Ticker: DFCF CUSIP: 25434V872 Class: Fixed Income ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 150,188 | $6,392 |
| WealthSpring Partners, LLC | 17,845 | $759 |
| SRS Capital Advisors, Inc. | 399,429 | $17,000 |
| CYPRESS FINANCIAL PLANNING LLC | 31,758 | $1,352 |
| Greenspring Advisors, LLC | 91,670 | $3,901 |
| American Investment Services, Inc. | 24,459 | $1,041 |
| 21 West Wealth Management LLC | 5,898 | $251 |
| Allodium Investment Consultants, LLC | 9,002 | $383 |
| UPTICK PARTNERS, LLC | 17,998 | $766 |
| Diversify Advisory Services, LLC | 70,641 | $3,012 |
| SHERMAN PORFOLIOS, LLC | 19,924 | $848 |
| Pinkerton Retirement Specialists, LLC | 19,924 | $848 |
| LANDAAS & CO /WI /ADV | 8,405 | $358 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6,060 | $258 |
| Parkwoods Wealth Partners, LLC | 5,988 | $255 |
| Keystone Financial Services | 5,284 | $225 |
| Clayton Financial Group LLC | 2,471 | $105 |
| Silver Grove Financial Group, Inc. | 1,507 | $64 |
| Lutz Financial Services LLC | 11,164 | $475 |
| VICTORY FINANCIAL GROUP, LLC | 6,231 | $265 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Acropolis Investment Management, LLC | 199,864 | 2,883,234 | +2,683,370 (+1342.6%) |
| Pioneer Wealth Management Group | 179,918 | 596,465 | +416,547 (+231.5%) |
| Strathmore Capital Advisors, Inc. | 666,836 | 1,125,248 | +458,412 (+68.7%) |
| Sterling Wealth Advisors Inc | 177,481 | 260,373 | +82,892 (+46.7%) |
| SpringVest Wealth Management LLC | 166,972 | 232,460 | +65,488 (+39.2%) |
| LIBERTY WEALTH MANAGEMENT LLC | 355,856 | 663,250 | +307,394 (+86.4%) |
| Vermillion Wealth Management, Inc. | 485,235 | 521,395 | +36,160 (+7.5%) |
| Note Advisors, LLC | 337,199 | 441,567 | +104,368 (+31.0%) |
| Parkshore Wealth Management, Inc. | 465,807 | 566,442 | +100,635 (+21.6%) |
| Great Waters Wealth Management | 2,758,948 | 3,114,229 | +355,281 (+12.9%) |
| Root Financial Partners, LLC | 2,054,869 | 2,700,637 | +645,768 (+31.4%) |
| Sterling Wealth Management, Inc. | 443,327 | 550,319 | +106,992 (+24.1%) |
| Creative Capital Management Investments LLC | 1,120,518 | 1,238,970 | +118,452 (+10.6%) |
| Hiley Hunt Wealth Management | 618,194 | 687,752 | +69,558 (+11.3%) |
| Babb Wealth Advisors LLC | 363,449 | 431,748 | +68,299 (+18.8%) |
| Integrity Investment Advisors, LLC | 159,630 | 216,043 | +56,413 (+35.3%) |
| Graves Light Lenhart Wealth, Inc. | 942,738 | 1,159,475 | +216,737 (+23.0%) |
| Rather & Kittrell, Inc. | 1,305,430 | 1,473,372 | +167,942 (+12.9%) |
| Vise Technologies, Inc. | 655,243 | 2,458,323 | +1,803,080 (+275.2%) |
| DiNuzzo Private Wealth, Inc. | 2,244,402 | 2,443,342 | +198,940 (+8.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MASTER'S WEALTH MANAGEMENT INC. | 345,032 | 40,777 | -304,255 (-88.2%) |
| Dynamic Advisor Solutions LLC | 1,532,461 | 735,907 | -796,554 (-52.0%) |
| Blume Capital Management, Inc. | 444,428 | 426,293 | -18,135 (-4.1%) |
| ArborFi Advisors, LLC | 228,452 | 224,892 | -3,560 (-1.6%) |
| Williams & Novak, LLC | 55,640 | 44,574 | -11,066 (-19.9%) |
| Acorn Wealth Advisors, LLC | 159,070 | 141,909 | -17,161 (-10.8%) |
| ENTREWEALTH, LLC | 103,182 | 95,707 | -7,475 (-7.2%) |
| INTEGRITY ALLIANCE, LLC. | 555,655 | 392,781 | -162,874 (-29.3%) |
| Hutchens & Kramer Investment Management Group, LLC | 89,320 | 76,674 | -12,646 (-14.2%) |
| Plan Group Financial, LLC | 65,156 | 40,707 | -24,449 (-37.5%) |
| RATIONAL ADVISORS LLC | 388,805 | 371,289 | -17,516 (-4.5%) |
| SAX WEALTH ADVISORS, LLC | 252,357 | 194,532 | -57,825 (-22.9%) |
| FIRETHORN WEALTH PARTNERS, LLC | 27,662 | 19,641 | -8,021 (-29.0%) |
| HBK Sorce Advisory LLC | 1,041,243 | 1,005,708 | -35,535 (-3.4%) |
| Simplicity Wealth,LLC | 126,846 | 84,429 | -42,417 (-33.4%) |
| PFG Advisors | 172,403 | 116,038 | -56,365 (-32.7%) |
| PRUDENTIAL FINANCIAL INC | 10,426,654 | 9,457,165 | -969,489 (-9.3%) |
| LAM GROUP, INC. | 13,040 | 8,555 | -4,485 (-34.4%) |
| Safeguard Investment Advisory Group, LLC | 112,486 | 109,703 | -2,783 (-2.5%) |
| Mills Wealth Advisors LLC | 29,303 | 24,916 | -4,387 (-15.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Wolfstich Capital, LLC | 178,694 | $7,641 |
| Mach-1 Financial Group, LLC | 177,132 | $7,574 |
| Archvest Wealth Advisors, Inc. | 9,584 | $410 |
| B.O.S.S. Retirement Advisors, LLC | 15,681 | $671 |
| Crown Wealth Group, LLC | 7,976 | $341 |
| ACORN CREEK CAPITAL LLC | 5,579 | $239 |
| HORAN Wealth, LLC | 7,603 | $325 |
| PARK AVENUE SECURITIES LLC | 222,547 | $10 |
| Strategic Wealth Investment Group, LLC | 8,441 | $361 |
| Kovitz Investment Group Partners, LLC | 48,722 | $2,083 |
| JANE STREET GROUP, LLC | 103,481 | $4,425 |
| RENAISSANCE TECHNOLOGIES LLC | 27,800 | $1,189 |
| US BANCORP \DE\ | 2,889 | $124 |
| UBS Group AG | 2,320 | $99 |
| Tortoise Investment Management, LLC | 504 | $22 |
| Ronald Blue Trust, Inc. | 401 | $17 |
| CoreCap Advisors, LLC | 110 | $5 |
| Rockefeller Capital Management L.P. | 39 | $2 |
| Family Manage LLC | 4 | $0 |