Stock
DFAT
| Ownership Count: | 949 |
| Ownership Count: | 949 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Creative Planning | 0.76% |
Reduced 0.28%
|
13,640,730 | $759,243,000.0 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7.19% |
Reduced 1.65%
|
12,437,755 | $645,146,000.0 |
| Colony Group, LLC | 1.85% |
Reduced 0.29%
|
12,187,921 | $678,390,000.0 |
| Forum Financial Management, LP | 9.31% |
Added 0.09%
|
8,182,772 | $455,453,000.0 |
| Index Fund Advisors, Inc. | 22.3% |
Reduced 2.35%
|
7,196,286 | $400,545,000.0 |
| Savant Capital, LLC | 2.32% |
Reduced 1.12%
|
5,132,422 | $285,670,000.0 |
| Buckingham Strategic Partners | 4.74% |
Added 34.42%
|
4,820,280 | $268,296,000.0 |
| Pure Financial Advisors, LLC | 5.1% |
Added 12.89%
|
4,016,863 | $223,578,000.0 |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 20.34% |
Added 26.26%
|
2,807,228 | $156,250,000.0 |
| Corient Private Wealth LLC | 0.27% |
Reduced 0.36%
|
2,762,162 | $153,353,000.0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.27% |
Added 0.00%
|
2,348,959 | $130,672,000.0 |
| Asset Dedication, LLC | 10.13% |
Added 4.16%
|
2,284,569 | $127,159,000.0 |
| EP Wealth Advisors, LLC | 1.04% |
Added 20.70%
|
2,231,308 | $124,194,000.0 |
| Equius Partners, Inc. | 28.28% |
No Change
|
2,073,628 | $91,135,000.0 |
| HighTower Advisors, LLC | 0.16% |
Reduced 0.01%
|
2,042,795 | $113,701,000.0 |