Ticker: DFNM CUSIP: 25434V849 Class: NATL MUN BD ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Waterford Advisors, LLC | 527,277 | $23,838 |
| Symmetry Partners, LLC | 1,326,778 | $63,911 |
| MAINSAIL ASSET MANAGEMENT, LLC | 100,881 | $4,859 |
| Kaufman Rossin Wealth, LLC | 7,947 | $383 |
| DELAP WEALTH ADVISORY, LLC | 7,387 | $356 |
| Acorn Wealth Advisors, LLC | 6,304 | $304 |
| LJI Wealth Management, LLC | 10,600 | $511 |
| Squire Investment Management Company, LLC | 5,344 | $257 |
| Investment Advisory Group, LLC | 5,875 | $283 |
| OLD MISSION CAPITAL LLC | 42,663 | $2,055 |
| Operose Advisors LLC | 3,209 | $155 |
| Inspire Advisors, LLC | 7,201 | $347 |
| Zhang Financial LLC | 12,000 | $578 |
| FLOW TRADERS U.S. LLC | 30,749 | $1 |
| Kestra Advisory Services, LLC | 29,235 | $1,408 |
| CITADEL ADVISORS LLC | 9,024 | $435 |
| Tradewinds Capital Management, LLC | 313 | $15 |
| Thrivent Financial for Lutherans | 31,626 | $2 |
| Larson Financial Group LLC | 125 | $6 |
| UBS Group AG | 21 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| 25 LLC | 64,372 | 202,601 | +138,229 (+214.7%) |
| Wheelhouse Advisory Group LLC | 154,996 | 226,824 | +71,828 (+46.3%) |
| DOPKINS WEALTH MANAGEMENT, LLC | 167,485 | 219,344 | +51,859 (+31.0%) |
| RAM Investment Partners, LLC | 414,648 | 509,229 | +94,581 (+22.8%) |
| Strathmore Capital Advisors, Inc. | 231,311 | 289,075 | +57,764 (+25.0%) |
| ENTREWEALTH, LLC | 168,214 | 202,926 | +34,712 (+20.6%) |
| Vestment Financial LLC | 253,856 | 284,600 | +30,744 (+12.1%) |
| Citrine Capital LLC | 142,390 | 166,538 | +24,148 (+17.0%) |
| Austin Wealth Management, LLC | 450,340 | 521,202 | +70,862 (+15.7%) |
| BCO Wealth Management LLC | 85,033 | 102,715 | +17,682 (+20.8%) |
| Rather & Kittrell, Inc. | 771,652 | 836,954 | +65,302 (+8.5%) |
| Yardley Wealth Management LLC | 284,228 | 302,487 | +18,259 (+6.4%) |
| Penney Financial, LLC | 31,737 | 88,305 | +56,568 (+178.2%) |
| Vested Financial Planning, LLC | 193,524 | 204,324 | +10,800 (+5.6%) |
| VESTIA PERSONAL WEALTH ADVISORS | 125,804 | 137,023 | +11,219 (+8.9%) |
| AWM CAPITAL, LLC | 653,511 | 700,642 | +47,131 (+7.2%) |
| Truepoint, Inc. | 2,859,809 | 2,974,080 | +114,271 (+4.0%) |
| Porter White Investment Advisors, Inc. | 160,175 | 168,955 | +8,780 (+5.5%) |
| Graves Light Lenhart Wealth, Inc. | 274,291 | 361,930 | +87,639 (+32.0%) |
| MBL Wealth, LLC | 680,415 | 707,095 | +26,680 (+3.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HFM Investment Advisors, LLC | 375,124 | 366,733 | -8,391 (-2.2%) |
| Compass Financial Group, Inc. | 170,078 | 166,430 | -3,648 (-2.1%) |
| Buckingham Strategic Partners | 830,728 | 8,411 | -822,317 (-99.0%) |
| Vermillion Wealth Management, Inc. | 76,998 | 66,271 | -10,727 (-13.9%) |
| Foster Group, Inc. | 1,491,283 | 1,465,775 | -25,508 (-1.7%) |
| White Wing Wealth Management | 22,496 | 12,202 | -10,294 (-45.8%) |
| Landmark Wealth Management, LLC | 41,976 | 31,604 | -10,372 (-24.7%) |
| GEM Asset Management, LLC | 67,259 | 64,816 | -2,443 (-3.6%) |
| Forza Wealth Management, LLC | 99,200 | 97,500 | -1,700 (-1.7%) |
| LEGACY FINANCIAL GROUP, INC. | 63,114 | 55,894 | -7,220 (-11.4%) |
| West Financial Advisors, LLC | 193,740 | 189,836 | -3,904 (-2.0%) |
| CogentBlue Wealth Advisors, LLC | 25,881 | 23,925 | -1,956 (-7.6%) |
| Integrity Wealth Solutions LLC | 18,022 | 14,039 | -3,983 (-22.1%) |
| Timonier Family Office, LTD. | 46,309 | 44,346 | -1,963 (-4.2%) |
| ROBERTS GLORE & CO INC /IL/ | 20,600 | 17,735 | -2,865 (-13.9%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 66,799 | 58,431 | -8,368 (-12.5%) |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 32,833 | 31,698 | -1,135 (-3.5%) |
| Mills Wealth Advisors LLC | 34,856 | 34,419 | -437 (-1.3%) |
| Physician Wealth Solutions Inc. | 16,067 | 15,360 | -707 (-4.4%) |
| Rehmann Capital Advisory Group | 14,671 | 9,384 | -5,287 (-36.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 18,022 | $865 |
| CPA Asset Management LLC | 15,869 | $761 |
| Oak Wealth Advisors LLC | 4,959 | $238 |
| TABLEAUX LLC | 5,636 | $270 |
| Kovitz Investment Group Partners, LLC | 216,090 | $10,368 |
| Dynamic Advisor Solutions LLC | 9,333 | $448 |
| GPS Wealth Strategies Group, LLC | 2,000 | $96 |
| GM Advisory Group, Inc. | 6,940 | $333 |
| BROWN BROTHERS HARRIMAN & CO | 16,600 | $796 |
| Cetera Investment Advisers | 10,721 | $514 |
| Advisory Services Network, LLC | 3,041 | $146 |
| MAI Capital Management | 745 | $36 |