HoldingsChannel.com
Funds Holding DGS

On this page, we present all of the funds holding DGS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DGS, with a link to that fund's top holdings. The next columns indicate the amount of DGS stock held by each of the funds holding DGS, followed by the DGS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 209 funds holding DGS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Creative Planning. For more details on the positions held by Creative Planning (or by any of the other funds holding DGS), click the fund name in the "Holder" column of the funds-holding-DGS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning32,827,093$1,638,728 12/31/2023
     DGS32,827,093$1,638,728 12/31/2023
Bank of America Corp DE1,290,268$64,410 12/31/2023
     DGS1,290,268$64,410 12/31/2023
Unison Advisors LLC1,126,926$57,315 03/31/2024
     DGS1,126,926$57,315 03/31/2024
Cerity Partners LLC773,302$38,603 12/31/2023
     DGS773,302$38,603 12/31/2023
Morgan Stanley633,865$31,643 12/31/2023
     DGS633,865$31,643 12/31/2023
HighTower Advisors LLC526,178$26,265 12/31/2023
     DGS526,178$26,265 12/31/2023
LPL Financial LLC461,539$23,040 12/31/2023
     DGS461,539$23,040 12/31/2023
Wells Fargo & Company MN412,094$20,572 12/31/2023
     DGS412,094$20,572 12/31/2023
Financial Planning & Information Services Inc.400,184$19,977 12/31/2023
     DGS400,184$19,977 12/31/2023
Eastern Bank394,356$19,686 12/31/2023
     DGS394,356$19,686 12/31/2023
National Bank of Canada FI396,690$19,540 12/31/2023
     DGS396,690$19,540 12/31/2023
Boston Financial Mangement LLC362,731$18,108 12/31/2023
     DGS362,731$18,108 12/31/2023
Great Valley Advisor Group Inc.308,814$15,416 12/31/2023
     DGS308,814$15,416 12/31/2023
Hengehold Capital Management LLC286,253$14,559 03/31/2024
     DGS286,253$14,559 03/31/2024
Northwestern Mutual Wealth Management Co.290,224$14,488 12/31/2023
     DGS290,224$14,488 12/31/2023
Envestnet Asset Management Inc.289,054$14,430 12/31/2023
     DGS289,054$14,430 12/31/2023
Victory Capital Management Inc.284,323$14,193 12/31/2023
     DGS284,323$14,193 12/31/2023
Great Point Wealth Advisors LLC274,874$13,722 12/31/2023
     DGS274,874$13,722 12/31/2023
BIP Wealth LLC249,576$12,459 12/31/2023
     DGS249,576$12,459 12/31/2023
McMahon Financial Advisors LLC234,084$11,685 12/31/2023
     DGS234,084$11,685 12/31/2023
Relative Value Partners Group LLC212,304$10,598 12/31/2023
     DGS212,304$10,598 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC205,081$10,238 12/31/2023
     DGS205,081$10,238 12/31/2023
Checchi Capital Advisers LLC203,994$10,183 12/31/2023
     DGS203,994$10,183 12/31/2023
Csenge Advisory Group203,196$10,144 12/31/2023
     DGS203,196$10,144 12/31/2023
UBS Group AG203,040$10,136 12/31/2023
     DGS203,040$10,136 12/31/2023
Efficient Advisors LLC201,671$10,067 12/31/2023
     DGS201,671$10,067 12/31/2023
