HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DFIV Share Count | ||||
| City State Bank | 5,075 | 20,440 | +15,365 | +302.76% |
| Falcon Wealth Planning | 407,837 | 1,104,197 | +696,360 | +170.74% |
| Brookstone Capital Management | 42,309 | 87,377 | +45,068 | +106.52% |
| CWM LLC | 7,158 | 13,594 | +6,436 | +89.91% |
| Financial Synergies Wealth Advisors Inc. | 50,224 | 58,479 | +8,255 | +16.44% |
| Signet Financial Management LLC | 70,827 | 80,108 | +9,281 | +13.10% |
| Family CFO Inc | 46,160 | 52,185 | +6,025 | +13.05% |
| Lane & Associates LLC | 117,499 | 132,626 | +15,127 | +12.87% |
| LexAurum Advisors LLC | 46,297 | 52,122 | +5,825 | +12.58% |
| Meritas Wealth Management LLC | 244,957 | 269,603 | +24,646 | +10.06% |
| Bromfield Sneider Wealth Advisors | 9,543 | 10,432 | +889 | +9.32% |
| Pallas Capital Advisors LLC | 197,980 | 213,413 | +15,433 | +7.80% |
| Disciplined Investments LLC | 193,215 | 207,532 | +14,317 | +7.41% |
| Cordant Inc. | 123,885 | 131,706 | +7,821 | +6.31% |
| Wealthcare Advisory Partners LLC | 7,048 | 7,467 | +419 | +5.94% |
| Apella Capital LLC | 1,051,981 | 1,111,306 | +59,325 | +5.64% |
| Acropolis Investment Management LLC | 383,464 | 400,646 | +17,182 | +4.48% |
| Sovereign Financial Group Inc. | 18,013 | 18,812 | +799 | +4.44% |
| Asset Dedication LLC | 19,653 | 20,481 | +828 | +4.21% |
| Trinity Financial Advisors LLC | 567,365 | 590,198 | +22,833 | +4.02% |
| Maryland Capital Advisors Inc. | 125,143 | 129,755 | +4,612 | +3.69% |
| Efficient Frontier Advisors LLC | 547,637 | 566,499 | +18,862 | +3.44% |
| Moisand Fitzgerald Tamayo LLC | 93,095 | 96,058 | +2,963 | +3.18% |
| Evanson Asset Management LLC | 1,123,082 | 1,158,697 | +35,615 | +3.17% |
| Atlas Capital Advisors LLC | 44,998 | 46,253 | +1,255 | +2.79% |
| Peirce Capital Management LLC | 355,401 | 365,190 | +9,789 | +2.75% |
| Apeiron RIA LLC | 291,114 | 296,129 | +5,015 | +1.72% |
| Schoolcraft Capital LLC | 711,795 | 720,324 | +8,529 | +1.20% |
| Strata Wealth Advisors LLC | 25,633 | 25,912 | +279 | +1.09% |
| Prosperity Planning Inc. | 23,996 | 24,200 | +204 | +0.85% |
| ShankerValleau Wealth Advisors Inc. | 234,908 | 236,851 | +1,943 | +0.83% |
| Shotwell Rutter Baer Inc | 128,555 | 129,151 | +596 | +0.46% |
| Mather Group LLC. | 86,855 | 87,188 | +333 | +0.38% |
| Coston McIsaac & Partners | 2,263 | 2,269 | +6 | +0.27% |
| Exeter Financial LLC | 8,787 | 8,807 | +20 | +0.23% |
| Aurum Wealth Management Group LLC | 24,691 | 24,734 | +43 | +0.17% |
| Collective Family Office LLC | 28,082 | 28,097 | +15 | +0.05% |
| Pinnacle Bank | 6,208 | 6,209 | +1 | +0.02% |
| 13F Filers Reporting New Positions In DFIV | ||||
| Northwest Investment Counselors LLC | 0 | 160 | +160 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First National Corp MA ADV | 10,678 | 10,678 | UNCH | 0.00% |
