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There is a long list of 92 institutional holders of DFIP 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 DFIP by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFIP table below,
the initial column indicates the name of each top institutional holder of DFIP, with a link to that fund's top holdings. The next columns
indicate the amount of DFIP stock held by each of the institutional holders of DFIP, followed by the DFIP 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 |
Hill Investment Group Partners LLC | 824,987 | $34,055 | 12/31/2023 | DFIP | 824,987 | $34,055 | 12/31/2023 | Heirloom Wealth Management | 700,903 | $28,933 | 12/31/2023 | DFIP | 700,903 | $28,933 | 12/31/2023 | CPA Asset Management LLC | 414,538 | $17,112 | 12/31/2023 | DFIP | 414,538 | $17,112 | 12/31/2023 | Larson Financial Group LLC | 332,492 | $13,725 | 12/31/2023 | DFIP | 332,492 | $13,725 | 12/31/2023 | Market Street Wealth Management Advisors LLC | 256,193 | $10,568 | 03/31/2024 | DFIP | 256,193 | $10,568 | 03/31/2024 | Five Oceans Advisors | 215,034 | $8,870 | 03/31/2024 | DFIP | 215,034 | $8,870 | 03/31/2024 | Rather & Kittrell Inc. | 213,895 | $8,830 | 12/31/2023 | DFIP | 213,895 | $8,830 | 12/31/2023 | Austin Wealth Management LLC | 174,550 | $7,114 | 12/31/2023 | DFIP | 174,550 | $7,114 | 12/31/2023 | Core Wealth Management Inc. | 164,741 | $6,801 | 12/31/2023 | DFIP | 164,741 | $6,801 | 12/31/2023 | Leading Edge Financial Planning LLC | 155,785 | $6,431 | 12/31/2023 | DFIP | 155,785 | $6,431 | 12/31/2023 | Root Financial Partners LLC | 144,584 | $5,968 | 12/31/2023 | DFIP | 144,584 | $5,968 | 12/31/2023 | Apella Capital LLC | 139,616 | $5,776 | 03/31/2024 | DFIP | 139,616 | $5,776 | 03/31/2024 | Geometric Wealth Advisors | 135,133 | $5,578 | 12/31/2023 | DFIP | 135,133 | $5,578 | 12/31/2023 | Sensible Financial Planning & Management LLC. | 132,568 | $5,472 | 12/31/2023 | DFIP | 132,568 | $5,472 | 12/31/2023 | BetterWealth LLC | 125,067 | $5,163 | 12/31/2023 | DFIP | 125,067 | $5,163 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 111,953 | $4,618 | 03/31/2024 | DFIP | 111,953 | $4,618 | 03/31/2024 | Klingman & Associates LLC | 100,709 | $4,157 | 12/31/2023 | DFIP | 100,709 | $4,157 | 12/31/2023 | Forum Financial Management LP | 99,417 | $4,104 | 12/31/2023 | DFIP | 99,417 | $4,104 | 12/31/2023 | IFP Advisors Inc | 96,681 | $3,991 | 12/31/2023 | DFIP | 96,681 | $3,991 | 12/31/2023 | Plan Group Financial LLC | 91,114 | $3,761 | 12/31/2023 | DFIP | 91,114 | $3,761 | 12/31/2023 | Flow Traders U.S. LLC | 89,865 | $3,710 | 12/31/2023 | DFIP | 89,865 | $3,710 | 12/31/2023 | Fundamentun LLC | 86,427 | $3,565 | 03/31/2024 | DFIP | 86,427 | $3,565 | 03/31/2024 | Altiora Financial Group LLC | 85,150 | $3,512 | 03/31/2024 | DFIP | 