Financial Group Inc.1,612,211$41,160 12/31/2023
     DFIC1,612,211$41,160 12/31/2023
SJS Investment Consulting Inc.1,421,686$38,030 03/31/2024
     DFIC1,421,686$38,030 03/31/2024
Park Avenue Securities LLC1,416,862$37,901 03/31/2024
     DFIC1,416,862$37,901 03/31/2024
DiNuzzo Private Wealth Inc.1,438,987$36,737 12/31/2023
     DFIC1,438,987$36,737 12/31/2023
Arden Trust Co1,305,383$34,919 03/31/2024
     DFIC1,305,383$34,919 03/31/2024
Rockwood Wealth Management LLC1,281,395$34,277 03/31/2024
     DFIC1,281,395$34,277 03/31/2024
Stordahl Capital Management Inc.1,278,229$34,193 03/31/2024
     DFIC1,278,229$34,193 03/31/2024
Brighton Jones LLC1,320,290$33,707 12/31/2023
     DFIC1,320,290$33,707 12/31/2023
Rather & Kittrell Inc.1,246,309$33,339 03/31/2024
     DFIC1,246,309$33,339 03/31/2024
Kooman & Associates1,270,695$32,441 12/31/2023
     DFIC1,270,695$32,441 12/31/2023
Phillips Financial Management LLC1,199,361$32,083 03/31/2024
     DFIC1,199,361$32,083 03/31/2024
Asset Dedication LLC1,172,429$31,364 03/31/2024
     DFIC1,172,429$31,364 03/31/2024
Efficient Advisors LLC1,213,330$30,976 12/31/2023
     DFIC1,213,330$30,976 12/31/2023
Apella Capital LLC1,135,884$30,464 03/31/2024
     DFIC1,135,884$30,464 03/31/2024
Mariner LLC1,151,301$29,393 12/31/2023
     DFIC1,151,301$29,393 12/31/2023
Ullmann Financial Group Inc.1,095,503$27,968 12/31/2023
     DFIC1,095,503$27,968 12/31/2023
True Wealth Design LLC1,048,193$26,760 12/31/2023
     DFIC1,048,193$26,760 12/31/2023
RS Crum Inc.1,014,784$25,907 12/31/2023
     DFIC1,014,784$25,907 12/31/2023
GWM Advisors LLC1,022,309$25,521 12/31/2023
     DFIC1,022,309$25,521 12/31/2023
Commonwealth Equity Services LLC994,540$25,391 12/31/2023
     DFIC994,540$25,391 12/31/2023
Capstone Capital Wealth Advisors915,028$24,477 03/31/2024
     DFIC915,028$24,477 03/31/2024
Wealthstream Advisors Inc.924,174$23,594 12/31/2023
     DFIC924,174$23,594 12/31/2023
Burney Co.920,207$23,493 12/31/2023
     DFIC920,207$23,493 12/31/2023
Alpha Financial Advisors LLC895,689$22,867 12/31/2023
     DFIC895,689$22,867 12/31/2023
Leading Edge Financial Planning LLC895,247$22,856 12/31/2023
     DFIC895,247$22,856 12/31/2023
Bridgewater Advisors Inc.883,820$22,564 12/31/2023
     DFIC883,820$22,564 12/31/2023
Eqis Capital Management Inc.881,375$22,501 12/31/2023
     DFIC881,375$22,501 12/31/2023
Your Advocates Ltd. LLP866,823$22,130 12/31/2023
     DFIC866,823$22,130 12/31/2023
ARK & TLK Investments LLC834,671$21,309 12/31/2023
     DFIC834,671$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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