HoldingsChannel.com
Funds Holding DFUV

On this page, we present all of the funds holding DFUV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFUV, with a link to that fund's top holdings. The next columns indicate the amount of DFUV stock held by each of the funds holding DFUV, followed by the DFUV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 483 funds holding DFUV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding DFUV), click the fund name in the "Holder" column of the funds-holding-DFUV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.16,144,501$556,985 06/30/2023
     DFUV16,144,501$556,985 06/30/2023
Mercer Global Advisors Inc. ADV15,266,607$526,698 06/30/2023
     DFUV15,266,607$526,698 06/30/2023
Buckingham Strategic Wealth LLC14,570,781$502,692 06/30/2023
     DFUV14,570,781$502,692 06/30/2023
Savant Capital LLC13,790,629$475,777 06/30/2023
     DFUV13,790,629$475,777 06/30/2023
CI Private Wealth LLC11,216,586$386,972 06/30/2023
     DFUV11,216,586$386,972 06/30/2023
Index Fund Advisors Inc.7,003,838$241,632 06/30/2023
     DFUV7,003,838$241,632 06/30/2023
Plancorp LLC6,861,416$236,719 06/30/2023
     DFUV6,861,416$236,719 06/30/2023
Northern Trust Corp5,871,887$202,580 06/30/2023
     DFUV5,871,887$202,580 06/30/2023
Resource Consulting Group Inc.4,573,794$157,796 06/30/2023
     DFUV4,573,794$157,796 06/30/2023
Creative Planning4,360,160$150,426 06/30/2023
     DFUV4,360,160$150,426 06/30/2023
Modera Wealth Management LLC2,541,395$87,678 06/30/2023
     DFUV2,541,395$87,678 06/30/2023
Cerity Partners LLC2,331,367$80,432 06/30/2023
     DFUV2,331,367$80,432 06/30/2023
ML & R Wealth Management LLC2,144,037$73,969 06/30/2023
     DFUV2,144,037$73,969 06/30/2023
Truepoint Inc.2,039,636$70,367 06/30/2023
     DFUV2,039,636$70,367 06/30/2023
TCI Wealth Advisors Inc.2,027,800$69,959 06/30/2023
     DFUV2,027,800$69,959 06/30/2023
RSM US Wealth Management LLC1,948,077$67,209 06/30/2023
     DFUV1,948,077$67,209 06/30/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,779,443$61,391 06/30/2023
     DFUV1,779,443$61,391 06/30/2023
Buckingham Strategic Partners1,748,394$60,320 06/30/2023
     DFUV1,748,394$60,320 06/30/2023
Jackson Thornton Asset Management LLC1,681,108$57,998 06/30/2023
     DFUV1,681,108$57,998 06/30/2023
Foster Group Inc.1,521,205$52,482 06/30/2023
     DFUV1,521,205$52,482 06/30/2023
Forum Financial Management LP1,488,131$51,341 06/30/2023
     DFUV1,488,131$51,341 06/30/2023
Symmetry Partners LLC1,432,183$49,410 06/30/2023
     DFUV1,432,183$49,410 06/30/2023
Pathstone Family Office LLC1,379,120$47,580 06/30/2023
     DFUV1,379,120$47,580 06/30/2023
Beaird Harris Wealth Management LLC1,378,699$47,565 06/30/2023
     DFUV1,378,699$47,565 06/30/2023
Evanson Asset Management LLC1,306,113$45,061 06/30/2023
     DFUV1,306,113$45,061 06/30/2023
Team Hewins LLC1,248,131$43,061 06/30/2023
     DFUV1,248,131$43,061 06/30/2023
Willow Creek Wealth Management Inc.1,179,866$40,705 06/30/2023
     DFUV1,179,866$40,705 06/30/2023
LPL Financial LLC1,127,356$38,894 06/30/2023
     DFUV1,127,356$38,894 06/30/2023
TFC Financial Management1,057,454$36,482 06/30/2023
     DFUV1,057,454$36,482 06/30/2023
Heritage Investment Group Inc.1,036,926$35,774 06/30/2023
     DFUV1,036,926$35,774 06/30/2023
Wescott Financial Advisory Group LLC976,368$33,685 06/30/2023
     DFUV976,368$33,685 06/30/2023
American Investment Services Inc.963,065$33,226 06/30/2023
     DFUV963,065$33,226 06/30/2023
Prime Capital Investment Advisors LLC890,009$30,705 06/30/2023
     DFUV890,009$30,705 06/30/2023
Stonnington Group LLC900,470$30,481 03/31/2023
     DFUV900,470$30,481 03/31/2023
Meritas Wealth Management LLC874,672$30,176 06/30/2023
     DFUV874,672$30,176 06/30/2023
Dixon Fnancial Services Inc.820,082$28,293 06/30/2023
     DFUV820,082$28,293 06/30/2023
Raymond James Financial Services Advisors Inc.814,277$28,093 06/30/2023
     DFUV814,277$28,093 06/30/2023
Planning Center Inc.800,616$27,621 06/30/2023
     DFUV800,616$27,621 06/30/2023
Tillman Hartley LLC790,783$27,282 06/30/2023
     DFUV790,783$27,282 06/30/2023
Keb Asset Management LLC774,498$26,720 06/30/2023
     DFUV774,498$26,720 06/30/2023
Sax Wealth Advisors LLC773,949$26,701 06/30/2023
     DFUV773,949$26,701 06/30/2023
McLean Asset Management Corp765,445$26,408 06/30/2023
     DFUV765,445$26,408 06/30/2023
Cardiff Park Advisors LLC758,237$26,159 06/30/2023
     DFUV758,237$26,159 06/30/2023
Wealth Architects LLC750,357$25,887 06/30/2023
     DFUV750,357$25,887 06/30/2023
Merriman Wealth Management LLC722,345$24,921 06/30/2023
     DFUV722,345$24,921 06/30/2023
Commonwealth Equity Services LLC721,288$24,884 06/30/2023
     DFUV721,288$24,884 06/30/2023
Carlson Capital Management713,228$24,606 06/30/2023
     DFUV713,228$24,606 06/30/2023
Advisor Group Holdings Inc.697,446$24,061 06/30/2023
     DFUV697,446$24,061 06/30/2023
Aspiriant LLC694,745$23,969 06/30/2023
     DFUV694,745$23,969 06/30/2023
Moisand Fitzgerald Tamayo LLC693,956$23,941 06/30/2023
