Ticker: DFSV CUSIP: 25434V815 Class: Mutual Funds
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Waterford Advisors, LLC | 279,065 | $10,063 |
| B&D White Capital Company, LLC | 157,148 | $5,169 |
| HARBOUR INVESTMENTS, INC. | 684,890 | $22,526 |
| SUMMIT WEALTH GROUP LLC / CO | 123,025 | $4,046 |
| LJI Wealth Management, LLC | 78,317 | $2,576 |
| Eldridge Investment Advisors, Inc. | 31,656 | $1,041 |
| RTD Financial Advisors, Inc. | 26,021 | $856 |
| tru Independence LLC | 10,514 | $346 |
| Triumph Capital Management | 10,698 | $352 |
| Global Financial Private Client, LLC | 6,298 | $207 |
| Fortis Capital Advisors, LLC | 12,655 | $416 |
| Smartleaf Asset Management LLC | 31,985 | $1,062 |
| Dakota Wealth Management | 65,569 | $2,157 |
| Baker Ellis Asset Management LLC | 8,000 | $263 |
| AXXCESS WEALTH MANAGEMENT, LLC | 36,698 | $1,207 |
| Geometric Wealth Advisors | 6,440 | $212 |
| Richardson Capital Management LLC | 1,927 | $63 |
| Belpointe Asset Management LLC | 12,655 | $416 |
| Brooklyn Investment Group | 6,222 | $207 |
| SAX WEALTH ADVISORS, LLC | 7,981 | $262 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Clarity Wealth Development LLC | 403,900 | 453,367 | +49,467 (+12.2%) |
| VESTIA PERSONAL WEALTH ADVISORS | 231,114 | 280,061 | +48,947 (+21.2%) |
| Foundation Wealth Management, LLC\PA | 333,662 | 400,037 | +66,375 (+19.9%) |
| Savant Capital, LLC | 13,293,613 | 16,083,198 | +2,789,585 (+21.0%) |
| SCRATCH CAPITAL LLC | 350,953 | 376,351 | +25,398 (+7.2%) |
| Arista Wealth Management, LLC | 1,972,858 | 2,079,167 | +106,309 (+5.4%) |
| Leading Edge Financial Planning LLC | 854,981 | 923,964 | +68,983 (+8.1%) |
| Seaside Wealth Management, Inc. | 845,116 | 887,728 | +42,612 (+5.0%) |
| SENTINEL WEALTH MANAGEMENT, INC. | 239,196 | 255,418 | +16,222 (+6.8%) |
| Wealth Dimensions Group, Ltd. | 500,653 | 555,493 | +54,840 (+11.0%) |
| Integrity Advisory Solutions, LLC | 715,559 | 795,935 | +80,376 (+11.2%) |
| Alpha Financial Advisors, LLC | 496,998 | 529,912 | +32,914 (+6.6%) |
| Schubert & Co | 79,911 | 98,092 | +18,181 (+22.8%) |
| Timonier Family Office, LTD. | 402,346 | 431,045 | +28,699 (+7.1%) |
| Equita Financial Network, Inc. | 559,696 | 590,753 | +31,057 (+5.5%) |
| V2 Financial group LLC | 74,522 | 123,459 | +48,937 (+65.7%) |
| Wealth Advisors Northwest LLC | 502,244 | 524,670 | +22,426 (+4.5%) |
| Abel Hall, LLC | 307,219 | 319,571 | +12,352 (+4.0%) |
| JMG Financial Group, Ltd. | 5,613,124 | 5,832,420 | +219,296 (+3.9%) |
| Financial Architects, LLC | 304,365 | 320,990 | +16,625 (+5.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Total Wealth Planning, LLC | 510,370 | 32,598 | -477,772 (-93.6%) |
| KEYVANTAGE WEALTH, LLC | 173,018 | 53,274 | -119,744 (-69.2%) |
| Avant Financial Advisors LLC | 326,860 | 314,848 | -12,012 (-3.7%) |
| Safeguard Investment Advisory Group, LLC | 690,490 | 654,229 | -36,261 (-5.3%) |
| EQ WEALTH ADVISORS, LLC | 231,864 | 221,760 | -10,104 (-4.4%) |
| RCS Financial Planning, LLC | 308,912 | 293,376 | -15,536 (-5.0%) |
| Private Wealth Management Group, LLC | 393,352 | 370,835 | -22,517 (-5.7%) |
| Root Financial Partners, LLC | 876,671 | 617,486 | -259,185 (-29.6%) |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1,005,881 | 984,078 | -21,803 (-2.2%) |
| Freedom Investment Management, Inc. | 316,121 | 306,518 | -9,603 (-3.0%) |
| Physician Wealth Solutions Inc. | 434,313 | 428,333 | -5,980 (-1.4%) |
| Well Done, LLC | 439,551 | 428,720 | -10,831 (-2.5%) |
| Aegis Wealth Management LLC | 55,937 | 39,252 | -16,685 (-29.8%) |
| Oak Wealth Advisors LLC | 92,174 | 87,479 | -4,695 (-5.1%) |
| Pettinga Financial Advisors, LLC | 177,008 | 153,554 | -23,454 (-13.3%) |
| Nalls Sherbakoff Group, LLC | 70,613 | 66,401 | -4,212 (-6.0%) |
| Daner Wealth Management, LLC | 51,302 | 43,484 | -7,818 (-15.2%) |
| LAM GROUP, INC. | 100,990 | 98,990 | -2,000 (-2.0%) |
| SC&H Financial Advisors, Inc. | 90,626 | 54,479 | -36,147 (-39.9%) |
| Grant Private Wealth Management Inc | 62,031 | 57,593 | -4,438 (-7.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 333,662 | $10,624 |
| Mach-1 Financial Group, LLC | 715,559 | $22,783 |
| Tandem Financial, LLC | 16,358 | $521 |
| Kovitz Investment Group Partners, LLC | 481,236 | $15,323 |
| TWO SIGMA SECURITIES, LLC | 16,160 | $515 |
| Integrated Wealth Concepts LLC | 90,369 | $2,877 |
| Dynamic Advisor Solutions LLC | 29,482 | $939 |
| Ausdal Financial Partners, Inc. | 18,153 | $578 |
| Main Street Financial Solutions, LLC | 10,040 | $320 |
| XTX Topco Ltd | 14,478 | $461 |
| RENAISSANCE TECHNOLOGIES LLC | 44,400 | $1,414 |
| Ashton Thomas Private Wealth, LLC | 6,593 | $210 |
| North Capital, Inc. | 251 | $8 |
| Larson Financial Group LLC | 923 | $29 |
| TruNorth Capital Management, LLC | 372 | $12 |
| GPS Wealth Strategies Group, LLC | 324 | $10 |
| Tower Research Capital LLC (TRC) | 44 | $1 |
| HRT FINANCIAL LP | 8,478 | $0 |