Raymond James Financial Services Advisors Inc.200,753$10,022 12/31/2023
     DGS200,753$10,022 12/31/2023
Tortoise Investment Management LLC166,621$8,318 12/31/2023
     DGS166,621$8,318 12/31/2023
Neumann Capital Management LLC166,588$8,316 12/31/2023
     DGS166,588$8,316 12/31/2023
Park Avenue Securities LLC159,214$8,098 03/31/2024
     DGS159,214$8,098 03/31/2024
Ameriprise Financial Inc.158,680$7,966 12/31/2023
     DGS158,680$7,966 12/31/2023
Fifth Third Bancorp151,665$7,571 12/31/2023
     DGS151,665$7,571 12/31/2023
Rockefeller Capital Management L.P.127,881$6,384 12/31/2023
     DGS127,881$6,384 12/31/2023
Baker Ellis Asset Management LLC119,996$6,103 03/31/2024
     DGS119,996$6,103 03/31/2024
Laurel Wealth Planning LLC113,450$5,663 12/31/2023
     DGS113,450$5,663 12/31/2023
Shore Point Advisors LLC111,465$5,564 12/31/2023
     DGS111,465$5,564 12/31/2023
Portland Global Advisors LLC106,161$5,300 12/31/2023
     DGS106,161$5,300 12/31/2023
Steward Partners Investment Advisory LLC105,522$5,268 12/31/2023
     DGS105,522$5,268 12/31/2023
O Connor Financial Group LLC93,184$4,739 03/31/2024
     DGS93,184$4,739 03/31/2024
Baird Financial Group Inc.80,355$4,011 12/31/2023
     DGS80,355$4,011 12/31/2023
BKM Wealth Management LLC75,758$3,853 03/31/2024
     DGS75,758$3,853 03/31/2024
Smith Moore & CO.75,983$3,793 12/31/2023
     DGS75,983$3,793 12/31/2023
Cambridge Investment Research Advisors Inc.70,845$3,537 12/31/2023
     DGS70,845$3,537 12/31/2023
Wealth Enhancement Advisory Services LLC62,162$3,162 03/31/2024
     DGS62,162$3,162 03/31/2024
Private Advisor Group LLC62,364$3,113 12/31/2023
     DGS62,364$3,113 12/31/2023
Sound Stewardship LLC62,043$3,097 12/31/2023
     DGS62,043$3,097 12/31/2023
Royal Bank of Canada54,703$2,730 12/31/2023
     DGS54,703$2,730 12/31/2023
AlphaQ Advisors LLC51,899$2,591 12/31/2023
     DGS51,899$2,591 12/31/2023
Texas Yale Capital Corp.50,057$2,499 12/31/2023
     DGS50,057$2,499 12/31/2023
Alpha Omega Wealth Management LLC48,678$2,476 03/31/2024
     DGS48,678$2,476 03/31/2024
Pinnacle Associates Ltd.48,090$2,401 12/31/2023
     DGS48,090$2,401 12/31/2023
Nicholas Hoffman & Company LLC.46,721$2,332 12/31/2023
     DGS46,721$2,332 12/31/2023
Buckingham Strategic Partners44,109$2,202 12/31/2023
     DGS44,109$2,202 12/31/2023
Atria Investments LLC43,950$2,194 12/31/2023
     DGS43,950$2,194 12/31/2023
WESCAP Management Group Inc.43,215$2,157 12/31/2023
     DGS43,215$2,157 12/31/2023
Kestra Advisory Services LLC40,430$2,018 12/31/2023
     DGS40,430$2,018 12/31/2023
Addison Advisors LLC39,102$1,952 12/31/2023
     DGS39,102$1,952 12/31/2023
Sterling Financial Planning Inc.37,019$1,848 12/31/2023
     DGS37,019$1,848 12/31/2023
Cetera Advisor Networks LLC36,747$1,834 12/31/2023
     DGS36,747$1,834 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management36,359$1,815 12/31/2023
     DGS36,359$1,815 12/31/2023
