Ticker: DFAE CUSIP: 25434V302 Class: EMGR CRE EQT MNG
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Employees' Retirement Fund of the City of Fort Worth | 139,300 | $4,537 |
| Rothschild Wealth LLC | 291,506 | $9,494 |
| McKinley Carter Wealth Services, Inc. | 523,351 | $17,046 |
| SUMMIT WEALTH GROUP LLC / CO | 62,074 | $2,022 |
| Friday Financial | 15,962 | $520 |
| SRS Capital Advisors, Inc. | 195,152 | $6,356 |
| SEMITAM BONAM LLC | 6,339 | $206 |
| Westwood Wealth Management | 8,407 | $274 |
| RICHARDS, MERRILL & PETERSON, INC. | 10,294 | $335 |
| Eldridge Investment Advisors, Inc. | 15,675 | $511 |
| XY Planning Network, Inc. | 11,112 | $362 |
| Parcion Private Wealth LLC | 32,767 | $1,067 |
| Park Edge Advisors, LLC | 8,271 | $269 |
| Apollon Financial, LLC | 9,855 | $321 |
| Diversify Advisory Services, LLC | 33,381 | $1,145 |
| Klaas Financial Asset Advisors, LLC | 8,433 | $275 |
| EQ WEALTH ADVISORS, LLC | 2,001 | $65 |
| Financial Synergies Wealth Advisors, Inc. | 8,848 | $288 |
| XML Financial, LLC | 8,945 | $291 |
| ALTFEST L J & CO INC | 6,699 | $218 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Prudent Man Investment Management, Inc. | 124,980 | 347,645 | +222,665 (+178.2%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 754,424 | 1,346,667 | +592,243 (+78.5%) |
| Stadion Money Management, LLC | 265,084 | 807,075 | +541,991 (+204.5%) |
| Physician Wealth Advisors, Inc. | 584,093 | 743,154 | +159,061 (+27.2%) |
| Chico Wealth RIA | 406,120 | 441,195 | +35,075 (+8.6%) |
| RAM Investment Partners, LLC | 1,185,291 | 1,288,728 | +103,437 (+8.7%) |
| ArborFi Advisors, LLC | 109,796 | 132,474 | +22,678 (+20.7%) |
| Vise Technologies, Inc. | 679,344 | 2,670,478 | +1,991,134 (+293.1%) |
| ENTREWEALTH, LLC | 212,331 | 248,507 | +36,176 (+17.0%) |
| Root Financial Partners, LLC | 2,739,217 | 3,034,490 | +295,273 (+10.8%) |
| Sterling Wealth Advisors Inc | 224,288 | 251,922 | +27,634 (+12.3%) |
| TCI Wealth Advisors, Inc. | 1,718,626 | 1,949,400 | +230,774 (+13.4%) |
| Allodium Investment Consultants, LLC | 291,566 | 320,222 | +28,656 (+9.8%) |
| Note Advisors, LLC | 155,778 | 178,123 | +22,345 (+14.3%) |
| CPA Asset Management LLC | 643,838 | 670,917 | +27,079 (+4.2%) |
| Sterling Wealth Management, Inc. | 452,511 | 481,834 | +29,323 (+6.5%) |
| ECLECTIC ASSOCIATES INC /ADV | 322,404 | 434,168 | +111,764 (+34.7%) |
| MBA Advisors LLC | 147,140 | 183,757 | +36,617 (+24.9%) |
| Bedel Financial Consulting, Inc. | 634,028 | 739,164 | +105,136 (+16.6%) |
| Morling Financial Advisors, LLC | 735,865 | 759,127 | +23,262 (+3.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 210,758 | 94,147 | -116,611 (-55.3%) |
| Freedom Investment Management, Inc. | 602,517 | 542,295 | -60,222 (-10.0%) |
| Aquire Wealth Advisors, LLC | 1,134,204 | 1,081,599 | -52,605 (-4.6%) |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 118,476 | 34,705 | -83,771 (-70.7%) |
| Envision Financial Planning, LLC | 476,250 | 462,688 | -13,562 (-2.8%) |
| West Financial Advisors, LLC | 921,548 | 890,148 | -31,400 (-3.4%) |
| AA Financial Advisors, LLC | 342,379 | 290,800 | -51,579 (-15.1%) |
| Great Point Wealth Advisors, LLC | 1,097,706 | 1,077,320 | -20,386 (-1.9%) |
| Keyes, Stange & Wooten Wealth Management, LLC | 397,512 | 389,112 | -8,400 (-2.1%) |
| Foster Group, Inc. | 4,020,549 | 3,931,073 | -89,476 (-2.2%) |
| FinDec Wealth Services, Inc. | 78,205 | 71,216 | -6,989 (-8.9%) |
| Shore Point Advisors, LLC | 220,376 | 212,345 | -8,031 (-3.6%) |
| Heritage Wealth Management, Inc./Texas | 219,333 | 211,908 | -7,425 (-3.4%) |
| Ledgewood Wealth Advisors, LLC | 145,771 | 138,203 | -7,568 (-5.2%) |
| Spectrum Investment Advisors, Inc. | 293,148 | 288,165 | -4,983 (-1.7%) |
| Oceanside Advisors LLC | 219,873 | 215,258 | -4,615 (-2.1%) |
| Plan Group Financial, LLC | 189,184 | 144,730 | -44,454 (-23.5%) |
| Vawter Financial, Ltd. | 353,109 | 348,121 | -4,988 (-1.4%) |
| Essential Planning, LLC. | 251,772 | 244,098 | -7,674 (-3.0%) |
| Wealthquest Corp | 378,417 | 221,841 | -156,576 (-41.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PERRITT CAPITAL MANAGEMENT INC | 291,631 | $9,195 |
| PFG Private Wealth Management, LLC | 178,813 | $5,638 |
| Tandem Financial, LLC | 58,485 | $1,844 |
| Total Wealth Planning, LLC | 62,925 | $1,984 |
| OLD MISSION CAPITAL LLC | 326,712 | $10,301 |
| BAM Wealth Management, LLC | 9,560 | $301 |
| Schubert & Co | 8,414 | $265 |
| Kovitz Investment Group Partners, LLC | 443,333 | $13,978 |
| GeoWealth Management, LLC | 85,023 | $2,681 |
| My Personal CFO, LLC | 9,031 | $285 |
| Atria Investments, Inc | 101,996 | $3,216 |
| Hill Investment Group Partners, LLC | 11,978 | $378 |
| ZRC WEALTH MANAGEMENT, LLC | 3,937 | $124 |
| Ameritas Advisory Services, LLC | 12,842 | $405 |
| JANE STREET GROUP, LLC | 800,000 | $25,224 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 161,785 | $5,101 |
| Legacy Wealth Managment, LLC/ID | 319 | $10 |
| Painted Porch Advisors LLC | 320 | $10 |
| BELLEVUE ASSET MANAGEMENT, LLC | 255 | $8 |
| TruNorth Capital Management, LLC | 368 | $12 |