     DFUV693,956$23,941 06/30/2023
Monograph Wealth Advisors LLC693,422$23,923 06/30/2023
     DFUV693,422$23,923 06/30/2023
Integrated Wealth Concepts LLC658,716$22,726 06/30/2023
     DFUV658,716$22,726 06/30/2023
Bridgeworth LLC655,912$22,629 06/30/2023
     DFUV655,912$22,629 06/30/2023
TFO TDC LLC639,178$22,052 06/30/2023
     DFUV639,178$22,052 06/30/2023
Monticello Wealth Management LLC609,552$21,030 06/30/2023
     DFUV609,552$21,030 06/30/2023
Disciplined Equity Management Inc.600,610$20,721 06/30/2023
     DFUV600,610$20,721 06/30/2023
Bayshore Asset Management LLC566,947$20,189 06/30/2023
     DFUV566,947$20,189 06/30/2023
Baker Boyer National Bank567,115$19,565 06/30/2023
     DFUV567,115$19,565 06/30/2023
WorthPointe LLC558,645$19,273 06/30/2023
     DFUV558,645$19,273 06/30/2023
Steward Financial Group LLC551,182$19,015 06/30/2023
     DFUV551,182$19,015 06/30/2023
Heritage Wealth Management Inc. Texas543,006$18,734 06/30/2023
     DFUV543,006$18,734 06/30/2023
Kooman & Associates537,859$18,556 06/30/2023
     DFUV537,859$18,556 06/30/2023
Capital Performance Advisors LLP516,967$17,835 06/30/2023
     DFUV516,967$17,835 06/30/2023
Beacon Pointe Advisors LLC502,217$17,327 06/30/2023
     DFUV502,217$17,327 06/30/2023
Investmark Advisory Group LLC447,823$15,450 06/30/2023
     DFUV447,823$15,450 06/30/2023
HighTower Advisors LLC446,190$15,393 06/30/2023
     DFUV446,190$15,393 06/30/2023
Apella Capital LLC442,018$15,250 06/30/2023
     DFUV442,018$15,250 06/30/2023
Legacy Financial Group Inc.423,960$14,627 06/30/2023
     DFUV423,960$14,627 06/30/2023
Allworth Financial LP423,156$14,599 06/30/2023
     DFUV423,156$14,599 06/30/2023
Hill Investment Group Partners LLC418,385$14,434 06/30/2023
     DFUV418,385$14,434 06/30/2023
Austin Asset Management Co Inc413,606$14,269 06/30/2023
     DFUV413,606$14,269 06/30/2023
Ruedi Wealth Management Inc.407,867$14,071 06/30/2023
     DFUV407,867$14,071 06/30/2023
Larson Financial Group LLC391,405$13,503 06/30/2023
     DFUV391,405$13,503 06/30/2023
Kraft Asset Management LLC386,404$13,331 06/30/2023
     DFUV386,404$13,331 06/30/2023
Claris Advisors LLC MO384,792$13,275 06/30/2023
     DFUV384,792$13,275 06/30/2023
Dopkins Wealth Management LLC383,948$13,246 06/30/2023
     DFUV383,948$13,246 06/30/2023
Werba Rubin Papier Wealth Management383,567$13,233 06/30/2023
     DFUV383,567$13,233 06/30/2023
Mariner LLC379,412$13,090 06/30/2023
     DFUV379,412$13,090 06/30/2023
PBMares Wealth Management LLC376,020$12,973 06/30/2023
     DFUV376,020$12,973 06/30/2023
WPWealth LLP385,643$12,911 03/31/2023
     DFUV385,643$12,911 03/31/2023
Mather Group LLC.369,962$12,764 06/30/2023
     DFUV369,962$12,764 06/30/2023
Andrews Lucia Wealth Management LLC364,933$12,590 06/30/2023
     DFUV364,933$12,590 06/30/2023
Mosaic Family Wealth Partners LLC352,884$12,174 06/30/2023
     DFUV352,884$12,174 06/30/2023
Arden Trust Co340,231$11,738 06/30/2023
     DFUV340,231$11,738 06/30/2023
Advisor Partners II LLC339,414$11,707 06/30/2023
     DFUV339,414$11,707 06/30/2023
Diversified Portfolios Inc.313,955$10,831 06/30/2023
     DFUV313,955$10,831 06/30/2023
Sequoia Financial Advisors LLC311,723$10,754 06/30/2023
     DFUV311,723$10,754 06/30/2023
Ancora Advisors LLC304,671$10,511 06/30/2023
     DFUV304,671$10,511 06/30/2023
Cetera Investment Advisers303,703$10,478 06/30/2023
     DFUV303,703$10,478 06/30/2023
RTD Financial Advisors Inc.303,679$10,477 06/30/2023
     DFUV303,679$10,477 06/30/2023
Lauterbach Financial Advisors LLC296,594$10,233 06/30/2023
     DFUV296,594$10,233 06/30/2023
ShankerValleau Wealth Advisors Inc.293,737$10,134 06/30/2023
     DFUV293,737$10,134 06/30/2023
Advisory Services & Investments LLC282,053$9,731 06/30/2023
     DFUV282,053$9,731 06/30/2023
Soundmark Wealth Management LLC278,085$9,594 06/30/2023
     DFUV278,085$9,594 06/30/2023
Juncture Wealth Strategies LLC277,057$9,558 06/30/2023
     DFUV277,057$9,558 06/30/2023
EP Wealth Advisors LLC38,594$9,311 06/30/2023
     DFUV38,594$9,311 06/30/2023
United Capital Financial Advisers LLC262,234$9,047 06/30/2023
     DFUV262,234$9,047 06/30/2023
Bridgewater Advisors Inc.254,423$8,778 06/30/2023
     DFUV254,423$8,778 06/30/2023
Sensible Financial Planning & Management LLC.247,335$8,533 06/30/2023
     DFUV247,335$8,533 06/30/2023
Root Financial Partners LLC244,736$8,443 06/30/2023
     DFUV244,736$8,443 06/30/2023
RF&L Wealth Management LLC244,643$8,440 06/30/2023
     DFUV244,643$8,440 06/30/2023
MAI Capital Management238,256$8,220 06/30/2023
     DFUV238,256$8,220 06/30/2023
Tobias Financial Advisors Inc.237,451$8,192 06/30/2023
     DFUV237,451$8,192 06/30/2023
Private Ocean LLC226,228$7,805 06/30/2023
     DFUV226,228$7,805 06/30/2023
Exencial Wealth Advisors LLC222,371$7,672 06/30/2023
     DFUV222,371$7,672 06/30/2023
Level Financial Advisors Inc.210,797$7,272 06/30/2023
     DFUV210,797$7,272 06/30/2023
Triad Financial Advisors Inc.209,207$7,218 06/30/2023
     DFUV209,207$7,218 06/30/2023
Kestra Advisory Services LLC190,475$6,571 06/30/2023
