Stock
DFCF
| Ownership Count: | 493 |
| Ownership Count: | 493 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Elser Financial Planning, Inc | 8.74% |
No Change
|
3,439,913,328 | $143,221,000.0 |
| Essential Planning, LLC. | 3.19% |
Added 5902.29%
|
11,557,175 | $486,696,000.0 |
| Truepoint, Inc. | 12.55% |
Added 6.07%
|
11,119,995 | $458,922,000.0 |
| Beaird Harris Wealth Management, LLC | 11.3% |
Added 2.42%
|
2,966,163 | $122,413,000.0 |
| WPWealth LLP | 25.47% |
Added 4.23%
|
2,774,923 | $114,521,000.0 |
| Resources Investment Advisors, LLC. | 1.3% |
Added 8.43%
|
2,634,017 | $108,705,000.0 |
| Great Waters Wealth Management | 13.15% |
Added 19.27%
|
2,481,510 | $102,411,000.0 |
| DiNuzzo Private Wealth, Inc. | 13.83% |
Added 9.12%
|
2,185,499 | $90,195,000.0 |
| Baker Avenue Asset Management, LP | 2.49% |
Added 4.38%
|
1,943,387 | $80,203,000.0 |
| Apella Capital, LLC | 3.09% |
Added 17.26%
|
1,909,521 | $78,805,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.11% |
Added 8.94%
|
1,732,734 | $71,510,000.0 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 5.48% |
Added 63.43%
|
1,668,820 | $68,872,000.0 |
| FACTORY MUTUAL INSURANCE CO | 0.73% |
No Change
|
1,611,770 | $66,517,000.0 |
| PATHSTONE FAMILY OFFICE, LLC | 0.89% |
Added 11.10%
|
1,464,812 | $61,126,000.0 |
| Dynamic Advisor Solutions LLC | 2.66% |
Added 3.45%
|
1,445,944 | $59,674,000.0 |