Whittier Trust Co.35,033$1,748 12/31/2023
     DGS35,033$1,748 12/31/2023
Global Retirement Partners LLC35,887$1,723 12/31/2023
     DGS35,887$1,723 12/31/2023
Vista Investment Management33,226$1,659 12/31/2023
     DGS33,226$1,659 12/31/2023
Family Wealth Partners LLC30,450$1,549 03/31/2024
     DGS30,450$1,549 03/31/2024
Stratos Wealth Partners LTD.30,435$1,548 03/31/2024
     DGS30,435$1,548 03/31/2024
Custom Index Systems LLC30,866$1,541 12/31/2023
     DGS30,866$1,541 12/31/2023
Advisor Group Holdings Inc.30,244$1,510 12/31/2023
     DGS30,244$1,510 12/31/2023
FFG Retirement Advisors LLC30,183$1,507 12/31/2023
     DGS30,183$1,507 12/31/2023
Renaissance Technologies LLC30,000$1,498 12/31/2023
     DGS30,000$1,498 12/31/2023
Janney Montgomery Scott LLC29,949$1,495 12/31/2023
     DGS29,949$1,495 12/31/2023
Johnson Investment Counsel Inc.28,858$1,441 12/31/2023
     DGS28,858$1,441 12/31/2023
Invenio Wealth Partners LLC27,600$1,378 12/31/2023
     DGS27,600$1,378 12/31/2023
JPMorgan Chase & Co.27,288$1,362 12/31/2023
     DGS27,288$1,362 12/31/2023
OLD Mission Capital LLC27,291$1,362 12/31/2023
     DGS27,291$1,362 12/31/2023
Insight Advisors LLC PA25,916$1,294 12/31/2023
     DGS25,916$1,294 12/31/2023
Stifel Financial Corp25,707$1,283 12/31/2023
     DGS25,707$1,283 12/31/2023
ProVise Management Group LLC25,628$1,279 12/31/2023
     DGS25,628$1,279 12/31/2023
Tacita Capital Inc24,750$1,236 12/31/2023
     DGS24,750$1,236 12/31/2023
Commonwealth Equity Services LLC24,609$1,229 12/31/2023
     DGS24,609$1,229 12/31/2023
Boston Family Office LLC24,333$1,215 12/31/2023
     DGS24,333$1,215 12/31/2023
Perigon Wealth Management LLC24,122$1,204 12/31/2023
     DGS24,122$1,204 12/31/2023
Occidental Asset Management LLC23,479$1,194 03/31/2024
     DGS23,479$1,194 03/31/2024
Raymond James & Associates23,374$1,167 12/31/2023
     DGS23,374$1,167 12/31/2023
Waterfront Wealth Inc.22,553$1,126 12/31/2023
     DGS22,553$1,126 12/31/2023
Moser Wealth Advisors LLC22,562$1,126 12/31/2023
     DGS22,562$1,126 12/31/2023
Avaii Wealth Management LLC22,416$1,119 12/31/2023
     DGS22,416$1,119 12/31/2023
Evanson Asset Management LLC21,708$1,104 03/31/2024
     DGS21,708$1,104 03/31/2024
Smartleaf Asset Management LLC22,136$1,101 12/31/2023
     DGS22,136$1,101 12/31/2023
Trustmark National Bank Trust Department22,037$1,100 12/31/2023
     DGS22,037$1,100 12/31/2023
Midland Wealth Advisors LLC21,962$1,096 12/31/2023
     DGS21,962$1,096 12/31/2023
Betterment LLC20,716$1,034 12/31/2023
     DGS20,716$1,034 12/31/2023
Total Clarity Wealth Management Inc.20,221$1,009 12/31/2023
     DGS20,221$1,009 12/31/2023
Cetera Investment Advisers19,165$957 12/31/2023
     DGS19,165$957 12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA19,075$952 12/31/2023
     DGS19,075$952 12/31/2023
Qube Research & Technologies Ltd18,909$944 12/31/2023
     DGS18,909$944 12/31/2023
