HoldingsChannel.com
Funds Holding DFUS

On this page, we present all of the funds holding DFUS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFUS, with a link to that fund's top holdings. The next columns indicate the amount of DFUS stock held by each of the funds holding DFUS, followed by the DFUS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 533 funds holding DFUS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Buckingham Strategic Wealth LLC. For more details on the positions held by Buckingham Strategic Wealth LLC (or by any of the other funds holding DFUS), click the fund name in the "Holder" column of the funds-holding-DFUS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Buckingham Strategic Wealth LLC6,041,196$313,115 12/31/2023
     DFUS6,041,196$313,115 12/31/2023
Index Fund Advisors Inc.6,020,703$312,053 12/31/2023
     DFUS6,020,703$312,053 12/31/2023
Plancorp LLC5,251,327$272,176 12/31/2023
     DFUS5,251,327$272,176 12/31/2023
Envestnet Asset Management Inc.4,234,056$219,451 12/31/2023
     DFUS4,234,056$219,451 12/31/2023
Mercer Global Advisors Inc. ADV3,694,165$191,469 12/31/2023
     DFUS3,694,165$191,469 12/31/2023
ML & R Wealth Management LLC2,342,210$121,397 12/31/2023
     DFUS2,342,210$121,397 12/31/2023
TCI Wealth Advisors Inc.2,284,352$118,398 12/31/2023
     DFUS2,284,352$118,398 12/31/2023
Great Waters Wealth Management1,792,795$102,153 03/31/2024
     DFUS1,792,795$102,153 03/31/2024
Intelligence Driven Advisers LLC1,762,444$92,511 12/31/2023
     DFUS1,762,444$92,511 12/31/2023
Creative Planning1,731,568$89,747 12/31/2023
     DFUS1,731,568$89,747 12/31/2023
CI Private Wealth LLC1,660,377$86,039 12/31/2023
     DFUS1,660,377$86,039 12/31/2023
Sequoia Financial Advisors LLC1,626,810$84,318 12/31/2023
     DFUS1,626,810$84,318 12/31/2023
G2 Capital Management LLC OH1,618,530$83,888 12/31/2023
     DFUS1,618,530$83,888 12/31/2023
Wealth Enhancement Advisory Services LLC1,429,280$81,440 03/31/2024
     DFUS1,429,280$81,440 03/31/2024
Savant Capital LLC1,519,075$78,734 12/31/2023
     DFUS1,519,075$78,734 12/31/2023
JFS Wealth Advisors LLC1,416,942$73,440 12/31/2023
     DFUS1,416,942$73,440 12/31/2023
Zhang Financial LLC1,389,848$72,036 12/31/2023
     DFUS1,389,848$72,036 12/31/2023
Forum Financial Management LP1,384,231$71,745 12/31/2023
     DFUS1,384,231$71,745 12/31/2023
DiNuzzo Private Wealth Inc.1,306,233$67,702 12/31/2023
     DFUS1,306,233$67,702 12/31/2023
Assetmark Inc.1,269,817$65,815 12/31/2023
     DFUS1,269,817$65,815 12/31/2023
Foster Group Inc.1,147,777$65,400 03/31/2024
     DFUS1,147,777$65,400 03/31/2024
Flagstone Financial Management1,252,808$64,933 12/31/2023
     DFUS1,252,808$64,933 12/31/2023
Modera Wealth Management LLC1,204,419$62,425 12/31/2023
     DFUS1,204,419$62,425 12/31/2023
LPL Financial LLC1,095,883$56,800 12/31/2023
     DFUS1,095,883$56,800 12/31/2023
Raymond James Financial Services Advisors Inc.1,072,125$55,568 12/31/2023
     DFUS1,072,125$55,568 12/31/2023
Evanson Asset Management LLC957,840$54,578 03/31/2024
     DFUS957,840$54,578 03/31/2024
Austin Asset Management Co Inc1,043,709$54,095 12/31/2023
     DFUS1,043,709$54,095 12/31/2023
Commonwealth Equity Services LLC1,041,622$53,987 12/31/2023
     DFUS1,041,622$53,987 12/31/2023
RSM US Wealth Management LLC1,030,313$53,401 12/31/2023
     DFUS1,030,313$53,401 12/31/2023
Mariner LLC974,754$50,522 12/31/2023
     DFUS974,754$50,522 12/31/2023
Mason & Associates Inc961,581$49,839 12/31/2023
     DFUS961,581$49,839 12/31/2023
Colony Family Offices LLC940,708$48,757 12/31/2023
     DFUS940,708$48,757 12/31/2023
Root Financial Partners LLC866,590$44,915 12/31/2023
     DFUS866,590$44,915 12/31/2023
Heritage Wealth Management Inc. Texas821,727$42,591 12/31/2023
     DFUS821,727$42,591 12/31/2023
Truist Financial Corp810,940$42,031 12/31/2023
     DFUS810,940$42,031 12/31/2023
Monticello Wealth Management LLC788,951$40,891 12/31/2023
     DFUS788,951$40,891 12/31/2023
Sax Wealth Advisors LLC788,488$40,867 12/31/2023
     DFUS788,488$40,867 12/31/2023
Royal Bank of Canada785,172$40,695 12/31/2023
     DFUS785,172$40,695 12/31/2023
Cetera Investment Advisers770,493$39,935 12/31/2023
     DFUS770,493$39,935 12/31/2023
McLean Asset Management Corp684,257$38,681 03/31/2024
     DFUS684,257$38,681 03/31/2024
Private Capital Management LLC642,597$36,615 03/31/2024
     DFUS642,597$36,615 03/31/2024
Apella Capital LLC642,843$36,340 03/31/2024
     DFUS642,843$36,340 03/31/2024
Wealthstream Advisors Inc.657,868$34,097 12/31/2023
     DFUS657,868$34,097 12/31/2023
American Investment Services Inc.655,137$33,956 12/31/2023
     DFUS655,137$33,956 12/31/2023
JPMorgan Chase & Co.611,945$31,717 12/31/2023
     DFUS611,945$31,717 12/31/2023
Chicago Partners Investment Group LLC595,967$31,419 12/31/2023
     DFUS595,967$31,419 12/31/2023
Willow Creek Wealth Management Inc.589,988$30,579 12/31/2023
     DFUS589,988$30,579 12/31/2023
AE Wealth Management LLC555,597$29,436 12/31/2023
     DFUS555,597$29,436 12/31/2023
Bank of America Corp DE533,813$27,668 12/31/2023
     DFUS533,813$27,668 12/31/2023
Dixon Fnancial Services Inc.479,334$27,312 03/31/2024
     DFUS479,334$27,312 03/31/2024
Kestra Advisory Services LLC526,702$27,299 12/31/2023
     DFUS526,702$27,299 12/31/2023
ARK & TLK Investments LLC525,843$27,254 12/31/2023
     DFUS525,843$27,254 12/31/2023
Buckingham Strategic Partners515,812$26,735 12/31/2023
     DFUS515,812$26,735 12/31/2023
Heritage Investment Group Inc.514,193$26,651 12/31/2023
     DFUS514,193$26,651 12/31/2023
