Ticker: DFAI CUSIP: 25434V203 Class: INTL CORE EQT MK
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Employees' Retirement Fund of the City of Fort Worth | 352,800 | $13,445 |
| Westwood Wealth Management | 233,188 | $8,887 |
| J HAGAN CAPITAL, INC. | 88,324 | $3,366 |
| McKinley Carter Wealth Services, Inc. | 824,882 | $31,436 |
| Mach-1 Financial Group, LLC | 119,083 | $4,538 |
| Olistico Wealth, LLC | 35,987 | $1,371 |
| SMI Advisory Services, LLC | 41,335 | $1,631 |
| Wall Capital Group, Inc. | 8,360 | $319 |
| Strathmore Capital Advisors, Inc. | 15,113 | $576 |
| KPP Advisory Services LLC | 31,953 | $1,218 |
| CWS Financial Advisors, LLC | 16,354 | $623 |
| Millington Financial Advisors, LLC | 8,611 | $352 |
| Arbor Investment Advisors, LLC | 26,998 | $1,029 |
| MARIPAU WEALTH MANAGEMENT LLC | 7,079 | $270 |
| Klaas Financial Asset Advisors, LLC | 19,984 | $762 |
| AIMZ Investment Advisors, LLC | 7,968 | $304 |
| FourThought Financial Partners, LLC | 24,067 | $917 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,671 | $216 |
| Total Clarity Wealth Management, Inc. | 7,265 | $277 |
| Advisory Services Network, LLC | 89,568 | $3,413 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Prudent Man Investment Management, Inc. | 520,158 | 1,055,531 | +535,373 (+102.9%) |
| Birchcreek Wealth Management, LLC | 11,100 | 277,678 | +266,578 (+2401.6%) |
| My Personal CFO, LLC | 17,547 | 237,462 | +219,915 (+1253.3%) |
| PLANWISER FINANCIAL, LLC | 93,693 | 166,344 | +72,651 (+77.5%) |
| CAPITAL PERFORMANCE ADVISORS LLP | 31,939 | 890,928 | +858,989 (+2689.5%) |
| Vise Technologies, Inc. | 832,339 | 3,408,299 | +2,575,960 (+309.5%) |
| Allodium Investment Consultants, LLC | 483,993 | 579,132 | +95,139 (+19.7%) |
| Chico Wealth RIA | 922,525 | 972,176 | +49,651 (+5.4%) |
| Consilium Wealth Advisory, LLC | 571,119 | 640,191 | +69,072 (+12.1%) |
| Parkshore Wealth Management, Inc. | 301,856 | 370,585 | +68,729 (+22.8%) |
| SpringVest Wealth Management LLC | 173,353 | 209,489 | +36,136 (+20.8%) |
| Everhart Financial Group, Inc. | 625,322 | 848,859 | +223,537 (+35.7%) |
| RAM Investment Partners, LLC | 1,765,590 | 1,857,465 | +91,875 (+5.2%) |
| Kure Advisory, LLC | 666,851 | 712,657 | +45,806 (+6.9%) |
| Pioneer Wealth Management Group | 1,256,522 | 1,320,003 | +63,481 (+5.1%) |
| ENTREWEALTH, LLC | 267,427 | 305,372 | +37,945 (+14.2%) |
| Wealth Dimensions Group, Ltd. | 1,292,913 | 1,370,853 | +77,940 (+6.0%) |
| Private Wealth Management Group, LLC | 342,122 | 402,622 | +60,500 (+17.7%) |
| Forum Private Client Group LLC | 527,549 | 575,380 | +47,831 (+9.1%) |
| Stadion Money Management, LLC | 634,969 | 862,586 | +227,617 (+35.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SRS Capital Advisors, Inc. | 5,896,228 | 212,796 | -5,683,432 (-96.4%) |
| SUTTON PLACE INVESTORS LLC | 265,128 | 228,265 | -36,863 (-13.9%) |
| Baring Financial LLC | 189,621 | 164,143 | -25,478 (-13.4%) |
| FinDec Wealth Services, Inc. | 233,916 | 212,312 | -21,604 (-9.2%) |
| Aquire Wealth Advisors, LLC | 1,249,322 | 1,207,997 | -41,325 (-3.3%) |
| BROGAN FINANCIAL, INC. | 665,000 | 632,597 | -32,403 (-4.9%) |
| Aegis Wealth Management LLC | 247,571 | 220,100 | -27,471 (-11.1%) |
| SYM FINANCIAL Corp | 6,696,421 | 6,608,532 | -87,889 (-1.3%) |
| Great Point Wealth Advisors, LLC | 1,263,507 | 1,221,532 | -41,975 (-3.3%) |
| Vermillion Wealth Management, Inc. | 311,702 | 304,876 | -6,826 (-2.2%) |
| ROBINSON SMITH WEALTH ADVISORS LLC | 151,753 | 142,623 | -9,130 (-6.0%) |
| Keyes, Stange & Wooten Wealth Management, LLC | 739,002 | 727,037 | -11,965 (-1.6%) |
| Essential Planning, LLC. | 522,645 | 510,887 | -11,758 (-2.2%) |
| Envision Financial Planning, LLC | 404,919 | 396,380 | -8,539 (-2.1%) |
| ArborFi Advisors, LLC | 195,955 | 189,942 | -6,013 (-3.1%) |
| Financial Management Professionals, Inc. | 1,696,259 | 1,664,646 | -31,613 (-1.9%) |
| DecisionPoint Financial, LLC | 698,348 | 684,213 | -14,135 (-2.0%) |
| Joseph Group Capital Management | 785,589 | 776,235 | -9,354 (-1.2%) |
| LRI Investments, LLC | 896,025 | 855,347 | -40,678 (-4.5%) |
| Plan Group Financial, LLC | 169,472 | 130,695 | -38,777 (-22.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 74,209 | $2,698 |
| Total Wealth Planning, LLC | 37,005 | $1,345 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 35,699 | $1,298 |
| Tripletail Wealth Management, LLC | 2,206 | $81 |
| B.O.S.S. Retirement Advisors, LLC | 6,791 | $247 |
| Baker Ellis Asset Management LLC | 11,000 | $400 |
| Concord Asset Management, LLC/VA | 6,660 | $242 |
| Hill Investment Group Partners, LLC | 7,031 | $256 |
| GPS Wealth Strategies Group, LLC | 2,188 | $80 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 136,906 | $4,977 |
| BELLEVUE ASSET MANAGEMENT, LLC | 735 | $27 |
| Prospera Financial Services Inc | 6,904 | $251 |
| Legacy Wealth Managment, LLC/ID | 556 | $20 |
| Brookstone Capital Management | 5,699 | $207 |
| Kovitz Investment Group Partners, LLC | 6,906 | $251 |
| Private Wealth Asset Management, LLC | 921 | $33 |
| ATLAS CAPITAL ADVISORS LLC | 662 | $23 |
| Alpine Bank Wealth Management | 144 | $5 |
| SIGNATUREFD, LLC | 45 | $2 |
| FMR LLC | 1 | $0 |