Stock
DFIS
| Ownership Count: | 294 |
| Ownership Count: | 294 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 0.37% |
Reduced 22.49%
|
15,381,919 | $377,702,000.0 |
| Matson Money. Inc. | 10.94% |
Added 0.70%
|
12,414,984 | $304,849,000.0 |
| MATHER GROUP, LLC. | 3.41% |
Added 5.12%
|
10,678,258 | $262,204,000.0 |
| Corient Private Wealth LLC | 0.16% |
Reduced 4.88%
|
3,819,264 | $93,782,000.0 |
| BALASA DINVERNO & FOLTZ LLC | 3.04% |
No Change
|
2,604,630 | $48,134,000.0 |
| Savant Capital, LLC | 0.41% |
Reduced 4.61%
|
2,075,112 | $50,954,000.0 |
| Creative Planning | 0.04% |
Added 2600.39%
|
1,764,978 | $43,339,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Added 6.81%
|
1,649,029 | $40,491,000.0 |
| PARK AVENUE SECURITIES LLC | 0.35% |
Added 9.40%
|
1,381,380 | $33,920,000.0 |
| TCI Wealth Advisors, Inc. | 2.81% |
Added 17.07%
|
1,293,194 | $31,754,000.0 |
| Wescott Financial Advisory Group, LLC | 3.41% |
Added 1.98%
|
1,234,291 | $30,308,000.0 |
| Forum Financial Management, LP | 0.59% |
Added 46.06%
|
1,167,811 | $28,675,000.0 |
| Evanson Asset Management, LLC | 1.99% |
Added 6.54%
|
1,147,462 | $28,175,000.0 |
| BANK OF MONTREAL /CAN/ | 0.03% |
Added 7.68%
|
1,123,630 | $27,590,000.0 |
| Efficient Advisors, LLC | 1.64% |
Added 9.99%
|
1,039,443 | $25,523,000.0 |