Hurlow Wealth Management Group Inc.463,382$26,404 03/31/2024
     DFUS463,382$26,404 03/31/2024
Retirement Solution Inc.505,420$26,196 12/31/2023
     DFUS505,420$26,196 12/31/2023
KM Capital Management Ltd.504,044$26,125 12/31/2023
     DFUS504,044$26,125 12/31/2023
Asset Dedication LLC451,762$25,743 03/31/2024
     DFUS451,762$25,743 03/31/2024
Disciplined Equity Management Inc.483,688$25,070 12/31/2023
     DFUS483,688$25,070 12/31/2023
Dynamic Advisor Solutions LLC433,416$24,696 03/31/2024
     DFUS433,416$24,696 03/31/2024
RS Crum Inc.453,945$23,528 12/31/2023
     DFUS453,945$23,528 12/31/2023
Equitable Holdings Inc.426,385$22,100 12/31/2023
     DFUS426,385$22,100 12/31/2023
HighTower Advisors LLC411,755$21,336 12/31/2023
     DFUS411,755$21,336 12/31/2023
Jackson Thornton Asset Management LLC365,366$18,937 12/31/2023
     DFUS365,366$18,937 12/31/2023
MML Investors Services LLC361,970$18,761 12/31/2023
     DFUS361,970$18,761 12/31/2023
Security Financial Services INC.312,462$17,804 03/31/2024
     DFUS312,462$17,804 03/31/2024
Symmetry Partners LLC311,583$17,754 03/31/2024
     DFUS311,583$17,754 03/31/2024
Beacon Pointe Advisors LLC339,195$17,580 12/31/2023
     DFUS339,195$17,580 12/31/2023
Cardiff Park Advisors LLC338,218$17,530 12/31/2023
     DFUS338,218$17,530 12/31/2023
TCP Asset Management LLC327,487$16,974 12/31/2023
     DFUS327,487$16,974 12/31/2023
Warwick Investment Management Inc.320,697$16,622 12/31/2023
     DFUS320,697$16,622 12/31/2023
Private Advisor Group LLC314,365$16,294 12/31/2023
     DFUS314,365$16,294 12/31/2023
Sowell Financial Services LLC313,414$16,244 12/31/2023
     DFUS313,414$16,244 12/31/2023
Strategic Investment Solutions Inc. IL297,232$15,406 12/31/2023
     DFUS297,232$15,406 12/31/2023
Advisor Group Holdings Inc.287,267$14,889 12/31/2023
     DFUS287,267$14,889 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors287,120$14,881 12/31/2023
     DFUS287,120$14,881 12/31/2023
Larson Financial Group LLC286,363$14,842 12/31/2023
     DFUS286,363$14,842 12/31/2023
Vista Wealth Management Group LLC281,414$14,586 12/31/2023
     DFUS281,414$14,586 12/31/2023
Crown Wealth Group LLC279,159$14,469 12/31/2023
     DFUS279,159$14,469 12/31/2023
Pine Harbor Wealth Management LLC272,560$14,127 12/31/2023
     DFUS272,560$14,127 12/31/2023
Ruedi Wealth Management Inc.267,299$13,854 12/31/2023
     DFUS267,299$13,854 12/31/2023
Keb Asset Management LLC257,042$13,322 12/31/2023
     DFUS257,042$13,322 12/31/2023
CarsonAllaria Wealth Management Ltd.256,967$13,319 12/31/2023
     DFUS256,967$13,319 12/31/2023
Meritas Wealth Management LLC232,645$13,256 03/31/2024
     DFUS232,645$13,256 03/31/2024
Spire Wealth Management247,891$12,989 12/31/2023
     DFUS247,891$12,989 12/31/2023
Stratos Wealth Partners LTD.218,590$12,455 03/31/2024
     DFUS218,590$12,455 03/31/2024
SC&H Financial Advisors Inc.236,757$12,271 12/31/2023
     DFUS236,757$12,271 12/31/2023
PBMares Wealth Management LLC236,703$12,268 12/31/2023
     DFUS236,703$12,268 12/31/2023
Avestar Capital LLC236,013$12,233 12/31/2023
     DFUS236,013$12,233 12/31/2023
Claris Advisors LLC MO230,432$11,943 12/31/2023
     DFUS230,432$11,943 12/31/2023
Investmark Advisory Group LLC220,560$11,432 12/31/2023
     DFUS220,560$11,432 12/31/2023
AWM Capital LLC206,071$10,681 12/31/2023
     DFUS206,071$10,681 12/31/2023
Captrust Financial Advisors205,810$10,667 12/31/2023
     DFUS205,810$10,667 12/31/2023
OLIO Financial Planning201,694$10,488 03/31/2024
     DFUS201,694$10,488 03/31/2024
GEM Asset Management LLC195,363$10,126 12/31/2023
     DFUS195,363$10,126 12/31/2023
Private Wealth Management Group LLC190,307$9,864 12/31/2023
     DFUS190,307$9,864 12/31/2023
Alpha Financial Advisors LLC185,837$9,632 12/31/2023
     DFUS185,837$9,632 12/31/2023
Walden Wealth Partners LLC165,758$9,258 03/31/2024
     DFUS165,758$9,258 03/31/2024
Tillman Hartley LLC177,309$9,190 12/31/2023
     DFUS177,309$9,190 12/31/2023
Treynor Bancshares Inc.174,440$9,041 12/31/2023
     DFUS174,440$9,041 12/31/2023
Quadcap Wealth Management LLC172,516$8,942 12/31/2023
     DFUS172,516$8,942 12/31/2023
Envision Financial Planning LLC169,476$8,784 12/31/2023
     DFUS169,476$8,784 12/31/2023
Cedar Point Capital Partners LLC165,375$8,571 12/31/2023
     DFUS165,375$8,571 12/31/2023
Mutual Advisors LLC164,451$8,523 12/31/2023
     DFUS164,451$8,523 12/31/2023
Cresset Asset Management LLC162,918$8,444 12/31/2023
     DFUS162,918$8,444 12/31/2023
Consolidated Planning Corp157,150$8,145 12/31/2023
     DFUS157,150$8,145 12/31/2023
Capital Performance Advisors LLP157,032$8,139 12/31/2023
     DFUS157,032$8,139 12/31/2023
Hill Investment Group Partners LLC156,688$8,121 12/31/2023
     DFUS156,688$8,121 12/31/2023
Physician Wealth Solutions Inc.155,149$8,041 12/31/2023
     DFUS155,149$8,041 12/31/2023
Rehmann Capital Advisory Group154,699$8,018 12/31/2023
     DFUS154,699$8,018 12/31/2023
RF&L Wealth Management LLC147,783$7,660 12/31/2023
     DFUS147,783$7,660 12/31/2023
UBS Group AG147,057$7,622 12/31/2023
     DFUS147,057$7,622 12/31/2023
Northwestern Mutual Wealth Management Co.142,690$7,396 12/31/2023
     DFUS142,690$7,396 12/31/2023
Concord Wealth Partners141,374$7,327 12/31/2023
     DFUS141,374$7,327 12/31/2023
Morgan Stanley133,564$6,923 12/31/2023
     DFUS133,564$6,923 12/31/2023
PFG Advisors126,986$6,582 12/31/2023
     DFUS126,986$6,582 12/31/2023
ProVise Management Group LLC124,689$6,463 12/31/2023
     DFUS124,689$6,463 12/31/2023
Legacy Financial Group Inc.124,309$6,443 12/31/2023
     DFUS124,309$6,443 12/31/2023
