Ticker: DFUV CUSIP: 25434V724 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Triumph Capital Management | 55,579 | $2,589 |
| Evensky & Katz LLC | 115,447 | $5 |
| Laird Norton Wetherby Trust Company, LLC | 65,323 | $3,043 |
| Heritage Wealth Management, Inc. /CA/ | 4,459 | $208 |
| SUMMIT WEALTH GROUP LLC / CO | 17,369 | $809 |
| Klingman & Associates, LLC | 31,457 | $1,466 |
| THREADGILL FINANCIAL, LLC | 4,362 | $203 |
| Lodestone Wealth Management LLC | 4,219 | $197 |
| BOS Asset Management, LLC | 6,128 | $286 |
| O'Brien Wealth Partners LLC | 10,960 | $511 |
| SMITH CHAS P & ASSOCIATES PA CPAS | 18,697 | $871 |
| Diversify Advisory Services, LLC | 25,118 | $1,218 |
| Henrickson Nauta Wealth Advisors, Inc. | 4,894 | $236 |
| Capital Planning Advisors, LLC | 6,738 | $314 |
| Centric Wealth Management | 4,093 | $202 |
| HORAN Wealth, LLC | 4,611 | $215 |
| Royal Fund Management, LLC | 4,703 | $219 |
| Continuum Advisory, LLC | 4,441 | $207 |
| London & Capital Asset Management Ltd | 19,160 | $892 |
| ANDERSON HOAGLAND & CO | 4,303 | $200 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Verus Financial Partners, Inc. | 26,409 | 597,541 | +571,132 (+2162.6%) |
| CAPITAL PERFORMANCE ADVISORS LLP | 533,531 | 797,379 | +263,848 (+49.5%) |
| Prudent Man Investment Management, Inc. | 451,218 | 480,048 | +28,830 (+6.4%) |
| M Holdings Securities, Inc. | 19,176 | 659,432 | +640,256 (+3338.8%) |
| WorthPointe, LLC | 534,861 | 565,215 | +30,354 (+5.7%) |
| AG Asset Advisory, LLC | 81,285 | 102,231 | +20,946 (+25.8%) |
| TCI Wealth Advisors, Inc. | 3,041,107 | 3,319,491 | +278,384 (+9.2%) |
| CLUNE & ASSOCIATES, LTD. | 455,670 | 540,018 | +84,348 (+18.5%) |
| Disciplined Equity Management, Inc. | 772,762 | 802,309 | +29,547 (+3.8%) |
| Smartleaf Asset Management LLC | 40,632 | 826,929 | +786,297 (+1935.2%) |
| Buckingham Strategic Partners | 3,778,650 | 4,636,422 | +857,772 (+22.7%) |
| Parkwoods Wealth Partners, LLC | 924,248 | 942,335 | +18,087 (+2.0%) |
| WPWealth LLP | 536,318 | 580,288 | +43,970 (+8.2%) |
| KEB ASSET MANAGEMENT, LLC | 793,705 | 828,285 | +34,580 (+4.4%) |
| Schoolcraft Capital LLC | 1,046,138 | 1,064,945 | +18,807 (+1.8%) |
| MERCER GLOBAL ADVISORS INC /ADV | 38,135,706 | 39,863,226 | +1,727,520 (+4.5%) |
| Kooman & Associates | 456,957 | 468,453 | +11,496 (+2.5%) |
| BAYSHORE ASSET MANAGEMENT, LLC | 505,967 | 513,951 | +7,984 (+1.6%) |
| Burk Holdings LLC | 211,669 | 217,007 | +5,338 (+2.5%) |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,881,660 | 3,058,248 | +176,588 (+6.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| McMill Wealth Management | 713,540 | 352,175 | -361,365 (-50.6%) |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 310,665 | 165,380 | -145,285 (-46.8%) |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 303,328 | 259,133 | -44,195 (-14.6%) |
| Root Financial Partners, LLC | 1,005,619 | 663,011 | -342,608 (-34.1%) |
| Heritage Investment Group, Inc. | 919,965 | 870,598 | -49,367 (-5.4%) |
| Symmetry Partners, LLC | 628,491 | 586,045 | -42,446 (-6.8%) |
| Wescott Financial Advisory Group, LLC | 849,891 | 770,002 | -79,889 (-9.4%) |
| Aegis Wealth Management LLC | 163,952 | 147,057 | -16,895 (-10.3%) |
| Pillar Financial Advisors, LLC | 351,401 | 339,248 | -12,153 (-3.5%) |
| Timonier Family Office, LTD. | 788,770 | 765,891 | -22,879 (-2.9%) |
| Meritas Wealth Management, LLC | 579,141 | 563,721 | -15,420 (-2.7%) |
| Team Hewins, LLC | 986,089 | 971,148 | -14,941 (-1.5%) |
| Index Fund Advisors, Inc. | 5,827,280 | 5,733,670 | -93,610 (-1.6%) |
| Ruedi Wealth Management, Inc. | 350,596 | 333,365 | -17,231 (-4.9%) |
| Planning Center, Inc. | 798,856 | 758,134 | -40,722 (-5.1%) |
| Plancorp, LLC | 5,836,699 | 5,720,442 | -116,257 (-2.0%) |
| PINNEY & SCOFIELD, INC. | 325,421 | 319,499 | -5,922 (-1.8%) |
| Shearwater Capital LLC | 141,244 | 134,352 | -6,892 (-4.9%) |
| New Dimensions Wealth Management, LLC | 284,232 | 279,039 | -5,193 (-1.8%) |
| BAKER BOYER NATIONAL BANK | 452,214 | 443,276 | -8,938 (-2.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 55,093 | $2,462 |
| Total Wealth Planning, LLC | 113,917 | $5,091 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 55,472 | $2,479 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,798 | $795 |
| PFG Private Wealth Management, LLC | 7,726 | $345 |
| Arlington Financial Advisors, LLC | 17,905 | $800 |
| TABLEAUX LLC | 6,016 | $269 |
| LIBERTY WEALTH MANAGEMENT LLC | 10,787 | $482 |
| CALDWELL SUTTER CAPITAL, INC. | 2,700 | $121 |
| BRIGHTON JONES LLC | 27,807 | $1,243 |
| JPL Wealth Management, LLC | 3,662 | $164 |
| Hill Investment Group Partners, LLC | 4,713 | $211 |
| SteelPeak Wealth, LLC | 9,582 | $428 |
| Gerber Kawasaki Wealth & Investment Management | 8,704 | $389 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 8,538 | $382 |
| Icon Wealth Advisors, LLC | 3,275 | $146 |
| Ameritas Advisory Services, LLC | 3,464 | $155 |
| BRIDGES INVESTMENT MANAGEMENT INC | 8,794 | $393 |
| CITADEL ADVISORS LLC | 33,241 | $1,486 |
| GOLDMAN SACHS GROUP INC | 5,685 | $254 |