     DFUV190,475$6,571 06/30/2023
Cambridge Investment Research Advisors Inc.189,833$6,549 06/30/2023
     DFUV189,833$6,549 06/30/2023
JFS Wealth Advisors LLC186,995$6,451 06/30/2023
     DFUV186,995$6,451 06/30/2023
Wealthstream Advisors Inc.184,714$6,373 06/30/2023
     DFUV184,714$6,373 06/30/2023
M Financial Asset Management Inc.186,347$6,239 03/31/2023
     DFUV186,347$6,239 03/31/2023
Colorado Capital Management Inc.178,063$6,143 06/30/2023
     DFUV178,063$6,143 06/30/2023
Cresset Asset Management LLC176,864$6,102 06/30/2023
     DFUV176,864$6,102 06/30/2023
Addison Advisors LLC175,061$6,040 06/30/2023
     DFUV175,061$6,040 06/30/2023
WNY Asset Management LLC173,031$5,970 06/30/2023
     DFUV173,031$5,970 06/30/2023
RS Crum Inc.172,443$5,949 06/30/2023
     DFUV172,443$5,949 06/30/2023
Abacus Wealth Partners LLC164,026$5,659 06/30/2023
     DFUV164,026$5,659 06/30/2023
Graves Light Private Wealth Management Inc.160,027$5,521 06/30/2023
     DFUV160,027$5,521 06/30/2023
Hemington Wealth Management159,110$5,489 06/30/2023
     DFUV159,110$5,489 06/30/2023
Versant Capital Management Inc157,499$5,434 06/30/2023
     DFUV157,499$5,434 06/30/2023
Cherry Tree Wealth Management LLC154,535$5,331 06/30/2023
     DFUV154,535$5,331 06/30/2023
Annandale Capital LLC153,631$5,300 06/30/2023
     DFUV153,631$5,300 06/30/2023
BOK Financial Private Wealth Inc.151,714$5,234 06/30/2023
     DFUV151,714$5,234 06/30/2023
Financial Engines Advisors L.L.C.151,090$5,213 06/30/2023
     DFUV151,090$5,213 06/30/2023
Shearwater Capital LLC150,159$5,180 06/30/2023
     DFUV150,159$5,180 06/30/2023
Lutz Financial Services LLC148,756$5,132 06/30/2023
     DFUV148,756$5,132 06/30/2023
Lam Group Inc.142,400$4,913 06/30/2023
     DFUV142,400$4,913 06/30/2023
Altiora Financial Group LLC141,020$4,865 06/30/2023
     DFUV141,020$4,865 06/30/2023
Total Wealth Planning LLC138,376$4,774 06/30/2023
     DFUV138,376$4,774 06/30/2023
UBS Group AG136,673$4,715 06/30/2023
     DFUV136,673$4,715 06/30/2023
Sandy Spring Bank135,685$4,681 06/30/2023
     DFUV135,685$4,681 06/30/2023
First National Bank Sioux Falls135,111$4,661 06/30/2023
     DFUV135,111$4,661 06/30/2023
Gradient Capital Advisors LLC134,392$4,637 06/30/2023
     DFUV134,392$4,637 06/30/2023
Truist Financial Corp133,930$4,621 06/30/2023
     DFUV133,930$4,621 06/30/2023
Captrust Financial Advisors131,925$4,551 06/30/2023
     DFUV131,925$4,551 06/30/2023
Veritable L.P.129,873$4,481 06/30/2023
     DFUV129,873$4,481 06/30/2023
Evensky & Katz LLC129,268$4,460 06/30/2023
     DFUV129,268$4,460 06/30/2023
EverSource Wealth Advisors LLC126,810$4,375 06/30/2023
     DFUV126,810$4,375 06/30/2023
GEM Asset Management LLC126,343$4,359 06/30/2023
     DFUV126,343$4,359 06/30/2023
Intelligent Financial Strategies125,536$4,331 06/30/2023
     DFUV125,536$4,331 06/30/2023
Builder Investment Group Inc. ADV124,912$4,309 06/30/2023
     DFUV124,912$4,309 06/30/2023
CarsonAllaria Wealth Management Ltd.124,018$4,279 06/30/2023
     DFUV124,018$4,279 06/30/2023
Verdence Capital Advisors LLC120,891$4,171 06/30/2023
     DFUV120,891$4,171 06/30/2023
Wells Fargo & Company MN120,731$4,165 06/30/2023
     DFUV120,731$4,165 06/30/2023
M Holdings Securities Inc.121,566$4,070 03/31/2023
     DFUV121,566$4,070 03/31/2023
Stratos Wealth Partners LTD.114,489$3,950 06/30/2023
     DFUV114,489$3,950 06/30/2023
First Republic Investment Management Inc.109,131$3,765 06/30/2023
     DFUV109,131$3,765 06/30/2023
Peninsula Wealth LLC108,889$3,757 06/30/2023
     DFUV108,889$3,757 06/30/2023
Dynamic Advisor Solutions LLC107,978$3,725 06/30/2023
     DFUV107,978$3,725 06/30/2023
Royal Bank of Canada105,964$3,656 06/30/2023
     DFUV105,964$3,656 06/30/2023
WoodTrust Financial Corp104,681$3,611 06/30/2023
     DFUV104,681$3,611 06/30/2023
Visionary Wealth Advisors99,796$3,443 06/30/2023
     DFUV99,796$3,443 06/30/2023
Summit Financial Strategies Inc.99,325$3,427 06/30/2023
     DFUV99,325$3,427 06/30/2023
Francis Financial Inc.99,285$3,425 06/30/2023
     DFUV99,285$3,425 06/30/2023
MML Investors Services LLC96,153$3,317 06/30/2023
     DFUV96,153$3,317 06/30/2023
Disciplined Investments LLC94,622$3,264 06/30/2023
     DFUV94,622$3,264 06/30/2023
Jentner Corp94,348$3,255 06/30/2023
     DFUV94,348$3,255 06/30/2023
Relaxing Retirement Coach92,346$3,186 06/30/2023
     DFUV92,346$3,186 06/30/2023
Strategic Investment Solutions Inc. IL93,609$3,100 06/30/2023
     DFUV93,609$3,100 06/30/2023
TIAA FSB88,307$3,047 06/30/2023
     DFUV88,307$3,047 06/30/2023
Investment Advisory Group LLC83,458$2,879 06/30/2023
     DFUV83,458$2,879 06/30/2023
Stifel Financial Corp83,038$2,865 06/30/2023
     DFUV83,038$2,865 06/30/2023
Zhang Financial LLC80,401$2,777 06/30/2023
     DFUV80,401$2,777 06/30/2023
Morgan Stanley79,107$2,729 06/30/2023
     DFUV79,107$2,729 06/30/2023
CFS Investment Advisory Services LLC72,709$2,508 06/30/2023
     DFUV72,709$2,508 06/30/2023
Moneta Group Investment Advisors LLC71,835$2,478 06/30/2023
     DFUV71,835$2,478 06/30/2023