Kathleen S. Wright Associates Inc.18,391$935 03/31/2024
     DGS18,391$935 03/31/2024
MML Investors Services LLC18,588$928 12/31/2023
     DGS18,588$928 12/31/2023
Cetera Advisors LLC17,690$883 12/31/2023
     DGS17,690$883 12/31/2023
Covenant Asset Management LLC16,522$825 12/31/2023
     DGS16,522$825 12/31/2023
Clearstead Advisors LLC16,162$807 12/31/2023
     DGS16,162$807 12/31/2023
CI Private Wealth LLC15,532$775 12/31/2023
     DGS15,532$775 12/31/2023
American Capital Advisory LLC15,456$772 12/31/2023
     DGS15,456$772 12/31/2023
Biltmore Family Office LLC15,088$753 12/31/2023
     DGS15,088$753 12/31/2023
Choate Investment Advisors14,100$704 12/31/2023
     DGS14,100$704 12/31/2023
Cornerstone Wealth Management LLC14,015$700 12/31/2023
     DGS14,015$700 12/31/2023
Modera Wealth Management LLC13,959$697 12/31/2023
     DGS13,959$697 12/31/2023
Watershed Private Wealth LLC13,710$684 12/31/2023
     DGS13,710$684 12/31/2023
Columbus Macro LLC12,628$642 03/31/2024
     DGS12,628$642 03/31/2024
Sovereign Financial Group Inc.12,339$628 03/31/2024
     DGS12,339$628 03/31/2024
Simon Quick Advisors LLC12,284$625 03/31/2024
     DGS12,284$625 03/31/2024
My Legacy Advisors LLC12,712$620 12/31/2023
     DGS12,712$620 12/31/2023
Matisse Capital11,518$575 12/31/2023
     DGS11,518$575 12/31/2023
Citadel Advisors LLC $567 12/31/2023
     DGS9,453$472 12/31/2023
     Call2,000$100 12/31/2023
     Put100$5 12/31/2023
Mariner LLC11,220$560 12/31/2023
     DGS11,220$560 12/31/2023
United Capital Financial Advisers LLC10,376$518 12/31/2023
     DGS10,376$518 12/31/2023
NBC Securities Inc.9,895$513 03/31/2024
     DGS9,895$513 03/31/2024
Leavell Investment Management Inc.10,090$504 12/31/2023
     DGS10,090$504 12/31/2023
Bank OZK9,895$494 12/31/2023
     DGS9,895$494 12/31/2023
DAVENPORT & Co LLC9,463$472 12/31/2023
     DGS9,463$472 12/31/2023
Resources Investment Advisors LLC.9,336$466 12/31/2023
     DGS9,336$466 12/31/2023
JFS Wealth Advisors LLC9,257$462 12/31/2023
     DGS9,257$462 12/31/2023
Wiley BROS. Aintree Capital LLC8,969$456 03/31/2024
     DGS8,969$456 03/31/2024
CIBC World Markets Inc.9,017$450 12/31/2023
     DGS9,017$450 12/31/2023
Putnam FL Investment Management Co.9,000$449 12/31/2023
     DGS9,000$449 12/31/2023
RPG Investment Advisory LLC8,753$437 12/31/2023
     DGS8,753$437 12/31/2023
Thoroughbred Financial Services LLC8,741$436 12/31/2023
     DGS8,741$436 12/31/2023
Nwam LLC8,400$419 12/31/2023
     DGS8,400$419 12/31/2023
KLR Investment Advisors LLC8,339$416 12/31/2023
     DGS8,339$416 12/31/2023
Colorado Capital Management Inc.7,773$395 03/31/2024
     DGS7,773$395 03/31/2024
Princeton Global Asset Management LLC7,799$389 12/31/2023
     DGS7,799$389 12/31/2023
Exchange Capital Management Inc.7,507$382 03/31/2024
     DGS7,507$382 03/31/2024
Atria Wealth Solutions Inc.7,599$379 12/31/2023
     DGS7,599$379 12/31/2023
