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Institutional Holders of DFSV

There is a long list of 263 institutional holders of DFSV 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 DFSV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-DFSV table below, the initial column indicates the name of each top institutional holder of DFSV, with a link to that fund's top holdings. The next columns indicate the amount of DFSV stock held by each of the institutional holders of DFSV, followed by the DFSV 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
Alaska Permanent Fund Corp8,205,327$246,980 03/31/2024
     DFSV8,205,327$246,980 03/31/2024
JMG Financial Group Ltd.4,372,800$127,336 12/31/2023
     DFSV4,372,800$127,336 12/31/2023
EP Wealth Advisors LLC2,572,574$74,913 12/31/2023
     DFSV2,572,574$74,913 12/31/2023
Savant Capital LLC2,257,574$65,741 12/31/2023
     DFSV2,257,574$65,741 12/31/2023
Ritholtz Wealth Management1,935,074$58,246 03/31/2024
     DFSV1,935,074$58,246 03/31/2024
CI Private Wealth LLC1,924,856$56,052 12/31/2023
     DFSV1,924,856$56,052 12/31/2023
Modera Wealth Management LLC1,888,037$54,980 12/31/2023
     DFSV1,888,037$54,980 12/31/2023
Index Fund Advisors Inc.1,307,071$38,062 12/31/2023
     DFSV1,307,071$38,062 12/31/2023
DiNuzzo Private Wealth Inc.1,235,194$35,969 12/31/2023
     DFSV1,235,194$35,969 12/31/2023
Cable Hill Partners LLC1,087,459$30,764 12/31/2023
     DFSV1,087,459$30,764 12/31/2023
Pathstone Holdings LLC1,027,574$29,923 12/31/2023
     DFSV1,027,574$29,923 12/31/2023
Stordahl Capital Management Inc.822,120$24,746 03/31/2024
     DFSV822,120$24,746 03/31/2024
LPL Financial LLC793,537$23,108 12/31/2023
     DFSV793,537$23,108 12/31/2023
Jackson Thornton Asset Management LLC768,347$22,374 12/31/2023
     DFSV768,347$22,374 12/31/2023
Commonwealth Equity Services LLC740,922$21,576 12/31/2023
     DFSV740,922$21,576 12/31/2023
Truepoint Inc.729,323$21,238 12/31/2023
     DFSV729,323$21,238 12/31/2023
Alpha Financial Advisors LLC705,320$20,539 12/31/2023
     DFSV705,320$20,539 12/31/2023
Mosaic Family Wealth Partners LLC697,306$20,306 12/31/2023
     DFSV697,306$20,306 12/31/2023
Seaside Wealth Management Inc.667,071$20,079 03/31/2024
     DFSV667,071$20,079 03/31/2024
Evanson Asset Management LLC631,751$19,016 03/31/2024
     DFSV631,751$19,016 03/31/2024
Buckingham Strategic Wealth LLC644,523$18,769 12/31/2023
     DFSV644,523$18,769 12/31/2023
Retirement Solution Inc.634,162$18,467 12/31/2023
     DFSV634,162$18,467 12/31/2023
AE Wealth Management LLC640,618$18,399 12/31/2023
     DFSV640,618$18,399 12/31/2023
Vestmark Advisory Solutions Inc.625,366$18,211 12/31/2023
     DFSV625,366$18,211 12/31/2023
BetterWealth LLC597,086$17,972 03/31/2024
     DFSV597,086$17,972 03/31/2024
Root Financial Partners LLC579,967$17,457 03/31/2024
     DFSV579,967$17,457 03/31/2024
Raymond James Financial Services Advisors Inc.551,534$16,601 03/31/2024
     DFSV551,534$16,601 03/31/2024
Bridgeworth LLC568,749$16,562 12/31/2023
     DFSV568,749$16,562 12/31/2023
Hassell Wealth Management LLC543,865$15,729 12/31/2023
     DFSV543,865$15,729 12/31/2023
GWM Advisors LLC550,465$15,642 12/31/2023
     DFSV550,465$15,642 12/31/2023
Integris Wealth Management LLC534,973$15,578 12/31/2023
     DFSV534,973$15,578 12/31/2023
Exencial Wealth Advisors LLC530,596$15,451 12/31/2023
     DFSV530,596$15,451 12/31/2023
Private Wealth Management Group LLC530,179$15,439 12/31/2023
     DFSV530,179$15,439 12/31/2023
Safeguard Investment Advisory Group LLC519,101$15,116 12/31/2023
     DFSV519,101$15,116 12/31/2023
Arista Wealth Management LLC487,031$14,660 03/31/2024
     DFSV487,031$14,660 03/31/2024
Geneos Wealth Management Inc.502,865$14,643 12/31/2023
     DFSV502,865$14,643 12/31/2023
Zhang Financial LLC485,602$14,617 03/31/2024
     DFSV485,602$14,617 03/31/2024
Jentner Corp496,406$14,455 12/31/2023
     DFSV496,406$14,455 12/31/2023
Chicago Partners Investment Group LLC491,889$14,196 03/31/2024
     DFSV491,889$14,196 03/31/2024
Waterway Wealth Management LLC471,349$14,188 03/31/2024
     DFSV471,349$14,188 03/31/2024
Bank of Montreal Can479,522$14,132 12/31/2023
     DFSV479,522$14,132 12/31/2023
Vance Wealth Inc.437,875$12,751 12/31/2023
     DFSV437,875$12,751 12/31/2023
Leading Edge Financial Planning LLC411,586$11,985 12/31/2023
     DFSV411,586$11,985 12/31/2023
Wealth Enhancement Advisory Services LLC397,541$11,966 03/31/2024
     DFSV397,541$11,966 03/31/2024
Cerity Partners LLC392,935$11,442 12/31/2023
     DFSV392,935$11,442 12/31/2023
HighTower Advisors LLC380,655$11,085 12/31/2023
     DFSV380,655$11,085 12/31/2023
Grunden Financial Advisory Inc.375,134$10,924 12/31/2023
     DFSV375,134$10,924 12/31/2023
Well Done LLC362,635$10,915 03/31/2024
     DFSV362,635$10,915 03/31/2024
Creative Planning372,577$10,849 12/31/2023
     DFSV372,577$10,849 12/31/2023
Oceanside Advisors LLC341,853$10,290 03/31/2024
     DFSV341,853$10,290 03/31/2024

See All: Funds Holding DFSV
See Details: Top 10 Hedge Funds Holding DFSV
Also See: DFSV Holdings Changes

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