Stock
DFAX
| Ownership Count: | 745 |
| Ownership Count: | 745 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH, LLC | 3.18% |
Reduced 2.59%
|
11,234,134 | $285,571,000.0 |
| Colony Group, LLC | 0.74% |
Reduced 1.59%
|
10,936,849 | $272,671,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.07% |
Reduced 8.32%
|
8,337,961 | $207,281,000.0 |
| LPL Financial LLC | 0.08% |
Added 1.12%
|
7,575,686 | $188,331,000.0 |
| Geometric Wealth Advisors | 34.79% |
Added 5.07%
|
7,562,856 | $188,012,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.23% |
Added 5.69%
|
6,026,546 | $149,820,000.0 |
| MONOGRAPH WEALTH ADVISORS, LLC | 19.19% |
Reduced 2.66%
|
5,483,158 | $136,311,000.0 |
| GLENMEDE TRUST CO NA | 0.75% |
Added 0.81%
|
4,882,860 | $121,387,000.0 |
| Allworth Financial LP | 0.67% |
Added 3.47%
|
4,744,466 | $120,367,000.0 |
| Great Waters Wealth Management | 14.7% |
Added 18.24%
|
4,606,324 | $114,513,000.0 |
| Plancorp, LLC | 4.25% |
Reduced 0.50%
|
4,139,497 | $102,907,000.0 |
| Buckingham Strategic Partners | 1.69% |
Added 32.17%
|
3,840,874 | $95,484,000.0 |
| RFG Advisory, LLC | 2.75% |
Added 7.11%
|
3,828,009 | $95,164,000.0 |
| JFS WEALTH ADVISORS, LLC | 6.47% |
Added 0.36%
|
3,795,593 | $94,358,000.0 |
| ASSETMARK, INC | 0.25% |
Added 1.81%
|
3,718,191 | $92,434,000.0 |