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持有 DFEM 的機構名單(共 552 家)

目前共有 552 家機構持有 DFEM,以下依持股市值由高至低排序。

查看 DFEM 完整股票頁面

主要持有機構總市值平均佔比
Forum Financial Management, LPUS$5.7億8.02%
Focus Partners WealthUS$3.1億0.35%
Focus Partners Advisor Solutions, LLCUS$2.7億2.68%
Corient Private Wealth LLCUS$2.4億0.35%
Sequoia Financial Advisors, LLCUS$1.8億1.03%
Truepoint, Inc.US$1.8億4.07%
Savant Capital, LLCUS$1.5億0.71%
HBK Sorce Advisory LLCUS$1.3億2.63%
HighTower Advisors, LLCUS$1.1億0.12%
Forvis Mazars Wealth Advisors, LLCUS$1.1億2.03%
Parcion Private Wealth LLCUS$9252.0萬5.73%
Asset Dedication, LLCUS$8582.4萬6.01%
Evensky & Katz LLCUS$8164.9萬4.64%
Greenspring Advisors, LLCUS$7996.5萬4.87%
JMG Financial Group, Ltd.US$7988.5萬2.20%
Rockwood Wealth Management, LLCUS$7788.9萬5.57%
MASECO LLPUS$7753.5萬2.43%
LPL Financial LLCUS$7100.5萬0.02%
RW Investment Management LLCUS$6816.2萬6.60%
Apella Capital, LLCUS$6398.4萬0.95%
CWM, LLCUS$6313.2萬0.17%
AWM CAPITAL, LLCUS$6244.1萬5.65%
Beacon Pointe Advisors, LLCUS$6030.9萬0.32%
BANK OF MONTREAL /CAN/US$6002.7萬0.02%
ENVESTNET ASSET MANAGEMENT INCUS$5165.0萬0.01%
Symmetry Partners, LLCUS$5087.4萬2.91%
Hill Investment Group Partners, LLCUS$4970.5萬5.49%
Mariner, LLCUS$4642.3萬0.05%
EnRich Financial Partners LLCUS$4396.4萬11.66%
Plancorp, LLCUS$4050.1萬1.15%
GREAT OAK CAPITAL PARTNERS, LLCUS$4038.8萬9.40%
BRIGHTON JONES LLCUS$3894.2萬1.64%
Oakwell Private Wealth Management, LLCUS$3866.5萬6.90%
PHILLIPS FINANCIAL MANAGEMENT, LLCUS$3828.0萬2.78%
JANE STREET GROUP, LLCUS$3803.3萬0.00%
OneDigital Investment Advisors LLCUS$3735.7萬0.37%
MOSAIC FAMILY WEALTH PARTNERS, LLCUS$3669.5萬3.76%
MERCER GLOBAL ADVISORS INC /ADVUS$3642.4萬0.05%
Elser Financial Planning, IncUS$3574.1萬1.73%
Burton Enright WelchUS$3564.3萬4.85%
Rather & Kittrell, Inc.US$3560.1萬5.49%
Vestmark Advisory Solutions, Inc.US$3453.3萬0.38%
Kooman & AssociatesUS$3453.3萬10.30%
Seaside Wealth Management, Inc.US$3334.8萬9.38%
Rockbridge Investment Management, LCCUS$3252.2萬2.92%
Betterment LLCUS$3197.5萬0.06%
FIRST FINANCIAL BANK - TRUST DIVISIONUS$3130.4萬2.52%
Miramar Fiduciary CorpUS$3118.1萬25.56%
MONOGRAPH WEALTH ADVISORS, LLCUS$3117.6萬2.96%
Your Advocates Ltd., LLPUS$3030.6萬9.24%
Leading Edge Financial Planning LLCUS$3001.4萬6.32%
BANK OF AMERICA CORP /DE/US$2778.9萬0.00%
Sensible Money, LLCUS$2600.7萬7.91%
Syverson Strege & CoUS$2581.1萬6.21%
DiNuzzo Private Wealth, Inc.US$2557.4萬2.76%
Financial Plan, Inc.US$2522.8萬2.70%
Stratos Investment Management, LLCUS$2477.7萬0.99%
PEAPACK GLADSTONE FINANCIAL CORPUS$2440.5萬0.31%
Peterson Wealth Advisors, LLCUS$2419.4萬3.22%
AdvisorNet Financial, IncUS$2378.4萬1.23%
RS CRUM INC.US$2343.3萬4.53%
Integris Wealth Management, LLCUS$2337.6萬5.37%
Eaton-Cambridge Inc.US$2265.2萬7.09%
Financial Engines Advisors L.L.C.US$2258.9萬0.05%
RFG Advisory, LLCUS$2204.2萬0.40%
Premier Financial GroupUS$2135.5萬5.38%
Stordahl Capital Management, Inc.US$2123.8萬4.37%
Tencap Wealth Coaching, LLCUS$2076.3萬7.81%
COMMONWEALTH EQUITY SERVICES, LLCUS$2067.5萬0.03%
KEB ASSET MANAGEMENT, LLCUS$2037.5萬3.90%
BCR Wealth Strategies, LLCUS$2030.4萬6.36%
Evanson Asset Management, LLCUS$2026.5萬1.09%
Pinnacle Financial Group, LLC / ILUS$2005.3萬5.50%
Heritage Investment Group, Inc.US$1966.6萬2.98%
Private Wealth Management Group, LLCUS$1939.7萬5.09%
Emprise BankUS$1881.5萬7.55%
