This page summarizes the DUSB holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether DUSB is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 12/31/2023 3/31/2024 Change % Change 13F Filers Increasing DUSB Share Count
Root Financial Partners LLC 4,208
77,111
+ 72,903 + 1732.49%
Market Street Wealth Management Advisors LLC 159,822
1,203,998
+ 1,044,176 + 653.34%
Commonwealth Equity Services LLC 10,436
29,464
+ 19,028 + 182.33%
Phillips Financial Management LLC 46,776
113,508
+ 66,732 + 142.66%
Onyx Financial Advisors LLC 31,879
71,654
+ 39,775 + 124.77%
Great Oak Capital Partners LLC 21,288
38,622
+ 17,334 + 81.43%
Chicago Partners Investment Group LLC 137,772
139,267
+ 1,495 + 1.09%
13F Filers Reporting New Positions In DUSB
Allworth Financial LP 0
100
+ 100 + 100%
Evanson Asset Management LLC 0
6,379
+ 6,379 + 100%
Applied Capital LLC 0
19,570
+ 19,570 + 100%
Wealthspan Partners LLC 0
21,850
+ 21,850 + 100%
Meredith Wealth Planning 0
4,365
+ 4,365 + 100%
Core Wealth Management Inc. 0
14,016
+ 14,016 + 100%
13F Filers With Unchanged Share Count
Lam Group Inc. 2,420
2,420
UNCH 0.00%
13F Filers Exiting DUSB
Annapolis Financial Services LLC 7,922
0
- 7,922 - 100.00%
See Summary: Institutional Holders of DUSB Top 10 Hedge Funds Holding DUSB
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