HoldingsChannel.com
Funds Holding DSI
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE665,802$72,812 06/30/2019
     DSI665,802$72,812 06/30/2019
JPMorgan Chase & Co.616,932$67,029 06/30/2019
     DSI616,932$67,029 06/30/2019
Betterment LLC544,337$59,529 06/30/2019
     DSI544,337$59,529 06/30/2019
Morgan Stanley416,855$45,587 06/30/2019
     DSI416,855$45,587 06/30/2019
Goldman Sachs Group Inc.296,062$32,377 06/30/2019
     DSI296,062$32,377 06/30/2019
UBS Group AG233,658$25,553 06/30/2019
     DSI233,658$25,553 06/30/2019
Envestnet Asset Management Inc.202,289$22,436 09/30/2019
     DSI202,289$22,436 09/30/2019
Ameriprise Financial Inc.200,333$21,904 06/30/2019
     DSI200,333$21,904 06/30/2019
First Republic Investment Management Inc.127,014$13,890 06/30/2019
     DSI127,014$13,890 06/30/2019
US Bancorp DE123,161$13,468 06/30/2019
     DSI123,161$13,468 06/30/2019
Bank of New York Mellon Corp122,954$13,447 06/30/2019
     DSI122,954$13,447 06/30/2019
Personal Capital Advisors Corp113,894$12,455 06/30/2019
     DSI113,894$12,455 06/30/2019
Creative Planning103,198$11,286 06/30/2019
     DSI103,198$11,286 06/30/2019
Wells Fargo & Company MN100,239$10,962 06/30/2019
     DSI100,239$10,962 06/30/2019
Mariner LLC89,842$9,825 06/30/2019
     DSI89,842$9,825 06/30/2019
Frontier Wealth Management LLC75,542$8,261 06/30/2019
     DSI75,542$8,261 06/30/2019
LPL Financial LLC69,526$7,603 06/30/2019
     DSI69,526$7,603 06/30/2019
Suntrust Banks Inc.68,744$7,518 06/30/2019
     DSI68,744$7,518 06/30/2019
ETRADE Capital Management LLC63,538$6,949 06/30/2019
     DSI63,538$6,949 06/30/2019
Sei Investments Co.53,601$5,863 06/30/2019
     DSI53,601$5,863 06/30/2019
Fiduciary Trust Co.51,268$5,607 06/30/2019
     DSI51,268$5,607 06/30/2019
Royal Bank of Canada50,424$5,515 06/30/2019
     DSI50,424$5,515 06/30/2019
Parallel Advisors LLC49,132$5,373 06/30/2019
     DSI49,132$5,373 06/30/2019
American Century Companies Inc.42,894$4,691 06/30/2019
     DSI42,894$4,691 06/30/2019
Cambridge Investment Research Advisors Inc.41,069$4,491 06/30/2019
     DSI41,069$4,491 06/30/2019
Cribstone Capital Management LLC36,367$3,977 06/30/2019
     DSI36,367$3,977 06/30/2019
Commonwealth Equity Services LLC36,091$3,946 06/30/2019
     DSI36,091$3,946 06/30/2019
Raymond James Financial Services Advisors Inc.32,659$3,572 06/30/2019
     DSI32,659$3,572 06/30/2019
Private Advisor Group LLC32,189$3,520 06/30/2019
     DSI32,189$3,520 06/30/2019
C J Advisory Inc31,378$3,480 09/30/2019
     DSI31,378$3,480 09/30/2019
Litman Gregory Asset Management LLC26,166$2,862 06/30/2019
     DSI26,166$2,862 06/30/2019
Destination Wealth Management25,741$2,815 06/30/2019
     DSI25,741$2,815 06/30/2019
Dorsey & Whitney Trust CO LLC25,647$2,804 06/30/2019
     DSI25,647$2,804 06/30/2019
Citadel Advisors LLC25,286$2,765 06/30/2019
     DSI25,286$2,765 06/30/2019
Geller Advisors LLC24,770$2,709 06/30/2019
     DSI24,770$2,709 06/30/2019
HighTower Advisors LLC24,719$2,704 06/30/2019
     DSI24,719$2,704 06/30/2019
Raymond James & Associates24,567$2,687 06/30/2019
     DSI24,567$2,687 06/30/2019
Gemmer Asset Management LLC23,027$2,554 09/30/2019
     DSI23,027$2,554 09/30/2019
Keybank National Association OH22,836$2,497 06/30/2019
