Ticker: DFAW CUSIP: 25434V617 Class: WORLD EQUITY ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kesler, Norman & Wride, LLC | 23,007 | $1,702 |
| MASTER'S WEALTH MANAGEMENT INC. | 11,275 | $834 |
| MARIPAU WEALTH MANAGEMENT LLC | 3,413 | $252 |
| R.P. Boggs & Co. | 3,529 | $261 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 2,724 | $202 |
| XY Planning Network, Inc. | 4,441 | $329 |
| Sensible Money, LLC | 2,799 | $207 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 4,499 | $333 |
| Silver Oak Advisory Group, Inc. | 3,853 | $0 |
| Safeguard Investment Advisory Group, LLC | 2,734 | $202 |
| TFC Financial Management, Inc. | 3,927 | $291 |
| IHT Wealth Management, LLC | 14,300 | $1,058 |
| Foundations Investment Advisors, LLC | 15,827 | $1,171 |
| Signal Advisors Wealth, LLC | 3,413 | $252 |
| Ausdal Financial Partners, Inc. | 4,158 | $308 |
| Trust Co | 1,910 | $141 |
| FOSTER & MOTLEY INC | 3,530 | $0 |
| Waverly Advisors, LLC | 488 | $36 |
| AdvisorNet Financial, Inc | 113 | $8 |
| Longview Financial Advisors LLC | 38 | $3 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| First Pacific Financial | 664,213 | 815,807 | +151,594 (+22.8%) |
| Wealth Management Nebraska | 593,888 | 675,204 | +81,316 (+13.7%) |
| Strategic Investment Solutions, Inc. /IL | 238,866 | 282,555 | +43,689 (+18.3%) |
| McMill Wealth Management | 147,756 | 178,956 | +31,200 (+21.1%) |
| Arlington Financial Advisors, LLC | 618,147 | 640,351 | +22,204 (+3.6%) |
| Strathmore Capital Advisors, Inc. | 62,747 | 86,092 | +23,345 (+37.2%) |
| Royal Harbor Partners, LLC | 109,509 | 118,083 | +8,574 (+7.8%) |
| Sivia Capital Partners, LLC | 158,717 | 163,549 | +4,832 (+3.0%) |
| HFG Wealth Management, LLC | 132,577 | 135,342 | +2,765 (+2.1%) |
| Greenspring Advisors, LLC | 4,165 | 147,189 | +143,024 (+3433.9%) |
| American Investment Services, Inc. | 102,725 | 112,427 | +9,702 (+9.4%) |
| MB Generational Wealth, LLC | 22,561 | 29,511 | +6,950 (+30.8%) |
| Prudent Man Investment Management, Inc. | 30,620 | 39,792 | +9,172 (+30.0%) |
| VESTIA PERSONAL WEALTH ADVISORS | 21,367 | 26,873 | +5,506 (+25.8%) |
| Farther Finance Advisors, LLC | 1,304 | 348,314 | +347,010 (+26611.2%) |
| Sprinkle Financial Consultants LLC | 45,495 | 47,195 | +1,700 (+3.7%) |
| Parkshore Wealth Management, Inc. | 31,112 | 36,234 | +5,122 (+16.5%) |
| Keystone Financial Group, Inc. | 21,289 | 25,202 | +3,913 (+18.4%) |
| Mustard Seed Financial, LLC | 10,146 | 14,523 | +4,377 (+43.1%) |
| Abacus Planning Group, Inc. | 202,768 | 205,711 | +2,943 (+1.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 243,581 | 234,834 | -8,747 (-3.6%) |
| Physician Wealth Advisors, Inc. | 155,645 | 151,398 | -4,247 (-2.7%) |
| Sterling Wealth Management, Inc. | 21,019 | 19,726 | -1,293 (-6.2%) |
| Syverson Strege & Co | 29,931 | 29,134 | -797 (-2.7%) |
| Porter White Investment Advisors, Inc. | 3,337 | 3,015 | -322 (-9.6%) |
| Concord Wealth Partners | 1,548 | 609 | -939 (-60.7%) |
| MORRIS FINANCIAL CONCEPTS, INC. | 933 | 669 | -264 (-28.3%) |
| Falcon Wealth Planning | 11,787 | 11,320 | -467 (-4.0%) |
| RS CRUM INC. | 7,677 | 7,481 | -196 (-2.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 9,168 | 5,333 | -3,835 (-41.8%) |
| Focus Partners Wealth | 35,570 | 32,671 | -2,899 (-8.2%) |
| OSAIC HOLDINGS, INC. | 3,263 | 1,998 | -1,265 (-38.8%) |
| Creative Planning | 5,613 | 5,401 | -212 (-3.8%) |
| Advisory Services Network, LLC | 4,981 | 4,890 | -91 (-1.8%) |
| Vermillion Wealth Management, Inc. | 430 | 399 | -31 (-7.2%) |
| MORGAN STANLEY | 729 | 695 | -34 (-4.7%) |
| Betterment LLC | 18,020 | 17,824 | -196 (-1.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Main Street Financial Solutions, LLC | 48,583 | $3,491 |
| Total Wealth Planning, LLC | 7,465 | $536 |
| BRIGHTON JONES LLC | 5,102 | $367 |
| ASPIRIANT, LLC | 3,294 | $237 |
| Dynamic Advisor Solutions LLC | 2,852 | $205 |
| Cloud Capital Management, LLC | 760 | $0 |
| Sequoia Financial Advisors, LLC | 3,021 | $217 |
| ROYAL BANK OF CANADA | 550 | $40 |
| US BANCORP \DE\ | 108 | $8 |
| PNC Financial Services Group, Inc. | 97 | $7 |
| Tortoise Investment Management, LLC | 13 | $1 |