85,150 | $3,512 | 03/31/2024 | Physician Wealth Solutions Inc. | 82,679 | $3,413 | 12/31/2023 | DFIP | 82,679 | $3,413 | 12/31/2023 | Jane Street Group LLC | 78,998 | $3,261 | 12/31/2023 | DFIP | 78,998 | $3,261 | 12/31/2023 | Sterling Financial Planning Inc. | 78,540 | $3,242 | 12/31/2023 | DFIP | 78,540 | $3,242 | 12/31/2023 | Hemington Wealth Management | 76,103 | $3,142 | 12/31/2023 | DFIP | 76,103 | $3,142 | 12/31/2023 | Krilogy Financial LLC | 66,030 | $2,726 | 12/31/2023 | DFIP | 66,030 | $2,726 | 12/31/2023 | AWM Capital LLC | 55,806 | $2,304 | 12/31/2023 | DFIP | 55,806 | $2,304 | 12/31/2023 | Saxony Capital Management LLC | 50,596 | $2,089 | 12/31/2023 | DFIP | 50,596 | $2,089 | 12/31/2023 | Commonwealth Equity Services LLC | 47,989 | $1,981 | 12/31/2023 | DFIP | 47,989 | $1,981 | 12/31/2023 | CFS Investment Advisory Services LLC | 46,625 | $1,925 | 12/31/2023 | DFIP | 46,625 | $1,925 | 12/31/2023 | Spinnaker Investment Group LLC | 43,951 | $1,814 | 12/31/2023 | DFIP | 43,951 | $1,814 | 12/31/2023 | Samalin Investment Counsel LLC | 43,585 | $1,799 | 12/31/2023 | DFIP | 43,585 | $1,799 | 12/31/2023 | GWM Advisors LLC | 36,851 | $1,510 | 12/31/2023 | DFIP | 36,851 | $1,510 | 12/31/2023 | Shearwater Capital LLC | 35,304 | $1,456 | 03/31/2024 | DFIP | 35,304 | $1,456 | 03/31/2024 | PBMares Wealth Management LLC | 34,398 | $1,420 | 12/31/2023 | DFIP | 34,398 | $1,420 | 12/31/2023 | Level Financial Advisors Inc. | 34,350 | $1,418 | 12/31/2023 | DFIP | 34,350 | $1,418 | 12/31/2023 | SageView Advisory Group LLC | 34,424 | $1,417 | 12/31/2023 | DFIP | 34,424 | $1,417 | 12/31/2023 | Midwest Heritage Bank FSB | 34,294 | $1,416 | 12/31/2023 | DFIP | 34,294 | $1,416 | 12/31/2023 | Northwest Wealth Management LLC | 33,686 | $1,391 | 12/31/2023 | DFIP | 33,686 | $1,391 | 12/31/2023 | Willow Creek Wealth Management Inc. | 32,765 | $1,353 | 12/31/2023 | DFIP | 32,765 | $1,353 | 12/31/2023 | BCU Wealth Advisors LLC | 31,457 | $1,299 | 12/31/2023 | DFIP | 31,457 | $1,299 | 12/31/2023 | Henrickson Nauta Wealth Advisors Inc. | 31,357 | $1,274 | 03/31/2024 | DFIP | 31,357 | $1,274 | 03/31/2024 | Total Wealth Planning LLC | 26,914 | $1,110 | 03/31/2024 | DFIP | 26,914 | $1,110 | 03/31/2024 | Exencial Wealth Advisors LLC | 25,532 | $1,054 | 12/31/2023 | DFIP | 25,532 | $1,054 | 12/31/2023 | Nwam LLC | 24,103 | $995 | 12/31/2023 | DFIP | 24,103 | $995 | 12/31/2023 | TCP Asset Management LLC | 20,903 | $863 | 12/31/2023 | DFIP | 20,903 | $863 | 12/31/2023 | Foster Group Inc. | 18,130 | $748 | 03/31/2024 | DFIP | 18,130 | $748 | 03/31/2024 | Firethorn Wealth Partners LLC | 17,991 | $742 | 03/31/2024 | DFIP | 17,991 | $742 | 03/31/2024 |
See All: Funds Holding DFIP
See Details: Top 10 Hedge Funds Holding DFIP
Also See: DFIP Holdings Changes
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