     DSI22,836$2,497 06/30/2019
Ladenburg Thalmann Financial Services Inc.22,762$2,490 06/30/2019
     DSI22,762$2,490 06/30/2019
Chevy Chase Trust Holdings Inc.22,000$2,406 06/30/2019
     DSI22,000$2,406 06/30/2019
MML Investors Services LLC21,891$2,394 06/30/2019
     DSI21,891$2,394 06/30/2019
Gibson Capital LLC21,465$2,344 06/30/2019
     DSI21,465$2,344 06/30/2019
Bailard Inc.20,937$2,322 09/30/2019
     DSI20,937$2,322 09/30/2019
Baystate Wealth Management LLC20,595$2,270 06/30/2019
     DSI20,595$2,270 06/30/2019
Trillium Asset Management LLC19,923$2,179 06/30/2019
     DSI19,923$2,179 06/30/2019
Johnson Financial Group Inc.19,482$2,131 06/30/2019
     DSI19,482$2,131 06/30/2019
Quest Capital Management Inc. ADV19,291$2,110 06/30/2019
     DSI19,291$2,110 06/30/2019
Shepherd Financial Partners LLC18,466$2,019 06/30/2019
     DSI18,466$2,019 06/30/2019
Deutsche Bank AG18,362$2,006 06/30/2019
     DSI18,362$2,006 06/30/2019
PNC Financial Services Group Inc.17,836$1,951 06/30/2019
     DSI17,836$1,951 06/30/2019
Main Management LLC16,842$1,842 06/30/2019
     DSI16,842$1,842 06/30/2019
Evercore Wealth Management LLC15,883$1,737 06/30/2019
     DSI15,883$1,737 06/30/2019
Forbes J M & Co. LLP15,535$1,699 06/30/2019
     DSI15,535$1,699 06/30/2019
AJ Wealth Strategies LLC14,396$1,574 06/30/2019
     DSI14,396$1,574 06/30/2019
Regentatlantic Capital LLC14,236$1,557 06/30/2019
     DSI14,236$1,557 06/30/2019
Wealthcare Capital Management LLC13,782$1,529 09/30/2019
     DSI13,782$1,529 09/30/2019
Gradient Investments LLC13,666$1,516 09/30/2019
     DSI13,666$1,516 09/30/2019
DeDora Capital Inc.13,835$1,513 06/30/2019
     DSI13,835$1,513 06/30/2019
Balasa Dinverno & Foltz LLC13,594$1,487 06/30/2019
     DSI13,594$1,487 06/30/2019
Strategic Wealth Advisors Group LLC13,422$1,476 06/30/2019
     DSI13,422$1,476 06/30/2019
CLS Investments LLC12,844$1,405 06/30/2019
     DSI12,844$1,405 06/30/2019
Bremer Bank National Association12,604$1,397 09/30/2019
     DSI12,604$1,397 09/30/2019
Brinker Capital Inc.12,732$1,392 06/30/2019
     DSI12,732$1,392 06/30/2019
United Capital Financial Advisers LLC12,133$1,327 06/30/2019
     DSI12,133$1,327 06/30/2019
Bangor Savings Bank11,958$1,326 09/30/2019
     DSI11,958$1,326 09/30/2019
Personal Wealth Partners11,967$1,309 06/30/2019
     DSI11,967$1,309 06/30/2019
Pitcairn Co.11,449$1,252 06/30/2019
     DSI11,449$1,252 06/30/2019
Blair William & Co. IL11,283$1,234 06/30/2019
     DSI11,283$1,234 06/30/2019
Manchester Capital Management LLC11,273$1,233 06/30/2019
     DSI11,273$1,233 06/30/2019
Northwestern Mutual Wealth Management Co.10,737$1,174 06/30/2019
     DSI10,737$1,174 06/30/2019
BB&T Corp9,876$1,080 06/30/2019
     DSI9,876$1,080 06/30/2019
Stifel Financial Corp9,670$1,057 06/30/2019
     DSI9,670$1,057 06/30/2019
Adviser Investments LLC9,635$1,054 06/30/2019
     DSI9,635$1,054 06/30/2019
Mandatum Life Insurance Co Ltd9,630$1,053 06/30/2019
     DSI9,630$1,053 06/30/2019
Financial Insights Inc.9,745$1,052 06/30/2019
     DSI9,745$1,052 06/30/2019
Boston Private Wealth LLC9,309$1,018 06/30/2019
     DSI9,309$1,018 06/30/2019
Jane Street Group LLC9,045$989 06/30/2019
     DSI9,045$989 06/30/2019
Buckingham Asset Management LLC8,630$944 06/30/2019