Melfa Wealth Management LLC71,638$2,472 06/30/2023
     DFUV71,638$2,472 06/30/2023
Vista Wealth Management Group LLC71,381$2,463 06/30/2023
     DFUV71,381$2,463 06/30/2023
Glass Jacobson Investment Advisors llc71,378$2,463 06/30/2023
     DFUV71,378$2,463 06/30/2023
Cypress Wealth Services LLC69,759$2,435 06/30/2023
     DFUV69,759$2,435 06/30/2023
Prospera Financial Services Inc70,266$2,424 06/30/2023
     DFUV70,266$2,424 06/30/2023
Northwestern Mutual Wealth Management Co.70,189$2,422 06/30/2023
     DFUV70,189$2,422 06/30/2023
Wilbanks Smith & Thomas Asset Management LLC68,789$2,373 06/30/2023
     DFUV68,789$2,373 06/30/2023
Cassady Schiller Wealth Management LLC68,453$2,362 06/30/2023
     DFUV68,453$2,362 06/30/2023
Northwest Wealth Management LLC68,305$2,357 06/30/2023
     DFUV68,305$2,357 06/30/2023
Wetherby Asset Management Inc.68,276$2,356 06/30/2023
     DFUV68,276$2,356 06/30/2023
Nicholas Hoffman & Company LLC.68,008$2,346 06/30/2023
     DFUV68,008$2,346 06/30/2023
Grand Wealth Management LLC67,748$2,337 06/30/2023
     DFUV67,748$2,337 06/30/2023
Angeles Wealth Management LLC66,698$2,301 06/30/2023
     DFUV66,698$2,301 06/30/2023
Regions Financial Corp66,445$2,292 06/30/2023
     DFUV66,445$2,292 06/30/2023
Bank of New York Mellon Corp64,170$2,214 06/30/2023
     DFUV64,170$2,214 06/30/2023
US Bancorp DE62,452$2,155 06/30/2023
     DFUV62,452$2,155 06/30/2023
JPMorgan Chase & Co.61,536$2,123 06/30/2023
     DFUV61,536$2,123 06/30/2023
Chicago Partners Investment Group LLC58,236$2,081 06/30/2023
     DFUV58,236$2,081 06/30/2023
3D L Capital Management LLC59,197$2,042 06/30/2023
     DFUV59,197$2,042 06/30/2023
Quantum Financial Advisors LLC58,903$2,032 06/30/2023
     DFUV58,903$2,032 06/30/2023
PFG Advisors58,426$2,016 06/30/2023
     DFUV58,426$2,016 06/30/2023
BetterWealth LLC57,305$1,977 06/30/2023
     DFUV57,305$1,977 06/30/2023
Bank of America Corp DE57,028$1,967 06/30/2023
     DFUV57,028$1,967 06/30/2023
AdvisorNet Financial Inc56,520$1,950 06/30/2023
     DFUV56,520$1,950 06/30/2023
Cetera Advisor Networks LLC56,030$1,933 06/30/2023
     DFUV56,030$1,933 06/30/2023
WASHINGTON TRUST Co54,542$1,882 06/30/2023
     DFUV54,542$1,882 06/30/2023
Websterrogers Financial Advisors LLC54,259$1,872 06/30/2023
     DFUV54,259$1,872 06/30/2023
Brown Advisory Inc.52,299$1,804 06/30/2023
     DFUV52,299$1,804 06/30/2023
Valeo Financial Advisors LLC52,281$1,804 06/30/2023
     DFUV52,281$1,804 06/30/2023
Aptus Capital Advisors LLC51,594$1,780 06/30/2023
     DFUV51,594$1,780 06/30/2023
Warwick Investment Management Inc.49,583$1,711 06/30/2023
     DFUV49,583$1,711 06/30/2023
Equitable Holdings Inc.48,992$1,690 06/30/2023
     DFUV48,992$1,690 06/30/2023
Basso Capital Management L.P.48,610$1,677 06/30/2023
     DFUV48,610$1,677 06/30/2023
Cordant Inc.48,431$1,671 06/30/2023
     DFUV48,431$1,671 06/30/2023
Bank of Montreal Can48,256$1,669 06/30/2023
     DFUV48,256$1,669 06/30/2023
25 LLC47,111$1,658 06/30/2023
     DFUV47,111$1,658 06/30/2023
Ronald Blue Trust Inc.49,405$1,654 06/30/2023
     DFUV49,405$1,654 06/30/2023
Stone Point Wealth LLC47,284$1,631 06/30/2023
     DFUV47,284$1,631 06/30/2023
Rockefeller Capital Management L.P.47,146$1,627 06/30/2023
     DFUV47,146$1,627 06/30/2023
TAGStone Capital Inc.46,381$1,600 06/30/2023
     DFUV46,381$1,600 06/30/2023
Running Point Capital Advisors LLC45,287$1,562 06/30/2023
     DFUV45,287$1,562 06/30/2023
Aviance Capital Partners LLC45,209$1,560 06/30/2023
     DFUV45,209$1,560 06/30/2023
Annapolis Financial Services LLC45,085$1,555 06/30/2023
     DFUV45,085$1,555 06/30/2023
Asset Planning Corporation43,896$1,514 06/30/2023
     DFUV43,896$1,514 06/30/2023
RAM Investment Partners LLC42,901$1,480 06/30/2023
     DFUV42,901$1,480 06/30/2023
Tarbox Family Office Inc.42,033$1,450 06/30/2023
     DFUV42,033$1,450 06/30/2023
Global Retirement Partners LLC41,837$1,443 06/30/2023
     DFUV41,837$1,443 06/30/2023
Blair William & Co. IL41,520$1,432 06/30/2023
     DFUV41,520$1,432 06/30/2023
Lauer Wealth LLC40,000$1,430 06/30/2023
     DFUV40,000$1,430 06/30/2023
Baker Tilly Financial LLC40,716$1,405 06/30/2023
     DFUV40,716$1,405 06/30/2023
Ferguson Wellman Capital Management Inc.39,390$1,359 06/30/2023
     DFUV39,390$1,359 06/30/2023
SJS Investment Consulting Inc.39,039$1,347 06/30/2023
     DFUV39,039$1,347 06/30/2023
Applied Capital LLC38,848$1,340 06/30/2023
     DFUV38,848$1,340 06/30/2023
FMR LLC38,217$1,318 06/30/2023
     DFUV38,217$1,318 06/30/2023
Beacon Financial Advisory LLC37,721$1,301 06/30/2023
     DFUV37,721$1,301 06/30/2023
Private Advisor Group LLC35,808$1,276 06/30/2023
     DFUV35,808$1,276 06/30/2023
Orion Portfolio Solutions LLC36,040$1,243 06/30/2023
     DFUV36,040$1,243 06/30/2023
Kavar Capital Partners Group LLC35,990$1,242 06/30/2023
     DFUV35,990$1,242 06/30/2023
Fiduciary Trust Co.35,909$1,239 06/30/2023
     DFUV35,909$1,239 06/30/2023
Measured Wealth Private Client Group LLC35,393$1,221 06/30/2023
     DFUV35,393$1,221 06/30/2023
Aurum Wealth Management Group LLC34,832$1,202 06/30/2023
