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持有 DFIC 的机构名单(共 602 家)

目前共有 602 家机构持有 DFIC,以下按持股市值由高至低排序。

查看 DFIC 完整股票页面

主要持有机构总市值平均占比
MERCER GLOBAL ADVISORS INC /ADVUS$13.7亿2.02%
Forum Financial Management, LPUS$5.8亿8.15%
Evensky & Katz LLCUS$2.2亿12.24%
ENVESTNET ASSET MANAGEMENT INCUS$1.9亿0.05%
Apella Capital, LLCUS$1.7亿2.57%
JMG Financial Group, Ltd.US$1.7亿4.68%
Greenspring Advisors, LLCUS$1.6亿9.67%
HighTower Advisors, LLCUS$1.5亿0.16%
RW Investment Management LLCUS$1.5亿14.56%
Summit Financial Strategies, Inc.US$1.4亿10.88%
Plancorp, LLCUS$1.3亿3.72%
AWM CAPITAL, LLCUS$1.2亿11.30%
LPL Financial LLCUS$1.2亿0.03%
Cannon Financial Strategists, Inc.US$1.2亿16.14%
Focus Partners WealthUS$1.1亿0.13%
MASECO LLPUS$1.1亿3.53%
Symmetry Partners, LLCUS$1.0亿5.74%
JANE STREET GROUP, LLCUS$9687.3万0.01%
PHILLIPS FINANCIAL MANAGEMENT, LLCUS$9278.2万6.73%
Pathstone Holdings, LLCUS$9248.5万0.37%
Beacon Pointe Advisors, LLCUS$9224.2万0.49%
Kestra Investment Management, LLCUS$9086.3万1.57%
WPWealth LLPUS$8950.3万13.68%
Annex Advisory Services, LLCUS$8745.5万1.64%
Asset Dedication, LLCUS$8558.4万5.99%
Aspen Capital Management, LLCUS$8086.1万20.02%
Rather & Kittrell, Inc.US$8033.0万12.40%
Rockbridge Investment Management, LCCUS$7771.0万6.98%
Elser Financial Planning, IncUS$7722.4万3.75%
BRIGHTON JONES LLCUS$7385.4万3.11%
OneDigital Investment Advisors LLCUS$7369.0万0.72%
Hill Investment Group Partners, LLCUS$7245.5万8.00%
Syverson Strege & CoUS$7211.6万17.35%
Baird Financial Group, Inc.US$6991.6万0.11%
Truepoint, Inc.US$6960.9万1.55%
Leading Edge Financial Planning LLCUS$6951.7万14.63%
SJS Investment Consulting Inc.US$6951.1万8.49%
Miramar Fiduciary CorpUS$6806.9万55.80%
Moss Adams Wealth Advisors LLCUS$6617.6万4.84%
Rockwood Wealth Management, LLCUS$6303.7万4.51%
Vestmark Advisory Solutions, Inc.US$6171.5万0.68%
Betterment LLCUS$5627.2万0.11%
COMMONWEALTH EQUITY SERVICES, LLCUS$5622.1万0.08%
Kooman & AssociatesUS$5580.5万16.64%
Catalyst Capital Advisors LLCUS$5503.7万1.03%
Millburn Ridgefield LLC /DE/US$5503.7万1.18%
Financial Plan, Inc.US$5386.9万5.77%
BANK OF AMERICA CORP /DE/US$5201.5万0.00%
Tencap Wealth Coaching, LLCUS$5196.8万19.56%
DecisionPoint Financial, LLCUS$5043.2万10.87%
Aspen Wealth Management LLCUS$4958.7万9.89%
Mariner, LLCUS$4937.8万0.06%
DiNuzzo Private Wealth, Inc.US$4921.0万5.30%
Stordahl Capital Management, Inc.US$4836.6万9.96%
Henrickson Nauta Wealth Advisors, Inc.US$4764.7万13.37%
von Borstel & Associates, Inc.US$4683.0万10.72%
Eaton-Cambridge Inc.US$4523.8万14.16%
Verisail Partners, LLCUS$4481.2万18.18%
Your Advocates Ltd., LLPUS$4443.3万13.55%
Savant Capital, LLCUS$4433.4万0.21%
RS CRUM INC.US$4131.9万7.99%
Alpha Financial Advisors, LLCUS$4121.2万12.63%
AdvisorNet Financial, IncUS$4090.0万2.12%
Burton Enright WelchUS$4057.6万5.52%
One Degree Advisors IncUS$3986.6万10.46%
EnRich Financial Partners LLCUS$3982.6万10.56%
HILL ISLAND FINANCIAL LLCUS$3896.9万9.47%
American TrustUS$3869.0万3.42%
Ullmann Wealth Partners Group, LLCUS$3837.6万3.98%
BCU Wealth Advisors, LLCUS$3812.6万14.21%
ARK & TLK INVESTMENTS, LLCUS$3781.8万10.23%
True Wealth Design, LLCUS$3774.5万10.47%
CAPSTONE CAPITAL LLCUS$3745.0万24.12%
Straight Path Wealth ManagementUS$3707.6万9.90%
Focus Partners Advisor Solutions, LLCUS$3689.0万0.37%
Pine Harbor Wealth Management, LLCUS$3616.5万10.82%
Trust Co of the SouthUS$3599.0万5.79%
