HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DWMF Share Count | ||||
| Harbour Investments Inc. | 1,133 | 2,627 | +1,494 | +131.86% |
| Jane Street Group LLC | 47,783 | 108,071 | +60,288 | +126.17% |
| NBC Securities Inc. | 5,423 | 7,519 | +2,096 | +38.65% |
| LPL Financial LLC | 12,478 | 13,831 | +1,353 | +10.84% |
| Envestnet Asset Management Inc. | 10,104 | 10,824 | +720 | +7.13% |
| Private Advisor Group LLC | 55,512 | 59,029 | +3,517 | +6.34% |
| RFG Advisory LLC | 10,151 | 10,725 | +574 | +5.65% |
| JPMorgan Chase & Co. | 6,090 | 6,189 | +99 | +1.63% |
| EPG Wealth Management LLC | 6,357 | 6,400 | +43 | +0.68% |
| 13F Filers Reporting New Positions In DWMF | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| FMR LLC | 0 | 5 | +5 | +100% |
| Bank of Montreal Can | 0 | 15,726 | +15,726 | +100% |
| Flow Traders U.S. LLC | 0 | 22,718 | +22,718 | +100% |
| Atria Investments LLC | 0 | 77,669 | +77,669 | +100% |
| UBS Group AG | 0 | 138 | +138 | +100% |
| Smartleaf Asset Management LLC | 0 | 42,027 | +42,027 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Morgan Stanley | 760 | 760 | UNCH | 0.00% |
| 13F Filers Decreasing DWMF Share Count | ||||
| Covestor Ltd | 134 | 61 | -73 | -54.48% |
| OLD Mission Capital LLC | 30,379 | 26,506 | -3,873 | -12.75% |
| Mercer Global Advisors Inc. ADV | 10,502 | 9,677 | -825 | -7.86% |
| Insight Advisors LLC PA | 47,961 | 45,118 | -2,843 | -5.93% |
| Avantax Advisory Services Inc. | 801,345 | 796,914 | -4,431 | -0.55% |
| 13F Filers Exiting DWMF | ||||
| RVW Wealth LLC | 3,121 | 0 | -3,121 | -100.00% |
| Advisor Group Holdings Inc. | 1,169 | 0 | -1,169 | -100.00% |
See Summary: Institutional Holders of DWMF
See Details: Top 10 Hedge Funds Holding DWMF