     DFUV34,832$1,202 06/30/2023
Eldridge Investment Advisors Inc.33,869$1,168 06/30/2023
     DFUV33,869$1,168 06/30/2023
CWA Asset Management Group LLC33,708$1,163 06/30/2023
     DFUV33,708$1,163 06/30/2023
Flow Traders U.S. LLC32,750$1,130 06/30/2023
     DFUV32,750$1,130 06/30/2023
Silver Oak Advisory Group Inc.31,712$1,094 06/30/2023
     DFUV31,712$1,094 06/30/2023
Integrated Advisors Network LLC31,615$1,091 06/30/2023
     DFUV31,615$1,091 06/30/2023
Greenspring Advisors LLC31,511$1,087 06/30/2023
     DFUV31,511$1,087 06/30/2023
Apollon Wealth Management LLC31,003$1,070 06/30/2023
     DFUV31,003$1,070 06/30/2023
Commerce Bank30,447$1,050 06/30/2023
     DFUV30,447$1,050 06/30/2023
Merit Financial Group LLC29,738$1,026 06/30/2023
     DFUV29,738$1,026 06/30/2023
Perigon Wealth Management LLC29,582$1,021 06/30/2023
     DFUV29,582$1,021 06/30/2023
Wsfs Capital Management LLC29,220$1,008 06/30/2023
     DFUV29,220$1,008 06/30/2023
Busey Wealth Management28,958$999 06/30/2023
     DFUV28,958$999 06/30/2023
Verus Financial Partners Inc.27,635$991 06/30/2023
     DFUV27,635$991 06/30/2023
Johnson Investment Counsel Inc.28,190$973 06/30/2023
     DFUV28,190$973 06/30/2023
Avantax Advisory Services Inc.28,076$969 06/30/2023
     DFUV28,076$969 06/30/2023
Cantor Fitzgerald L. P.27,599$952 06/30/2023
     DFUV27,599$952 06/30/2023
Brighton Jones LLC27,510$949 06/30/2023
     DFUV27,510$949 06/30/2023
Parallel Advisors LLC27,430$946 06/30/2023
     DFUV27,430$946 06/30/2023
Mission Wealth Management LP26,930$929 06/30/2023
     DFUV26,930$929 06/30/2023
Parkside Financial Bank & Trust26,882$927 06/30/2023
     DFUV26,882$927 06/30/2023
Garde Capital Inc.26,598$918 06/30/2023
     DFUV26,598$918 06/30/2023
Curi Capital26,449$912 06/30/2023
     DFUV26,449$912 06/30/2023
tru Independence LLC26,367$910 06/30/2023
     DFUV26,367$910 06/30/2023
Financial Advisory Service Inc.26,260$906 06/30/2023
     DFUV26,260$906 06/30/2023
Lbmc Investment Advisors LLC26,192$904 06/30/2023
     DFUV26,192$904 06/30/2023
Banque Pictet & Cie SA25,825$891 06/30/2023
     DFUV25,825$891 06/30/2023
Pictet North America Advisors SA25,825$891 06/30/2023
     DFUV25,825$891 06/30/2023
Marietta Wealth Management LLC25,800$890 06/30/2023
     DFUV25,800$890 06/30/2023
AWM Capital LLC25,456$878 06/30/2023
     DFUV25,456$878 06/30/2023
RMB Capital Management LLC25,420$877 06/30/2023
     DFUV25,420$877 06/30/2023
CWM LLC25,289$872 06/30/2023
     DFUV25,289$872 06/30/2023
Raymond James & Associates25,106$866 06/30/2023
     DFUV25,106$866 06/30/2023
Financial Council Asset Management Inc24,585$848 06/30/2023
     DFUV24,585$848 06/30/2023
Townsquare Capital LLC25,318$848 03/31/2023
     DFUV25,318$848 03/31/2023
Atria Wealth Solutions Inc.24,468$844 06/30/2023
     DFUV24,468$844 06/30/2023
Mutual Advisors LLC24,083$831 06/30/2023
     DFUV24,083$831 06/30/2023
Balboa Wealth Partners24,087$831 06/30/2023
     DFUV24,087$831 06/30/2023
Waypoint Capital Advisors LLC24,032$829 06/30/2023
     DFUV24,032$829 06/30/2023
Fort Point Capital Partners LLC23,900$825 06/30/2023
     DFUV23,900$825 06/30/2023
Liberty Wealth Management LLC23,445$809 06/30/2023
     DFUV23,445$809 06/30/2023
IFG Advisory LLC23,348$806 06/30/2023
     DFUV23,348$806 06/30/2023
Phillips Financial Management LLC23,245$802 06/30/2023
     DFUV23,245$802 06/30/2023
Family CFO Inc23,133$798 06/30/2023
     DFUV23,133$798 06/30/2023
Renaissance Technologies LLC23,100$797 06/30/2023
     DFUV23,100$797 06/30/2023
Colony Group LLC22,853$788 06/30/2023
     DFUV22,853$788 06/30/2023
Seaside Wealth Management Inc.22,495$776 06/30/2023
     DFUV22,495$776 06/30/2023
Rehmann Capital Advisory Group22,377$772 06/30/2023
     DFUV22,377$772 06/30/2023
Allegiance Financial Group Advisory Services LLC22,284$769 06/30/2023
     DFUV22,284$769 06/30/2023
Empower Advisory Group LLC22,219$767 06/30/2023
     DFUV22,219$767 06/30/2023
Smith Chas P & Associates PA Cpas22,153$764 06/30/2023
     DFUV22,153$764 06/30/2023
Clearstead Advisors LLC21,835$753 06/30/2023
     DFUV21,835$753 06/30/2023
MBM Wealth Consultants LLC21,375$749 06/30/2023
     DFUV21,375$749 06/30/2023
Cliftonlarsonallen Wealth Advisors LLC21,610$746 06/30/2023
     DFUV21,610$746 06/30/2023
Boston Private Wealth LLC20,959$723 06/30/2023
     DFUV20,959$723 06/30/2023
Wealth Enhancement Advisory Services LLC20,863$720 06/30/2023
     DFUV20,863$720 06/30/2023
Sigma Planning Corp20,838$719 06/30/2023
     DFUV20,838$719 06/30/2023
Bessemer Group Inc.20,810$718 06/30/2023
     DFUV20,810$718 06/30/2023
CAPROCK Group Inc.20,714$715 06/30/2023
     DFUV20,714$715 06/30/2023
IHT Wealth Management LLC20,509$708 06/30/2023
     DFUV20,509$708 06/30/2023
Keybank National Association OH20,504$707 06/30/2023
     DFUV20,504$707 06/30/2023
Robertson Stephens Wealth Management LLC19,721$680 06/30/2023
     DFUV19,721$680 06/30/2023
KM Capital Management Ltd.19,244$664 06/30/2023
     DFUV19,244$664 06/30/2023
Dorsey & Whitney Trust CO LLC19,166$661 06/30/2023