Mattern Wealth Management LLCUS$3490.1万6.81%
United Wealth Management, LLCUS$3480.4万8.65%
Tassel Capital Management, Inc.US$3446.8万18.72%
BURNEY CO/US$3438.0万1.07%
SC&H Financial Advisors, Inc.US$3424.4万5.16%
Financial Engines Advisors L.L.C.US$3374.9万0.07%
MJP ASSOCIATES INC /ADVUS$3373.5万4.10%
Advisor OS, LLCUS$3363.9万2.44%
Pinnacle Financial Group, LLC / ILUS$3257.7万8.93%
Krilogy Financial LLCUS$3241.0万1.04%
ACORN CREEK CAPITAL LLCUS$3199.6万11.42%
Freedom Investment Management, Inc.US$3100.9万9.20%
Bridgewater Advisors Inc.US$2966.1万1.76%
Integrity Advisory Solutions, LLCUS$2923.9万3.86%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUS$2863.7万4.51%
Rachor Investment Advisory Services, LLCUS$2843.3万14.94%
Evanson Asset Management, LLCUS$2838.3万1.52%
Quantum Financial Planning Services, Inc.US$2827.6万10.16%
Lutz Financial Services LLCUS$2809.1万1.89%
Hurlow Wealth Management Group, Inc.US$2758.9万6.57%
Discipline Wealth Solutions, LLCUS$2685.7万2.83%
HTG Investment Advisors, Inc.US$2642.4万7.52%
Sensible Money, LLCUS$2572.7万7.83%
Kestra Advisory Services, LLCUS$2529.6万0.10%
Arax Advisory PartnersUS$2526.6万0.71%
VeraBank, N.A.US$2519.7万4.61%
RAYMOND JAMES FINANCIAL INCUS$2511.3万0.01%
SwitchPoint Financial Planning, LLCUS$2498.0万16.94%
Corient Private Wealth LLCUS$2494.9万0.04%
Cambridge Investment Research Advisors, Inc.US$2494.6万0.06%
Integrated Wealth Concepts LLCUS$2477.5万0.20%
Foundations Investment Advisors, LLCUS$2440.8万0.30%
Cambridge Financial Group, LLCUS$2429.3万8.22%
EP Wealth Advisors, LLCUS$2376.2万0.12%
INTEGRITY ALLIANCE, LLC.US$2353.3万0.89%
Concurrent Investment Advisors, LLCUS$2310.5万0.25%
Efficient Advisors, LLCUS$2296.0万1.63%
MOSAIC FAMILY WEALTH PARTNERS, LLCUS$2261.6万2.31%
Blume Capital Management, Inc.US$2256.3万3.84%
Chicago Partners Investment Group LLCUS$2248.3万0.50%
Creative PlanningUS$2233.3万0.02%
Burk Holdings LLCUS$2215.2万9.49%
Great Waters Wealth ManagementUS$2206.5万2.34%
Vannoy Advisory Group, Inc.US$2196.9万13.91%
Passive Capital Management, LLC.US$2160.0万6.45%
New Dimensions Wealth Management, LLCUS$2119.3万18.03%
AIRE ADVISORS, LLCUS$2109.1万3.86%
Private Wealth Management Group, LLCUS$2063.5万5.42%
JPMORGAN CHASE & COUS$2061.6万0.00%
STUDIO INVESTMENT MANAGEMENT LLCUS$2056.4万3.71%
MONETA GROUP INVESTMENT ADVISORS LLCUS$2039.5万0.15%
Hippocratic Financial Advisors, LLCUS$2038.8万8.94%
Versant Capital Management, IncUS$2005.4万1.98%
Vestment Financial LLCUS$1969.6万9.28%
Wealthcare Advisory Partners LLCUS$1954.9万0.38%
Cypress Point Wealth Management, LLCUS$1953.9万4.21%
Pillar Financial Advisors, LLCUS$1926.0万11.26%
Wealth Advisors Northwest LLCUS$1919.9万8.05%
EverSource Wealth Advisors, LLCUS$1870.7万0.57%
SCRATCH CAPITAL LLCUS$1868.4万10.70%
QUARRY HILL ADVISORS, LLCUS$1851.8万7.62%
Heritage Investment Group, Inc.US$1842.8万2.79%
BCO Wealth Management LLCUS$1840.8万11.06%
Farther Finance Advisors, LLCUS$1831.3万0.17%
VESTIA PERSONAL WEALTH ADVISORSUS$1819.5万8.55%
XY Planning Network, Inc.US$1811.6万2.89%
AA Financial Advisors, LLCUS$1811.6万2.55%
Mills Wealth Advisors LLCUS$1805.8万6.31%
JFS WEALTH ADVISORS, LLCUS$1789.7万1.00%
CAMBRIDGE CAPITAL MANAGEMENT, LLCUS$1772.4万7.64%
Gemmer Asset Management LLCUS$1770.9万1.40%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsUS$1757.8万1.00%
Penserra Capital Management LLCUS$1742.7万0.20%
持有 DFIC 的机构名单(共 602 家) | AlphaSMO