Chemistry Wealth Management LLC7,285$371 03/31/2024
     DGS7,285$371 03/31/2024
True Wealth Design LLC7,351$367 12/31/2023
     DGS7,351$367 12/31/2023
FF Advisors LLC6,718$342 03/31/2024
     DGS6,718$342 03/31/2024
Albion Financial Group UT6,595$335 03/31/2024
     DGS6,595$335 03/31/2024
Moran Wealth Management LLC6,629$331 12/31/2023
     DGS6,629$331 12/31/2023
Fairman Group LLC6,240$311 12/31/2023
     DGS6,240$311 12/31/2023
Quadrant Capital Group LLC6,200$310 12/31/2023
     DGS6,200$310 12/31/2023
Huntington National Bank6,171$308 12/31/2023
     DGS6,171$308 12/31/2023
Meridian Financial Partners LLC6,097$302 03/31/2024
     DGS6,097$302 03/31/2024
Beacon Pointe Advisors LLC6,003$300 12/31/2023
     DGS6,003$300 12/31/2023
Cyndeo Wealth Partners LLC5,790$294 03/31/2024
     DGS5,790$294 03/31/2024
Wedmont Private Capital5,641$292 03/31/2024
     DGS5,641$292 03/31/2024
Seed Wealth Management Inc.5,600$285 03/31/2024
     DGS5,600$285 03/31/2024
Whittier Trust Co. of Nevada Inc.5,681$284 12/31/2023
     DGS5,681$284 12/31/2023
Mercer Global Advisors Inc. ADV5,642$282 12/31/2023
     DGS5,642$282 12/31/2023
RFG Advisory LLC5,434$276 03/31/2024
     DGS5,434$276 03/31/2024
CoreCap Advisors LLC5,537$276 12/31/2023
     DGS5,537$276 12/31/2023
Evergreen Capital Management LLC5,422$271 12/31/2023
     DGS5,422$271 12/31/2023
PFG Investments LLC5,208$260 12/31/2023
     DGS5,208$260 12/31/2023
Berger Financial Group Inc5,071$258 03/31/2024
     DGS5,071$258 03/31/2024
Trademark Financial Management LLC5,166$258 12/31/2023
     DGS5,166$258 12/31/2023
Raymond James Trust N.A.5,047$252 12/31/2023
     DGS5,047$252 12/31/2023
Tidemark LLC4,907$245 12/31/2023
     DGS4,907$245 12/31/2023
Claro Advisors LLC4,681$238 03/31/2024
     DGS4,681$238 03/31/2024
Arete Wealth Advisors LLC4,672$233 12/31/2023
     DGS4,672$233 12/31/2023
Avantax Advisory Services Inc.4,482$224 12/31/2023
     DGS4,482$224 12/31/2023
HB Wealth Management LLC4,274$213 12/31/2023
     DGS4,274$213 12/31/2023
Rockbridge Investment Management LCC3,621$181 12/31/2023
     DGS3,621$181 12/31/2023
Aspect Partners LLC3,364$168 12/31/2023
     DGS3,364$168 12/31/2023
Farther Finance Advisors LLC3,340$167 12/31/2023
     DGS3,340$167 12/31/2023
GHP Investment Advisors Inc.3,200$160 12/31/2023
     DGS3,200$160 12/31/2023
US Bancorp DE3,185$159 12/31/2023
     DGS3,185$159 12/31/2023
Spire Wealth Management3,150$151 12/31/2023
     DGS3,150$151 12/31/2023
Bank of Montreal Can2,744$137 12/31/2023
     DGS2,744$137 12/31/2023
Blair William & Co. IL2,342$117 12/31/2023
     DGS2,342$117 12/31/2023
IFP Advisors Inc2,147$107 12/31/2023
     DGS2,147$107 12/31/2023
Hanson & Doremus Investment Management2,077$104 12/31/2023
     DGS2,077$104 12/31/2023
FMR LLC1,851$92 12/31/2023
     DGS1,851$92 12/31/2023
Creative Financial Designs Inc. ADV1,689$84 12/31/2023
     DGS1,689$84 12/31/2023
