Ticker: DFGR CUSIP: 25434V658 Class: Mutual Funds
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SRS Capital Advisors, Inc. | 747,077 | $19,738 |
| LJI Wealth Management, LLC | 29,214 | $772 |
| Proficio Capital Partners LLC | 39,840 | $1,053 |
| Brand Asset Management Group, Inc. | 7,661 | $202 |
| EP Wealth Advisors, LLC | 207,892 | $5,493 |
| Nalls Sherbakoff Group, LLC | 1,876 | $50 |
| Vise Technologies, Inc. | 29,809 | $788 |
| SouthState Corp | 13,055 | $345 |
| Wedmont Private Capital | 9,197 | $244 |
| Summit Financial, LLC | 12,040 | $318 |
| First Command Advisory Services, Inc. | 14,170 | $374 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,164 | $295 |
| ELEVATE WEALTH ADVISORY, INC | 299 | $8 |
| SIGNATUREFD, LLC | 1,448 | $38 |
| FIFTH THIRD BANCORP | 1,753 | $46 |
| JONES FINANCIAL COMPANIES LLLP | 378 | $10 |
| Mowery & Schoenfeld Wealth Management, LLC | 56 | $1 |
| Quent Capital, LLC | 99 | $3 |
| Thrivent Financial for Lutherans | 13,511 | $0 |
| HAZLETT, BURT & WATSON, INC. | 46 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LifeGuide Financial Advisors, LLC | 2,186,062 | 2,412,706 | +226,644 (+10.4%) |
| CogentBlue Wealth Advisors, LLC | 172,305 | 245,059 | +72,754 (+42.2%) |
| LAM GROUP, INC. | 144,545 | 202,460 | +57,915 (+40.1%) |
| Rather & Kittrell, Inc. | 861,828 | 1,029,717 | +167,889 (+19.5%) |
| TCI Wealth Advisors, Inc. | 2,258,395 | 2,654,516 | +396,121 (+17.5%) |
| Forum Financial Management, LP | 15,451,214 | 16,638,902 | +1,187,688 (+7.7%) |
| Creative Capital Management Investments LLC | 731,929 | 805,595 | +73,666 (+10.1%) |
| Clarity Wealth Development LLC | 147,405 | 171,241 | +23,836 (+16.2%) |
| Verisail Partners, LLC | 794,083 | 844,520 | +50,437 (+6.4%) |
| Burk Holdings LLC | 200,862 | 237,496 | +36,634 (+18.2%) |
| Level Financial Advisors, Inc. | 469,132 | 529,668 | +60,536 (+12.9%) |
| DiNuzzo Private Wealth, Inc. | 1,688,254 | 1,815,929 | +127,675 (+7.6%) |
| JMG Financial Group, Ltd. | 5,355,327 | 5,701,658 | +346,331 (+6.5%) |
| North Ridge Wealth Advisors, Inc. | 271,499 | 293,297 | +21,798 (+8.0%) |
| WPWealth LLP | 868,907 | 931,457 | +62,550 (+7.2%) |
| Aspen Capital Management, LLC | 500,144 | 540,988 | +40,844 (+8.2%) |
| Integris Wealth Management, LLC | 555,499 | 594,268 | +38,769 (+7.0%) |
| New Dimensions Wealth Management, LLC | 181,282 | 193,736 | +12,454 (+6.9%) |
| Balanced Rock Investment Advisors LLC | 156,992 | 171,195 | +14,203 (+9.0%) |
| BRIGHTON JONES LLC | 2,399,150 | 2,611,200 | +212,050 (+8.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MASTER'S WEALTH MANAGEMENT INC. | 284,228 | 47,704 | -236,524 (-83.2%) |
| Parkshore Wealth Management, Inc. | 387,241 | 288,934 | -98,307 (-25.4%) |
| Total Wealth Planning, LLC | 614,754 | 30,217 | -584,537 (-95.1%) |
| KM Capital Management Ltd. | 58,188 | 29,670 | -28,518 (-49.0%) |
| Tactive Advisors, LLC | 92,727 | 57,426 | -35,301 (-38.1%) |
| Buckingham Strategic Partners | 958,623 | 68,386 | -890,237 (-92.9%) |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 90,872 | 54,359 | -36,513 (-40.2%) |
| McGrath & Associates, Inc. | 22,725 | 19,490 | -3,235 (-14.2%) |
| Trust Co of the South | 87,016 | 47,633 | -39,383 (-45.3%) |
| Cypress Point Wealth Management, LLC | 72,690 | 44,672 | -28,018 (-38.5%) |
| New Capital Management LP | 156,906 | 148,535 | -8,371 (-5.3%) |
| Hutchens & Kramer Investment Management Group, LLC | 24,091 | 13,445 | -10,646 (-44.2%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 123,283 | 65,349 | -57,934 (-47.0%) |
| Timonier Family Office, LTD. | 56,547 | 51,428 | -5,119 (-9.1%) |
| CLIENT 1ST ADVISORY GROUP, LLC | 20,112 | 13,757 | -6,355 (-31.6%) |
| Foundation Wealth Management, LLC\PA | 28,078 | 23,898 | -4,180 (-14.9%) |
| LRI Investments, LLC | 139,094 | 129,964 | -9,130 (-6.6%) |
| EverSource Wealth Advisors, LLC | 204,646 | 186,954 | -17,692 (-8.6%) |
| Heritage Investment Group, Inc. | 39,882 | 36,460 | -3,422 (-8.6%) |
| DELAP WEALTH ADVISORY, LLC | 21,913 | 21,016 | -897 (-4.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Mach-1 Financial Group, LLC | 138,353 | $3,778 |
| Visionary Horizons, LLC | 40,358 | $1,102 |
| My Personal CFO, LLC | 28,078 | $767 |
| Vertex Planning Partners, LLC | 7,699 | $210 |
| IFG Advisory, LLC | 27,599 | $754 |
| OLD MISSION CAPITAL LLC | 21,993 | $601 |
| Brookstone Capital Management | 15,614 | $426 |
| CreativeOne Wealth, LLC | 7,789 | $213 |
| PRINCIPAL SECURITIES, INC. | 7,157 | $195 |
| HighTower Advisors, LLC | 10,857 | $297 |
| Advisory Services Network, LLC | 189 | $5 |