HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DFUS Share Count | ||||
| Global Trust Asset Management LLC | 415 | 2,035 | +1,620 | +390.36% |
| Mendota Financial Group LLC | 48,788 | 183,255 | +134,467 | +275.61% |
| Kathleen S. Wright Associates Inc. | 10,275 | 24,552 | +14,277 | +138.95% |
| Main Street Financial Solutions LLC | 46,429 | 98,253 | +51,824 | +111.62% |
| Cambridge Investment Research Advisors Inc. | 112,592 | 229,524 | +116,932 | +103.85% |
| ZRC Wealth Management LLC | 1,042 | 2,086 | +1,044 | +100.19% |
| Brookstone Capital Management | 7,169 | 13,491 | +6,322 | +88.19% |
| Sutton Place Investors LLC | 111,840 | 165,710 | +53,870 | +48.17% |
| Chicago Partners Investment Group LLC | 595,967 | 818,894 | +222,927 | +37.41% |
| Raymond James & Associates | 57,261 | 77,352 | +20,091 | +35.09% |
| Acorn Wealth Advisors LLC | 33,175 | 44,334 | +11,159 | +33.64% |
| Lynch & Associates IN | 5,756 | 7,139 | +1,383 | +24.03% |
| TCP Asset Management LLC | 327,487 | 404,053 | +76,566 | +23.38% |
| Root Financial Partners LLC | 866,590 | 1,045,093 | +178,503 | +20.60% |
| Zhang Financial LLC | 1,389,848 | 1,640,761 | +250,913 | +18.05% |
| Asset Dedication LLC | 394,508 | 451,762 | +57,254 | +14.51% |
| Private Capital Management LLC | 578,245 | 642,597 | +64,352 | +11.13% |
| Essex Financial Services Inc. | 5,485 | 5,905 | +420 | +7.66% |
| Great Waters Wealth Management | 1,680,140 | 1,792,795 | +112,655 | +6.71% |
| Dynamic Advisor Solutions LLC | 406,893 | 433,416 | +26,523 | +6.52% |
| Stratos Wealth Partners LTD. | 208,619 | 218,590 | +9,971 | +4.78% |
| CVA Family Office LLC | 45,363 | 47,260 | +1,897 | +4.18% |
| DBK Financial Counsel LLC | 36,695 | 38,135 | +1,440 | +3.92% |
| Gradient Capital Advisors LLC | 6,884 | 7,145 | +261 | +3.79% |
| UMA Financial Services Inc. | 10,414 | 10,799 | +385 | +3.70% |
| Meritas Wealth Management LLC | 224,943 | 232,645 | +7,702 | +3.42% |
| SOL Capital Management CO | 5,030 | 5,160 | +130 | +2.58% |
| CWM LLC | 50,051 | 50,718 | +667 | +1.33% |
| Walden Wealth Partners LLC | 163,929 | 165,758 | +1,829 | +1.12% |
| Spire Wealth Management | 247,891 | 250,436 | +2,545 | +1.03% |
| Hurlow Wealth Management Group Inc. | 460,510 | 463,382 | +2,872 | +0.62% |
| Heritage Wealth Management Inc. Texas | 821,727 | 825,865 | +4,138 | +0.50% |
| Clarity Capital Advisors LLC | 55,536 | 55,713 | +177 | +0.32% |
| Allworth Financial LP | 54,239 | 54,399 | +160 | +0.29% |
| Valeo Financial Advisors LLC | 14,674 | 14,711 | +37 | +0.25% |
| Pure Financial Advisors Inc. | 8,718 | 8,736 | +18 | +0.21% |
| RFG Advisory LLC | 24,762 | 24,814 | +52 | +0.21% |
| Aurum Wealth Management Group LLC | 25,718 | 25,771 | +53 | +0.21% |
| Sharkey Howes & Javer | 6,423 | 6,436 | +13 | +0.20% |
| Rebalance LLC | 6,182 | 6,194 | +12 | +0.19% |
| Gpwm LLC | 1,806 | 1,809 | +3 | +0.17% |
| BKA Wealth Consulting Inc. | 8,577 | 8,592 | +15 | +0.17% |
| Versant Capital Management Inc | 5,780 | 5,788 | +8 | +0.14% |
| Phillips Financial Management LLC | 14,625 | 14,643 | +18 | +0.12% |
| Raymond James Financial Services Advisors Inc. | 1,072,125 | 1,073,043 | +918 | +0.09% |
