Stock
DFEM
| Ownership Count: | 479 |
| Ownership Count: | 479 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Elser Financial Planning, Inc | 1.63% |
No Change
|
1,018,165,805 | $26,691,000.0 |
| Forum Financial Management, LP | 7.95% |
Added 2.72%
|
14,852,493 | $388,986,000.0 |
| Corient Private Wealth LLC | 0.27% |
Added 2.77%
|
5,923,838 | $155,435,000.0 |
| Colony Group, LLC | 0.41% |
Added 21.65%
|
5,691,547 | $149,061,000.0 |
| Buckingham Strategic Partners | 2.38% |
Added 30.13%
|
5,141,465 | $134,654,000.0 |
| Truepoint, Inc. | 3.4% |
Added 6.92%
|
4,745,109 | $124,274,000.0 |
| HighTower Advisors, LLC | 0.15% |
Added 4.20%
|
4,161,326 | $108,985,000.0 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 1.18% |
Added 24.66%
|
3,959,902 | $105,848,000.0 |
| Parcion Private Wealth LLC | 5.7% |
Added 5.59%
|
2,765,275 | $72,422,000.0 |
| Asset Dedication, LLC | 5.12% |
Added 3.23%
|
2,456,117 | $64,325,000.0 |
| Heritage Financial Services, LLC | 8.52% |
Added 4.02%
|
2,421,903 | $63,429,000.0 |
| Evensky & Katz LLC | 4.0% |
Added 2.50%
|
2,336,522 | $61,194,000.0 |
| Carlson Capital Management | 2.56% |
Added 0.08%
|
2,235,787 | $58,555,000.0 |
| BALASA DINVERNO & FOLTZ LLC | 2.78% |
No Change
|
2,147,517 | $43,895,000.0 |
| FORVIS Wealth Advisors, LLC | 1.2% |
Reduced 2.42%
|
1,847,156 | $51,997,000.0 |