O Shaughnessy Asset Management LLC1,543$77 12/31/2023
     DGS1,543$77 12/31/2023
Legacy Bridge LLC1,500$75 12/31/2023
     DGS1,500$75 12/31/2023
Comerica Bank1,438$72 12/31/2023
     DGS1,438$72 12/31/2023
Team Financial Group LLC1,318$66 12/31/2023
     DGS1,318$66 12/31/2023
Harbour Investments Inc.1,269$63 12/31/2023
     DGS1,269$63 12/31/2023
Coastal Investment Advisors Inc.1,111$56 03/31/2024
     DGS1,111$56 03/31/2024
Resurgent Financial Advisors LLC1,070$53 12/31/2023
     DGS1,070$53 12/31/2023
Montag A & Associates Inc.1,026$51 12/31/2023
     DGS1,026$51 12/31/2023
The PNC Financial Services Group Inc.955$48 12/31/2023
     DGS955$48 12/31/2023
Susquehanna International Group LLP $47 12/31/2023
     Put19,000$948 12/31/2023
     DGS15,316$765 12/31/2023
     Call4,600$230 12/31/2023
Sandy Spring Bank944$47 12/31/2023
     DGS944$47 12/31/2023
Duncker Streett & Co. Inc.874$44 12/31/2023
     DGS874$44 12/31/2023
BOKF NA790$39 12/31/2023
     DGS790$39 12/31/2023
Atlas Capital Advisors LLC651$33 03/31/2024
     DGS651$33 03/31/2024
Capital Analysts LLC535$27 12/31/2023
     DGS535$27 12/31/2023
Venturi Wealth Management LLC531$26 12/31/2023
     DGS531$26 12/31/2023
Aspire Private Capital LLC472$24 03/31/2024
     DGS472$24 03/31/2024
ZRC Wealth Management LLC410$19 12/31/2023
     DGS410$19 12/31/2023
Assetmark Inc.345$17 12/31/2023
     DGS345$17 12/31/2023
Wetzel Investment Advisors Inc.300$15 12/31/2023
     DGS300$15 12/31/2023
Pacifica Partners Inc.257$13 03/31/2024
     DGS257$13 03/31/2024
Sachetta LLC256$13 12/31/2023
     DGS256$13 12/31/2023
Valley National Advisers Inc.212$10 03/31/2024
     DGS212$10 03/31/2024
Hexagon Capital Partners LLC200$10 03/31/2024
     DGS200$10 03/31/2024
GWM Advisors LLC160$8 12/31/2023
     DGS160$8 12/31/2023
Ancora Advisors LLC143$7 12/31/2023
     DGS143$7 12/31/2023
Allworth Financial LP148$7 12/31/2023
     DGS148$7 12/31/2023
Koesten Hirschmann & Crabtree INC.131$7 12/31/2023
     DGS131$7 12/31/2023
Principal Securities Inc.76$4 12/31/2023
     DGS76$4 12/31/2023
TD Capital Management LLC69$3 12/31/2023
     DGS69$3 12/31/2023
Aptus Capital Advisors LLC36$2 12/31/2023
     DGS36$2 12/31/2023
Tucker Asset Management LLC49$2 12/31/2023
     DGS49$2 12/31/2023
Asset Dedication LLC13$1 03/31/2024
     DGS13$1 03/31/2024
Covestor Ltd26$1 12/31/2023
     DGS26$1 12/31/2023
Able Wealth Management LLC23$1 12/31/2023
     DGS23$1 12/31/2023
ST Germain D J Co. Inc.2$0 03/31/2024
     DGS2$0 03/31/2024
Evergreen Private Wealth LLC1$0 03/31/2024
     DGS1$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     DGS0$0 12/31/2023
Lee Financial Co2$0 12/31/2023
     DGS2$0 12/31/2023

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

Quotes delayed 20 minutes

Email EnvelopeFree DGS Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding DGS | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.