| 25 LLC | 15,662 | 15,676 | +14 | +0.09% |
| Applied Capital LLC | 24,243 | 24,262 | +19 | +0.08% |
| Winthrop Advisory Group LLC | 27,383 | 27,400 | +17 | +0.06% |
| Physician Wealth Solutions Inc. | 155,149 | 155,196 | +47 | +0.03% |
| Nicholas Hoffman & Company LLC. | 26,499 | 26,500 | +1 | +0.00% |
| 13F Filers Reporting New Positions In DFUS | ||||
| MJP Associates Inc. ADV | 0 | 3,748 | +3,748 | +100% |
| BKD Wealth Advisors LLC | 0 | 3,513 | +3,513 | +100% |
| YHB Investment Advisors Inc. | 0 | 3,566 | +3,566 | +100% |
| Fundamentun LLC | 0 | 3,566 | +3,566 | +100% |
| S.A. Mason LLC | 0 | 1,491 | +1,491 | +100% |
| Total Clarity Wealth Management Inc. | 0 | 3,838 | +3,838 | +100% |
| Berger Financial Group Inc | 0 | 16,852 | +16,852 | +100% |
| Canvas Wealth Advisors LLC | 0 | 4,938 | +4,938 | +100% |
| Revisor Wealth Management LLC | 0 | 10,820 | +10,820 | +100% |
| Eagle Strategies LLC | 0 | 25,240 | +25,240 | +100% |
| Simplicity Wealth LLC | 0 | 14,119 | +14,119 | +100% |
| Brooklyn FI LLC | 0 | 3,676 | +3,676 | +100% |
| Greenspring Advisors LLC | 0 | 6,500 | +6,500 | +100% |
| Coston McIsaac & Partners | 0 | 4 | +4 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 6,099 | 6,099 | UNCH | 0.00% |
| Rowland & Co. Investment Counsel ADV | 3,370 | 3,370 | UNCH | 0.00% |
| Caldwell Sutter Capital Inc. | 2,264 | 2,264 | UNCH | 0.00% |
| Advisors Management Group Inc. ADV | 4,392 | 4,392 | UNCH | 0.00% |
| Ferguson Wellman Capital Management Inc. | 5,642 | 5,642 | UNCH | 0.00% |
| Barrett & Company Inc. | 536 | 536 | UNCH | 0.00% |
| UMB Bank N A MO | 4,939 | 4,939 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 1,170 | 1,170 | UNCH | 0.00% |
| Clifford Swan Investment Counsel LLC | 13,637 | 13,637 | UNCH | 0.00% |
| Amarillo National Bank | 34,028 | 34,028 | UNCH | 0.00% |
| Smith Chas P & Associates PA Cpas | 21,610 | 21,610 | UNCH | 0.00% |
| Raymond James Trust N.A. | 7,029 | 7,029 | UNCH | 0.00% |
| First National Trust Co | 6,500 | 6,500 | UNCH | 0.00% |
| Private Trust Co. NA | 5,350 | 5,350 | UNCH | 0.00% |
| Brown Advisory Inc. | 59,078 | 59,078 | UNCH | 0.00% |
| Ballentine Partners LLC | 54,670 | 54,670 | UNCH | 0.00% |
| Aspiriant LLC | 4,078 | 4,078 | UNCH | 0.00% |
| Diversified Trust Co | 6,116 | 6,116 | UNCH | 0.00% |
| Retirement Planning Group | 36,352 | 36,352 | UNCH | 0.00% |
| Mather Group LLC. | 8,537 | 8,537 | UNCH | 0.00% |
| Gradient Investments LLC | 3,937 | 3,937 | UNCH | 0.00% |
| Oakworth Capital Inc. | 1,705 | 1,705 | UNCH | 0.00% |
| Ironwood Financial llc | 9,338 | 9,338 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 536 | 536 | UNCH | 0.00% |
| Financial Insights Inc. | 4,536 | 4,536 | UNCH | 0.00% |
| Pegasus Partners Ltd. | 14,936 | 14,936 | UNCH | 0.00% |
| TRUE Private Wealth Advisors | 6,528 | 6,528 | UNCH | 0.00% |
| Allied Investment Advisors LLC | 7,752 | 7,752 | UNCH | 0.00% |
| Compton Wealth Advisory Group LLC | 5,165 | 5,165 | UNCH | 0.00% |
| MBM Wealth Consultants LLC | 20,831 | 20,831 | UNCH | 0.00% |
| CRA Financial Services LLC | 15,868 | 15,868 | UNCH | 0.00% |