     DSI8,630$944 06/30/2019
Baker Avenue Asset Management LP8,450$924 06/30/2019
     DSI8,450$924 06/30/2019
Prio Wealth Limited Partnership8,250$902 06/30/2019
     DSI8,250$902 06/30/2019
Tower Research Capital LLC TRC 8,243$901 06/30/2019
     DSI8,243$901 06/30/2019
BBR Partners LLC8,129$889 06/30/2019
     DSI8,129$889 06/30/2019
Bank of Montreal Can7,996$874 06/30/2019
     DSI7,996$874 06/30/2019
Brio Consultants LLC7,714$856 09/30/2019
     DSI7,714$856 09/30/2019
Advisor Group Inc.7,581$829 06/30/2019
     DSI7,581$829 06/30/2019
Trellis Advisors LLC7,204$788 06/30/2019
     DSI7,204$788 06/30/2019
Paracle Advisors LLC7,056$771 06/30/2019
     DSI7,056$771 06/30/2019
First Allied Advisory Services Inc.6,969$762 06/30/2019
     DSI6,969$762 06/30/2019
BTIM Corp.6,880$752 06/30/2019
     DSI6,880$752 06/30/2019
Cornerstone Wealth Management LLC6,754$739 06/30/2019
     DSI6,754$739 06/30/2019
Arbor Investment Advisors LLC6,724$735 06/30/2019
     DSI6,724$735 06/30/2019
Susquehanna International Group LLP6,678$730 06/30/2019
     DSI6,678$730 06/30/2019
Accredited Investors Inc.6,453$706 06/30/2019
     DSI6,453$706 06/30/2019
Hilltop Holdings Inc.6,447$705 06/30/2019
     DSI6,447$705 06/30/2019
Community Financial Services Group LLC6,336$693 06/30/2019
     DSI6,336$693 06/30/2019
ProVise Management Group LLC5,967$653 06/30/2019
     DSI5,967$653 06/30/2019
Captrust Financial Advisors5,891$644 06/30/2019
     DSI5,891$644 06/30/2019
Barrett Asset Management LLC5,666$620 06/30/2019
     DSI5,666$620 06/30/2019
Fifth Third Bancorp5,527$604 06/30/2019
     DSI5,527$604 06/30/2019
Harfst & Associates Inc.5,521$603 06/30/2019
     DSI5,521$603 06/30/2019
Cibc Bank USA5,430$594 06/30/2019
     DSI5,430$594 06/30/2019
Peoples Bank OH5,315$589 09/30/2019
     DSI5,315$589 09/30/2019
Chicago Partners Investment Group LLC5,276$587 06/30/2019
     DSI5,276$587 06/30/2019
Zevenbergen Capital Investments LLC5,278$577 06/30/2019
     DSI5,278$577 06/30/2019
Raymond James Trust N.A.5,209$570 06/30/2019
     DSI5,209$570 06/30/2019
Buffington Mohr McNeal5,086$564 09/30/2019
     DSI5,086$564 09/30/2019
Baird Financial Group Inc.5,155$564 06/30/2019
     DSI5,155$564 06/30/2019
Thrivent Financial for Lutherans5,122$560 06/30/2019
     DSI5,122$560 06/30/2019
Merriman Wealth Management LLC5,029$558 09/30/2019
     DSI5,029$558 09/30/2019
Western Wealth Management LLC5,043$550 06/30/2019
     DSI5,043$550 06/30/2019
Advisory Services Network LLC4,918$538 06/30/2019
     DSI4,918$538 06/30/2019
Cetera Advisor Networks LLC4,895$534 06/30/2019
     DSI4,895$534 06/30/2019
Brookstone Capital Management4,766$529 09/30/2019
     DSI4,766$529 09/30/2019
John G Ullman & Associates Inc.4,800$525 06/30/2019
     DSI4,800$525 06/30/2019
Boston Standard Wealth Management LLC4,683$519 09/30/2019
     DSI4,683$519 09/30/2019
Financial Advocates Investment Management4,693$513 06/30/2019
     DSI4,693$513 06/30/2019
Willow Creek Wealth Management Inc.4,417$490 09/30/2019
     DSI4,417$490 09/30/2019
Acropolis Investment Management LLC4,325$480 09/30/2019
     DSI4,325$480 09/30/2019
Franklin Resources Inc.4,345$475 06/30/2019
     DSI4,345$475 06/30/2019
Citigroup Inc.4,326$473 06/30/2019