Stifel Financial Corp122,668$6,358 12/31/2023
     DFUS122,668$6,358 12/31/2023
HB Wealth Management LLC121,080$6,276 12/31/2023
     DFUS121,080$6,276 12/31/2023
Mission Wealth Management LP117,403$6,085 12/31/2023
     DFUS117,403$6,085 12/31/2023
Hemington Wealth Management117,328$6,081 12/31/2023
     DFUS117,328$6,081 12/31/2023
Eqis Capital Management Inc.117,238$6,076 12/31/2023
     DFUS117,238$6,076 12/31/2023
Fund Evaluation Group LLC116,686$6,048 12/31/2023
     DFUS116,686$6,048 12/31/2023
Kraft Asset Management LLC114,065$5,912 12/31/2023
     DFUS114,065$5,912 12/31/2023
Cambridge Investment Research Advisors Inc.112,592$5,836 12/31/2023
     DFUS112,592$5,836 12/31/2023
Cetera Advisor Networks LLC111,854$5,797 12/31/2023
     DFUS111,854$5,797 12/31/2023
Sutton Place Investors LLC111,840$5,797 12/31/2023
     DFUS111,840$5,797 12/31/2023
Altiora Financial Group LLC111,697$5,789 12/31/2023
     DFUS111,697$5,789 12/31/2023
SNS Financial Group LLC111,028$5,755 12/31/2023
     DFUS111,028$5,755 12/31/2023
Certified Advisory Corp110,434$5,724 12/31/2023
     DFUS110,434$5,724 12/31/2023
CFS Investment Advisory Services LLC110,061$5,704 12/31/2023
     DFUS110,061$5,704 12/31/2023
Jane Street Group LLC110,034$5,703 12/31/2023
     DFUS110,034$5,703 12/31/2023
Quantum Financial Advisors LLC109,534$5,677 12/31/2023
     DFUS109,534$5,677 12/31/2023
Bayshore Asset Management LLC109,381$5,669 12/31/2023
     DFUS109,381$5,669 12/31/2023
Cerity Partners LLC104,912$5,438 12/31/2023
     DFUS104,912$5,438 12/31/2023
Stonebrook Private Inc.103,065$5,342 12/31/2023
     DFUS103,065$5,342 12/31/2023
Pathstone Holdings LLC93,278$4,835 12/31/2023
     DFUS93,278$4,835 12/31/2023
EnRich Financial Partners LLC93,274$4,834 12/31/2023
     DFUS93,274$4,834 12/31/2023
Dopkins Wealth Management LLC93,173$4,829 12/31/2023
     DFUS93,173$4,829 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC92,946$4,817 12/31/2023
     DFUS92,946$4,817 12/31/2023
Independent Advisor Alliance91,423$4,738 12/31/2023
     DFUS91,423$4,738 12/31/2023
United Capital Financial Advisers LLC91,074$4,720 12/31/2023
     DFUS91,074$4,720 12/31/2023
EverSource Wealth Advisors LLC90,940$4,713 12/31/2023
     DFUS90,940$4,713 12/31/2023
Gemmer Asset Management LLC89,152$4,621 12/31/2023
     DFUS89,152$4,621 12/31/2023
Apollon Wealth Management LLC85,582$4,436 12/31/2023
     DFUS85,582$4,436 12/31/2023
Robertson Stephens Wealth Management LLC82,922$4,298 12/31/2023
     DFUS82,922$4,298 12/31/2023
American Capital Advisory LLC78,522$4,070 12/31/2023
     DFUS78,522$4,070 12/31/2023
LVZ Advisors Inc.69,796$3,977 03/31/2024
     DFUS69,796$3,977 03/31/2024
Sand Hill Global Advisors LLC75,604$3,919 12/31/2023
     DFUS75,604$3,919 12/31/2023
IFG Advisory LLC75,417$3,909 12/31/2023
     DFUS75,417$3,909 12/31/2023
Advisory Services Network LLC70,864$3,673 12/31/2023
     DFUS70,864$3,673 12/31/2023
Bridgewater Advisors Inc.65,564$3,398 12/31/2023
     DFUS65,564$3,398 12/31/2023
Rain Capital Management LLC64,767$3,357 12/31/2023
     DFUS64,767$3,357 12/31/2023
Colony Group LLC64,030$3,319 12/31/2023
     DFUS64,030$3,319 12/31/2023
Hardy Reed LLC64,006$3,317 12/31/2023
     DFUS64,006$3,317 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management62,357$3,232 12/31/2023
     DFUS62,357$3,232 12/31/2023
Kavar Capital Partners Group LLC61,998$3,213 12/31/2023
     DFUS61,998$3,213 12/31/2023
Clarity Capital Advisors LLC55,713$3,175 03/31/2024
     DFUS55,713$3,175 03/31/2024
Ballentine Partners LLC54,670$3,115 03/31/2024
     DFUS54,670$3,115 03/31/2024
HTG Investment Advisors Inc.60,058$3,113 12/31/2023
     DFUS60,058$3,113 12/31/2023
Brown Advisory Inc.59,078$3,062 12/31/2023
     DFUS59,078$3,062 12/31/2023
Websterrogers Financial Advisors LLC58,991$3,058 12/31/2023
     DFUS58,991$3,058 12/31/2023
Raymond James & Associates57,261$2,968 12/31/2023
     DFUS57,261$2,968 12/31/2023
Pinnacle Wealth Planning Services Inc.56,901$2,949 12/31/2023
     DFUS56,901$2,949 12/31/2023
Warren Averett Asset Management LLC56,867$2,947 12/31/2023
     DFUS56,867$2,947 12/31/2023
CWA Asset Management Group LLC56,677$2,938 12/31/2023
     DFUS56,677$2,938 12/31/2023
Tortoise Investment Management LLC56,516$2,929 12/31/2023
     DFUS56,516$2,929 12/31/2023
CWM LLC50,718$2,890 03/31/2024
     DFUS50,718$2,890 03/31/2024
LGL Partners LLC55,743$2,889 12/31/2023
     DFUS55,743$2,889 12/31/2023
Financial Council Asset Management Inc55,422$2,873 12/31/2023
     DFUS55,422$2,873 12/31/2023
Investment Advisory Group LLC54,676$2,834 12/31/2023
     DFUS54,676$2,834 12/31/2023
Moisand Fitzgerald Tamayo LLC49,407$2,815 03/31/2024
     DFUS49,407$2,815 03/31/2024
Allworth Financial LP54,239$2,811 12/31/2023
     DFUS54,239$2,811 12/31/2023
Resources Investment Advisors LLC.53,682$2,782 12/31/2023
     DFUS53,682$2,782 12/31/2023
Financial Engines Advisors L.L.C.52,994$2,747 12/31/2023
     DFUS52,994$2,747 12/31/2023
Red Door Wealth Management LLC47,654$2,715 03/31/2024
     DFUS47,654$2,715 03/31/2024
CVA Family Office LLC47,260$2,693 03/31/2024
     DFUS47,260$2,693 03/31/2024
Exencial Wealth Advisors LLC51,213$2,654 12/31/2023
     DFUS51,213$2,654 12/31/2023
Integrated Wealth Concepts LLC51,084$2,648 12/31/2023
     DFUS51,084$2,648 12/31/2023
Caerus Investment Advisors LLC46,098$2,627 03/31/2024
     DFUS46,098$2,627 03/31/2024
Montag A & Associates Inc.50,535$2,619 12/31/2023
     DFUS50,535$2,619 12/31/2023
Waypoint Capital Advisors LLC50,217$2,603 12/31/2023
     DFUS50,217$2,603 12/31/2023
