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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Market Street Wealth Management Advisors LLC | 1,203,998 | $60,886 | 03/31/2024 | DUSB | 1,203,998 | $60,886 | 03/31/2024 | Sterling Wealth Management Inc. | 431,227 | $21,699 | 12/31/2023 | DUSB | 431,227 | $21,699 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 236,317 | $11,951 | 03/31/2024 | DUSB | 236,317 | $11,951 | 03/31/2024 | Chicago Partners Investment Group LLC | 139,267 | $7,040 | 03/31/2024 | DUSB | 139,267 | $7,040 | 03/31/2024 | Phillips Financial Management LLC | 113,508 | $5,740 | 03/31/2024 | DUSB | 113,508 | $5,740 | 03/31/2024 | Jane Street Group LLC | 83,025 | $4,178 | 12/31/2023 | DUSB | 83,025 | $4,178 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 81,560 | $4,104 | 12/31/2023 | DUSB | 81,560 | $4,104 | 12/31/2023 | Root Financial Partners LLC | 77,111 | $3,899 | 03/31/2024 | DUSB | 77,111 | $3,899 | 03/31/2024 | Onyx Financial Advisors LLC | 71,654 | $3,624 | 03/31/2024 | DUSB | 71,654 | $3,624 | 03/31/2024 | Envestnet Asset Management Inc. | 55,453 | $2,790 | 12/31/2023 | DUSB | 55,453 | $2,790 | 12/31/2023 | Apollon Wealth Management LLC | 54,500 | $2,756 | 03/31/2024 | DUSB | 54,500 | $2,756 | 03/31/2024 | Concord Wealth Partners | 50,650 | $2,561 | 03/31/2024 | DUSB | 50,650 | $2,561 | 03/31/2024 | Great Oak Capital Partners LLC | 38,622 | $1,953 | 03/31/2024 | DUSB | 38,622 | $1,953 | 03/31/2024 | Ruedi Wealth Management Inc. | 38,602 | $1,952 | 03/31/2024 | DUSB | 38,602 | $1,952 | 03/31/2024 | Commonwealth Equity Services LLC | 29,464 | $1,490 | 03/31/2024 | DUSB | 29,464 | $1,490 | 03/31/2024 | Wealthspan Partners LLC | 21,850 | $1,105 | 03/31/2024 | DUSB | 21,850 | $1,105 | 03/31/2024 | Applied Capital LLC | 19,570 | $990 | 03/31/2024 | DUSB | 19,570 | $990 | 03/31/2024 | Core Wealth Management Inc. | 14,016 | $709 | 03/31/2024 | DUSB | 14,016 | $709 | 03/31/2024 | Evanson Asset Management LLC | 6,379 | $323 | 03/31/2024 | DUSB | 6,379 | $323 | 03/31/2024 | Cypress Point Wealth Management LLC | 5,770 | $292 | 03/31/2024 | DUSB | 5,770 | $292 | 03/31/2024 | Rehmann Capital Advisory Group | 5,588 | $283 | 03/31/2024 | DUSB | 5,588 | $283 | 03/31/2024 | Legacy Financial Group Inc. | 4,583 | $231 | 12/31/2023 | DUSB | 4,583 | $231 | 12/31/2023 | Meredith Wealth Planning | 4,365 | $221 | 03/31/2024 | DUSB | 4,365 | $221 | 03/31/2024 | Van Hulzen Asset Management LLC | 4,000 | $202 | 03/31/2024 | DUSB | 4,000 | $202 | 03/31/2024 | Lam Group Inc. | 2,420 | $122 | 03/31/2024 | DUSB | 2,420 | $122 | 03/31/2024 | Strengthening Families & Communities LLC | 1,306 | $66 | 03/31/2024 | DUSB | 1,306 | $66 | 03/31/2024 | Allworth Financial LP | 100 | $5 | 03/31/2024 | DUSB | 100 | $5 | 03/31/2024 | FMR LLC | 19 | $1 | 12/31/2023 | DUSB | 19 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 03/31/2024 | DUSB | 0 | $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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