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| Happy Holidays!! thanks for using AUM13F!! |
| DF Dent and Company Inc
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| CRD # | 105179 |
| SEC # | 801-11364 |
| CIK # | 0000934999 |
| AUM | $8.6 B (2025-03-31) |
| Employees | 33 (48% Investors, 6% Brokers) |
| Phone | 410-837-2544 |
| Address | 400 East Pratt Street, 7th Floor Baltimore, MD 21202-3127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| VISA Inc | 0.3 | ||
| Transdigm Group Inc | 0.3 | ||
| Vulcan Materials Co | 0.2 | ||
| Progressive Waste Solutions Ltd | 0.2 | ||
| Ecolab Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| Moodys Corp /DE/ | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Veeva Systems Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 0.1 |
| (b) Individuals (high net worth individuals) | 936 | 4.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.2 |
| (g) Pension and profit sharing plans | 29 | 1.0 |
| (h) Charitable organizations | 87 | 0.7 |
| (i) State or municipal government entities | 5 | 0.1 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 83 | 0.9 |
| (n) Other | 16 | 0.0 |
| Total | 1,294 | 8.6 |
| By Discretionary | ||
| Discretionary | 1,294 | 8.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,294 | 8.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 8.5 | |
| Total | 1,294 | 8.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000934999] | |
| SC 13G | [0000934999] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parallel Advisors LLC
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|
CA | 8.7 |
|
Perigon Wealth Management LLC
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CA | 8.7 |
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Capital Analysts LLC
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PA | 8.7 |
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Advisory Services Network LLC
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GA | 8.6 |
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Crawford Investment Counsel Inc
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GA | 8.5 |
|
Mariner Independent Advisor Network LLC
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KS | 8.5 |
|
Saturna Capital Corporation
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|
WA | 8.4 |
|
Valmark Advisers Inc
✚
|
OH | 8.4 |
|
CornerStone Advisors Asset Management LLC
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|
PA | 8.3 |
|
Douglas Lane & Associates LLC
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|
NY | 8.2 |