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This page summarizes the DFH holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether DFH is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing DFH Share Count |
|---|
| Norden Group LLC |
11,992 |
321,453 |
+309,461 |
+2580.56% |
| Global Retirement Partners LLC |
200 |
2,200 |
+2,000 |
+1000.00% |
| CWM LLC |
121 |
286 |
+165 |
+136.36% |
| SJS Investment Consulting Inc. |
2 |
4 |
+2 |
+100.00% |
| Portside Wealth Group LLC |
15,970 |
20,921 |
+4,951 |
+31.00% |
| Lindbrook Capital LLC |
170 |
220 |
+50 |
+29.41% |
| First Horizon Advisors Inc. |
605 |
777 |
+172 |
+28.43% |
| 13F Filers Reporting New Positions In DFH |
|---|
| Robeco Institutional Asset Management B.V. |
0 |
0 |
UNCH |
100% |
| Cambridge Investment Research Advisors Inc. |
0 |
5,360 |
+5,360 |
+100% |
| Raymond James Financial Services Advisors Inc. |
0 |
5,280 |
+5,280 |
+100% |
| Cannon Global Investment Management LLC |
0 |
5,200 |
+5,200 |
+100% |
| Simplicity Wealth LLC |
0 |
20,306 |
+20,306 |
+100% |
| SYSTM Wealth Solutions LLC |
0 |
7,612 |
+7,612 |
+100% |
| nVerses Capital LLC |
0 |
100 |
+100 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Adirondack Trust Co. |
615 |
615 |
UNCH |
0.00% |
| Contravisory Investment Management Inc. |
468 |
468 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
3,801 |
3,801 |
UNCH |
0.00% |
| Allworth Financial LP |
24 |
24 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
71 |
71 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
9,000 |
9,000 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
130 |
130 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
179 |
179 |
UNCH |
0.00% |
| GAMMA Investing LLC |
35 |
35 |
UNCH |
0.00% |
| 13F Filers Decreasing DFH Share Count |
|---|
| Amalgamated Bank |
2,559 |
824 |
-1,735 |
-67.80% |
| Raymond James & Associates |
22,180 |
11,224 |
-10,956 |
-49.40% |
| Simplex Trading LLC |
5,185 |
3,807 |
-1,378 |
-26.58% |
| Denali Advisors LLC |
148,243 |
109,810 |
-38,433 |
-25.93% |
| Bank of New York Mellon Corp |
187,604 |
158,084 |
-29,520 |
-15.74% |
| Wasatch Advisors Inc. |
336,518 |
289,498 |
-47,020 |
-13.97% |
| Arcus Capital Partners LLC |
2,270,944 |
2,061,341 |
-209,603 |
-9.23% |
| Lawson Kroeker Investment Management Inc. NE |
155,668 |
143,631 |
-12,037 |
-7.73% |
| Allspring Global Investments Holdings LLC |
118,124 |
109,341 |
-8,783 |
-7.44% |
| Jackson Square Capital LLC |
70,000 |
69,500 |
-500 |
-0.71% |
| 13F Filers Exiting DFH |
|---|
| McGlone Suttner Wealth Management Inc. |
590 |
0 |
-590 |
-100.00% |
| JJJ Advisors Inc. |
1 |
0 |
-1 |
-100.00% |
| Gradient Investments LLC |
36 |
0 |
-36 |
-100.00% |
| AdvisorNet Financial Inc |
2 |
0 |
-2 |
-100.00% |
| Fifth Third Bancorp |
93 |
0 |
-93 |
-100.00% |
See Summary: Institutional Holders of DFH
See Details: Top 10 Hedge Funds Holding DFH
Also See: DFH Insider Buying
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