Syverson Strege & Co50,085$2,596 12/31/2023
     DFUS50,085$2,596 12/31/2023
Lauterbach Financial Advisors LLC49,873$2,585 12/31/2023
     DFUS49,873$2,585 12/31/2023
True Wealth Design LLC49,601$2,571 12/31/2023
     DFUS49,601$2,571 12/31/2023
Bank of Montreal Can49,265$2,565 12/31/2023
     DFUS49,265$2,565 12/31/2023
Betterment LLC48,930$2,536 12/31/2023
     DFUS48,930$2,536 12/31/2023
Mendota Financial Group LLC48,788$2,529 12/31/2023
     DFUS48,788$2,529 12/31/2023
Sterling Wealth Management Inc.48,033$2,490 12/31/2023
     DFUS48,033$2,490 12/31/2023
Baird Financial Group Inc.47,844$2,480 12/31/2023
     DFUS47,844$2,480 12/31/2023
Andrews Lucia Wealth Management LLC47,731$2,474 12/31/2023
     DFUS47,731$2,474 12/31/2023
Main Street Financial Solutions LLC46,429$2,406 12/31/2023
     DFUS46,429$2,406 12/31/2023
Beaird Harris Wealth Management LLC46,325$2,401 12/31/2023
     DFUS46,325$2,401 12/31/2023
Elevate Wealth Advisory Inc.43,720$2,266 12/31/2023
     DFUS43,720$2,266 12/31/2023
Lam Group Inc.39,042$2,225 03/31/2024
     DFUS39,042$2,225 03/31/2024
Cassady Schiller Wealth Management LLC42,161$2,185 12/31/2023
     DFUS42,161$2,185 12/31/2023
DBK Financial Counsel LLC38,135$2,173 03/31/2024
     DFUS38,135$2,173 03/31/2024
Orion Portfolio Solutions LLC41,820$2,158 12/31/2023
     DFUS41,820$2,158 12/31/2023
Maryland Capital Advisors Inc.37,731$2,150 03/31/2024
     DFUS37,731$2,150 03/31/2024
M Holdings Securities Inc.40,147$2,081 12/31/2023
     DFUS40,147$2,081 12/31/2023
Werba Rubin Papier Wealth Management40,057$2,076 12/31/2023
     DFUS40,057$2,076 12/31/2023
Retirement Planning Group36,352$2,071 03/31/2024
     DFUS36,352$2,071 03/31/2024
Safeguard Investment Advisory Group LLC39,484$2,046 12/31/2023
     DFUS39,484$2,046 12/31/2023
NBT Bank N A NY38,830$2,013 12/31/2023
     DFUS38,830$2,013 12/31/2023
Northern Trust Corp38,462$1,993 12/31/2023
     DFUS38,462$1,993 12/31/2023
EP Wealth Advisors LLC38,379$1,989 12/31/2023
     DFUS38,379$1,989 12/31/2023
Pinnacle Financial Partners Inc.36,599$1,897 12/31/2023
     DFUS36,599$1,897 12/31/2023
Sandy Spring Bank35,987$1,865 12/31/2023
     DFUS35,987$1,865 12/31/2023
ETF Portfolio Partners Inc.34,999$1,814 12/31/2023
     DFUS34,999$1,814 12/31/2023
Amarillo National Bank34,028$1,764 12/31/2023
     DFUS34,028$1,764 12/31/2023
Moneta Group Investment Advisors LLC33,860$1,755 12/31/2023
     DFUS33,860$1,755 12/31/2023
Market Street Wealth Management Advisors LLC30,700$1,749 03/31/2024
     DFUS30,700$1,749 03/31/2024
Aprio Wealth Management LLC30,668$1,747 03/31/2024
     DFUS30,668$1,747 03/31/2024
Drive Wealth Management LLC33,269$1,724 12/31/2023
     DFUS33,269$1,724 12/31/2023
Yoder Wealth Management Inc.33,227$1,722 12/31/2023
     DFUS33,227$1,722 12/31/2023
Acorn Wealth Advisors LLC33,175$1,719 12/31/2023
     DFUS33,175$1,719 12/31/2023
Kestra Private Wealth Services LLC33,103$1,716 12/31/2023
     DFUS33,103$1,716 12/31/2023
Strategic Financial Concepts LLC32,370$1,678 12/31/2023
     DFUS32,370$1,678 12/31/2023
Lodestone Wealth Management LLC32,230$1,670 12/31/2023
     DFUS32,230$1,670 12/31/2023
Aptus Capital Advisors LLC31,125$1,613 12/31/2023
     DFUS31,125$1,613 12/31/2023
Five Oceans Advisors28,153$1,604 03/31/2024
     DFUS28,153$1,604 03/31/2024
Shearwater Capital LLC27,724$1,580 03/31/2024
     DFUS27,724$1,580 03/31/2024
Winthrop Advisory Group LLC27,400$1,561 03/31/2024
     DFUS27,400$1,561 03/31/2024
Grunden Financial Advisory Inc.29,893$1,549 12/31/2023
     DFUS29,893$1,549 12/31/2023
US Bancorp DE29,828$1,546 12/31/2023
     DFUS29,828$1,546 12/31/2023
Verdence Capital Advisors LLC29,769$1,543 12/31/2023
     DFUS29,769$1,543 12/31/2023
Renaissance Technologies LLC29,700$1,539 12/31/2023
     DFUS29,700$1,539 12/31/2023
Avantax Advisory Services Inc.29,627$1,536 12/31/2023
     DFUS29,627$1,536 12/31/2023
Resource Consulting Group Inc.29,292$1,518 12/31/2023
     DFUS29,292$1,518 12/31/2023
Falcon Wealth Planning26,205$1,493 03/31/2024
     DFUS26,205$1,493 03/31/2024
Beacon Financial Advisory LLC28,590$1,482 12/31/2023
     DFUS28,590$1,482 12/31/2023
Aurum Wealth Management Group LLC25,771$1,468 03/31/2024
     DFUS25,771$1,468 03/31/2024
FMR LLC28,305$1,467 12/31/2023
     DFUS28,305$1,467 12/31/2023
Glass Jacobson Investment Advisors llc28,301$1,467 12/31/2023
     DFUS28,301$1,467 12/31/2023
TIAA Trust National Association28,138$1,458 12/31/2023
     DFUS28,138$1,458 12/31/2023
Prime Capital Investment Advisors LLC27,902$1,446 12/31/2023
     DFUS27,902$1,446 12/31/2023
Abacus Wealth Partners LLC25,242$1,438 03/31/2024
     DFUS25,242$1,438 03/31/2024
RFG Advisory LLC24,814$1,414 03/31/2024
     DFUS24,814$1,414 03/31/2024
Advisory Services & Investments LLC24,799$1,413 03/31/2024
     DFUS24,799$1,413 03/31/2024
Biltmore Family Office LLC27,266$1,413 12/31/2023
     DFUS27,266$1,413 12/31/2023
Silver Oak Advisory Group Inc.27,223$1,411 12/31/2023
     DFUS27,223$1,411 12/31/2023
Allegiance Financial Group Advisory Services LLC27,192$1,409 12/31/2023
     DFUS27,192$1,409 12/31/2023
Kathleen S. Wright Associates Inc.24,552$1,399 03/31/2024
     DFUS24,552$1,399 03/31/2024
Truepoint Inc.26,604$1,379 12/31/2023
     DFUS26,604$1,379 12/31/2023
Nicholas Hoffman & Company LLC.26,499$1,373 12/31/2023
     DFUS26,499$1,373 12/31/2023
Merriman Wealth Management LLC26,195$1,358 12/31/2023
     DFUS26,195$1,358 12/31/2023
Integrated Advisors Network LLC25,913$1,343 12/31/2023
     DFUS25,913$1,343 12/31/2023
U.S. Capital Wealth Advisors LLC25,773$1,336 12/31/2023
     DFUS25,773$1,336 12/31/2023
