Ticker: DFSE CUSIP: 25434V682 Class: EMERGING MARKETS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| XY Planning Network, Inc. | 5,421 | $225 |
| WPWealth LLP | 4,843 | $201 |
| Bridgewater Advisors Inc. | 6,474 | $282 |
| Vise Technologies, Inc. | 6,973 | $289 |
| MISSION WEALTH MANAGEMENT, LP | 5,097 | $211 |
| Thrivent Financial for Lutherans | 128,736 | $5 |
| Mariner, LLC | 10,642 | $441 |
| CAPTRUST FINANCIAL ADVISORS | 6,993 | $290 |
| Larson Financial Group LLC | 1,423 | $59 |
| Creative Planning | 5,151 | $214 |
| Kestra Advisory Services, LLC | 1,862 | $77 |
| JNBA Financial Advisors | 339 | $14 |
| US BANCORP \DE\ | 824 | $34 |
| UBS Group AG | 255 | $11 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Five Oceans Advisors | 417,134 | 433,525 | +16,391 (+3.9%) |
| AWM CAPITAL, LLC | 675,590 | 716,841 | +41,251 (+6.1%) |
| Citrine Capital LLC | 313,373 | 318,401 | +5,028 (+1.6%) |
| Balanced Rock Investment Advisors LLC | 87,655 | 89,609 | +1,954 (+2.2%) |
| QUARRY HILL ADVISORS, LLC | 37,558 | 48,215 | +10,657 (+28.4%) |
| Greenspring Advisors, LLC | 133,416 | 149,790 | +16,374 (+12.3%) |
| Henrickson Nauta Wealth Advisors, Inc. | 18,696 | 38,106 | +19,410 (+103.8%) |
| MASECO LLP | 558,185 | 573,639 | +15,454 (+2.8%) |
| Equita Financial Network, Inc. | 21,220 | 28,476 | +7,256 (+34.2%) |
| Wealth Architects, LLC | 146,481 | 157,775 | +11,294 (+7.7%) |
| DRIVE WEALTH MANAGEMENT, LLC | 59,959 | 66,064 | +6,105 (+10.2%) |
| Simplicity Wealth,LLC | 11,460 | 36,298 | +24,838 (+216.7%) |
| MB Generational Wealth, LLC | 16,574 | 18,397 | +1,823 (+11.0%) |
| Longview Financial Advisors LLC | 35,093 | 35,991 | +898 (+2.6%) |
| Babb Wealth Advisors LLC | 9,197 | 11,004 | +1,807 (+19.6%) |
| North Ridge Wealth Advisors, Inc. | 11,466 | 13,186 | +1,720 (+15.0%) |
| Pathstone Holdings, LLC | 340,812 | 515,409 | +174,597 (+51.2%) |
| Cambridge Financial Group, LLC | 32,182 | 33,830 | +1,648 (+5.1%) |
| RAM Investment Partners, LLC | 65,814 | 67,844 | +2,030 (+3.1%) |
| Pure Financial Advisors, LLC | 80,816 | 109,056 | +28,240 (+34.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Klaas Financial Asset Advisors, LLC | 51,278 | 48,601 | -2,677 (-5.2%) |
| Triune Financial Partners, LLC | 46,246 | 45,151 | -1,095 (-2.4%) |
| Creative Capital Management Investments LLC | 9,657 | 8,098 | -1,559 (-16.1%) |
| BetterWealth, LLC | 14,459 | 12,528 | -1,931 (-13.4%) |
| Planning Center, Inc. | 41,181 | 37,627 | -3,554 (-8.6%) |
| Cordant, Inc. | 32,010 | 31,660 | -350 (-1.1%) |
| Wealth Management Strategies, Inc. | 9,263 | 8,921 | -342 (-3.7%) |
| Buckingham Strategic Partners | 62,239 | 54,346 | -7,893 (-12.7%) |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 9,315 | 8,533 | -782 (-8.4%) |
| EnRich Financial Partners LLC | 9,248 | 8,716 | -532 (-5.8%) |
| JANE STREET GROUP, LLC | 75,156 | 23,248 | -51,908 (-69.1%) |
| Syverson Strege & Co | 14,212 | 13,706 | -506 (-3.6%) |
| Focus Partners Wealth | 542,461 | 533,465 | -8,996 (-1.7%) |
| EP Wealth Advisors, LLC | 16,707 | 10,856 | -5,851 (-35.0%) |
| Addison Advisors LLC | 23,974 | 23,734 | -240 (-1.0%) |
| Farther Finance Advisors, LLC | 16,222 | 13,003 | -3,219 (-19.8%) |
| NWAM LLC | 19,069 | 18,107 | -962 (-5.0%) |
| OneDigital Investment Advisors LLC | 65,662 | 63,481 | -2,181 (-3.3%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 86,863 | 84,618 | -2,245 (-2.6%) |
| HARBOUR INVESTMENTS, INC. | 9,336 | 8,249 | -1,087 (-11.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BRIGHTON JONES LLC | 72,881 | $2,995 |
| My Personal CFO, LLC | 6,350 | $261 |
| North Capital, Inc. | 1,001 | $41 |
| Tortoise Investment Management, LLC | 1,720 | $71 |