     DFUV19,166$661 06/30/2023
Amarillo National Bank19,084$658 06/30/2023
     DFUV19,084$658 06/30/2023
Bailard Inc.19,044$657 06/30/2023
     DFUV19,044$657 06/30/2023
Susquehanna International Group LLP18,563$640 06/30/2023
     DFUV18,563$640 06/30/2023
Samalin Investment Counsel LLC18,391$635 06/30/2023
     DFUV18,391$635 06/30/2023
Falcon Wealth Planning18,026$622 06/30/2023
     DFUV18,026$622 06/30/2023
Red Tortoise LLC17,856$616 06/30/2023
     DFUV17,856$616 06/30/2023
Prio Wealth Limited Partnership17,795$614 06/30/2023
     DFUV17,795$614 06/30/2023
Honkamp Krueger Financial Services Inc.17,765$613 06/30/2023
     DFUV17,765$613 06/30/2023
Plante Moran Financial Advisors LLC17,487$603 06/30/2023
     DFUV17,487$603 06/30/2023
Treynor Bancshares Inc.17,477$603 06/30/2023
     DFUV17,477$603 06/30/2023
Delap Wealth Advisory LLC17,457$602 06/30/2023
     DFUV17,457$602 06/30/2023
Key Financial Inc17,351$599 06/30/2023
     DFUV17,351$599 06/30/2023
Wealthcare Advisory Partners LLC17,253$595 06/30/2023
     DFUV17,253$595 06/30/2023
Sound View Wealth Advisors Group LLC17,170$592 06/30/2023
     DFUV17,170$592 06/30/2023
Narus Financial Partners LLC17,083$589 06/30/2023
     DFUV17,083$589 06/30/2023
Dakota Wealth Management17,010$587 06/30/2023
     DFUV17,010$587 06/30/2023
U.S. Capital Wealth Advisors LLC17,013$587 06/30/2023
     DFUV17,013$587 06/30/2023
Rather & Kittrell Inc.16,925$584 06/30/2023
     DFUV16,925$584 06/30/2023
D Orazio & Associates Inc.16,896$583 06/30/2023
     DFUV16,896$583 06/30/2023
Taddei Ludwig & Associates Inc.16,660$575 06/30/2023
     DFUV16,660$575 06/30/2023
Mason & Associates Inc16,655$575 06/30/2023
     DFUV16,655$575 06/30/2023
AE Wealth Management LLC15,972$551 06/30/2023
     DFUV15,972$551 06/30/2023
D.A. Davidson & CO.15,881$548 06/30/2023
     DFUV15,881$548 06/30/2023
Park Avenue Securities LLC15,754$544 06/30/2023
     DFUV15,754$544 06/30/2023
Baird Financial Group Inc.15,666$540 06/30/2023
     DFUV15,666$540 06/30/2023
V Wealth Advisors LLC15,478$534 06/30/2023
     DFUV15,478$534 06/30/2023
Monterey Private Wealth Inc.15,437$533 06/30/2023
     DFUV15,437$533 06/30/2023
Vista Capital Partners Inc.15,277$527 06/30/2023
     DFUV15,277$527 06/30/2023
Efficient Advisors LLC15,287$527 06/30/2023
     DFUV15,287$527 06/30/2023
Clear Perspectives Financial Planning LLC15,754$527 03/31/2023
     DFUV15,754$527 03/31/2023
BFT Financial Group LLC15,037$519 06/30/2023
     DFUV15,037$519 06/30/2023
Clark Capital Management Group Inc.14,987$517 06/30/2023
     DFUV14,987$517 06/30/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,918$515 06/30/2023
     DFUV14,918$515 06/30/2023
Capital Investment Advisors LLC14,833$512 06/30/2023
     DFUV14,833$512 06/30/2023
Castle Wealth Management LLC14,763$509 06/30/2023
     DFUV14,763$509 06/30/2023
GenTrust LLC14,422$498 06/30/2023
     DFUV14,422$498 06/30/2023
FSM Wealth Advisors LLC14,281$498 06/30/2023
     DFUV14,281$498 06/30/2023
BancorpSouth Bank14,404$497 06/30/2023
     DFUV14,404$497 06/30/2023
Oxford Financial Group Ltd.14,330$494 06/30/2023
     DFUV14,330$494 06/30/2023
Fifth Third Bancorp14,264$492 06/30/2023
     DFUV14,264$492 06/30/2023
O Shaughnessy Asset Management LLC14,201$490 06/30/2023
     DFUV14,201$490 06/30/2023
Silvia Mccoll Wealth Management LLC14,126$487 06/30/2023
     DFUV14,126$487 06/30/2023
CENTRAL TRUST Co14,075$486 06/30/2023
     DFUV14,075$486 06/30/2023
First Western Trust Bank13,944$481 06/30/2023
     DFUV13,944$481 06/30/2023
Collective Family Office LLC13,867$478 06/30/2023
     DFUV13,867$478 06/30/2023
Warren Averett Asset Management LLC13,702$473 06/30/2023
     DFUV13,702$473 06/30/2023
Cozad Asset Management Inc.13,617$470 06/30/2023
     DFUV13,617$470 06/30/2023
IFG Advisors LLC13,285$458 06/30/2023
     DFUV13,285$458 06/30/2023
Center for Financial Planning Inc.13,216$456 06/30/2023
     DFUV13,216$456 06/30/2023
American Financial Advisors LLC13,091$452 06/30/2023
     DFUV13,091$452 06/30/2023
Franklin Resources Inc.12,838$443 06/30/2023
     DFUV12,838$443 06/30/2023
VERITY Wealth Advisors12,775$441 06/30/2023
     DFUV12,775$441 06/30/2023
Lincoln National Corp12,671$437 06/30/2023
     DFUV12,671$437 06/30/2023
Capital Financial Planning LLC12,257$423 06/30/2023
     DFUV12,257$423 06/30/2023
Fortress Wealth Management Inc.12,240$422 06/30/2023
     DFUV12,240$422 06/30/2023
Oakworth Capital Inc.12,215$421 06/30/2023
     DFUV12,215$421 06/30/2023
GWM Advisors LLC12,204$421 06/30/2023
     DFUV12,204$421 06/30/2023
Tower Research Capital LLC TRC 12,178$420 06/30/2023
     DFUV12,178$420 06/30/2023
Colonial Trust Co SC12,178$420 06/30/2023
     DFUV12,178$420 06/30/2023
Baldrige Asset Management LLC12,355$414 03/31/2023
     DFUV12,355$414 03/31/2023
Janney Montgomery Scott LLC11,841$409 06/30/2023
     DFUV11,841$409 06/30/2023
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.11,412$394 06/30/2023
     DFUV11,412$394 06/30/2023
Hollencrest Capital Management11,339$391 06/30/2023