Bank of New York Mellon Corp25,640$1,329 12/31/2023
     DFUS25,640$1,329 12/31/2023
Farther Finance Advisors LLC25,126$1,302 12/31/2023
     DFUS25,126$1,302 12/31/2023
WNY Asset Management LLC24,905$1,291 12/31/2023
     DFUS24,905$1,291 12/31/2023
Arista Wealth Management LLC24,510$1,270 12/31/2023
     DFUS24,510$1,270 12/31/2023
Onyx Financial Advisors LLC22,006$1,254 03/31/2024
     DFUS22,006$1,254 03/31/2024
Parkside Financial Bank & Trust23,777$1,232 12/31/2023
     DFUS23,777$1,232 12/31/2023
Great Valley Advisor Group Inc.23,212$1,203 12/31/2023
     DFUS23,212$1,203 12/31/2023
Red Tortoise LLC23,033$1,194 12/31/2023
     DFUS23,033$1,194 12/31/2023
Applied Capital LLC24,243$1,191 12/31/2023
     DFUS24,243$1,191 12/31/2023
MBM Wealth Consultants LLC20,831$1,187 03/31/2024
     DFUS20,831$1,187 03/31/2024
Baystate Wealth Management LLC21,878$1,134 12/31/2023
     DFUS21,878$1,134 12/31/2023
SJS Investment Consulting Inc.19,800$1,128 03/31/2024
     DFUS19,800$1,128 03/31/2024
Dodds Wealth LLC21,668$1,123 12/31/2023
     DFUS21,668$1,123 12/31/2023
Smith Chas P & Associates PA Cpas21,610$1,120 12/31/2023
     DFUS21,610$1,120 12/31/2023
GUNN & Co INVESTMENT MANAGEMENT INC.21,610$1,120 12/31/2023
     DFUS21,610$1,120 12/31/2023
Eldridge Investment Advisors Inc.21,515$1,115 12/31/2023
     DFUS21,515$1,115 12/31/2023
Atlantic Union Bankshares Corp19,356$1,103 03/31/2024
     DFUS19,356$1,103 03/31/2024
Smartleaf Asset Management LLC21,093$1,098 12/31/2023
     DFUS21,093$1,098 12/31/2023
Keybank National Association OH21,117$1,094 12/31/2023
     DFUS21,117$1,094 12/31/2023
Financial Advisory Service Inc.21,019$1,089 12/31/2023
     DFUS21,019$1,089 12/31/2023
Measured Wealth Private Client Group LLC18,501$1,054 03/31/2024
     DFUS18,501$1,054 03/31/2024
Empower Advisory Group LLC19,168$993 12/31/2023
     DFUS19,168$993 12/31/2023
Susquehanna International Group LLP18,921$981 12/31/2023
     DFUS18,921$981 12/31/2023
WorthPointe LLC18,544$961 12/31/2023
     DFUS18,544$961 12/31/2023
Berger Financial Group Inc16,852$960 03/31/2024
     DFUS16,852$960 03/31/2024
NorthCrest Asset Manangement LLC16,683$951 03/31/2024
     DFUS16,683$951 03/31/2024
Cliftonlarsonallen Wealth Advisors LLC18,273$947 12/31/2023
     DFUS18,273$947 12/31/2023
J.W. Cole Advisors Inc.18,271$947 12/31/2023
     DFUS18,271$947 12/31/2023
IHT Wealth Management LLC18,278$947 12/31/2023
     DFUS18,278$947 12/31/2023
Life Planning Partners Inc18,190$943 12/31/2023
     DFUS18,190$943 12/31/2023
Family Investment Center Inc.17,808$923 12/31/2023
     DFUS17,808$923 12/31/2023
Helen Stephens Group LLC16,084$916 03/31/2024
     DFUS16,084$916 03/31/2024
CRA Financial Services LLC15,868$904 03/31/2024
     DFUS15,868$904 03/31/2024
Texas Yale Capital Corp.17,099$886 12/31/2023
     DFUS17,099$886 12/31/2023
Parallel Advisors LLC17,076$885 12/31/2023
     DFUS17,076$885 12/31/2023
Wetherby Asset Management Inc.16,660$863 12/31/2023
     DFUS16,660$863 12/31/2023
Dfpg Investments LLC16,918$862 12/31/2023
     DFUS16,918$862 12/31/2023
D.A. Davidson & CO.16,408$850 12/31/2023
     DFUS16,408$850 12/31/2023
Merit Financial Group LLC16,391$850 12/31/2023
     DFUS16,391$850 12/31/2023
Geneos Wealth Management Inc.16,273$843 12/31/2023
     DFUS16,273$843 12/31/2023
Peapack Gladstone Financial Corp16,218$841 12/31/2023
     DFUS16,218$841 12/31/2023
Shira Ridge Wealth Management14,739$840 03/31/2024
     DFUS14,739$840 03/31/2024
Prestige Wealth Management Group LLC16,191$839 12/31/2023
     DFUS16,191$839 12/31/2023
Mustard Seed Financial LLC14,605$832 03/31/2024
     DFUS14,605$832 03/31/2024
Private Management Group Inc.15,818$820 12/31/2023
     DFUS15,818$820 12/31/2023
Forum Private Client Group LLC15,727$815 12/31/2023
     DFUS15,727$815 12/31/2023
25 LLC15,662$812 12/31/2023
     DFUS15,662$812 12/31/2023
BancorpSouth Bank15,198$788 12/31/2023
     DFUS15,198$788 12/31/2023
Honkamp Krueger Financial Services Inc.15,182$787 12/31/2023
     DFUS15,182$787 12/31/2023
Taddei Ludwig & Associates Inc.15,037$779 12/31/2023
     DFUS15,037$779 12/31/2023
Klingman & Associates LLC15,010$778 12/31/2023
     DFUS15,010$778 12/31/2023
Clifford Swan Investment Counsel LLC13,637$777 03/31/2024
     DFUS13,637$777 03/31/2024
Pegasus Partners Ltd.14,936$774 12/31/2023
     DFUS14,936$774 12/31/2023
Leo Wealth LLC14,895$772 12/31/2023
     DFUS14,895$772 12/31/2023
Brookstone Capital Management13,491$769 03/31/2024
     DFUS13,491$769 03/31/2024
Valeo Financial Advisors LLC14,674$761 12/31/2023
     DFUS14,674$761 12/31/2023
Phillips Financial Management LLC14,625$758 12/31/2023
     DFUS14,625$758 12/31/2023
North Ridge Wealth Advisors Inc.14,622$758 12/31/2023
     DFUS14,622$758 12/31/2023
Western Wealth Management LLC14,561$755 12/31/2023
     DFUS14,561$755 12/31/2023
Summit Asset Management LLC14,345$744 12/31/2023
     DFUS14,345$744 12/31/2023
Commerce Bank14,057$729 12/31/2023
     DFUS14,057$729 12/31/2023
Lakeshore Financial Planning Inc.14,055$728 12/31/2023
     DFUS14,055$728 12/31/2023
Sontag Advisory LLC13,345$692 12/31/2023
     DFUS13,345$692 12/31/2023
QRG Capital Management Inc.13,219$685 12/31/2023
     DFUS13,219$685 12/31/2023
Naples Global Advisors LLC13,089$678 12/31/2023
     DFUS13,089$678 12/31/2023
O Shaughnessy Asset Management LLC12,971$672 12/31/2023
     DFUS12,971$672 12/31/2023
Towneley Capital Management Inc DE12,917$669 12/31/2023
     DFUS12,917$669 12/31/2023
SP Asset Management LLC12,855$666 12/31/2023
     DFUS12,855$666 12/31/2023
