Ticker: DFAT CUSIP: 25434V609 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Westwood Wealth Management | 84,545 | $5,034 |
| Rooted Wealth Advisors, Inc. | 39,335 | $2,582 |
| Triumph Capital Management | 20,041 | $1,193 |
| MARIPAU WEALTH MANAGEMENT LLC | 9,799 | $583 |
| Oder Investment Management, LLC | 3,706 | $221 |
| Francis Financial, Inc. | 11,409 | $679 |
| SMITH CHAS P & ASSOCIATES PA CPAS | 11,646 | $693 |
| GoalVest Advisory LLC | 4,050 | $241 |
| Ameritas Advisory Services, LLC | 13,499 | $804 |
| Savvy Advisors, Inc. | 13,217 | $787 |
| Operose Advisors LLC | 1,989 | $118 |
| OPTIMA CAPITAL LLC | 1,014 | $60 |
| Laird Norton Wetherby Trust Company, LLC | 8,317 | $495 |
| Signal Advisors Wealth, LLC | 3,970 | $236 |
| HBK Sorce Advisory LLC | 9,441 | $630 |
| Modus Advisors, LLC | 1,370 | $82 |
| Washington Trust Bank | 3,640 | $217 |
| Kovack Advisors, Inc. | 3,907 | $233 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11,314 | $674 |
| Venture Visionary Partners LLC | 5,497 | $327 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Smartleaf Asset Management LLC | 15,669 | 1,419,609 | +1,403,940 (+8960.0%) |
| Henrickson Nauta Wealth Advisors, Inc. | 304,219 | 712,009 | +407,790 (+134.0%) |
| CAPITAL PERFORMANCE ADVISORS LLP | 747,201 | 1,457,860 | +710,659 (+95.1%) |
| Buckingham Strategic Partners | 4,375,367 | 5,294,823 | +919,456 (+21.0%) |
| Babb Wealth Advisors LLC | 378,882 | 428,563 | +49,681 (+13.1%) |
| Sensible Money, LLC | 965,599 | 1,020,908 | +55,309 (+5.7%) |
| MASTER'S WEALTH MANAGEMENT INC. | 331,235 | 362,045 | +30,810 (+9.3%) |
| Financial Harvest, LLC | 462,825 | 487,424 | +24,599 (+5.3%) |
| ECLECTIC ASSOCIATES INC /ADV | 200,936 | 290,535 | +89,599 (+44.6%) |
| Parkwoods Wealth Partners, LLC | 852,628 | 867,921 | +15,293 (+1.8%) |
| Great Waters Wealth Management | 734,847 | 823,389 | +88,542 (+12.0%) |
| Tumwater Wealth Management, LLC | 603,995 | 631,087 | +27,092 (+4.5%) |
| Graver Capital Management, LLC | 220,462 | 234,144 | +13,682 (+6.2%) |
| Prism Advisors, Inc. | 297,553 | 324,410 | +26,857 (+9.0%) |
| Sterling Wealth Management, Inc. | 322,180 | 350,032 | +27,852 (+8.6%) |
| Forum Financial Management, LP | 9,753,142 | 10,207,476 | +454,334 (+4.7%) |
| Pure Financial Advisors, LLC | 4,959,303 | 5,330,417 | +371,114 (+7.5%) |
| Trust Co of the South | 1,779,073 | 1,820,738 | +41,665 (+2.3%) |
| Asset Dedication, LLC | 2,513,072 | 2,600,142 | +87,070 (+3.5%) |
| Tiller Private Wealth, Inc. | 253,581 | 270,527 | +16,946 (+6.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BAKER TILLY WEALTH MANAGEMENT, LLC | 349,554 | 172,696 | -176,858 (-50.6%) |
| Abacus Wealth Partners, LLC | 1,441,668 | 1,366,881 | -74,787 (-5.2%) |
| Activest Wealth Management | 159,311 | 15,827 | -143,484 (-90.1%) |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 243,616 | 223,301 | -20,315 (-8.3%) |
| WPWealth LLP | 337,815 | 295,960 | -41,855 (-12.4%) |
| Meritas Wealth Management, LLC | 421,864 | 410,390 | -11,474 (-2.7%) |
| Index Fund Advisors, Inc. | 6,520,506 | 6,442,632 | -77,874 (-1.2%) |
| Shira Ridge Wealth Management | 56,703 | 13,471 | -43,232 (-76.2%) |
| Planning Center, Inc. | 494,791 | 461,138 | -33,653 (-6.8%) |
| Timonier Family Office, LTD. | 142,393 | 128,151 | -14,242 (-10.0%) |
| Pillar Financial Advisors, LLC | 153,923 | 148,912 | -5,011 (-3.3%) |
| Ruedi Wealth Management, Inc. | 218,041 | 208,993 | -9,048 (-4.1%) |
| Capstone Wealth Management, LLC | 206,350 | 203,209 | -3,141 (-1.5%) |
| Seneschal Advisors, LLC | 113,593 | 109,322 | -4,271 (-3.8%) |
| PINNEY & SCOFIELD, INC. | 184,035 | 180,635 | -3,400 (-1.8%) |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 496,372 | 482,657 | -13,715 (-2.8%) |
| CogentBlue Wealth Advisors, LLC | 93,521 | 90,446 | -3,075 (-3.3%) |
| Total Wealth Planning, LLC | 61,587 | 7,381 | -54,206 (-88.0%) |
| Plancorp, LLC | 1,480,606 | 1,439,385 | -41,221 (-2.8%) |
| SAX WEALTH ADVISORS, LLC | 788,013 | 757,412 | -30,601 (-3.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 25,679 | $1,495 |
| PFG Private Wealth Management, LLC | 19,137 | $1,114 |
| Main Street Financial Solutions, LLC | 37,739 | $2,197 |
| CLEAR INVESTMENT RESEARCH, LLC | 1,657 | $96 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 5,349 | $311 |
| WestHill Financial Advisors, Inc. | 3,513 | $204 |
| TWO SIGMA SECURITIES, LLC | 4,552 | $265 |
| Grey Fox Wealth Advisors, LLC | 2,929 | $170 |
| Brio Consultants, LLC | 3,588 | $209 |
| USAdvisors Wealth Management, LLC | 3,643 | $0 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,261 | $364 |
| BRIGHTON JONES LLC | 10,221 | $595 |
| ATLAS CAPITAL ADVISORS LLC | 3,296 | $178 |
| JPL Wealth Management, LLC | 1,272 | $74 |
| Icon Wealth Advisors, LLC | 3,408 | $198 |
| Tower Research Capital LLC (TRC) | 6,040 | $352 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 4,204 | $245 |
| Tortoise Investment Management, LLC | 1,550 | $90 |
| Rise Advisors, LLC | 493 | $29 |
| DAVIS R M INC | 4,176 | $243 |