     DFUV11,339$391 06/30/2023
Brookstone Capital Management11,440$391 06/30/2023
     DFUV11,440$391 06/30/2023
Naples Global Advisors LLC11,128$384 06/30/2023
     DFUV11,128$384 06/30/2023
CVA Family Office LLC11,050$381 06/30/2023
     DFUV11,050$381 06/30/2023
Liberty Capital Management Inc.10,742$371 06/30/2023
     DFUV10,742$371 06/30/2023
Quantinno Capital Management LP10,614$366 06/30/2023
     DFUV10,614$366 06/30/2023
Shore Point Advisors LLC10,575$365 06/30/2023
     DFUV10,575$365 06/30/2023
GDS Wealth Management10,486$362 06/30/2023
     DFUV10,486$362 06/30/2023
NCM Capital Management LLC10,465$361 06/30/2023
     DFUV10,465$361 06/30/2023
Cross Staff Investments Inc10,391$358 06/30/2023
     DFUV10,391$358 06/30/2023
Strategic Financial Services Inc 9,942$354 06/30/2023
     DFUV9,942$354 06/30/2023
Kades & Cheifetz LLC10,217$352 06/30/2023
     DFUV10,217$352 06/30/2023
Krilogy Financial LLC10,133$350 06/30/2023
     DFUV10,133$350 06/30/2023
Western Wealth Management LLC10,157$350 06/30/2023
     DFUV10,157$350 06/30/2023
The PNC Financial Services Group Inc.10,004$345 06/30/2023
     DFUV10,004$345 06/30/2023
Ironwood Financial llc9,917$342 06/30/2023
     DFUV9,917$342 06/30/2023
Acorn Financial Advisory Services Inc. ADV9,896$341 06/30/2023
     DFUV9,896$341 06/30/2023
CRA Financial Services LLC9,826$339 06/30/2023
     DFUV9,826$339 06/30/2023
TNF LLC9,721$335 06/30/2023
     DFUV9,721$335 06/30/2023
RB Capital Management LLC9,683$334 06/30/2023
     DFUV9,683$334 06/30/2023
Steel Peak Wealth Management LLC9,651$333 06/30/2023
     DFUV9,651$333 06/30/2023
Asset Management Corp IL ADV9,803$328 03/31/2023
     DFUV9,803$328 03/31/2023
Gradient Investments LLC9,427$325 06/30/2023
     DFUV9,427$325 06/30/2023
Harbour Investments Inc.9,149$316 06/30/2023
     DFUV9,149$316 06/30/2023
Ieq Capital LLC8,996$310 06/30/2023
     DFUV8,996$310 06/30/2023
Grandfield & Dodd LLC8,833$305 06/30/2023
     DFUV8,833$305 06/30/2023
Goldstein Advisors LLC8,819$304 06/30/2023
     DFUV8,819$304 06/30/2023
Betterment LLC8,757$302 06/30/2023
     DFUV8,757$302 06/30/2023
Summit Asset Management LLC8,697$300 06/30/2023
     DFUV8,697$300 06/30/2023
Wealthcare Capital Management LLC8,674$299 06/30/2023
     DFUV8,674$299 06/30/2023
RFG Advisory LLC8,652$298 06/30/2023
     DFUV8,652$298 06/30/2023
Clifford Swan Investment Counsel LLC8,538$295 06/30/2023
     DFUV8,538$295 06/30/2023
Vivaldi Capital Management LLC8,562$295 06/30/2023
     DFUV8,562$295 06/30/2023
Tiedemann Advisors LLC8,530$294 06/30/2023
     DFUV8,530$294 06/30/2023
Newton One Investments LLC8,453$292 06/30/2023
     DFUV8,453$292 06/30/2023
BKD Wealth Advisors LLC7,748$267 06/30/2023
     DFUV7,748$267 06/30/2023
Trustmark National Bank Trust Department7,701$266 06/30/2023
     DFUV7,701$266 06/30/2023
Pasadena Private Wealth LLC7,653$264 06/30/2023
     DFUV7,653$264 06/30/2023
Raymond James Trust N.A.7,611$263 06/30/2023
     DFUV7,611$263 06/30/2023
Neuberger Berman Group LLC7,619$263 06/30/2023
     DFUV7,619$263 06/30/2023
Kovitz Investment Group Partners LLC7,577$261 06/30/2023
     DFUV7,577$261 06/30/2023
Evoke Wealth LLC7,341$253 06/30/2023
     DFUV7,341$253 06/30/2023
Dean Jacobson Financial Services LLC7,275$251 06/30/2023
     DFUV7,275$251 06/30/2023
Cedar Brook Financial Partners LLC7,233$250 06/30/2023
     DFUV7,233$250 06/30/2023
MBL Wealth LLC7,229$249 06/30/2023
     DFUV7,229$249 06/30/2023
Badgley Phelps Wealth Managers LLC7,227$249 06/30/2023
     DFUV7,227$249 06/30/2023
Joel Isaacson & Co. LLC7,188$248 06/30/2023
     DFUV7,188$248 06/30/2023
We Are One Seven LLC7,131$246 06/30/2023
     DFUV7,131$246 06/30/2023
GSB Wealth Management LLC7,002$242 06/30/2023
     DFUV7,002$242 06/30/2023
Well Done LLC6,984$241 06/30/2023
     DFUV6,984$241 06/30/2023
Waterfront Wealth Inc.6,654$239 06/30/2023
     DFUV6,654$239 06/30/2023
Cladis Investment Advisory LLC6,911$238 06/30/2023
     DFUV6,911$238 06/30/2023
HWG Holdings LP6,839$236 06/30/2023
     DFUV6,839$236 06/30/2023
Lakeview Capital Partners LLC6,851$236 06/30/2023
     DFUV6,851$236 06/30/2023
Lockerman Financial Group Inc.6,820$235 06/30/2023
     DFUV6,820$235 06/30/2023
Leavell Investment Management Inc.6,759$233 06/30/2023
     DFUV6,759$233 06/30/2023
Maryland Capital Advisors Inc.6,714$232 06/30/2023
     DFUV6,714$232 06/30/2023
Signaturefd LLC6,640$229 06/30/2023
     DFUV6,640$229 06/30/2023
Intrua Financial LLC6,977$227 03/31/2023
     DFUV6,977$227 03/31/2023
Motco6,502$224 06/30/2023
     DFUV6,502$224 06/30/2023
Cetera Advisors LLC6,497$224 06/30/2023
     DFUV6,497$224 06/30/2023
Washington Trust Advisors Inc.6,468$223 06/30/2023
     DFUV6,468$223 06/30/2023
BIP Wealth LLC6,373$220 06/30/2023
     DFUV6,373$220 06/30/2023
Syntegra Private Wealth Group LLC6,384$220 06/30/2023
     DFUV6,384$220 06/30/2023
RKL Wealth Management LLC6,288$217 06/30/2023
     DFUV6,288$217 06/30/2023
Orgel Wealth Management LLC6,283$217 06/30/2023
     DFUV6,283$217 06/30/2023
