Ticker: DFSI CUSIP: 25434V690 Class: INTERNATIONAL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Trademark Financial Management, LLC | 17,943 | $769 |
| VESTIA PERSONAL WEALTH ADVISORS | 5,341 | $236 |
| Towneley Capital Management, Inc / DE | 4,974 | $213 |
| PINNEY & SCOFIELD, INC. | 1,113 | $48 |
| Heck Capital Advisors, LLC | 5,896 | $253 |
| Your Advocates Ltd., LLP | 1,460 | $63 |
| Rockwood Wealth Management, LLC | 4,700 | $201 |
| Clarity Asset Management, Inc. | 871 | $37 |
| Dunhill Financial, LLC | 820 | $35 |
| MISSION WEALTH MANAGEMENT, LP | 4,958 | $212 |
| Thrivent Financial for Lutherans | 147,974 | $6 |
| Larson Financial Group LLC | 2,542 | $109 |
| JNBA Financial Advisors | 922 | $40 |
| BANK OF AMERICA CORP /DE/ | 522 | $22 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 299 | $13 |
| Cambridge Investment Research Advisors, Inc. | 5,874 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Five Oceans Advisors | 346,434 | 390,299 | +43,865 (+12.7%) |
| Francis Financial, Inc. | 704,936 | 741,881 | +36,945 (+5.2%) |
| Citrine Capital LLC | 347,565 | 357,330 | +9,765 (+2.8%) |
| AWM CAPITAL, LLC | 824,453 | 865,288 | +40,835 (+5.0%) |
| QUARRY HILL ADVISORS, LLC | 104,814 | 121,563 | +16,749 (+16.0%) |
| Allodium Investment Consultants, LLC | 188,210 | 191,922 | +3,712 (+2.0%) |
| Balanced Rock Investment Advisors LLC | 212,342 | 215,035 | +2,693 (+1.3%) |
| MASECO LLP | 903,184 | 946,932 | +43,748 (+4.8%) |
| HILL ISLAND FINANCIAL LLC | 192,305 | 198,493 | +6,188 (+3.2%) |
| Henrickson Nauta Wealth Advisors, Inc. | 44,683 | 91,744 | +47,061 (+105.3%) |
| Greenspring Advisors, LLC | 204,413 | 211,590 | +7,177 (+3.5%) |
| Wealth Architects, LLC | 124,380 | 155,234 | +30,854 (+24.8%) |
| Simplicity Wealth,LLC | 23,009 | 82,970 | +59,961 (+260.6%) |
| Aspen Capital Management, LLC | 85,314 | 91,657 | +6,343 (+7.4%) |
| Babb Wealth Advisors LLC | 20,229 | 24,341 | +4,112 (+20.3%) |
| Angeles Investment Advisors, LLC | 72,060 | 106,160 | +34,100 (+47.3%) |
| Equita Financial Network, Inc. | 43,566 | 49,221 | +5,655 (+13.0%) |
| MB Generational Wealth, LLC | 35,046 | 37,228 | +2,182 (+6.2%) |
| North Ridge Wealth Advisors, Inc. | 14,087 | 17,689 | +3,602 (+25.6%) |
| RAM Investment Partners, LLC | 118,105 | 121,930 | +3,825 (+3.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LongView Asset Management LLC | 440,495 | 423,719 | -16,776 (-3.8%) |
| Archer Investment Management, LLC | 81,571 | 61,817 | -19,754 (-24.2%) |
| Abacus Wealth Partners, LLC | 588,810 | 582,626 | -6,184 (-1.1%) |
| Retirement Solution LLC | 361,180 | 355,427 | -5,753 (-1.6%) |
| New Capital Management LP | 186,641 | 181,948 | -4,693 (-2.5%) |
| Cambridge Financial Group, LLC | 56,425 | 46,692 | -9,733 (-17.2%) |
| Planning Center, Inc. | 207,933 | 190,420 | -17,513 (-8.4%) |
| McGrath & Associates, Inc. | 12,299 | 11,212 | -1,087 (-8.8%) |
| Triune Financial Partners, LLC | 111,467 | 109,734 | -1,733 (-1.6%) |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 10,976 | 8,754 | -2,222 (-20.2%) |
| FLOW TRADERS U.S. LLC | 84,849 | 13,149 | -71,700 (-84.5%) |
| Syverson Strege & Co | 45,937 | 43,714 | -2,223 (-4.8%) |
| BetterWealth, LLC | 28,613 | 26,606 | -2,007 (-7.0%) |
| DEFINE FINANCIAL, LLC | 10,047 | 9,199 | -848 (-8.4%) |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20,703 | 18,454 | -2,249 (-10.9%) |
| Buckingham Strategic Partners | 157,898 | 131,428 | -26,470 (-16.8%) |
| True Wealth Design, LLC | 8,470 | 7,028 | -1,442 (-17.0%) |
| Tanager Wealth Management LLP | 12,654 | 9,782 | -2,872 (-22.7%) |
| DiNuzzo Private Wealth, Inc. | 29,206 | 27,275 | -1,931 (-6.6%) |
| GRAND WEALTH MANAGEMENT, LLC | 17,585 | 17,249 | -336 (-1.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 13,801 | $565 |
| BRIGHTON JONES LLC | 70,495 | $2,887 |
| PFG Private Wealth Management, LLC | 5,752 | $236 |
| Fund Evaluation Group, LLC | 13,534 | $554 |
| Tortoise Investment Management, LLC | 2,420 | $99 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73,412 | $3,006 |
| GOLDMAN SACHS GROUP INC | 12,333 | $505 |
| ENVESTNET ASSET MANAGEMENT INC | 7,248 | $297 |
| UBS Group AG | 305 | $12 |