Ticker: DFAR CUSIP: 25434V823 Class: US REAL ESTATE E
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| North Berkeley Wealth Management, LLC | 167,397 | $3,834 |
| SUMMIT WEALTH GROUP LLC / CO | 191,499 | $4,386 |
| Pioneer Wealth Management Group | 24,176 | $554 |
| International Private Wealth Advisors LLC | 10,595 | $243 |
| Verisail Partners, LLC | 8,948 | $205 |
| TWO SIGMA INVESTMENTS, LP | 692,700 | $15,864 |
| EQ WEALTH ADVISORS, LLC | 3,365 | $77 |
| Greenspring Advisors, LLC | 16,406 | $376 |
| Diversify Advisory Services, LLC | 24,425 | $585 |
| Quadrature Capital Ltd | 60,091 | $1,376 |
| Sanctuary Advisors, LLC | 54,416 | $1,246 |
| Smartleaf Asset Management LLC | 10,232 | $236 |
| Quantinno Capital Management LP | 19,908 | $456 |
| KEYBANK NATIONAL ASSOCIATION/OH | 14,031 | $321 |
| D.A. DAVIDSON & CO. | 9,807 | $225 |
| D. E. Shaw & Co., Inc. | 16,623 | $381 |
| Tradewinds Capital Management, LLC | 353 | $8 |
| SRS Capital Advisors, Inc. | 525 | $12 |
| BANK OF MONTREAL /CAN/ | 90 | $2 |
| Triumph Capital Management | 24 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 2,198,522 | 2,375,621 | +177,099 (+8.1%) |
| Pillar Financial Advisors, LLC | 274,090 | 312,893 | +38,803 (+14.2%) |
| PINNEY & SCOFIELD, INC. | 333,430 | 373,392 | +39,962 (+12.0%) |
| GREAT OAK CAPITAL PARTNERS, LLC | 920,974 | 1,005,555 | +84,581 (+9.2%) |
| Fidato Wealth LLC | 490,659 | 523,417 | +32,758 (+6.7%) |
| Onyx Financial Advisors, LLC | 332,475 | 374,049 | +41,574 (+12.5%) |
| Rather & Kittrell, Inc. | 913,843 | 1,009,694 | +95,851 (+10.5%) |
| Wealth Dimensions Group, Ltd. | 566,884 | 648,822 | +81,938 (+14.5%) |
| Financial Harvest, LLC | 240,584 | 269,637 | +29,053 (+12.1%) |
| Moisand Fitzgerald Tamayo, LLC | 1,271,890 | 1,358,580 | +86,690 (+6.8%) |
| Vannoy Advisory Group, Inc. | 260,654 | 278,088 | +17,434 (+6.7%) |
| Root Financial Partners, LLC | 1,582,489 | 1,909,269 | +326,780 (+20.6%) |
| RAM Investment Partners, LLC | 1,314,870 | 1,355,398 | +40,528 (+3.1%) |
| United Wealth Management, LLC | 496,897 | 524,020 | +27,123 (+5.5%) |
| Timonier Family Office, LTD. | 384,378 | 406,986 | +22,608 (+5.9%) |
| Seneschal Advisors, LLC | 190,248 | 200,775 | +10,527 (+5.5%) |
| Oceanside Advisors LLC | 212,049 | 222,202 | +10,153 (+4.8%) |
| CURIO WEALTH, LLC | 243,300 | 267,970 | +24,670 (+10.1%) |
| Core Wealth Management, Inc. | 468,720 | 477,897 | +9,177 (+2.0%) |
| Vise Technologies, Inc. | 432,104 | 1,696,565 | +1,264,461 (+292.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 1,079,686 | 521,934 | -557,752 (-51.7%) |
| Brown Financial Advisory | 145,517 | 119,825 | -25,692 (-17.7%) |
| Bridgewater Advisors Inc. | 543,390 | 177,918 | -365,472 (-67.3%) |
| DecisionPoint Financial, LLC | 242,676 | 187,371 | -55,305 (-22.8%) |
| Ariadne Wealth Management, LP | 73,441 | 46,502 | -26,939 (-36.7%) |
| Aegis Wealth Management LLC | 47,523 | 29,151 | -18,372 (-38.7%) |
| Dynamic Advisor Solutions LLC | 413,300 | 302,980 | -110,320 (-26.7%) |
| First Financial Group Corp | 68,227 | 67,362 | -865 (-1.3%) |
| Vawter Financial, Ltd. | 57,479 | 52,616 | -4,863 (-8.5%) |
| TAGStone Capital, Inc. | 43,920 | 37,246 | -6,674 (-15.2%) |
| ENTREWEALTH, LLC | 31,665 | 26,775 | -4,890 (-15.4%) |
| SpringVest Wealth Management LLC | 26,803 | 23,738 | -3,065 (-11.4%) |
| Ruedi Wealth Management, Inc. | 166,944 | 165,232 | -1,712 (-1.0%) |
| Vantage Point Financial LLC | 55,109 | 51,357 | -3,752 (-6.8%) |
| Five Oceans Advisors | 24,322 | 18,239 | -6,083 (-25.0%) |
| Strategic Investment Solutions, Inc. /IL | 41,549 | 34,522 | -7,027 (-16.9%) |
| Magnolia Private Wealth, LLC | 12,908 | 10,540 | -2,368 (-18.3%) |
| WorthPointe, LLC | 21,142 | 16,305 | -4,837 (-22.9%) |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 205,410 | 187,732 | -17,678 (-8.6%) |
| Legacy Capital Wealth Partners, LLC | 33,396 | 27,539 | -5,857 (-17.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 174,724 | $4,167 |
| Hutchens & Kramer Investment Management Group, LLC | 10,055 | $240 |
| CLARIS ADVISORS, LLC / MO / | 8,713 | $204 |
| XY Planning Network, Inc. | 9,073 | $213 |
| Atria Investments, Inc | 73,741 | $1,759 |
| AXXCESS WEALTH MANAGEMENT, LLC | 11,621 | $277 |
| Global Retirement Partners, LLC | 45 | $1 |
| North Capital, Inc. | 8 | $0 |
| SJS Investment Consulting Inc. | 7 | $0 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $0 |