Principal Street Partners LLC12,834$665 12/31/2023
     DFUS12,834$665 12/31/2023
Team Hewins LLC12,820$664 12/31/2023
     DFUS12,820$664 12/31/2023
Seaside Wealth Management Inc.11,587$660 03/31/2024
     DFUS11,587$660 03/31/2024
Diversified Portfolios Inc.12,353$640 12/31/2023
     DFUS12,353$640 12/31/2023
Intelligent Financial Strategies12,190$632 12/31/2023
     DFUS12,190$632 12/31/2023
Center for Financial Planning Inc.12,183$631 12/31/2023
     DFUS12,183$631 12/31/2023
Franklin Resources Inc.12,076$626 12/31/2023
     DFUS12,076$626 12/31/2023
Wealthspan Partners LLC12,060$625 12/31/2023
     DFUS12,060$625 12/31/2023
Steward Partners Investment Advisory LLC12,038$624 12/31/2023
     DFUS12,038$624 12/31/2023
Valued Wealth Advisors LLC11,813$612 12/31/2023
     DFUS11,813$612 12/31/2023
Trademark Financial Management LLC11,725$608 12/31/2023
     DFUS11,725$608 12/31/2023
Lowe Brockenbrough & Co. Inc.11,595$601 12/31/2023
     DFUS11,595$601 12/31/2023
The PNC Financial Services Group Inc.11,554$599 12/31/2023
     DFUS11,554$599 12/31/2023
Northwest Wealth Management LLC11,472$595 12/31/2023
     DFUS11,472$595 12/31/2023
UMA Financial Services Inc.10,799$591 03/31/2024
     DFUS10,799$591 03/31/2024
Evoke Wealth LLC11,371$589 12/31/2023
     DFUS11,371$589 12/31/2023
GWM Advisors LLC11,112$584 12/31/2023
     DFUS11,112$584 12/31/2023
Financial Counselors Inc.10,818$561 12/31/2023
     DFUS10,818$561 12/31/2023
Madrona Financial Services LLC10,807$560 12/31/2023
     DFUS10,807$560 12/31/2023
Acorn Financial Advisory Services Inc. ADV10,788$559 12/31/2023
     DFUS10,788$559 12/31/2023
Midland Wealth Advisors LLC10,651$552 12/31/2023
     DFUS10,651$552 12/31/2023
Great Lakes Advisors LLC10,571$548 12/31/2023
     DFUS10,571$548 12/31/2023
TPG Financial Advisors LLC10,621$548 12/31/2023
     DFUS10,621$548 12/31/2023
Sfmg LLC10,523$545 12/31/2023
     DFUS10,523$545 12/31/2023
MAI Capital Management10,436$541 12/31/2023
     DFUS10,436$541 12/31/2023
Visionary Wealth Advisors10,387$538 12/31/2023
     DFUS10,387$538 12/31/2023
Miracle Mile Advisors LLC9,347$533 03/31/2024
     DFUS9,347$533 03/31/2024
Ironwood Financial llc9,338$532 03/31/2024
     DFUS9,338$532 03/31/2024
Curi Capital10,116$524 12/31/2023
     DFUS10,116$524 12/31/2023
Condor Capital Management10,093$523 12/31/2023
     DFUS10,093$523 12/31/2023
Geometric Wealth Advisors9,885$512 12/31/2023
     DFUS9,885$512 12/31/2023
Alliance Wealth Management Group9,863$511 12/31/2023
     DFUS9,863$511 12/31/2023
Towercrest Capital Management9,863$511 12/31/2023
     DFUS9,863$511 12/31/2023
Nalls Sherbakoff Group LLC9,825$509 12/31/2023
     DFUS9,825$509 12/31/2023
TFB Advisors LLC9,626$499 12/31/2023
     DFUS9,626$499 12/31/2023
Pure Financial Advisors Inc.8,736$498 03/31/2024
     DFUS8,736$498 03/31/2024
JT Stratford LLC9,572$496 12/31/2023
     DFUS9,572$496 12/31/2023
Cross Staff Investments Inc9,576$496 12/31/2023
     DFUS9,576$496 12/31/2023
Flow Traders U.S. LLC9,528$494 12/31/2023
     DFUS9,528$494 12/31/2023
BKA Wealth Consulting Inc.8,592$490 03/31/2024
     DFUS8,592$490 03/31/2024
Sound View Wealth Advisors Group LLC9,462$490 12/31/2023
     DFUS9,462$490 12/31/2023
Brogan Financial Inc.9,356$485 12/31/2023
     DFUS9,356$485 12/31/2023
Wells Fargo & Company MN9,304$482 12/31/2023
     DFUS9,304$482 12/31/2023
Quarry Hill Advisors LLC9,168$475 12/31/2023
     DFUS9,168$475 12/31/2023
AdvisorNet Financial Inc8,269$471 03/31/2024
     DFUS8,269$471 03/31/2024
Ascent Group LLC8,643$471 12/31/2023
     DFUS8,643$471 12/31/2023
Litman Gregory Asset Management LLC8,980$465 12/31/2023
     DFUS8,980$465 12/31/2023
Traction Financial Partners LLC8,947$464 12/31/2023
     DFUS8,947$464 12/31/2023
Hollencrest Capital Management8,888$461 12/31/2023
     DFUS8,888$461 12/31/2023
Cladis Investment Advisory LLC8,875$460 12/31/2023
     DFUS8,875$460 12/31/2023
Csenge Advisory Group8,639$448 12/31/2023
     DFUS8,639$448 12/31/2023
Mather Group LLC.8,537$442 03/31/2024
     DFUS8,537$442 03/31/2024
Allied Investment Advisors LLC7,752$442 03/31/2024
     DFUS7,752$442 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,274$429 12/31/2023
     DFUS8,274$429 12/31/2023
Prudential Financial Inc.8,155$423 12/31/2023
     DFUS8,155$423 12/31/2023
Kohmann Bosshard Financial Services LLC7,343$418 03/31/2024
     DFUS7,343$418 03/31/2024
Rockwood Wealth Management LLC8,056$418 12/31/2023
     DFUS8,056$418 12/31/2023
First Western Trust Bank7,994$414 12/31/2023
     DFUS7,994$414 12/31/2023
Herold Advisors Inc.7,976$413 12/31/2023
     DFUS7,976$413 12/31/2023
Gill Capital Partners LLC7,933$411 12/31/2023
     DFUS7,933$411 12/31/2023
Lynch & Associates IN7,139$407 03/31/2024
     DFUS7,139$407 03/31/2024
Gradient Capital Advisors LLC7,145$407 03/31/2024
     DFUS7,145$407 03/31/2024
Efficient Advisors LLC7,828$406 12/31/2023
     DFUS7,828$406 12/31/2023
Nicolet Bankshares Inc.7,736$401 12/31/2023
     DFUS7,736$401 12/31/2023
Wsfs Capital Management LLC7,682$398 12/31/2023
     DFUS7,682$398 12/31/2023
CIBC Private Wealth Group LLC7,590$393 12/31/2023
     DFUS7,590$393 12/31/2023
Camden Capital LLC7,563$392 12/31/2023
     DFUS7,563$392 12/31/2023
PCG Wealth Advisors LLC7,504$389 12/31/2023
     DFUS7,504$389 12/31/2023
Peavine Capital LLC7,433$385 12/31/2023
     DFUS7,433$385 12/31/2023
Westwood Wealth Management7,420$385 12/31/2023
     DFUS7,420$385 12/31/2023
Shared Vision Wealth Group LLC7,290$378 12/31/2023
     DFUS7,290$378 12/31/2023
Capital Investment Advisory Services LLC7,214$374 12/31/2023