| Red Door Wealth Management LLC | 47,654 | 47,654 | UNCH | 0.00% |
| Aprio Wealth Management LLC | 30,668 | 30,668 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 12,183 | 12,183 | UNCH | 0.00% |
| waypoint wealth counsel | 5,197 | 5,197 | UNCH | 0.00% |
| Accel Wealth Management | 4,678 | 4,678 | UNCH | 0.00% |
| Falcon Wealth Planning | 26,205 | 26,205 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 10 | 10 | UNCH | 0.00% |
| Maryland Capital Advisors Inc. | 37,731 | 37,731 | UNCH | 0.00% |
| Bromfield Sneider Wealth Advisors | 5,260 | 5,260 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 19,800 | 19,800 | UNCH | 0.00% |
| Whalen Wealth Management Inc. | 4,725 | 4,725 | UNCH | 0.00% |
| PCG Wealth Advisors LLC | 7,504 | 7,504 | UNCH | 0.00% |
| Red Tortoise LLC | 23,033 | 23,033 | UNCH | 0.00% |
| City State Bank | 2,462 | 2,462 | UNCH | 0.00% |
| Seaside Wealth Management Inc. | 11,587 | 11,587 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 6,185 | 6,185 | UNCH | 0.00% |
| Lam Group Inc. | 39,042 | 39,042 | UNCH | 0.00% |
| North Ridge Wealth Advisors Inc. | 14,622 | 14,622 | UNCH | 0.00% |
| Rockwood Wealth Management LLC | 8,056 | 8,056 | UNCH | 0.00% |
| Altiora Financial Group LLC | 111,697 | 111,697 | UNCH | 0.00% |
| Capstone Capital Wealth Advisors | 4,133 | 4,133 | UNCH | 0.00% |
| GUNN & Co INVESTMENT MANAGEMENT INC. | 21,610 | 21,610 | UNCH | 0.00% |
| Tyche Wealth Partners LLC | 4,538 | 4,538 | UNCH | 0.00% |
| 13F Filers Decreasing DFUS Share Count | ||||
| Carlson Capital Management | 47,320 | 4,432 | -42,888 | -90.63% |
| Annapolis Financial Services LLC | 42,321 | 5,301 | -37,020 | -87.47% |
| AdvisorNet Financial Inc | 55,981 | 8,269 | -47,712 | -85.23% |
| Capital Investment Advisory Services LLC | 7,214 | 1,523 | -5,691 | -78.89% |
| Acropolis Investment Management LLC | 5,854 | 2,450 | -3,404 | -58.15% |
| NorthCrest Asset Manangement LLC | 33,698 | 16,683 | -17,015 | -50.49% |
| Arista Wealth Management LLC | 24,510 | 12,509 | -12,001 | -48.96% |
| Mason & Associates Inc | 961,581 | 558,777 | -402,804 | -41.89% |
| Drive Wealth Management LLC | 33,269 | 24,530 | -8,739 | -26.27% |
| IAG Wealth Partners LLC | 2,460 | 2,225 | -235 | -9.55% |
| Onyx Financial Advisors LLC | 24,061 | 22,006 | -2,055 | -8.54% |
| Moisand Fitzgerald Tamayo LLC | 53,744 | 49,407 | -4,337 | -8.07% |
| Advisory Services & Investments LLC | 26,822 | 24,799 | -2,023 | -7.54% |
| Madrona Financial Services LLC | 10,807 | 10,052 | -755 | -6.99% |
| Market Street Wealth Management Advisors LLC | 32,656 | 30,700 | -1,956 | -5.99% |
| JNBA Financial Advisors | 136 | 130 | -6 | -4.41% |
| Caerus Investment Advisors LLC | 48,098 | 46,098 | -2,000 | -4.16% |
| Mustard Seed Financial LLC | 15,190 | 14,605 | -585 | -3.85% |
| LVZ Advisors Inc. | 72,523 | 69,796 | -2,727 | -3.76% |
| Apella Capital LLC | 666,879 | 642,843 | -24,036 | -3.60% |
| Atlantic Union Bankshares Corp | 20,073 | 19,356 | -717 | -3.57% |
| Foster Group Inc. | 1,189,964 | 1,147,777 | -42,187 | -3.55% |
| SNS Financial Group LLC | 111,028 | 107,883 | -3,145 | -2.83% |
| AWM Capital LLC | 206,071 | 200,264 | -5,807 | -2.82% |