Perennial Investment Advisors LLC6,108$211 06/30/2023
     DFUV6,108$211 06/30/2023
Fisher Asset Management LLC6,027$208 06/30/2023
     DFUV6,027$208 06/30/2023
Trail Ridge Investment Advisors LLC5,974$206 06/30/2023
     DFUV5,974$206 06/30/2023
Five Oceans Advisors5,946$205 06/30/2023
     DFUV5,946$205 06/30/2023
Essential Planning LLC.5,898$203 06/30/2023
     DFUV5,898$203 06/30/2023
AlphaCore Capital LLC5,626$194 06/30/2023
     DFUV5,626$194 06/30/2023
Rise Advisors LLC5,608$193 06/30/2023
     DFUV5,608$193 06/30/2023
Rowland & Co. Investment Counsel ADV5,537$191 06/30/2023
     DFUV5,537$191 06/30/2023
UMB Bank N A MO5,469$189 06/30/2023
     DFUV5,469$189 06/30/2023
Jackson Hole Capital Partners LLC5,405$186 06/30/2023
     DFUV5,405$186 06/30/2023
Private Trust Co. NA5,174$179 06/30/2023
     DFUV5,174$179 06/30/2023
Ritter Daniher Financial Advisory LLC DE5,000$172 06/30/2023
     DFUV5,000$172 06/30/2023
Proequities Inc.4,491$155 06/30/2023
     DFUV4,491$155 06/30/2023
IFP Advisors Inc4,292$148 06/30/2023
     DFUV4,292$148 06/30/2023
Fortis Advisors LLC4,175$144 06/30/2023
     DFUV4,175$144 06/30/2023
Gryphon Financial Partners LLC4,083$141 06/30/2023
     DFUV4,083$141 06/30/2023
Whittier Trust Co.3,765$130 06/30/2023
     DFUV3,765$130 06/30/2023
Arlington Partners LLC3,609$125 06/30/2023
     DFUV3,609$125 06/30/2023
Jones Financial Companies Lllp3,444$119 06/30/2023
     DFUV3,444$119 06/30/2023
Operose Advisors LLC3,292$114 06/30/2023
     DFUV3,292$114 06/30/2023
Steward Partners Investment Advisory LLC3,197$110 06/30/2023
     DFUV3,197$110 06/30/2023
Pinnacle Bank3,039$105 06/30/2023
     DFUV3,039$105 06/30/2023
Pacific Center for Financial Services2,842$98 06/30/2023
     DFUV2,842$98 06/30/2023
Bromfield Sneider Wealth Advisors2,820$97 06/30/2023
     DFUV2,820$97 06/30/2023
Caldwell Sutter Capital Inc.2,700$93 06/30/2023
     DFUV2,700$93 06/30/2023
Asset Dedication LLC2,661$92 06/30/2023
     DFUV2,661$92 06/30/2023
PrairieView Partners LLC2,673$92 06/30/2023
     DFUV2,673$92 06/30/2023
Sittner & Nelson LLC2,565$88 06/30/2023
     DFUV2,565$88 06/30/2023
Russell Investments Group Ltd.2,489$86 06/30/2023
     DFUV2,489$86 06/30/2023
Guardian Wealth Advisors LLC NC2,487$86 06/30/2023
     DFUV2,487$86 06/30/2023
BerganKDV Wealth Management LLC2,239$77 06/30/2023
     DFUV2,239$77 06/30/2023
Evermay Wealth Management LLC2,216$76 06/30/2023
     DFUV2,216$76 06/30/2023
Farther Finance Advisors LLC2,152$74 06/30/2023
     DFUV2,152$74 06/30/2023
MV Capital Management Inc.1,867$64 06/30/2023
     DFUV1,867$64 06/30/2023
Duncker Streett & Co. Inc.1,718$59 06/30/2023
     DFUV1,718$59 06/30/2023
Tortoise Investment Management LLC1,608$55 06/30/2023
     DFUV1,608$55 06/30/2023
Financial Management Professionals Inc.1,487$51 06/30/2023
     DFUV1,487$51 06/30/2023
Delta Asset Management LLC TN1,383$48 06/30/2023
     DFUV1,383$48 06/30/2023
Thompson Investment Management Inc.1,403$48 06/30/2023
     DFUV1,403$48 06/30/2023
Coston McIsaac & Partners1,389$47 06/30/2023
     DFUV1,389$47 06/30/2023
McIlrath & Eck LLC1,285$44 06/30/2023
     DFUV1,285$44 06/30/2023
Carolinas Wealth Consulting LLC1,218$42 06/30/2023
     DFUV1,218$42 06/30/2023
Gleason Group Inc.1,227$42 06/30/2023
     DFUV1,227$42 06/30/2023
Creative Financial Designs Inc. ADV1,146$40 06/30/2023
     DFUV1,146$40 06/30/2023
Eagle Bay Advisors LLC1,170$40 06/30/2023
     DFUV1,170$40 06/30/2023
Lindbrook Capital LLC1,144$39 06/30/2023
     DFUV1,144$39 06/30/2023
Ridgewood Investments LLC1,069$37 06/30/2023
     DFUV1,069$37 06/30/2023
Trifecta Capital Advisors LLC1,075$37 06/30/2023
     DFUV1,075$37 06/30/2023
Investors Research Corp954$33 06/30/2023
     DFUV954$33 06/30/2023
SYM FINANCIAL Corp894$31 06/30/2023
     DFUV894$31 06/30/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC810$28 06/30/2023
     DFUV810$28 06/30/2023
Stephenson National Bank & Trust772$27 06/30/2023
     DFUV772$27 06/30/2023
First Manhattan Co.655$23 06/30/2023
     DFUV655$23 06/30/2023
FinTrust Capital Advisors LLC670$22 06/30/2023
     DFUV670$22 06/30/2023
Quadrant Capital Group LLC576$20 06/30/2023
     DFUV576$20 06/30/2023
Coppell Advisory Solutions LLC522$18 06/30/2023
     DFUV522$18 06/30/2023
Cambridge Trust Co.498$17 06/30/2023
     DFUV498$17 06/30/2023
Capital Investment Advisory Services LLC477$16 06/30/2023
     DFUV477$16 06/30/2023
Financial Gravity Asset Management Inc.462$16 06/30/2023
     DFUV462$16 06/30/2023
IAG Wealth Partners LLC456$16 06/30/2023
     DFUV456$16 06/30/2023
Cary Street Partners Investment Advisory LLC422$15 06/30/2023
     DFUV422$15 06/30/2023
Baystate Wealth Management LLC399$14 06/30/2023
     DFUV399$14 06/30/2023
Tsfg LLC79$3 06/30/2023
     DFUV79$3 06/30/2023
Oliver Lagore Vanvalin Investment Group97$3 06/30/2023
     DFUV97$3 06/30/2023
Bull Oak Capital LLC8,270$-285,298 06/30/2023
     Put8,270$285,298 06/30/2023

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

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