Stock
DFSD
| Ownership Count: | 405 |
| Ownership Count: | 405 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Essential Planning, LLC. | 1.29% |
Added 6120.69%
|
4,168,547 | $197,211,000.0 |
| Colony Group, LLC | 0.43% |
Added 24.12%
|
3,339,831 | $156,571,000.0 |
| Buckingham Strategic Partners | 2.47% |
Added 47.20%
|
2,978,368 | $139,625,000.0 |
| Resources Investment Advisors, LLC. | 1.52% |
Added 13.45%
|
2,712,839 | $127,177,000.0 |
| Beaird Harris Wealth Management, LLC | 11.21% |
Added 4.08%
|
2,590,708 | $121,452,000.0 |
| Savant Capital, LLC | 0.88% |
Added 39.31%
|
2,308,782 | $108,235,000.0 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 1.09% |
Added 31.79%
|
2,077,571 | $97,645,000.0 |
| Planning Center, Inc. | 14.41% |
Added 1.74%
|
2,047,397 | $95,981,000.0 |
| DiNuzzo Private Wealth, Inc. | 14.01% |
Reduced 2.45%
|
1,949,760 | $91,404,000.0 |
| HighTower Advisors, LLC | 0.11% |
Added 3.78%
|
1,698,370 | $79,619,000.0 |
| Apella Capital, LLC | 3.07% |
Added 57.34%
|
1,671,180 | $78,344,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% |
Added 6.10%
|
1,403,944 | $65,816,000.0 |
| ASSETMARK, INC | 0.17% |
Reduced 1.29%
|
1,315,142 | $61,653,000.0 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 4.58% |
Added 43.00%
|
1,229,932 | $57,659,000.0 |
| Great Waters Wealth Management | 7.36% |
Added 12.17%
|
1,223,345 | $57,350,000.0 |