Stock
DFAU
| Ownership Count: | 619 |
| Ownership Count: | 619 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Elser Financial Planning, Inc | 4.9% |
No Change
|
1,981,392,522 | $80,290,000.0 |
| Essential Planning, LLC. | 20.82% |
Added 6181.61%
|
77,812,926 | $3,177,525,000.0 |
| Sequoia Financial Advisors, LLC | 2.0% |
Added 2.54%
|
4,944,490 | $200,202,000.0 |
| Parsec Financial Management, Inc. | 5.03% |
Added 12.31%
|
4,151,665 | $119,443,000.0 |
| Modera Wealth Management, LLC | 1.81% |
Reduced 1.10%
|
3,639,955 | $147,381,000.0 |
| Aquire Wealth Advisors, LLC | 45.35% |
Added 3.47%
|
3,616,414 | $146,428,000.0 |
| Resources Investment Advisors, LLC. | 1.52% |
Added 23.95%
|
3,138,227 | $127,066,000.0 |
| Allworth Financial LP | 0.69% |
Added 2.71%
|
2,955,799 | $124,202,000.0 |
| Blankinship & Foster, LLC | 28.61% |
Added 3.48%
|
2,873,220 | $116,336,000.0 |
| Kooman & Associates | 39.54% |
Added 2.33%
|
2,694,681 | $109,107,000.0 |
| EATON VANCE MANAGEMENT | 0.08% |
Added 4.12%
|
2,300,065 | $72,498,000.0 |
| Spinnaker Investment Group, LLC | 20.21% |
Added 1.74%
|
2,036,531 | $82,459,000.0 |
| Arista Wealth Management, LLC | 18.67% |
Added 1.05%
|
1,922,896 | $77,858,000.0 |
| Meridian Wealth Partners, LLC | 11.34% |
Added 0.94%
|
1,846,764 | $74,775,000.0 |
| EVOKE WEALTH, LLC | 1.97% |
Added 6.75%
|
1,739,702 | $70,440,000.0 |