Ticker: DFGX CUSIP: 25434V575 Class: GLOBAL EX US COR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Elser Financial Planning, Inc | 635,207 | $33,434 |
| LIBERTY WEALTH MANAGEMENT LLC | 367,041 | $19,319 |
| MB Generational Wealth, LLC | 6,550 | $345 |
| MARIPAU WEALTH MANAGEMENT LLC | 4,625 | $243 |
| Level Financial Advisors, Inc. | 4,288 | $226 |
| XY Planning Network, Inc. | 5,029 | $265 |
| VICTORY FINANCIAL GROUP, LLC | 4,990 | $263 |
| Dynamic Advisor Solutions LLC | 12,541 | $660 |
| Washington Trust Advisors, Inc. | 4,420 | $233 |
| Quadrature Capital Ltd | 10,330 | $544 |
| RAYMOND JAMES FINANCIAL INC | 76,297 | $4,016 |
| Merit Financial Group, LLC | 4,426 | $233 |
| ROYAL BANK OF CANADA | 715 | $38 |
| MORGAN STANLEY | 697 | $37 |
| Thrivent Financial for Lutherans | 27,011 | $1 |
| UBS Group AG | 170 | $9 |
| SRS Capital Advisors, Inc. | 129 | $7 |
| HAZLETT, BURT & WATSON, INC. | 188 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Vermillion Wealth Management, Inc. | 182,305 | 247,016 | +64,711 (+35.5%) |
| Alpha Financial Advisors, LLC | 601,616 | 657,637 | +56,021 (+9.3%) |
| Planning Center, Inc. | 1,314,052 | 1,475,798 | +161,746 (+12.3%) |
| Babb Wealth Advisors LLC | 177,840 | 217,066 | +39,226 (+22.1%) |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 552,597 | 651,724 | +99,127 (+17.9%) |
| Equita Financial Network, Inc. | 290,606 | 331,640 | +41,034 (+14.1%) |
| Strathmore Capital Advisors, Inc. | 188,878 | 216,470 | +27,592 (+14.6%) |
| United Wealth Management, LLC | 583,311 | 630,878 | +47,567 (+8.2%) |
| Yardley Wealth Management LLC | 188,032 | 209,687 | +21,655 (+11.5%) |
| Private Wealth Management Group, LLC | 543,500 | 584,494 | +40,994 (+7.5%) |
| Shotwell Rutter Baer Inc | 233,921 | 253,422 | +19,501 (+8.3%) |
| Verisail Partners, LLC | 389,681 | 416,981 | +27,300 (+7.0%) |
| Mattern Wealth Management LLC | 313,725 | 349,900 | +36,175 (+11.5%) |
| SageOak Financial, LLC | 223,036 | 233,602 | +10,566 (+4.7%) |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 33,812 | 60,342 | +26,530 (+78.5%) |
| Oakwell Private Wealth Management, LLC | 261,830 | 292,994 | +31,164 (+11.9%) |
| Hill Investment Group Partners, LLC | 935,133 | 974,270 | +39,137 (+4.2%) |
| W.H. Cornerstone Investments Inc. | 84,435 | 92,786 | +8,351 (+9.9%) |
| Note Advisors, LLC | 25,508 | 58,437 | +32,929 (+129.1%) |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 79,196 | 84,941 | +5,745 (+7.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TABLEAUX LLC | 65,890 | 38,435 | -27,455 (-41.7%) |
| LAM GROUP, INC. | 17,920 | 14,130 | -3,790 (-21.1%) |
| Simplicity Wealth,LLC | 79,116 | 44,660 | -34,456 (-43.6%) |
| Savant Capital, LLC | 864,754 | 694,290 | -170,464 (-19.7%) |
| WEALTHSPAN PARTNERS, LLC | 9,392 | 4,783 | -4,609 (-49.1%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 166,900 | 157,261 | -9,639 (-5.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 149,683 | 69,034 | -80,649 (-53.9%) |
| REAP Financial Group, LLC | 14,764 | 13,885 | -879 (-6.0%) |
| Aspire Private Capital, LLC | 8,763 | 8,040 | -723 (-8.3%) |
| Mariner, LLC | 154,349 | 119,729 | -34,620 (-22.4%) |
| Millstone Evans Group, LLC | 2,961 | 2,675 | -286 (-9.7%) |
| Buckingham Strategic Partners | 11,908 | 4,821 | -7,087 (-59.5%) |
| CreativeOne Wealth, LLC | 18,734 | 16,170 | -2,564 (-13.7%) |
| Beacon Pointe Advisors, LLC | 47,836 | 42,779 | -5,057 (-10.6%) |
| ASSETMARK, INC | 279,149 | 274,055 | -5,094 (-1.8%) |
| WELLS FARGO & COMPANY/MN | 8,611 | 89 | -8,522 (-99.0%) |
| TRUIST FINANCIAL CORP | 49,553 | 48,108 | -1,445 (-2.9%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 5,330 | 5,226 | -104 (-2.0%) |
| IFP Advisors, Inc | 7,726 | 7,608 | -118 (-1.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Mach-1 Financial Group, LLC | 140,064 | $7,558 |
| PARK AVENUE SECURITIES LLC | 90,717 | $5 |
| OLD MISSION CAPITAL LLC | 8,030 | $433 |
| Cetera Investment Advisers | 7,032 | $379 |
| JPMORGAN CHASE & CO | 522 | $28 |
| Rockefeller Capital Management L.P. | 38 | $2 |