αAlphaSMO

Institutions Holding DFAC (1161 holders)

1161 institutions currently hold DFAC, ranked below by position value.

View full stock page for DFAC

Key HoldersTotal ValueAvg Weight
MERCER GLOBAL ADVISORS INC /ADV$2.7B4.04%
Focus Partners Wealth$1.7B1.85%
Forum Financial Management, LP$1.6B23.27%
Focus Partners Advisor Solutions, LLC$693.5M6.99%
LPL Financial LLC$680.3M0.18%
Apella Capital, LLC$661.8M9.82%
Greenspring Advisors, LLC$519.3M31.65%
ENVESTNET ASSET MANAGEMENT INC$515.3M0.14%
Savant Capital, LLC$481.4M2.33%
Rockwood Wealth Management, LLC$469.3M33.59%
Plancorp, LLC$418.5M11.90%
SJS Investment Consulting Inc.$358.7M43.82%
Geometric Wealth Advisors$338.0M42.32%
COMMONWEALTH EQUITY SERVICES, LLC$324.0M0.45%
Allworth Financial LP$299.6M1.21%
Wealthspire Advisors, LLC$291.6M2.29%
MONOGRAPH WEALTH ADVISORS, LLC$265.7M25.19%
Symmetry Partners, LLC$260.2M14.86%
Beacon Pointe Advisors, LLC$229.3M1.21%
BANK OF AMERICA CORP /DE/$228.1M0.02%
Capstone Financial Advisors, Inc.$215.6M11.61%
HighTower Advisors, LLC$211.2M0.22%
JACKSON THORNTON WEALTH MANAGEMENT, LLC$198.5M17.87%
Vestmark Advisory Solutions, Inc.$195.7M2.17%
GeoWealth Management, LLC$192.5M6.93%
AWM CAPITAL, LLC$188.5M17.06%
Modera Wealth Management, LLC$187.7M2.25%
TFO Wealth Partners, LLC$181.3M24.65%
RAYMOND JAMES FINANCIAL INC$179.2M0.06%
Cerity Partners LLC$173.4M0.24%
Asset Dedication, LLC$173.2M12.13%
Baird Financial Group, Inc.$171.5M0.27%
Corient Private Wealth LLC$163.4M0.23%
Pure Financial Advisors, LLC$162.7M2.33%
Stratos Investment Management, LLC$162.5M6.52%
Mariner, LLC$160.0M0.19%
JFS WEALTH ADVISORS, LLC$157.2M8.80%
Austin Asset Management Co Inc$157.1M25.83%
OneDigital Investment Advisors LLC$156.7M1.53%
Evanson Asset Management, LLC$155.1M8.33%
PARK AVENUE SECURITIES LLC$149.7M1.17%
CARDIFF PARK ADVISORS, LLC$149.1M11.92%
Rockbridge Investment Management, LCC$148.2M13.32%
DecisionPoint Financial, LLC$147.3M31.76%
McGlone Suttner Wealth Management, Inc.$147.0M19.47%
United Wealth Management, LLC$146.2M36.35%
Burton Enright Welch$145.5M19.78%
Triune Financial Partners, LLC$143.2M34.05%
Onyx Financial Advisors, LLC$142.9M59.32%
Financial Plan, Inc.$137.4M14.73%
von Borstel & Associates, Inc.$136.6M31.26%
Betterment LLC$133.2M0.25%
Catalyst Capital Advisors LLC$129.2M2.41%
Millburn Ridgefield LLC /DE/$129.2M2.78%
Zhang Financial LLC$126.8M4.38%
Syverson Strege & Co$123.6M29.75%
Integrated Wealth Concepts LLC$122.1M0.97%
Financial Engines Advisors L.L.C.$120.8M0.25%
Conrad Siegel Investment Advisors, Inc.$119.8M21.62%
BCU Wealth Advisors, LLC$118.9M44.31%
Core Wealth Management, Inc.$118.7M36.37%
ROYAL BANK OF CANADA$117.3M0.02%
Integrity Advisory Solutions, LLC$117.3M15.49%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$116.9M0.24%
Altiora Financial Group, LLC$112.3M18.50%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$111.1M6.32%
Private Advisor Group, LLC$110.8M0.52%
BetterWealth, LLC$110.0M21.58%
Creative Planning$107.3M0.07%
RAM Investment Partners, LLC$106.5M18.70%
HFM Investment Advisors, LLC$101.8M39.16%
Warwick Investment Management, Inc.$101.0M14.64%