     DSI4,326$473 06/30/2019
Whittier Trust Co.4,135$459 09/30/2019
     DSI4,135$459 09/30/2019
Private Ocean LLC4,156$454 06/30/2019
     DSI4,156$454 06/30/2019
Highwater Wealth Management LLC4,066$451 09/30/2019
     DSI4,066$451 09/30/2019
Lincoln National Corp4,131$451 06/30/2019
     DSI4,131$451 06/30/2019
BlackRock Inc.4,026$440 06/30/2019
     DSI4,026$440 06/30/2019
Mascoma Wealth Management LLC3,916$428 06/30/2019
     DSI3,916$428 06/30/2019
Callan Capital LLC3,909$427 06/30/2019
     DSI3,909$427 06/30/2019
Adalta Capital Management LLC3,890$425 06/30/2019
     DSI3,890$425 06/30/2019
BB&T Securities LLC3,806$416 06/30/2019
     DSI3,806$416 06/30/2019
Proequities Inc.3,767$412 06/30/2019
     DSI3,767$412 06/30/2019
Cobblestone Capital Advisors LLC NY3,720$407 06/30/2019
     DSI3,720$407 06/30/2019
Edge Capital Group LLC3,672$402 06/30/2019
     DSI3,672$402 06/30/2019
Cranbrook Wealth Management LLC3,671$401 06/30/2019
     DSI3,671$401 06/30/2019
Tiedemann Advisors LLC3,455$378 06/30/2019
     DSI3,455$378 06/30/2019
Altfest L J & Co. Inc.3,384$375 09/30/2019
     DSI3,384$375 09/30/2019
Renaissance Technologies LLC3,300$361 06/30/2019
     DSI3,300$361 06/30/2019
Massmutual Trust Co. FSB ADV3,305$361 06/30/2019
     DSI3,305$361 06/30/2019
MainStreet Investment Advisors LLC3,305$361 06/30/2019
     DSI3,305$361 06/30/2019
Gould Asset Management LLC CA3,289$360 06/30/2019
     DSI3,289$360 06/30/2019
First Foundation Advisors3,165$346 06/30/2019
     DSI3,165$346 06/30/2019
Bronfman E.L. Rothschild L.P.3,109$340 06/30/2019
     DSI3,109$340 06/30/2019
Flagship Harbor Advisors LLC3,111$340 06/30/2019
     DSI3,111$340 06/30/2019
Cetera Advisors LLC3,020$330 06/30/2019
     DSI3,020$330 06/30/2019
Cooper Financial Group2,956$328 09/30/2019
     DSI2,956$328 09/30/2019
Colony Group LLC2,927$320 06/30/2019
     DSI2,927$320 06/30/2019
Lodestar Investment Counsel LLC IL2,908$318 06/30/2019
     DSI2,908$318 06/30/2019
Valmark Advisers Inc.2,910$318 06/30/2019
     DSI2,910$318 06/30/2019
White Lighthouse Investment Management Inc.2,785$305 06/30/2019
     DSI2,785$305 06/30/2019
BSW Wealth Partners2,733$299 06/30/2019
     DSI2,733$299 06/30/2019
Arjuna Capital2,700$295 06/30/2019
     DSI2,700$295 06/30/2019
Harborview Advisors LLC2,663$291 06/30/2019
     DSI2,663$291 06/30/2019
Oppenheimer & Co. Inc.2,620$286 06/30/2019
     DSI2,620$286 06/30/2019
Wealthcare Advisory Partners LLC2,551$283 09/30/2019
     DSI2,551$283 09/30/2019
Price T Rowe Associates Inc. MD2,590$283 06/30/2019
     DSI2,590$283 06/30/2019
Stearns Financial Services Group2,573$281 06/30/2019
     DSI2,573$281 06/30/2019
Titus Wealth Management2,539$278 06/30/2019
     DSI2,539$278 06/30/2019
Fiera Capital Corp2,534$277 06/30/2019
     DSI2,534$277 06/30/2019
Vicus Capital2,521$276 06/30/2019
     DSI2,521$276 06/30/2019
Blume Capital Management Inc.2,496$273 06/30/2019
     DSI2,496$273 06/30/2019
HM Payson & Co.2,490$272 06/30/2019
     DSI2,490$272 06/30/2019
Crestwood Advisors Group LLC2,479$271 06/30/2019
     DSI2,479$271 06/30/2019
CIBC World Markets Inc.2,443$267 06/30/2019
     DSI2,443$267 06/30/2019
Meristem Family Wealth LLC2,438$267 06/30/2019
     DSI2,438$267 06/30/2019
