Stock
DFSV
| Ownership Count: | 487 |
| Ownership Count: | 487 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Savant Capital, LLC | 2.02% |
Added 22.58%
|
8,053,126 | $247,875,000.0 |
| JMG Financial Group, Ltd. | 5.75% |
Added 4.53%
|
5,438,365 | $167,392,000.0 |
| Alaska Permanent Fund Corp | 2.68% |
Reduced 11.05%
|
4,704,113 | $144,792,000.0 |
| MATHER GROUP, LLC. | 1.67% |
Added 40.57%
|
4,174,854 | $128,501,000.0 |
| Corient Private Wealth LLC | 0.22% |
Added 15.90%
|
3,975,533 | $122,323,000.0 |
| Pathstone Holdings, LLC | 0.5% |
Added 15.20%
|
2,958,105 | $91,062,000.0 |
| Modera Wealth Management, LLC | 1.09% |
Added 12.36%
|
2,883,089 | $88,741,000.0 |
| EP Wealth Advisors, LLC | 0.56% |
Reduced 8.07%
|
2,151,513 | $66,223,000.0 |
| RITHOLTZ WEALTH MANAGEMENT | 1.92% |
Added 3.87%
|
2,109,077 | $64,917,000.0 |
| Colony Group, LLC | 0.17% |
Added 11.83%
|
1,999,597 | $61,547,000.0 |
| Index Fund Advisors, Inc. | 3.24% |
Added 4.55%
|
1,891,766 | $58,228,000.0 |
| AVANTAX ADVISORY SERVICES, INC. | 0.36% |
Added 20.36%
|
1,821,899 | $56,078,000.0 |
| Arista Wealth Management, LLC | 12.62% |
Added 3.41%
|
1,710,771 | $52,657,000.0 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 0.48% |
No Change
|
1,482,678 | $42,671,000.0 |
| Root Financial Partners, LLC | 5.81% |
Added 30.05%
|
1,474,428 | $45,382,000.0 |