Ticker: DFEM CUSIP: 25434V732 Class: EMERGING MKTS CO
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| FIRST FINANCIAL BANK - TRUST DIVISION | 830,017 | $27,457 |
| Elite Life Management LLC | 27,737 | $1,004 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 35,199 | $1,274 |
| SRS Capital Advisors, Inc. | 604,679 | $20,003 |
| Security Financial Services, INC. | 58,336 | $1,930 |
| Empire Financial Management Company, LLC | 39,388 | $1,303 |
| Graves Light Lenhart Wealth, Inc. | 53,112 | $1,757 |
| SHUFRO ROSE & CO LLC | 62,339 | $2,062 |
| Riverbend Wealth Management, LLC | 8,385 | $277 |
| Babb Wealth Advisors LLC | 7,485 | $248 |
| RTD Financial Advisors, Inc. | 20,423 | $676 |
| Fortis Capital Management LLC | 15,385 | $509 |
| Vise Technologies, Inc. | 41,013 | $1,357 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 6,204 | $205 |
| ROGCO, LP | 3,887 | $129 |
| Waverly Advisors, LLC | 64,799 | $2,144 |
| Brooklyn Investment Group | 11,088 | $367 |
| SUMMIT WEALTH GROUP LLC / CO | 6,384 | $211 |
| Index Fund Advisors, Inc. | 13,501 | $447 |
| Signal Advisors Wealth, LLC | 7,088 | $234 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Greenspring Advisors, LLC | 421,458 | 2,300,755 | +1,879,297 (+445.9%) |
| HBK Sorce Advisory LLC | 82,244 | 3,118,513 | +3,036,269 (+3691.8%) |
| Peterson Wealth Advisors, LLC | 211,327 | 710,661 | +499,334 (+236.3%) |
| Prospect Financial Group LLC | 247,311 | 321,766 | +74,455 (+30.1%) |
| Henrickson Nauta Wealth Advisors, Inc. | 390,079 | 911,656 | +521,577 (+133.7%) |
| Symmetry Partners, LLC | 463,651 | 1,430,647 | +966,996 (+208.6%) |
| Rockwood Wealth Management, LLC | 1,862,470 | 2,093,063 | +230,593 (+12.4%) |
| HMV Wealth Advisors, LLC | 277,055 | 317,101 | +40,046 (+14.5%) |
| Clarity Wealth Development LLC | 198,772 | 224,048 | +25,276 (+12.7%) |
| Truepoint, Inc. | 4,439,337 | 4,997,417 | +558,080 (+12.6%) |
| Buckingham Strategic Partners | 6,015,750 | 7,017,528 | +1,001,778 (+16.7%) |
| Discipline Wealth Solutions, LLC | 369,842 | 424,214 | +54,372 (+14.7%) |
| CogentBlue Wealth Advisors, LLC | 109,685 | 129,920 | +20,235 (+18.4%) |
| Friday Financial | 235,132 | 277,011 | +41,879 (+17.8%) |
| Level Financial Advisors, Inc. | 313,736 | 361,010 | +47,274 (+15.1%) |
| KEB ASSET MANAGEMENT, LLC | 504,740 | 565,650 | +60,910 (+12.1%) |
| Leading Edge Financial Planning LLC | 778,972 | 830,825 | +51,853 (+6.7%) |
| Wealth Advisors Northwest LLC | 216,173 | 240,491 | +24,318 (+11.2%) |
| DecisionPoint Financial, LLC | 386,001 | 429,703 | +43,702 (+11.3%) |
| Equita Financial Network, Inc. | 467,038 | 503,023 | +35,985 (+7.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Total Wealth Planning, LLC | 1,844,234 | 100,344 | -1,743,890 (-94.6%) |
| ENZI WEALTH | 196,625 | 54,057 | -142,568 (-72.5%) |
| Miramar Fiduciary Corp | 1,015,741 | 983,777 | -31,964 (-3.1%) |
| KEYVANTAGE WEALTH, LLC | 259,991 | 218,386 | -41,605 (-16.0%) |
| CAPSTONE CAPITAL LLC | 543,642 | 529,203 | -14,439 (-2.7%) |
| GREAT OAK CAPITAL PARTNERS, LLC | 1,120,838 | 1,089,889 | -30,949 (-2.8%) |
| Premier Financial Group | 636,268 | 608,085 | -28,183 (-4.4%) |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 259,180 | 248,556 | -10,624 (-4.1%) |
| Heritage Financial Services, LLC | 1,790,493 | 1,741,258 | -49,235 (-2.7%) |
| Hassell Wealth Management, LLC | 411,788 | 401,317 | -10,471 (-2.5%) |
| Physician Wealth Solutions Inc. | 365,026 | 356,677 | -8,349 (-2.3%) |
| Hiley Hunt Wealth Management | 237,915 | 230,425 | -7,490 (-3.1%) |
| Stordahl Capital Management, Inc. | 665,029 | 648,861 | -16,168 (-2.4%) |
| FAMILY WEALTH PARTNERS, LLC | 311,684 | 302,430 | -9,254 (-3.0%) |
| New Dimensions Wealth Management, LLC | 368,430 | 364,199 | -4,231 (-1.1%) |
| Flagstone Financial Management | 504,148 | 492,792 | -11,356 (-2.3%) |
| Vannoy Advisory Group, Inc. | 329,363 | 324,658 | -4,705 (-1.4%) |
| Pinnacle Financial Group, LLC / IL | 684,426 | 675,774 | -8,652 (-1.3%) |
| SageOak Financial, LLC | 186,303 | 182,310 | -3,993 (-2.1%) |
| DiNuzzo Private Wealth, Inc. | 767,262 | 735,429 | -31,833 (-4.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 301,360 | $9,665 |
| Mach-1 Financial Group, LLC | 270,847 | $8,686 |
| Guardian Partners Inc. | 299,528 | $9,606 |
| CAPITAL PERFORMANCE ADVISORS LLP | 22,769 | $730 |
| Hoxton Planning & Management, LLC | 7,218 | $231 |
| Wealth Management Nebraska | 13,718 | $440 |
| Strategic Financial Concepts, LLC | 6,850 | $220 |
| PARK AVENUE SECURITIES LLC | 111,230 | $4 |
| JANE STREET GROUP, LLC | 600,000 | $19,242 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 619,405 | $19,864 |
| CITADEL ADVISORS LLC | 460,193 | $14,758 |
| Dynamic Advisor Solutions LLC | 7,536 | $242 |
| Pure Financial Advisors, LLC | 7,701 | $247 |
| PRINCIPAL SECURITIES, INC. | 3,929 | $126 |
| Squarepoint Ops LLC | 8,462 | $271 |
| MASSMUTUAL TRUST CO FSB/ADV | 706 | $23 |
| Aspect Partners, LLC | 50 | $2 |
| NATIXIS ADVISORS, L.P. | 29,707 | $1 |
| Kozak & Associates, Inc. | 1 | $0 |
| Family Manage LLC | 1 | $0 |