Personal Resources Investment & Strategic Management Inc.2,396$262 06/30/2019
     DSI2,396$262 06/30/2019
Trustmark National Bank Trust Department2,381$260 06/30/2019
     DSI2,381$260 06/30/2019
Cerity Partners LLC2,348$257 06/30/2019
     DSI2,348$257 06/30/2019
Aevitas Wealth Management Inc.2,314$253 06/30/2019
     DSI2,314$253 06/30/2019
CRA Financial Services LLC2,304$252 06/30/2019
     DSI2,304$252 06/30/2019
WoodTrust Financial Corp2,173$241 09/30/2019
     DSI2,173$241 09/30/2019
Janney Montgomery Scott LLC2,199$240 06/30/2019
     DSI2,199$240 06/30/2019
HBK Sorce Advisory LLC3,035$235 06/30/2019
     DSI3,035$235 06/30/2019
VERITY Wealth Advisors2,112$234 09/30/2019
     DSI2,112$234 09/30/2019
Greenwich Wealth Management LLC2,094$229 06/30/2019
     DSI2,094$229 06/30/2019
ERn Financial LLC2,089$228 06/30/2019
     DSI2,089$228 06/30/2019
Hills Bank & Trust Co.2,050$227 09/30/2019
     DSI2,050$227 09/30/2019
Enterprise Financial Services Corp2,082$227 06/30/2019
     DSI2,082$227 06/30/2019
Trustcore Financial Services LLC2,067$226 06/30/2019
     DSI2,067$226 06/30/2019
Comerica Bank2,020$225 06/30/2019
     DSI2,020$225 06/30/2019
Leonard Rickey Investment Advisors P.L.L.C.2,023$224 09/30/2019
     DSI2,023$224 09/30/2019
Allen Capital Group LLC2,032$222 06/30/2019
     DSI2,032$222 06/30/2019
Bigelow Investment Advisors LLC2,015$220 06/30/2019
     DSI2,015$220 06/30/2019
Trust Co. of Vermont1,997$218 06/30/2019
     DSI1,997$218 06/30/2019
Sterling Investment Advisors Ltd.1,956$217 09/30/2019
     DSI1,956$217 09/30/2019
CAMG Solamere Management LLC1,990$217 06/30/2019
     DSI1,990$217 06/30/2019
D.A. Davidson & CO.1,960$214 06/30/2019
     DSI1,960$214 06/30/2019
Sequoia Financial Advisors LLC1,959$214 06/30/2019
     DSI1,959$214 06/30/2019
Parsons Capital Management Inc. RI1,945$213 06/30/2019
     DSI1,945$213 06/30/2019
Mercer Global Advisors Inc. ADV1,930$211 06/30/2019
     DSI1,930$211 06/30/2019
BerganKDV Wealth Management LLC1,905$208 06/30/2019
     DSI1,905$208 06/30/2019
Edmonds Duncan Registered Investment Advisors LLC1,873$206 06/30/2019
     DSI1,873$206 06/30/2019
Smithfield Trust Co.1,862$204 06/30/2019
     DSI1,862$204 06/30/2019
Steward Partners Investment Advisory LLC1,857$203 06/30/2019
     DSI1,857$203 06/30/2019
Neumann Capital Management LLC1,835$201 06/30/2019
     DSI1,835$201 06/30/2019
MUFG Americas Holdings Corp1,762$193 06/30/2019
     DSI1,762$193 06/30/2019
Whittier Trust Co. of Nevada Inc.1,709$190 09/30/2019
     DSI1,709$190 09/30/2019
Lowe Wealth Advisors LLC1,683$187 09/30/2019
     DSI1,683$187 09/30/2019
AdvisorNet Financial Inc1,669$183 06/30/2019
     DSI1,669$183 06/30/2019
Atlas Capital Advisors LLC1,653$181 06/30/2019
     DSI1,653$181 06/30/2019
KBC Group NV1,520$166 06/30/2019
     DSI1,520$166 06/30/2019
JNBA Financial Advisors1,326$145 06/30/2019
     DSI1,326$145 06/30/2019
Investors Research Corp1,320$144 06/30/2019
     DSI1,320$144 06/30/2019
Howe & Rusling Inc.1,215$133 06/30/2019
     DSI1,215$133 06/30/2019
Focused Wealth Management Inc1,157$127 06/30/2019
     DSI1,157$127 06/30/2019
NEXT Financial Group Inc1,124$125 09/30/2019
     DSI1,124$125 09/30/2019
Weaver Consulting Group1,140$125 06/30/2019
     DSI1,140$125 06/30/2019
