Stock
DFAI
| Ownership Count: | 762 |
| Ownership Count: | 762 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Essential Planning, LLC. | 6.42% |
Added 6240.85%
|
32,285,828 | $979,473,000.0 |
| SYM FINANCIAL Corp | 25.18% |
Added 5.45%
|
6,648,541 | $194,137,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.06% |
Added 58.88%
|
5,986,336 | $174,801,000.0 |
| Cable Hill Partners, LLC | 17.38% |
Added 2.56%
|
5,575,354 | $162,800,000.0 |
| Corient Private Wealth LLC | 0.22% |
Reduced 0.27%
|
4,195,265 | $122,501,000.0 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 1.5% |
Added 54.80%
|
4,126,118 | $122,058,000.0 |
| NORTHERN TRUST CORP | 0.02% |
Reduced 10.59%
|
3,764,994 | $109,937,000.0 |
| Moisand Fitzgerald Tamayo, LLC | 15.42% |
Added 1.84%
|
3,600,812 | $105,143,000.0 |
| Royal Bank of Canada | 0.05% |
Added 7.06%
|
3,427,895 | $100,095,000.0 |
| UBS Group AG | 0.03% |
Added 14.90%
|
3,145,658 | $91,853,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.02% |
Reduced 6.56%
|
3,134,511 | $91,527,000.0 |
| Root Financial Partners, LLC | 11.67% |
Added 28.64%
|
3,120,221 | $91,110,000.0 |
| Pure Financial Advisors, LLC | 1.99% |
Added 7.71%
|
2,981,741 | $87,066,000.0 |
| Resources Investment Advisors, LLC. | 0.88% |
Added 4.17%
|
2,528,496 | $73,832,000.0 |
| Clearstead Advisors, LLC | 1.14% |
Added 6.60%
|
2,517,712 | $73,517,000.0 |