Ticker: DFAC CUSIP: 25434V708 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TrueWealth Financial Partners | 162,753 | $6,443 |
| SUMMIT WEALTH GROUP LLC / CO | 92,480 | $3,661 |
| L2 Asset Management, LLC | 73,846 | $2,924 |
| Claris Financial LLC | 17,198 | $681 |
| SRS Capital Advisors, Inc. | 330,859 | $13,099 |
| Maia Wealth LLC | 41,183 | $1,674 |
| Global Financial Private Client, LLC | 15,544 | $615 |
| Empire Financial Management Company, LLC | 21,537 | $853 |
| Fortis Capital Advisors, LLC | 28,458 | $1,127 |
| ROGCO, LP | 12,760 | $505 |
| MAYPORT, LLC | 19,005 | $752 |
| VICTORY FINANCIAL GROUP, LLC | 28,814 | $1,141 |
| Quadcap Wealth Management, LLC | 25,223 | $999 |
| Signal Advisors Wealth, LLC | 33,097 | $1,310 |
| CALTON & ASSOCIATES, INC. | 16,274 | $644 |
| O'Brien Wealth Partners LLC | 17,820 | $705 |
| Silver Grove Financial Group, Inc. | 2,964 | $117 |
| R.P. Boggs & Co. | 5,330 | $211 |
| Forefront Wealth Partners, LLC | 6,502 | $257 |
| Capital Planning Advisors, LLC | 14,598 | $578 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Greenspring Advisors, LLC | 7,605,462 | 13,253,011 | +5,647,549 (+74.3%) |
| Pollock Investment Advisors, LLC | 160,968 | 359,703 | +198,735 (+123.5%) |
| Wolfstich Capital, LLC | 401,502 | 738,437 | +336,935 (+83.9%) |
| Prudent Man Investment Management, Inc. | 1,498,636 | 2,383,883 | +885,247 (+59.1%) |
| Momentous Wealth Management, Inc. | 840,885 | 1,044,688 | +203,803 (+24.2%) |
| Buckingham Strategic Partners | 11,163,173 | 15,939,127 | +4,775,954 (+42.8%) |
| Symmetry Partners, LLC | 3,998,621 | 6,500,481 | +2,501,860 (+62.6%) |
| Henrickson Nauta Wealth Advisors, Inc. | 2,027,258 | 4,365,195 | +2,337,937 (+115.3%) |
| MASTER'S WEALTH MANAGEMENT INC. | 1,765,959 | 1,874,718 | +108,759 (+6.2%) |
| Acorn Wealth Advisors, LLC | 250,185 | 447,300 | +197,115 (+78.8%) |
| CAPSTONE CAPITAL LLC | 1,722,332 | 1,815,402 | +93,070 (+5.4%) |
| Note Advisors, LLC | 137,843 | 246,533 | +108,690 (+78.9%) |
| Abel Hall, LLC | 1,034,273 | 1,058,653 | +24,380 (+2.4%) |
| XY Planning Network, Inc. | 456,678 | 917,707 | +461,029 (+101.0%) |
| MB Generational Wealth, LLC | 100,120 | 193,836 | +93,716 (+93.6%) |
| CONQUIS FINANCIAL LLC | 202,814 | 263,702 | +60,888 (+30.0%) |
| Smartleaf Asset Management LLC | 227,421 | 1,598,205 | +1,370,784 (+602.8%) |
| Discipline Wealth Solutions, LLC | 1,122,928 | 1,600,389 | +477,461 (+42.5%) |
| Schubert & Co | 497,143 | 525,961 | +28,818 (+5.8%) |
| Strathmore Capital Advisors, Inc. | 1,159,348 | 1,409,282 | +249,934 (+21.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Mach-1 Financial Group, LLC | 2,478,924 | 8,692 | -2,470,232 (-99.6%) |
| Baring Financial LLC | 152,276 | 16,268 | -136,008 (-89.3%) |
| WealthSpring Partners, LLC | 498,051 | 286,312 | -211,739 (-42.5%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,025,732 | 2,826,409 | -1,199,323 (-29.8%) |
| WorthPointe, LLC | 1,744,096 | 1,723,318 | -20,778 (-1.2%) |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 361,319 | 162,156 | -199,163 (-55.1%) |
| McCarthy Asset Management, Inc. | 159,061 | 106,985 | -52,076 (-32.7%) |
| CAPITAL PERFORMANCE ADVISORS LLP | 1,499,464 | 1,475,990 | -23,474 (-1.6%) |
| Strategic Investment Solutions, Inc. /IL | 309,936 | 202,669 | -107,267 (-34.6%) |
| Austin Asset Management Co Inc | 4,082,692 | 4,033,193 | -49,499 (-1.2%) |
| Trellis Wealth Advisors LLC | 1,017,104 | 955,750 | -61,354 (-6.0%) |
| Meridian Wealth Partners, LLC | 2,650,924 | 2,487,016 | -163,908 (-6.2%) |
| Safeguard Investment Advisory Group, LLC | 2,294,491 | 2,180,942 | -113,549 (-4.9%) |
| Conrad Siegel Investment Advisors, Inc. | 3,063,588 | 3,031,043 | -32,545 (-1.1%) |
| Planning Center, Inc. | 2,070,106 | 1,921,660 | -148,446 (-7.2%) |
| JP Wealth Management, Inc. | 828,444 | 809,294 | -19,150 (-2.3%) |
| ShankerValleau Wealth Advisors, Inc. | 2,261,087 | 2,225,592 | -35,495 (-1.6%) |
| Efficient Advisors, LLC | 1,601,452 | 1,326,179 | -275,273 (-17.2%) |
| Altiora Financial Group, LLC | 2,964,605 | 2,901,645 | -62,960 (-2.1%) |
| RCS Financial Planning, LLC | 743,613 | 706,410 | -37,203 (-5.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 325,976 | $12,573 |
| PFG Private Wealth Management, LLC | 150,851 | $5,818 |
| Tandem Financial, LLC | 63,795 | $2,461 |
| Main Street Financial Solutions, LLC | 103,233 | $3,982 |
| Emprise Bank | 17,959 | $693 |
| FSC Wealth Advisors, LLC | 6,907 | $266 |
| Wealthcare Capital Partners, LLC | 7,836 | $302 |
| INNEALTA CAPITAL, LLC | 6,452 | $249 |
| Gilbert & Cook, Inc. | 20,143 | $777 |
| Abundance Wealth Counselors | 14,223 | $549 |
| GPS Wealth Strategies Group, LLC | 13,263 | $512 |
| WMG Financial Advisors, LLC | 6,199 | $239 |
| Goepper Burkhardt LLC | 5,452 | $210 |
| Arbor Investment Advisors, LLC | 9,832 | $379 |
| TWO SIGMA SECURITIES, LLC | 8,283 | $319 |
| Kovitz Investment Group Partners, LLC | 115,621 | $4,460 |
| GTS SECURITIES LLC | 25,652 | $989 |
| Sovereign Financial Group, Inc. | 5,293 | $204 |
| ORRSTOWN FINANCIAL SERVICES INC | 5,288 | $204 |
| Well Done, LLC | 5,437 | $210 |