Ballentine Capital Advisors, IncUS$1878.9萬7.78%
Cambridge Financial Group, LLCUS$1871.3萬6.33%
Creative PlanningUS$1868.3萬0.01%
Arax Advisory PartnersUS$1851.4萬0.52%
Aspen Capital Management, LLCUS$1846.3萬4.57%
CAPSTONE CAPITAL LLCUS$1811.4萬11.67%
SACHEM HILL LLCUS$1778.8萬3.45%
Concurrent Investment Advisors, LLCUS$1753.1萬0.19%
Leonard Rickey Investment Advisors P.L.L.C.US$1748.0萬3.02%
Henrickson Nauta Wealth Advisors, Inc.US$1713.2萬4.81%
Flagstone Financial ManagementUS$1685.3萬4.18%
von Borstel & Associates, Inc.US$1669.8萬3.82%
Planning Center, Inc.US$1664.4萬1.69%
Squire Investment Management Company, LLCUS$1660.6萬4.62%
Financial Planning Navigators CORPUS$1657.6萬7.27%
Peirce Capital Management, LLCUS$1648.1萬6.45%
Discipline Wealth Solutions, LLCUS$1633.8萬1.72%
Allworth Financial LPUS$1612.2萬0.07%
Equita Financial Network, Inc.US$1601.0萬5.03%
Financial Symmetry IncUS$1594.2萬5.66%
Verisail Partners, LLCUS$1592.5萬6.46%
Straight Path Wealth ManagementUS$1585.7萬4.24%
Kondo Wealth Advisors, Inc.US$1585.0萬5.97%
Cambridge Investment Research Advisors, Inc.US$1573.5萬0.04%
Bank of New York Mellon CorpUS$1552.5萬0.00%
DecisionPoint Financial, LLCUS$1508.6萬3.25%
OLD MISSION CAPITAL LLCUS$1505.9萬0.24%
CARDIFF PARK ADVISORS, LLCUS$1462.3萬1.17%
BFSG, LLCUS$1411.6萬1.34%
Hassell Wealth Management, LLCUS$1393.2萬4.67%
Aerodigm Wealth, LLCUS$1368.8萬5.15%
Cravens & Co Advisors, LLCUS$1339.5萬8.70%
Level Financial AdvisorsUS$1339.4萬3.42%
Brady Martz Wealth Solutions, LLCUS$1295.4萬2.21%
Rachor Investment Advisory Services, LLCUS$1259.8萬6.62%
JACKSON THORNTON WEALTH MANAGEMENT, LLCUS$1242.1萬1.12%
Krilogy Financial LLCUS$1238.2萬0.40%
Foundation Wealth Management, LLC\PAUS$1225.2萬4.32%
New Dimensions Wealth Management, LLCUS$1209.1萬10.29%
Physician Wealth Solutions Inc.US$1199.3萬4.96%
BCU Wealth Advisors, LLCUS$1198.6萬4.47%
NORTHWEST WEALTH MANAGEMENT, LLCUS$1194.6萬1.80%
JGP Wealth Management, LLCUS$1193.4萬1.24%
HMV Wealth Advisors, LLCUS$1190.4萬5.59%
Blume Capital Management, Inc.US$1187.6萬2.02%
Kaufman Rossin Wealth, LLCUS$1184.3萬6.79%
FAMILY WEALTH PARTNERS, LLCUS$1172.6萬4.00%
Trust Co of the SouthUS$1168.5萬1.88%
Watchman Group, Inc.US$1141.0萬2.76%
Causey Wealth LLCUS$1130.7萬4.80%
Hurlow Wealth Management Group, Inc.US$1122.0萬2.67%
Vannoy Advisory Group, Inc.US$1102.2萬6.98%
Burk Holdings LLCUS$1101.8萬4.72%
Integrity Advisory Solutions, LLCUS$1101.7萬1.46%
INTEGRITY ALLIANCE, LLC.US$1093.1萬0.41%
Prospect Financial Group LLCUS$1091.3萬10.08%
Factor Wealth Management LTDUS$1089.9萬2.05%
Midwest Trust CoUS$1074.9萬0.13%
Mattern Wealth Management LLCUS$1061.4萬2.07%
Versant Capital Management, IncUS$1059.4萬1.04%
Mills Wealth Advisors LLCUS$1053.6萬3.68%
Fortitude Family Office, LLCUS$1049.2萬2.34%
Ruedi Wealth Management, Inc.US$1045.8萬2.69%
HTG Investment Advisors, Inc.US$1038.0萬2.95%
Foundations Investment Advisors, LLCUS$1030.1萬0.13%
Conrad Siegel Investment Advisors, Inc.US$1017.7萬1.84%
One Degree Advisors IncUS$1005.1萬2.64%
Tilson Financial Group, Inc.US$959.5萬2.88%
QUARRY HILL ADVISORS, LLCUS$957.7萬3.94%
United Wealth Management, LLCUS$943.8萬2.35%
Friday FinancialUS$933.1萬3.22%
American Investment Services, Inc.US$931.3萬2.08%
Hippocratic Financial Advisors, LLCUS$929.8萬4.08%
Integrated Wealth Concepts LLCUS$928.8萬0.07%