     DFUS7,214$374 12/31/2023
Sollinda Capital Management LLC7,214$374 12/31/2023
     DFUS7,214$374 12/31/2023
Frank Rimerman Advisors LLC7,190$373 12/31/2023
     DFUS7,190$373 12/31/2023
Eagle Bay Advisors LLC7,144$370 12/31/2023
     DFUS7,144$370 12/31/2023
Sharkey Howes & Javer6,436$367 03/31/2024
     DFUS6,436$367 03/31/2024
Global Retirement Partners LLC7,095$366 12/31/2023
     DFUS7,095$366 12/31/2023
Becker Capital Management Inc.7,049$365 12/31/2023
     DFUS7,049$365 12/31/2023
Raymond James Trust N.A.7,029$364 12/31/2023
     DFUS7,029$364 12/31/2023
Atria Wealth Solutions Inc.6,917$359 12/31/2023
     DFUS6,917$359 12/31/2023
Kovitz Investment Group Partners LLC6,885$357 12/31/2023
     DFUS6,885$357 12/31/2023
Essential Planning LLC.6,730$349 12/31/2023
     DFUS6,730$349 12/31/2023
Diversified Trust Co6,116$348 03/31/2024
     DFUS6,116$348 03/31/2024
R. W. Roge & Company Inc.6,679$346 12/31/2023
     DFUS6,679$346 12/31/2023
Baron Silver Stevens Financial Advisors LLC6,684$346 12/31/2023
     DFUS6,684$346 12/31/2023
Whittier Trust Co.6,659$345 12/31/2023
     DFUS6,659$345 12/31/2023
GSB Wealth Management LLC6,513$338 12/31/2023
     DFUS6,513$338 12/31/2023
TRUE Private Wealth Advisors6,528$338 12/31/2023
     DFUS6,528$338 12/31/2023
Penobscot Wealth Management6,519$338 12/31/2023
     DFUS6,519$338 12/31/2023
First National Trust Co6,500$337 12/31/2023
     DFUS6,500$337 12/31/2023
Gerber Kawasaki Wealth & Investment Management6,473$335 12/31/2023
     DFUS6,473$335 12/31/2023
Versant Capital Management Inc5,788$330 03/31/2024
     DFUS5,788$330 03/31/2024
Private Portfolio Partners LLC6,312$327 12/31/2023
     DFUS6,312$327 12/31/2023
Ferguson Wellman Capital Management Inc.5,642$321 03/31/2024
     DFUS5,642$321 03/31/2024
Signature Resources Capital Management LLC6,185$321 03/31/2024
     DFUS6,185$321 03/31/2024
Rebalance LLC6,182$320 12/31/2023
     DFUS6,182$320 12/31/2023
Evercore Wealth Management LLC6,116$317 12/31/2023
     DFUS6,116$317 12/31/2023
CENTRAL TRUST Co6,099$316 12/31/2023
     DFUS6,099$316 12/31/2023
Annapolis Financial Services LLC5,301$302 03/31/2024
     DFUS5,301$302 03/31/2024
Bromfield Sneider Wealth Advisors5,260$300 03/31/2024
     DFUS5,260$300 03/31/2024
Cetera Advisors LLC5,750$298 12/31/2023
     DFUS5,750$298 12/31/2023
waypoint wealth counsel5,197$296 03/31/2024
     DFUS5,197$296 03/31/2024
Compton Wealth Advisory Group LLC5,165$294 03/31/2024
     DFUS5,165$294 03/31/2024
Cassaday & Co Wealth Management LLC5,673$294 12/31/2023
     DFUS5,673$294 12/31/2023
Apriem Advisors5,610$291 12/31/2023
     DFUS5,610$291 12/31/2023
Baker Tilly Financial LLC5,618$291 12/31/2023
     DFUS5,618$291 12/31/2023
Frazier Financial Advisors LLC5,616$291 12/31/2023
     DFUS5,616$291 12/31/2023
Proequities Inc.5,561$288 12/31/2023
     DFUS5,561$288 12/31/2023
Verus Financial Partners Inc.5,387$285 12/31/2023
     DFUS5,387$285 12/31/2023
Essex Financial Services Inc.5,485$284 12/31/2023
     DFUS5,485$284 12/31/2023
Park Avenue Securities LLC4,917$280 03/31/2024
     DFUS4,917$280 03/31/2024
Busey Wealth Management5,404$280 12/31/2023
     DFUS5,404$280 12/31/2023
Private Trust Co. NA5,350$277 12/31/2023
     DFUS5,350$277 12/31/2023
Cape Investment Advisory Inc.5,353$277 12/31/2023
     DFUS5,353$277 12/31/2023
Focused Wealth Management Inc5,331$276 12/31/2023
     DFUS5,331$276 12/31/2023
Evergreen Capital Management LLC5,299$275 12/31/2023
     DFUS5,299$275 12/31/2023
Vance Wealth Inc.5,183$269 12/31/2023
     DFUS5,183$269 12/31/2023
NTV Asset Management LLC5,115$265 12/31/2023
     DFUS5,115$265 12/31/2023
Washington Trust Advisors Inc.5,087$264 12/31/2023
     DFUS5,087$264 12/31/2023
SOL Capital Management CO5,030$261 12/31/2023
     DFUS5,030$261 12/31/2023
Beta Wealth Group Inc.4,993$259 12/31/2023
     DFUS4,993$259 12/31/2023
FRG Family Wealth Advisors LLC4,993$259 12/31/2023
     DFUS4,993$259 12/31/2023
CPA Asset Management LLC4,974$258 12/31/2023
     DFUS4,974$258 12/31/2023
Grandfield & Dodd LLC4,950$257 12/31/2023
     DFUS4,950$257 12/31/2023
Pensionmark Financial Group LLC4,965$257 12/31/2023
     DFUS4,965$257 12/31/2023
UMB Bank N A MO4,939$256 12/31/2023
     DFUS4,939$256 12/31/2023
Carlson Capital Management4,432$253 03/31/2024
     DFUS4,432$253 03/31/2024
Bull Oak Capital LLC4,448$253 03/31/2024
     DFUS4,448$253 03/31/2024
One Capital Management LLC4,833$250 12/31/2023
     DFUS4,833$250 12/31/2023
Private Advisory Group LLC4,759$247 12/31/2023
     DFUS4,759$247 12/31/2023
Whalen Wealth Management Inc.4,725$245 12/31/2023
     DFUS4,725$245 12/31/2023
Northern Financial Advisors Inc4,728$245 12/31/2023
     DFUS4,728$245 12/31/2023
JustInvest LLC4,707$244 12/31/2023
     DFUS4,707$244 12/31/2023
Cherry Tree Wealth Management LLC4,690$243 12/31/2023
     DFUS4,690$243 12/31/2023
Accel Wealth Management4,678$242 12/31/2023
     DFUS4,678$242 12/31/2023
Weatherly Asset Management L. P.4,643$241 12/31/2023
     DFUS4,643$241 12/31/2023
Capstone Capital Wealth Advisors4,133$235 03/31/2024
     DFUS4,133$235 03/31/2024
Financial Insights Inc.4,536$235 12/31/2023
     DFUS4,536$235 12/31/2023
Tyche Wealth Partners LLC4,538$235 12/31/2023
     DFUS4,538$235 12/31/2023
Delap Wealth Advisory LLC4,508$234 12/31/2023
     DFUS4,508$234 12/31/2023
Meridian Wealth Partners LLC4,496$233 12/31/2023
     DFUS4,496$233 12/31/2023
Aspiriant LLC4,078$232 03/31/2024
     DFUS4,078$232 03/31/2024
Hibernia Wealth Partners LLC4,460$231 12/31/2023
     DFUS4,460$231 12/31/2023
Builder Investment Group Inc. ADV4,403$228 12/31/2023
