Ticker: DUSB CUSIP: 25434V591 Class: ULTRASHORT FIXED
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Wolfstich Capital, LLC | 143,435 | $7,265 |
| Tumwater Wealth Management, LLC | 156,210 | $7,912 |
| Burk Holdings LLC | 50,056 | $2,535 |
| Claris Financial LLC | 33,516 | $1,698 |
| MB Generational Wealth, LLC | 23,776 | $1,204 |
| Balboa Wealth Partners | 30,232 | $1,531 |
| McIlrath & Eck, LLC | 39,429 | $1,997 |
| LJI Wealth Management, LLC | 18,763 | $950 |
| CPA Asset Management LLC | 4,930 | $250 |
| PFG Advisors | 22,186 | $1,124 |
| Savvy Advisors, Inc. | 24,442 | $1,238 |
| GRAND WEALTH MANAGEMENT, LLC | 2,636 | $134 |
| Berger Financial Group, Inc | 4,289 | $217 |
| Diversify Advisory Services, LLC | 6,092 | $309 |
| EverSource Wealth Advisors, LLC | 4,188 | $212 |
| MERCER GLOBAL ADVISORS INC /ADV | 40,000 | $2,026 |
| RAYMOND JAMES FINANCIAL INC | 55,333 | $2,803 |
| GOLDMAN SACHS GROUP INC | 46,988 | $2,380 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 487 | $25 |
| OneDigital Investment Advisors LLC | 5,463 | $277 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Prudent Man Investment Management, Inc. | 1,134,146 | 1,597,383 | +463,237 (+40.8%) |
| Planning Center, Inc. | 3,069,952 | 3,416,822 | +346,870 (+11.3%) |
| TAGStone Capital, Inc. | 206,667 | 279,625 | +72,958 (+35.3%) |
| Babb Wealth Advisors LLC | 171,543 | 226,158 | +54,615 (+31.8%) |
| Pillar Financial Advisors, LLC | 281,265 | 323,503 | +42,238 (+15.0%) |
| Hiley Hunt Wealth Management | 180,006 | 221,349 | +41,343 (+23.0%) |
| Root Financial Partners, LLC | 955,780 | 1,285,274 | +329,494 (+34.5%) |
| Financial Symmetry Inc | 108,667 | 147,918 | +39,251 (+36.1%) |
| Onyx Financial Advisors, LLC | 167,998 | 204,666 | +36,668 (+21.8%) |
| DiNuzzo Private Wealth, Inc. | 447,927 | 565,854 | +117,927 (+26.3%) |
| SJS Investment Consulting Inc. | 601,210 | 642,934 | +41,724 (+6.9%) |
| New Dimensions Wealth Management, LLC | 185,216 | 190,927 | +5,711 (+3.1%) |
| Vise Technologies, Inc. | 295,350 | 1,162,271 | +866,921 (+293.5%) |
| American Capital Advisory, LLC | 342,524 | 350,439 | +7,915 (+2.3%) |
| Strathmore Capital Advisors, Inc. | 12,562 | 71,708 | +59,146 (+470.8%) |
| Parkwoods Wealth Partners, LLC | 123,852 | 150,855 | +27,003 (+21.8%) |
| Shore Point Advisors, LLC | 132,598 | 139,500 | +6,902 (+5.2%) |
| Ruedi Wealth Management, Inc. | 143,753 | 156,439 | +12,686 (+8.8%) |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 409,538 | 454,478 | +44,940 (+11.0%) |
| Leading Edge Financial Planning LLC | 117,771 | 131,653 | +13,882 (+11.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MASTER'S WEALTH MANAGEMENT INC. | 147,814 | 17,155 | -130,659 (-88.4%) |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 487,427 | 351,545 | -135,882 (-27.9%) |
| WEALTHSPAN PARTNERS, LLC | 200,289 | 171,672 | -28,617 (-14.3%) |
| VESTIA PERSONAL WEALTH ADVISORS | 75,828 | 54,522 | -21,306 (-28.1%) |
| Applied Capital LLC | 86,457 | 59,020 | -27,437 (-31.7%) |
| Financial Harvest, LLC | 59,636 | 54,235 | -5,401 (-9.1%) |
| Altiora Financial Group, LLC | 199,672 | 178,632 | -21,040 (-10.5%) |
| BRIGHT FINANCIAL ADVISORS, INC. | 83,701 | 79,458 | -4,243 (-5.1%) |
| PCA Investment Advisory Services Inc. | 40,259 | 29,260 | -10,999 (-27.3%) |
| Eaton-Cambridge Inc. | 19,697 | 6,495 | -13,202 (-67.0%) |
| Strategic Investment Solutions, Inc. /IL | 116,273 | 113,501 | -2,772 (-2.4%) |
| SpringVest Wealth Management LLC | 21,552 | 19,181 | -2,371 (-11.0%) |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 10,649 | 6,700 | -3,949 (-37.1%) |
| Acorn Wealth Advisors, LLC | 11,952 | 6,939 | -5,013 (-41.9%) |
| Schubert & Co | 9,530 | 7,877 | -1,653 (-17.3%) |
| Core Wealth Management, Inc. | 24,869 | 21,833 | -3,036 (-12.2%) |
| XY Planning Network, Inc. | 34,825 | 32,661 | -2,164 (-6.2%) |
| Hartmann Taylor Wealth Management, LLC | 11,595 | 10,501 | -1,094 (-9.4%) |
| Chicago Partners Investment Group LLC | 515,495 | 505,089 | -10,406 (-2.0%) |
| ShankerValleau Wealth Advisors, Inc. | 11,968 | 9,510 | -2,458 (-20.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Kiker Wealth Management, LLC | 4,550 | $231 |
| New Capital Management LP | 4,470 | $227 |
| Main Street Financial Solutions, LLC | 8,577 | $436 |
| Equitable Holdings, Inc. | 4,080 | $207 |
| Cetera Investment Advisers | 4,692 | $238 |
| Advisory Services Network, LLC | 1,110 | $56 |
| UBS Group AG | 719 | $37 |
| Cornerstone Planning Group LLC | 10 | $1 |