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Institutional Holders of DFIP

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Hill Investment Group Partners LLC824,987$34,055 12/31/2023
     DFIP824,987$34,055 12/31/2023
Heirloom Wealth Management700,903$28,933 12/31/2023
     DFIP700,903$28,933 12/31/2023
CPA Asset Management LLC414,538$17,112 12/31/2023
     DFIP414,538$17,112 12/31/2023
Larson Financial Group LLC332,492$13,725 12/31/2023
     DFIP332,492$13,725 12/31/2023
Market Street Wealth Management Advisors LLC256,193$10,568 03/31/2024
     DFIP256,193$10,568 03/31/2024
Five Oceans Advisors215,034$8,870 03/31/2024
     DFIP215,034$8,870 03/31/2024
Rather & Kittrell Inc.213,895$8,830 12/31/2023
     DFIP213,895$8,830 12/31/2023
Austin Wealth Management LLC174,550$7,114 12/31/2023
     DFIP174,550$7,114 12/31/2023
Core Wealth Management Inc.164,741$6,801 12/31/2023
     DFIP164,741$6,801 12/31/2023
Leading Edge Financial Planning LLC155,785$6,431 12/31/2023
     DFIP155,785$6,431 12/31/2023
Root Financial Partners LLC144,584$5,968 12/31/2023
     DFIP144,584$5,968 12/31/2023
Apella Capital LLC139,616$5,776 03/31/2024
     DFIP139,616$5,776 03/31/2024
Geometric Wealth Advisors135,133$5,578 12/31/2023
     DFIP135,133$5,578 12/31/2023
Sensible Financial Planning & Management LLC.132,568$5,472 12/31/2023
     DFIP132,568$5,472 12/31/2023
BetterWealth LLC125,067$5,163 12/31/2023
     DFIP125,067$5,163 12/31/2023
Wealth Enhancement Advisory Services LLC111,953$4,618 03/31/2024
     DFIP111,953$4,618 03/31/2024
Klingman & Associates LLC100,709$4,157 12/31/2023
     DFIP100,709$4,157 12/31/2023
Forum Financial Management LP99,417$4,104 12/31/2023
     DFIP99,417$4,104 12/31/2023
IFP Advisors Inc96,681$3,991 12/31/2023
     DFIP96,681$3,991 12/31/2023
Plan Group Financial LLC91,114$3,761 12/31/2023
     DFIP91,114$3,761 12/31/2023
Flow Traders U.S. LLC89,865$3,710 12/31/2023
     DFIP89,865$3,710 12/31/2023
Fundamentun LLC86,427$3,565 03/31/2024
     DFIP86,427$3,565 03/31/2024
Altiora Financial Group LLC85,150$3,512 03/31/2024
     DFIP85,150$3,512 03/31/2024
Physician Wealth Solutions Inc.82,679$3,413 12/31/2023
     DFIP82,679$3,413 12/31/2023
Jane Street Group LLC78,998$3,261 12/31/2023
     DFIP78,998$3,261 12/31/2023
Sterling Financial Planning Inc.78,540$3,242 12/31/2023
     DFIP78,540$3,242 12/31/2023
Hemington Wealth Management76,103$3,142 12/31/2023
     DFIP76,103$3,142 12/31/2023
Krilogy Financial LLC66,030$2,726 12/31/2023
     DFIP66,030$2,726 12/31/2023
AWM Capital LLC55,806$2,304 12/31/2023
     DFIP55,806$2,304 12/31/2023
Saxony Capital Management LLC50,596$2,089 12/31/2023
     DFIP50,596$2,089 12/31/2023
Commonwealth Equity Services LLC47,989$1,981 12/31/2023
     DFIP47,989$1,981 12/31/2023
CFS Investment Advisory Services LLC46,625$1,925 12/31/2023
     DFIP46,625$1,925 12/31/2023
Spinnaker Investment Group LLC43,951$1,814 12/31/2023
     DFIP43,951$1,814 12/31/2023
Samalin Investment Counsel LLC43,585$1,799 12/31/2023
     DFIP43,585$1,799 12/31/2023
GWM Advisors LLC36,851$1,510 12/31/2023
     DFIP36,851$1,510 12/31/2023
Shearwater Capital LLC35,304$1,456 03/31/2024
     DFIP35,304$1,456 03/31/2024
PBMares Wealth Management LLC34,398$1,420 12/31/2023
     DFIP34,398$1,420 12/31/2023
Level Financial Advisors Inc.34,350$1,418 12/31/2023
     DFIP34,350$1,418 12/31/2023
SageView Advisory Group LLC34,424$1,417 12/31/2023
     DFIP34,424$1,417 12/31/2023
Midwest Heritage Bank FSB34,294$1,416 12/31/2023
     DFIP34,294$1,416 12/31/2023
Northwest Wealth Management LLC33,686$1,391 12/31/2023
     DFIP33,686$1,391 12/31/2023
Willow Creek Wealth Management Inc.32,765$1,353 12/31/2023
     DFIP32,765$1,353 12/31/2023
BCU Wealth Advisors LLC31,457$1,299 12/31/2023
     DFIP31,457$1,299 12/31/2023
Henrickson Nauta Wealth Advisors Inc.31,357$1,274 03/31/2024
     DFIP31,357$1,274 03/31/2024
Total Wealth Planning LLC26,914$1,110 03/31/2024
     DFIP26,914$1,110 03/31/2024
Exencial Wealth Advisors LLC25,532$1,054 12/31/2023
     DFIP25,532$1,054 12/31/2023
Nwam LLC24,103$995 12/31/2023
     DFIP24,103$995 12/31/2023
TCP Asset Management LLC20,903$863 12/31/2023
     DFIP20,903$863 12/31/2023
Foster Group Inc.18,130$748 03/31/2024
     DFIP18,130$748 03/31/2024
Firethorn Wealth Partners LLC17,991$742 03/31/2024
     DFIP17,991$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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