     DFUS4,403$228 12/31/2023
Advisors Management Group Inc. ADV4,392$228 12/31/2023
     DFUS4,392$228 12/31/2023
Hutchens & Kramer Investment Management Group LLC4,358$226 12/31/2023
     DFUS4,358$226 12/31/2023
Karpas Strategies LLC4,296$223 12/31/2023
     DFUS4,296$223 12/31/2023
Foundations Investment Advisors LLC4,189$223 12/31/2023
     DFUS4,189$223 12/31/2023
Arkadios Wealth Advisors4,302$223 12/31/2023
     DFUS4,302$223 12/31/2023
AlTi Global Inc.4,294$223 12/31/2023
     DFUS4,294$223 12/31/2023
PDS Planning Inc4,267$221 12/31/2023
     DFUS4,267$221 12/31/2023
Ellevest Inc.4,244$220 12/31/2023
     DFUS4,244$220 12/31/2023
BlackDiamond Wealth Management Inc.4,112$220 12/31/2023
     DFUS4,112$220 12/31/2023
Front Street Capital Management Inc.4,223$219 12/31/2023
     DFUS4,223$219 12/31/2023
Motco4,184$217 12/31/2023
     DFUS4,184$217 12/31/2023
MJP Associates Inc. ADV3,748$214 03/31/2024
     DFUS3,748$214 03/31/2024
Sawtooth Solutions LLC4,056$210 12/31/2023
     DFUS4,056$210 12/31/2023
Brooklyn FI LLC3,676$209 03/31/2024
     DFUS3,676$209 03/31/2024
Brighton Jones LLC3,998$207 12/31/2023
     DFUS3,998$207 12/31/2023
Gradient Investments LLC3,937$204 12/31/2023
     DFUS3,937$204 12/31/2023
Fundamentun LLC3,566$203 03/31/2024
     DFUS3,566$203 03/31/2024
Clark Capital Management Group Inc.3,922$203 12/31/2023
     DFUS3,922$203 12/31/2023
HWG Holdings LP3,819$198 12/31/2023
     DFUS3,819$198 12/31/2023
Rowland & Co. Investment Counsel ADV3,370$192 03/31/2024
     DFUS3,370$192 03/31/2024
Raleigh Capital Management Inc.3,513$182 12/31/2023
     DFUS3,513$182 12/31/2023
Icon Wealth Advisors LLC3,390$176 12/31/2023
     DFUS3,390$176 12/31/2023
Silicon Valley Capital Partners3,345$173 12/31/2023
     DFUS3,345$173 12/31/2023
Glassman Wealth Services3,136$163 12/31/2023
     DFUS3,136$163 12/31/2023
Foster Dykema Cabot & Partners LLC3,087$160 12/31/2023
     DFUS3,087$160 12/31/2023
Tradition Wealth Management LLC2,883$149 12/31/2023
     DFUS2,883$149 12/31/2023
Financial Connections Group Inc.2,839$147 12/31/2023
     DFUS2,839$147 12/31/2023
Acropolis Investment Management LLC2,450$140 03/31/2024
     DFUS2,450$140 03/31/2024
City State Bank2,462$140 03/31/2024
     DFUS2,462$140 03/31/2024
Financial Gravity Asset Management Inc.2,679$139 12/31/2023
     DFUS2,679$139 12/31/2023
McIlrath & Eck LLC2,581$134 12/31/2023
     DFUS2,581$134 12/31/2023
Sanctuary Wealth Management L.L.C.2,483$129 12/31/2023
     DFUS2,483$129 12/31/2023
IAG Wealth Partners LLC2,460$128 12/31/2023
     DFUS2,460$128 12/31/2023
EdgeRock Capital LLC2,367$127 12/31/2023
     DFUS2,367$127 12/31/2023
PrairieView Partners LLC2,275$118 12/31/2023
     DFUS2,275$118 12/31/2023
Ronald Blue Trust Inc.2,273$118 12/31/2023
     DFUS2,273$118 12/31/2023
Caldwell Sutter Capital Inc.2,264$117 12/31/2023
     DFUS2,264$117 12/31/2023
Global Trust Asset Management LLC2,035$116 03/31/2024
     DFUS2,035$116 03/31/2024
Russell Investments Group Ltd.1,909$99 12/31/2023
     DFUS1,909$99 12/31/2023
WealthCollab LLC1,860$96 12/31/2023
     DFUS1,860$96 12/31/2023
Truvestments Capital LLC1,820$94 12/31/2023
     DFUS1,820$94 12/31/2023
Level Financial Advisors Inc.1,821$94 12/31/2023
     DFUS1,821$94 12/31/2023
Gpwm LLC1,806$94 12/31/2023
     DFUS1,806$94 12/31/2023
Perritt Capital Management Inc.1,748$91 12/31/2023
     DFUS1,748$91 12/31/2023
Oakworth Capital Inc.1,705$88 12/31/2023
     DFUS1,705$88 12/31/2023
S.A. Mason LLC1,491$85 03/31/2024
     DFUS1,491$85 03/31/2024
BOK Financial Private Wealth Inc.1,635$85 12/31/2023
     DFUS1,635$85 12/31/2023
Qube Research & Technologies Ltd1,512$78 12/31/2023
     DFUS1,512$78 12/31/2023
Arrow Financial Corp1,484$77 12/31/2023
     DFUS1,484$77 12/31/2023
TFC Financial Management1,285$67 12/31/2023
     DFUS1,285$67 12/31/2023
SYM FINANCIAL Corp1,247$65 12/31/2023
     DFUS1,247$65 12/31/2023
Harbour Investments Inc.1,207$63 12/31/2023
     DFUS1,207$63 12/31/2023
Duncker Streett & Co. Inc.1,170$61 12/31/2023
     DFUS1,170$61 12/31/2023
ZRC Wealth Management LLC1,042$54 12/31/2023
     DFUS1,042$54 12/31/2023
Gleason Group Inc.836$48 03/31/2024
     DFUS836$48 03/31/2024
Plante Moran Financial Advisors LLC889$46 12/31/2023
     DFUS889$46 12/31/2023
Cornerstone Planning Group LLC861$45 12/31/2023
     DFUS861$45 12/31/2023
Colonial Trust Co SC845$44 12/31/2023
     DFUS845$44 12/31/2023
Sittner & Nelson LLC730$38 12/31/2023
     DFUS730$38 12/31/2023
Comerica Bank665$34 12/31/2023
     DFUS665$34 12/31/2023
AlphaCore Capital LLC659$34 12/31/2023
     DFUS659$34 12/31/2023
Barrett & Company Inc.536$31 03/31/2024
     DFUS536$31 03/31/2024
Sunbelt Securities Inc.536$31 03/31/2024
     DFUS536$31 03/31/2024
Pineridge Advisors LLC561$29 12/31/2023
     DFUS561$29 12/31/2023
Ancora Advisors LLC460$24 12/31/2023
     DFUS460$24 12/31/2023
Principal Securities Inc.364$19 12/31/2023
     DFUS364$19 12/31/2023
Tandem Wealth Advisors LLC259$13 12/31/2023
     DFUS259$13 12/31/2023
JNBA Financial Advisors136$7 12/31/2023
     DFUS136$7 12/31/2023
DHJJ Financial Advisors Ltd.10$1 03/31/2024
     DFUS10$1 03/31/2024
Quent Capital LLC20$1 12/31/2023
     DFUS20$1 12/31/2023
Coston McIsaac & Partners4$0 03/31/2024
     DFUS4$0 03/31/2024
Huntington National Bank1$0 12/31/2023
     DFUS1$0 12/31/2023
Able Wealth Management LLC4$0 12/31/2023
     DFUS4$0 12/31/2023

See Summary: Institutional Holders of DFUS
See Details: Top 10 Hedge Funds Holding DFUS
Also See: DFUS Holdings Changes

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