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Funds Holding DUSB

On this page, we present all of the funds holding DUSB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DUSB, with a link to that fund's top holdings. The next columns indicate the amount of DUSB stock held by each of the funds holding DUSB, followed by the DUSB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 28 funds holding DUSB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Market Street Wealth Management Advisors LLC. For more details on the positions held by Market Street Wealth Management Advisors LLC (or by any of the other funds holding DUSB), click the fund name in the "Holder" column of the funds-holding-DUSB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Market Street Wealth Management Advisors LLC1,203,998$60,886 03/31/2024
     DUSB1,203,998$60,886 03/31/2024
Sterling Wealth Management Inc.431,227$21,699 12/31/2023
     DUSB431,227$21,699 12/31/2023
DiNuzzo Private Wealth Inc.236,317$11,951 03/31/2024
     DUSB236,317$11,951 03/31/2024
Chicago Partners Investment Group LLC139,267$7,040 03/31/2024
     DUSB139,267$7,040 03/31/2024
Phillips Financial Management LLC113,508$5,740 03/31/2024
     DUSB113,508$5,740 03/31/2024
Jane Street Group LLC83,025$4,178 12/31/2023
     DUSB83,025$4,178 12/31/2023
Strategic Investment Solutions Inc. IL81,560$4,104 12/31/2023
     DUSB81,560$4,104 12/31/2023
Root Financial Partners LLC77,111$3,899 03/31/2024
     DUSB77,111$3,899 03/31/2024
Onyx Financial Advisors LLC71,654$3,624 03/31/2024
     DUSB71,654$3,624 03/31/2024
Envestnet Asset Management Inc.55,453$2,790 12/31/2023
     DUSB55,453$2,790 12/31/2023
Apollon Wealth Management LLC54,500$2,756 03/31/2024
     DUSB54,500$2,756 03/31/2024
Concord Wealth Partners50,650$2,561 03/31/2024
     DUSB50,650$2,561 03/31/2024
Great Oak Capital Partners LLC38,622$1,953 03/31/2024
     DUSB38,622$1,953 03/31/2024
Ruedi Wealth Management Inc.38,602$1,952 03/31/2024
     DUSB38,602$1,952 03/31/2024
Commonwealth Equity Services LLC29,464$1,490 03/31/2024
     DUSB29,464$1,490 03/31/2024
Wealthspan Partners LLC21,850$1,105 03/31/2024
     DUSB21,850$1,105 03/31/2024
Applied Capital LLC19,570$990 03/31/2024
     DUSB19,570$990 03/31/2024
Core Wealth Management Inc.14,016$709 03/31/2024
     DUSB14,016$709 03/31/2024
Evanson Asset Management LLC6,379$323 03/31/2024
     DUSB6,379$323 03/31/2024
Cypress Point Wealth Management LLC5,770$292 03/31/2024
     DUSB5,770$292 03/31/2024
Rehmann Capital Advisory Group5,588$283 03/31/2024
     DUSB5,588$283 03/31/2024
Legacy Financial Group Inc.4,583$231 12/31/2023
     DUSB4,583$231 12/31/2023
Meredith Wealth Planning4,365$221 03/31/2024
     DUSB4,365$221 03/31/2024
Van Hulzen Asset Management LLC4,000$202 03/31/2024
     DUSB4,000$202 03/31/2024
Lam Group Inc.2,420$122 03/31/2024
     DUSB2,420$122 03/31/2024
Strengthening Families & Communities LLC1,306$66 03/31/2024
     DUSB1,306$66 03/31/2024
Allworth Financial LP100$5 03/31/2024
     DUSB100$5 03/31/2024
FMR LLC19$1 12/31/2023
     DUSB19$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     DUSB0$0 03/31/2024

See Summary: Institutional Holders of DUSB
See Details: Top 10 Hedge Funds Holding DUSB
Also See: DUSB Holdings Changes

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