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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Alaska Permanent Fund Corp | 8,205,327 | $246,980 | 03/31/2024 | DFSV | 8,205,327 | $246,980 | 03/31/2024 | JMG Financial Group Ltd. | 4,372,800 | $127,336 | 12/31/2023 | DFSV | 4,372,800 | $127,336 | 12/31/2023 | EP Wealth Advisors LLC | 2,572,574 | $74,913 | 12/31/2023 | DFSV | 2,572,574 | $74,913 | 12/31/2023 | Savant Capital LLC | 2,257,574 | $65,741 | 12/31/2023 | DFSV | 2,257,574 | $65,741 | 12/31/2023 | Ritholtz Wealth Management | 1,935,074 | $58,246 | 03/31/2024 | DFSV | 1,935,074 | $58,246 | 03/31/2024 | CI Private Wealth LLC | 1,924,856 | $56,052 | 12/31/2023 | DFSV | 1,924,856 | $56,052 | 12/31/2023 | Modera Wealth Management LLC | 1,888,037 | $54,980 | 12/31/2023 | DFSV | 1,888,037 | $54,980 | 12/31/2023 | Index Fund Advisors Inc. | 1,307,071 | $38,062 | 12/31/2023 | DFSV | 1,307,071 | $38,062 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 1,235,194 | $35,969 | 12/31/2023 | DFSV | 1,235,194 | $35,969 | 12/31/2023 | Cable Hill Partners LLC | 1,087,459 | $30,764 | 12/31/2023 | DFSV | 1,087,459 | $30,764 | 12/31/2023 | Pathstone Holdings LLC | 1,027,574 | $29,923 | 12/31/2023 | DFSV | 1,027,574 | $29,923 | 12/31/2023 | Stordahl Capital Management Inc. | 822,120 | $24,746 | 03/31/2024 | DFSV | 822,120 | $24,746 | 03/31/2024 | LPL Financial LLC | 793,537 | $23,108 | 12/31/2023 | DFSV | 793,537 | $23,108 | 12/31/2023 | Jackson Thornton Asset Management LLC | 768,347 | $22,374 | 12/31/2023 | DFSV | 768,347 | $22,374 | 12/31/2023 | Commonwealth Equity Services LLC | 740,922 | $21,576 | 12/31/2023 | DFSV | 740,922 | $21,576 | 12/31/2023 | Truepoint Inc. | 729,323 | $21,238 | 12/31/2023 | DFSV | 729,323 | $21,238 | 12/31/2023 | Alpha Financial Advisors LLC | 705,320 | $20,539 | 12/31/2023 | DFSV | 705,320 | $20,539 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 697,306 | $20,306 | 12/31/2023 | DFSV | 697,306 | $20,306 | 12/31/2023 | Seaside Wealth Management Inc. | 667,071 | $20,079 | 03/31/2024 | DFSV | 667,071 | $20,079 | 03/31/2024 | Evanson Asset Management LLC | 631,751 | $19,016 | 03/31/2024 | DFSV | 631,751 | $19,016 | 03/31/2024 | Buckingham Strategic Wealth LLC | 644,523 | $18,769 | 12/31/2023 | DFSV | 644,523 | $18,769 | 12/31/2023 | Retirement Solution Inc. | 634,162 | $18,467 | 12/31/2023 | DFSV | 634,162 | $18,467 | 12/31/2023 | AE Wealth Management LLC | 640,618 | $18,399 | 12/31/2023 | DFSV | 640,618 | $18,399 | 12/31/2023 | Vestmark Advisory Solutions Inc. | 625,366 | $18,211 | 12/31/2023 | DFSV | 625,366 | $18,211 | 12/31/2023 | BetterWealth LLC | 597,086 | $17,972 | 03/31/2024 | DFSV | 597,086 | $17,972 | 03/31/2024 | Root Financial Partners LLC | 579,967 | $17,457 | 03/31/2024 | DFSV | 579,967 | $17,457 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 551,534 | $16,601 | 03/31/2024 | DFSV | 551,534 | $16,601 | 03/31/2024 | Bridgeworth LLC | 568,749 | $16,562 | 12/31/2023 | DFSV | 568,749 | $16,562 | 12/31/2023 | Hassell Wealth Management LLC | 543,865 | $15,729 | 12/31/2023 | DFSV | 543,865 | $15,729 | 12/31/2023 | GWM Advisors LLC | 550,465 | $15,642 | 12/31/2023 | DFSV | 550,465 | $15,642 | 12/31/2023 | Integris Wealth Management LLC | 534,973 | $15,578 | 12/31/2023 | DFSV | 534,973 | $15,578 | 12/31/2023 | Exencial Wealth Advisors LLC | 530,596 | $15,451 | 12/31/2023 | DFSV | 530,596 | $15,451 | 12/31/2023 | Private Wealth Management Group LLC | 530,179 | $15,439 | 12/31/2023 | DFSV | 530,179 | $15,439 | 12/31/2023 | Safeguard Investment Advisory Group LLC | 519,101 | $15,116 | 12/31/2023 | DFSV | 519,101 | $15,116 | 12/31/2023 | Arista Wealth Management LLC | 487,031 | $14,660 | 03/31/2024 | DFSV | 487,031 | $14,660 | 03/31/2024 | Geneos Wealth Management Inc. | 502,865 | $14,643 | 12/31/2023 | DFSV | 502,865 | $14,643 | 12/31/2023 | Zhang Financial LLC | 485,602 | $14,617 | 03/31/2024 | DFSV | 485,602 | $14,617 | 03/31/2024 | Jentner Corp | 496,406 | $14,455 | 12/31/2023 | DFSV | 496,406 | $14,455 | 12/31/2023 | Chicago Partners Investment Group LLC | 491,889 | $14,196 | 03/31/2024 | DFSV | 491,889 | $14,196 | 03/31/2024 | Waterway Wealth Management LLC | 471,349 | $14,188 | 03/31/2024 | DFSV | 471,349 | $14,188 | 03/31/2024 | Bank of Montreal Can | 479,522 | $14,132 | 12/31/2023 | DFSV | 479,522 | $14,132 | 12/31/2023 | Vance Wealth Inc. | 437,875 | $12,751 | 12/31/2023 | DFSV | 437,875 | $12,751 | 12/31/2023 | Leading Edge Financial Planning LLC | 411,586 | $11,985 | 12/31/2023 | DFSV | 411,586 | $11,985 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 397,541 | $11,966 | 03/31/2024 | DFSV | 397,541 | $11,966 | 03/31/2024 | Cerity Partners LLC | 392,935 | $11,442 | 12/31/2023 | DFSV | 392,935 | $11,442 | 12/31/2023 | HighTower Advisors LLC | 380,655 | $11,085 | 12/31/2023 | DFSV | 380,655 | $11,085 | 12/31/2023 | Grunden Financial Advisory Inc. | 375,134 | $10,924 | 12/31/2023 | DFSV | 375,134 | $10,924 | 12/31/2023 | Well Done LLC | 362,635 | $10,915 | 03/31/2024 | DFSV | 362,635 | $10,915 | 03/31/2024 | Creative Planning | 372,577 | $10,849 | 12/31/2023 | DFSV | 372,577 | $10,849 | 12/31/2023 | Oceanside Advisors LLC | 341,853 | $10,290 | 03/31/2024 | DFSV | 341,853 | $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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