Ticker: DFIP CUSIP: 25434V856 Class: INFLATION PROTE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Yeomans Consulting Group, Inc. | 59,722 | $2,482 |
| Pioneer Wealth Management Group | 25,279 | $1,050 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 33,840 | $1,406 |
| SpringVest Wealth Management LLC | 5,264 | $219 |
| Essential Planning, LLC. | 8,202 | $341 |
| Savant Capital, LLC | 241,114 | $10,019 |
| Greenspring Advisors, LLC | 16,032 | $666 |
| AXXCESS WEALTH MANAGEMENT, LLC | 33,194 | $1,379 |
| StoneX Group Inc. | 10,496 | $436 |
| Vise Technologies, Inc. | 8,615 | $358 |
| Tradewinds Capital Management, LLC | 1,292 | $54 |
| OneDigital Investment Advisors LLC | 10,903 | $453 |
| STIFEL FINANCIAL CORP | 5,433 | $226 |
| 1620 INVESTMENT ADVISORS, INC. | 140 | $6 |
| FRANKLIN RESOURCES INC | 550 | $23 |
| Cambridge Investment Research Advisors, Inc. | 25,391 | $1 |
| HRT FINANCIAL LP | 7,738 | $0 |
| Plante Moran Financial Advisors, LLC | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SCRATCH CAPITAL LLC | 251,964 | 318,495 | +66,531 (+26.4%) |
| Fortitude Family Office, LLC | 284,571 | 428,494 | +143,923 (+50.6%) |
| PINNEY & SCOFIELD, INC. | 442,607 | 520,444 | +77,837 (+17.6%) |
| Yardley Wealth Management LLC | 238,528 | 270,023 | +31,495 (+13.2%) |
| Planning Center, Inc. | 898,342 | 1,016,625 | +118,283 (+13.2%) |
| Leading Edge Financial Planning LLC | 424,590 | 475,655 | +51,065 (+12.0%) |
| Rather & Kittrell, Inc. | 444,410 | 505,517 | +61,107 (+13.8%) |
| Level Financial Advisors, Inc. | 284,722 | 320,062 | +35,340 (+12.4%) |
| Physician Wealth Solutions Inc. | 370,885 | 393,446 | +22,561 (+6.1%) |
| Heirloom Wealth Management | 1,065,660 | 1,096,011 | +30,351 (+2.8%) |
| New Dimensions Wealth Management, LLC | 215,480 | 226,896 | +11,416 (+5.3%) |
| Vestment Financial LLC | 137,367 | 154,322 | +16,955 (+12.3%) |
| Matson Money. Inc. | 3,573,547 | 3,735,599 | +162,052 (+4.5%) |
| MB Generational Wealth, LLC | 8,546 | 47,794 | +39,248 (+459.3%) |
| Core Wealth Management, Inc. | 231,096 | 240,688 | +9,592 (+4.2%) |
| Henrickson Nauta Wealth Advisors, Inc. | 72,744 | 183,849 | +111,105 (+152.7%) |
| Sterling Financial Planning, Inc. | 139,163 | 154,691 | +15,528 (+11.2%) |
| Porter White Investment Advisors, Inc. | 73,510 | 89,362 | +15,852 (+21.6%) |
| BCU Wealth Advisors, LLC | 103,830 | 112,903 | +9,073 (+8.7%) |
| Beacon Pointe Advisors, LLC | 17,289 | 1,133,875 | +1,116,586 (+6458.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CPA Asset Management LLC | 359,309 | 165,469 | -193,840 (-53.9%) |
| Saxony Capital Management, LLC | 62,145 | 15,828 | -46,317 (-74.5%) |
| Plan Group Financial, LLC | 66,242 | 40,442 | -25,800 (-38.9%) |
| Forum Financial Management, LP | 240,233 | 164,063 | -76,170 (-31.7%) |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 13,975 | 12,167 | -1,808 (-12.9%) |
| Altiora Financial Group, LLC | 82,231 | 78,596 | -3,635 (-4.4%) |
| CURIO WEALTH, LLC | 17,177 | 14,974 | -2,203 (-12.8%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 23,534 | 10,636 | -12,898 (-54.8%) |
| Visionary Horizons, LLC | 15,236 | 14,346 | -890 (-5.8%) |
| NORTHWEST WEALTH MANAGEMENT, LLC | 19,533 | 16,624 | -2,909 (-14.9%) |
| Larson Financial Group LLC | 128,623 | 119,284 | -9,339 (-7.3%) |
| Buckingham Strategic Partners | 24,165 | 10,104 | -14,061 (-58.2%) |
| Focus Partners Wealth | 95,931 | 32,827 | -63,104 (-65.8%) |
| Root Financial Partners, LLC | 14,683 | 11,760 | -2,923 (-19.9%) |
| Klingman & Associates, LLC | 29,440 | 26,933 | -2,507 (-8.5%) |
| Legacy Capital Wealth Partners, LLC | 7,445 | 6,893 | -552 (-7.4%) |
| CITADEL ADVISORS LLC | 114,350 | 94,857 | -19,493 (-17.0%) |
| GOLDMAN SACHS GROUP INC | 118,619 | 112,720 | -5,899 (-5.0%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 45,433 | 42,143 | -3,290 (-7.2%) |
| Equitable Holdings, Inc. | 41,629 | 40,818 | -811 (-1.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Insight Wealth Strategies, LLC | 449,081 | $18,965 |
| Total Wealth Planning, LLC | 22,389 | $946 |
| Dynamic Advisor Solutions LLC | 21,489 | $907 |
| Cloud Capital Management, LLC | 3,820 | $0 |
| SAX WEALTH ADVISORS, LLC | 8,243 | $348 |
| Berger Financial Group, Inc | 4,971 | $210 |
| MGO ONE SEVEN LLC | 4,787 | $202 |
| PRINCIPAL SECURITIES, INC. | 3,193 | $135 |
| WELLS FARGO & COMPANY/MN | 1,432 | $60 |
| BANK OF AMERICA CORP /DE/ | 163 | $7 |
| Rockefeller Capital Management L.P. | 17 | $1 |