Bessemer Group Inc.1,100$120 06/30/2019
     DSI1,100$120 06/30/2019
AllSquare Wealth Management LLC1,034$113 06/30/2019
     DSI1,034$113 06/30/2019
RPg Family Wealth Advisory LLC1,018$111 06/30/2019
     DSI1,018$111 06/30/2019
Pittenger & Anderson Inc.965$106 06/30/2019
     DSI965$106 06/30/2019
Private Capital Group LLC1,003$102 06/30/2019
     DSI1,003$102 06/30/2019
Golden State Wealth Management LLC841$92 06/30/2019
     DSI841$92 06/30/2019
Westside Investment Management Inc.800$87 06/30/2019
     DSI800$87 06/30/2019
Atlantic Trust LLC772$84 06/30/2019
     DSI772$84 06/30/2019
Financial Architects Inc751$82 06/30/2019
     DSI751$82 06/30/2019
Vista Private Wealth Partners. LLC716$79 09/30/2019
     DSI716$79 09/30/2019
TD Capital Management LLC676$74 06/30/2019
     DSI676$74 06/30/2019
Essex Savings Bank611$67 06/30/2019
     DSI611$67 06/30/2019
Stuart Chaussee & Associates Inc.555$61 06/30/2019
     DSI555$61 06/30/2019
Financial Enhancement Group LLC547$60 06/30/2019
     DSI547$60 06/30/2019
Braun Bostich & Associates Inc.526$58 06/30/2019
     DSI526$58 06/30/2019
Moisand Fitzgerald Tamayo LLC493$54 06/30/2019
     DSI493$54 06/30/2019
Executive Wealth Management LLC367$40 06/30/2019
     DSI367$40 06/30/2019
Hudock Capital Group LLC368$40 06/30/2019
     DSI368$40 06/30/2019
Lenox Wealth Advisors LLC350$39 09/30/2019
     DSI350$39 09/30/2019
Adirondack Trust Co.330$37 09/30/2019
     DSI330$37 09/30/2019
Ameritas Investment Partners Inc.285$31 06/30/2019
     DSI285$31 06/30/2019
FMR LLC243$26 06/30/2019
     DSI243$26 06/30/2019
Migdal Insurance & Financial Holdings Ltd.235$26 06/30/2019
     DSI235$26 06/30/2019
Patriot Financial Group Insurance Agency LLC231$26 06/30/2019
     DSI231$26 06/30/2019
Sandy Spring Bank230$25 06/30/2019
     DSI230$25 06/30/2019
Close Asset Management Ltd212$23 06/30/2019
     DSI212$23 06/30/2019
Baldwin Brothers Inc. MA200$22 09/30/2019
     DSI200$22 09/30/2019
Pathstone Family Office LLC166$18 06/30/2019
     DSI166$18 06/30/2019
Ellis Investment Partners LLC152$16 09/30/2019
     DSI152$16 09/30/2019
Creative Financial Designs Inc. ADV140$16 06/30/2019
     DSI140$16 06/30/2019
Dougherty Wealth Advisers LLC150$16 06/30/2019
     DSI150$16 06/30/2019
Liberty Wealth Management LLC100$11 06/30/2019
     DSI100$11 06/30/2019
Truvestments Capital LLC75$8 09/30/2019
     DSI75$8 09/30/2019
Certified Advisory Corp67$7 06/30/2019
     DSI67$7 06/30/2019
Benjamin F. Edwards & Company Inc.45$5 06/30/2019
     DSI45$5 06/30/2019
D Orazio & Associates Inc.46$5 06/30/2019
     DSI46$5 06/30/2019
Rice Partnership LLC35$4 06/30/2019
     DSI35$4 06/30/2019
Avondale Wealth Management33$4 06/30/2019
     DSI33$4 06/30/2019
Ironwood Financial llc18$2 06/30/2019
     DSI18$2 06/30/2019
Lindbrook Capital LLC20$2 06/30/2019
     DSI20$2 06/30/2019
Asset Dedication LLC6$1 09/30/2019
     DSI6$1 09/30/2019
Loomis Sayles & Co. L P13$1 06/30/2019
     DSI13$1 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     DSI1$0 06/30/2019

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

Quotes delayed 20 minutes

Funds Holding DSI | www.HoldingsChannel.com

Copyright © 2013 - 2019, 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.