| Barrett & Company Inc. | 549 | 549 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 1,963 | 1,963 | UNCH | 0.00% |
| Ballentine Partners LLC | 15,313 | 15,313 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 2,460 | 2,460 | UNCH | 0.00% |
| Capital Investment Advisors LLC | 8,216 | 8,216 | UNCH | 0.00% |
| Roble Belko & Company Inc | 5,184 | 5,184 | UNCH | 0.00% |
| Sound Income Strategies LLC | 342 | 342 | UNCH | 0.00% |
| VERITY Wealth Advisors | 6,771 | 6,771 | UNCH | 0.00% |
| Private Capital Management LLC | 8,472 | 8,472 | UNCH | 0.00% |
| UMA Financial Services Inc. | 6,219 | 6,219 | UNCH | 0.00% |
| Single Point Partners LLC | 8,270 | 8,270 | UNCH | 0.00% |
| Five Oceans Advisors | 13,968 | 13,968 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 303 | 303 | UNCH | 0.00% |
| Lam Group Inc. | 98,173 | 98,173 | UNCH | 0.00% |
| 13F Filers Decreasing DFIV Share Count | ||||
| Carlson Capital Management | 719,601 | 85,321 | -634,280 | -88.14% |
| Symmetry Partners LLC | 275,979 | 178,485 | -97,494 | -35.33% |
| Unison Advisors LLC | 17,294 | 13,730 | -3,564 | -20.61% |
| CVA Family Office LLC | 62,437 | 53,427 | -9,010 | -14.43% |
| RWM Asset Management LLC | 220,574 | 194,602 | -25,972 | -11.77% |
| Versant Capital Management Inc | 51,518 | 48,566 | -2,952 | -5.73% |
| Aspiriant LLC | 239,296 | 227,881 | -11,415 | -4.77% |
| Tarbox Family Office Inc. | 13,180 | 12,612 | -568 | -4.31% |
| RFG Advisory LLC | 86,049 | 83,192 | -2,857 | -3.32% |
| Baker Boyer National Bank | 247,465 | 241,722 | -5,743 | -2.32% |
| Pure Financial Advisors Inc. | 5,879 | 5,768 | -111 | -1.89% |
| Market Street Wealth Management Advisors LLC | 452,354 | 444,354 | -8,000 | -1.77% |
| Wealth Enhancement Advisory Services LLC | 2,076,718 | 2,041,996 | -34,722 | -1.67% |
| Park Avenue Securities LLC | 12,850 | 12,676 | -174 | -1.35% |
| McLean Asset Management Corp | 423,712 | 418,316 | -5,396 | -1.27% |
| Dynamic Advisor Solutions LLC | 8,564 | 8,468 | -96 | -1.12% |
| Abacus Wealth Partners LLC | 15,979 | 15,824 | -155 | -0.97% |
| Private Ocean LLC | 81,033 | 80,292 | -741 | -0.91% |
| Soundmark Wealth Management LLC | 67,957 | 67,587 | -370 | -0.54% |
| Stratos Wealth Partners LTD. | 71,793 | 71,411 | -382 | -0.53% |
| Shearwater Capital LLC | 359,815 | 358,259 | -1,556 | -0.43% |
| Dixon Fnancial Services Inc. | 1,416,166 | 1,412,969 | -3,197 | -0.23% |
| Global Trust Asset Management LLC | 39,504 | 39,445 | -59 | -0.15% |
| Ellenbecker Investment Group | 29,489 | 29,484 | -5 | -0.02% |
| Foster Group Inc. | 1,921,500 | 1,921,453 | -47 | -0.00% |
| 13F Filers Exiting DFIV | ||||
| Annapolis Financial Services LLC | 16,730 | 0 | -16,730 | -100.00% |
| AdvisorNet Financial Inc | 53,731 | 0 | -53,731 | -100.00% |
See Summary: Institutional Holders of DFIV
See Details: Top 10 Hedge Funds Holding DFIV
