Stock
DFIC
| Ownership Count: | 515 |
| Ownership Count: | 515 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Elser Financial Planning, Inc | 3.19% |
Added 113033.29%
|
2,022,479,247 | $52,298,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.25% |
Added 9.10%
|
29,456,729 | $761,309,000.0 |
| MERCER GLOBAL ADVISORS INC /ADV | 1.75% |
Added 6.51%
|
27,409,561 | $708,400,000.0 |
| Forum Financial Management, LP | 7.73% |
Added 0.82%
|
14,629,583 | $378,101,000.0 |
| Evensky & Katz LLC | 10.37% |
Added 3.91%
|
6,131,146 | $158,459,000.0 |
| RW Investment Management LLC | 15.67% |
Added 1.10%
|
4,915,524 | $127,041,000.0 |
| HighTower Advisors, LLC | 0.18% |
Added 5.63%
|
4,875,770 | $126,014,000.0 |
| PATHSTONE FAMILY OFFICE, LLC | 1.49% |
Added 22.15%
|
4,222,534 | $102,480,000.0 |
| Summit Financial Strategies, Inc. | 11.15% |
Added 4.97%
|
3,806,450 | $98,377,000.0 |
| JMG Financial Group, Ltd. | 3.11% |
Added 22.38%
|
3,504,084 | $90,563,000.0 |
| Cannon Financial Strategists, Inc. | 14.53% |
Added 4.75%
|
3,278,031 | $84,737,000.0 |
| Wealthstream Advisors, Inc. | 15.31% |
Added 7.71%
|
3,105,142 | $80,252,000.0 |
| AWM CAPITAL, LLC | 10.03% |
Reduced 0.14%
|
2,915,632 | $75,354,000.0 |
| Pathstone Holdings, LLC | 0.41% |
Reduced 9.56%
|
2,892,341 | $74,754,000.0 |
| Apella Capital, LLC | 2.84% |
Added 49.29%
|
2,802,429 | $72,428,000.0 |