Eaton-Cambridge Inc.$100.9M31.56%
New Capital Management LP$99.4M24.50%
INTEGRITY ALLIANCE, LLC.$96.9M3.68%
ARK & TLK INVESTMENTS, LLC$96.0M25.97%
Kestra Advisory Services, LLC$95.7M0.36%
Porter White Investment Advisors, Inc.$94.8M37.96%
Prudent Man Investment Management, Inc.$94.3M31.74%
Meridian Wealth Partners, LLC$92.5M12.70%
TCI Wealth Advisors, Inc.$91.8M4.87%
Discipline Wealth Solutions, LLC$90.7M9.55%
LRI Investments, LLC$89.8M7.95%
Henrickson Nauta Wealth Advisors, Inc.$89.3M25.07%
Ruedi Wealth Management, Inc.$89.0M22.92%
ASSETMARK, INC$89.0M0.18%
Heritage Investment Group, Inc.$88.4M13.38%
OSAIC HOLDINGS, INC.$88.3M0.13%
ShankerValleau Wealth Advisors, Inc.$87.9M24.77%
Parkshore Wealth Management, Inc.$87.6M29.30%
Sensible Money, LLC$85.9M26.13%
Verisail Partners, LLC$85.1M34.53%
KEB ASSET MANAGEMENT, LLC$85.1M16.30%
SC&H Financial Advisors, Inc.$84.9M12.80%
AQR CAPITAL MANAGEMENT LLC$84.6M0.04%
Warburton Capital Management, LLC$82.5M40.24%
MASECO LLP$82.1M2.57%
SAX WEALTH ADVISORS, LLC$80.9M3.92%
Monument Group Wealth Advisors, LLC$78.7M43.70%
Safeguard Investment Advisory Group, LLC$78.6M21.71%
VANCE WEALTH, LLC$76.1M21.99%
MASTER'S WEALTH MANAGEMENT INC.$75.3M25.52%
One Degree Advisors Inc$73.6M19.32%
Planning Center, Inc.$73.0M7.39%
Cetera Investment Advisers$72.6M0.08%
Mattern Wealth Management LLC$72.0M14.04%
JPMORGAN CHASE & CO$72.0M0.00%
GRAND WEALTH MANAGEMENT, LLC$71.9M33.82%
CAPSTONE CAPITAL LLC$71.5M46.03%
Financial Symmetry Inc$71.3M25.33%
HB Wealth Management, LLC$71.2M0.46%
Straight Path Wealth Management$70.7M18.90%
BAKER BOYER NATIONAL BANK$70.3M21.14%
Chico Wealth RIA$69.8M42.61%
BRIGHTON JONES LLC$68.7M2.90%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$66.8M0.98%
WorthPointe, LLC$66.8M18.07%
Shearwater Capital LLC$66.2M34.72%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC$66.0M39.46%
UBS Group AG$65.2M0.01%
CLARIS ADVISORS, LLC / MO /$64.2M19.21%
Tillman Hartley LLC$63.5M15.93%
FIFTH THIRD BANCORP$63.4M0.12%
Creative Capital Management Investments LLC$63.1M18.11%
Farther Finance Advisors, LLC$61.9M0.58%
WNY Asset Management, LLC$61.8M6.39%
Glassman Wealth Services$61.3M8.33%
Strathmore Capital Advisors, Inc.$60.9M17.20%
Ballentine Capital Advisors, Inc$60.8M25.18%
Smartleaf Asset Management LLC$60.0M2.17%
Perigon Wealth Management, LLC$59.7M1.08%
Forvis Mazars Wealth Advisors, LLC$59.1M1.12%
Foundations Investment Advisors, LLC$58.9M0.73%
Morton Capital Management LLC/CA$58.6M8.71%
Wealth Advisors Northwest LLC$58.6M24.56%
Aspen Capital Management, LLC$58.0M14.36%
Passive Capital Management, LLC.$55.2M16.47%
True Wealth Design, LLC$54.4M15.10%
Orion Porfolio Solutions, LLC$54.0M0.46%
Applied Capital LLC$53.7M20.05%
Cypress Point Wealth Management, LLC$53.5M11.53%
EARNED WEALTH ADVISORS, LLC$53.3M3.57%
EP Wealth Advisors, LLC$53.2M0.26%
NORTHWEST WEALTH MANAGEMENT, LLC$51.6M7.75%
Trust Co of the South$50.6M8.14%
RS CRUM INC.$50.1M9.68%
Midwest Heritage Bank, FSB$49.6M15.91%
DEMMING FINANCIAL SERVICES CORP /ADV$48.2M34.96%
Lauterbach Financial Advisors, LLC$47.7M23.28%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC$47.0M31.64%