HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DFSV Share Count | ||||
| AdvisorNet Financial Inc | 7,501 | 241,010 | +233,509 | +3113.04% |
| Well Done LLC | 19,418 | 362,635 | +343,217 | +1767.52% |
| Level Financial Advisors Inc. | 10,043 | 36,009 | +25,966 | +258.55% |
| Kathleen S. Wright Associates Inc. | 14,098 | 26,096 | +11,998 | +85.10% |
| Wealthfront Advisers LLC | 19,934 | 36,254 | +16,320 | +81.87% |
| Altiora Financial Group LLC | 9,031 | 16,249 | +7,218 | +79.92% |
| Corrigan Financial Inc. | 57,806 | 101,307 | +43,501 | +75.25% |
| Firethorn Wealth Partners LLC | 38,158 | 58,284 | +20,126 | +52.74% |
| Mustard Seed Financial LLC | 14,476 | 21,769 | +7,293 | +50.38% |
| Rockwood Wealth Management LLC | 13,431 | 20,058 | +6,627 | +49.34% |
| Aspire Private Capital LLC | 4,859 | 7,207 | +2,348 | +48.32% |
| Great Oak Capital Partners LLC | 11,473 | 15,951 | +4,478 | +39.03% |
| Trust Co of the South | 81,216 | 107,423 | +26,207 | +32.27% |
| Physician Wealth Solutions Inc. | 177,951 | 234,241 | +56,290 | +31.63% |
| Lantz Financial LLC | 60,723 | 79,409 | +18,686 | +30.77% |
| Soundmark Wealth Management LLC | 76,556 | 93,385 | +16,829 | +21.98% |
| Fermata Advisors LLC | 45,738 | 55,187 | +9,449 | +20.66% |
| Capital Planning LLC | 25,198 | 30,184 | +4,986 | +19.79% |
| Raymond James Financial Services Advisors Inc. | 478,840 | 551,534 | +72,694 | +15.18% |
| Gradient Capital Advisors LLC | 54,996 | 62,399 | +7,403 | +13.46% |
| Evanson Asset Management LLC | 561,550 | 631,751 | +70,201 | +12.50% |
| Financial Synergies Wealth Advisors Inc. | 254 | 284 | +30 | +11.81% |
| Pettinga Financial Advisors LLC | 48,539 | 53,579 | +5,040 | +10.38% |
| Ausdal Financial Partners Inc. | 17,554 | 19,359 | +1,805 | +10.28% |
| Schoolcraft Capital LLC | 95,305 | 104,687 | +9,382 | +9.84% |
| Wealth Enhancement Advisory Services LLC | 362,309 | 397,541 | +35,232 | +9.72% |
| Melfa Wealth Management LLC | 64,030 | 69,704 | +5,674 | +8.86% |
| Morris Financial Concepts Inc. | 1,636 | 1,780 | +144 | +8.80% |
| Total Wealth Planning LLC | 279,715 | 301,657 | +21,942 | +7.84% |
| Wealthcare Advisory Partners LLC | 37,421 | 39,601 | +2,180 | +5.83% |
| Alaska Permanent Fund Corp | 7,858,586 | 8,205,327 | +346,741 | +4.41% |
| Stordahl Capital Management Inc. | 795,833 | 822,120 | +26,287 | +3.30% |
| Global Trust Asset Management LLC | 41,057 | 42,383 | +1,326 | +3.23% |
| Shearwater Capital LLC | 15,818 | 16,254 | +436 | +2.76% |
| Narus Financial Partners LLC | 8,354 | 8,559 | +205 | +2.45% |
| Cravens & Co Advisors LLC | 100,795 | 103,120 | +2,325 | +2.31% |
| Advisory Services & Investments LLC | 205,390 | 209,501 | +4,111 | +2.00% |
| Phillips Financial Management LLC | 168,898 | 172,124 | +3,226 | +1.91% |
| Seaside Wealth Management Inc. | 655,409 | 667,071 | +11,662 | +1.78% |
| Aviance Capital Partners LLC | 85,600 | 87,048 | +1,448 | +1.69% |
| Collective Family Office LLC | 49,524 | 50,278 | +754 | +1.52% |
| UMA Financial Services Inc. | 22,805 | 23,100 | +295 | +1.29% |
| BetterWealth LLC | 590,235 | 597,086 | +6,851 | +1.16% |
| Lam Group Inc. | 92,288 | 93,243 | +955 | +1.03% |
| Revolve Wealth Partners LLC | 22,170 | 22,360 | +190 | +0.86% |
| Asset Dedication LLC | 1,013 | 1,018 | +5 | +0.49% |
| Liberty Capital Management Inc. | 45,488 | 45,612 | +124 | +0.27% |
| Abacus Planning Group Inc. | 8,448 | 8,470 | +22 | +0.26% |
| Signet Financial Management LLC | 193,196 | 193,549 | +353 | +0.18% |
| Waterway Wealth Management LLC | 470,486 | 471,349 | +863 | +0.18% |
| Evensky & Katz LLC | 74,322 | 74,409 | +87 | +0.12% |
| 13F Filers Reporting New Positions In DFSV | ||||
| Mather Group LLC. | 0 | 296 | +296 | +100% |
| Compass Ion Advisors LLC | 0 | 17,050 | +17,050 | +100% |
| Main Street Financial Solutions LLC | 0 | 10,913 | +10,913 | +100% |
| HFG Advisors Inc. | 0 | 37,053 | +37,053 | +100% |
| GAMMA Investing LLC | 0 | 97 | +97 | +100% |
| Edge Financial Advisors LLC | 0 | 14,996 | +14,996 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Avondale Wealth Management | 58 | 58 | UNCH | 0.00% |
| Global Retirement Partners LLC | 849 | 849 | UNCH | 0.00% |
| Disciplined Investments LLC | 25,407 | 25,407 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 10,159 | 10,159 | UNCH | 0.00% |
| 13F Filers Decreasing DFSV Share Count | ||||
| Tanglewood Legacy Advisors LLC | 9,469 | 2,034 | -7,435 | -78.52% |
| Arista Wealth Management LLC | 1,058,454 | 487,031 | -571,423 | -53.99% |
| Versant Capital Management Inc | 215 | 138 | -77 | -35.81% |
| CWM LLC | 6,895 | 5,739 | -1,156 | -16.77% |
| SJS Investment Consulting Inc. | 1,622 | 1,497 | -125 | -7.71% |
| Annapolis Financial Services LLC | 133,638 | 129,305 | -4,333 | -3.24% |
| Meritas Wealth Management LLC | 37,301 | 37,025 | -276 | -0.74% |
| Moisand Fitzgerald Tamayo LLC | 60,508 | 60,145 | -363 | -0.60% |
| Sutton Place Investors LLC | 7,230 | 7,220 | -10 | -0.14% |
| 13F Filers Exiting DFSV | ||||
| McGlone Suttner Wealth Management Inc. | 2,932 | 0 | -2,932 | -100.00% |
| Advisor Resource Council | 28,700 | 0 | -28,700 | -100.00% |
| Atwood & Palmer Inc. | 12 | 0 | -12 | -100.00% |
See Summary: Institutional Holders of DFSV
See Details: Top 10 Hedge Funds Holding DFSV