| Towneley Capital Management Inc DE | 12,917 | 12,578 | -339 | -2.62% |
| Helen Stephens Group LLC | 16,517 | 16,084 | -433 | -2.62% |
| Miracle Mile Advisors LLC | 9,596 | 9,347 | -249 | -2.59% |
| Kohmann Bosshard Financial Services LLC | 7,530 | 7,343 | -187 | -2.48% |
| Five Oceans Advisors | 28,859 | 28,153 | -706 | -2.45% |
| Shearwater Capital LLC | 28,323 | 27,724 | -599 | -2.11% |
| Symmetry Partners LLC | 317,386 | 311,583 | -5,803 | -1.83% |
| Claris Advisors LLC MO | 230,432 | 226,316 | -4,116 | -1.79% |
| Gemmer Asset Management LLC | 89,152 | 87,693 | -1,459 | -1.64% |
| OLIO Financial Planning | 204,836 | 201,694 | -3,142 | -1.53% |
| McLean Asset Management Corp | 694,667 | 684,257 | -10,410 | -1.50% |
| Family Investment Center Inc. | 17,808 | 17,543 | -265 | -1.49% |
| Capital Performance Advisors LLP | 157,032 | 154,858 | -2,174 | -1.38% |
| Quarry Hill Advisors LLC | 9,168 | 9,043 | -125 | -1.36% |
| Wealth Enhancement Advisory Services LLC | 1,448,955 | 1,429,280 | -19,675 | -1.36% |
| Busey Wealth Management | 5,404 | 5,334 | -70 | -1.30% |
| Shira Ridge Wealth Management | 14,919 | 14,739 | -180 | -1.21% |
| Keb Asset Management LLC | 257,042 | 254,264 | -2,778 | -1.08% |
| Taddei Ludwig & Associates Inc. | 15,037 | 14,887 | -150 | -1.00% |
| Measured Wealth Private Client Group LLC | 18,688 | 18,501 | -187 | -1.00% |
| Prestige Wealth Management Group LLC | 16,191 | 16,031 | -160 | -0.99% |
| Austin Asset Management Co Inc | 1,043,709 | 1,033,902 | -9,807 | -0.94% |
| Evanson Asset Management LLC | 966,670 | 957,840 | -8,830 | -0.91% |
| NBT Bank N A NY | 38,830 | 38,480 | -350 | -0.90% |
| Monticello Wealth Management LLC | 788,951 | 781,944 | -7,007 | -0.89% |
| Security Financial Services INC. | 315,057 | 312,462 | -2,595 | -0.82% |
| Glass Jacobson Investment Advisors llc | 28,301 | 28,095 | -206 | -0.73% |
| Yoder Wealth Management Inc. | 33,227 | 32,992 | -235 | -0.71% |
| Quantum Financial Advisors LLC | 109,534 | 108,916 | -618 | -0.56% |
| Dixon Fnancial Services Inc. | 482,027 | 479,334 | -2,693 | -0.56% |
| Park Avenue Securities LLC | 4,944 | 4,917 | -27 | -0.55% |
| Verdence Capital Advisors LLC | 29,769 | 29,656 | -113 | -0.38% |
| Abacus Wealth Partners LLC | 25,332 | 25,242 | -90 | -0.36% |
| Gleason Group Inc. | 839 | 836 | -3 | -0.36% |
| Strategic Financial Concepts LLC | 32,370 | 32,265 | -105 | -0.32% |
| Global Retirement Partners LLC | 7,095 | 7,082 | -13 | -0.18% |
| Bull Oak Capital LLC | 4,453 | 4,448 | -5 | -0.11% |
| Bank of New York Mellon Corp | 25,640 | 25,638 | -2 | -0.01% |
| 13F Filers Exiting DFUS | ||||
| Sollinda Capital Management LLC | 7,214 | 0 | -7,214 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 3,747 | 0 | -3,747 | -100.00% |
| Independent Wealth Network Inc. | 41,863 | 0 | -41,863 | -100.00% |
| Level Financial Advisors Inc. | 1,821 | 0 | -1,821 | -100.00% |
| Columbia Advisory Partners LLC | 9,216 | 0 | -9,216 | -100.00% |
| Atlas Capital Advisors LLC | 760 | 0 | -760 | -100.00% |
See Summary: Institutional Holders of DFUS
See Details: Top 10 Hedge Funds Holding DFUS
