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DMXF ISHARES TR

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COM (fund)

219 managers (222 13F filers) reported a position in DMXF shares at 2024-12-31, 9,593,304 shares in all. 20 filers opened a position and 21 filers sold out during the quarter.

Managers
219
13F filers
222
New
20
Added
135
Reduced
27
Sold out
21
Shares held by filers
9,593,304

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital A Wealth Management, LLC420$27.1K0.05%13F-HRTimeline
BIRCHBROOK, INC.407$26.3K0.01%013F-HRTimeline
WealthTrak Capital Management LLC383$24.8K0.02%13F-HRTimeline
Transce3nd, LLC367$23.7K0.01%13F-HRTimeline
Atlatl Advisers LLC310$20K0.01%13F-HRTimeline
Geneos Wealth Management Inc.303$19.6K<0.01%+1513F-HRTimeline
IFG Advisory, LLC15,000$14.5K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC219$14.2K0.01%+1913F-HRTimeline
AMERIFLEX GROUP, INC.210$14.1K0.01%13F-HRTimeline
CVA Family Office, LLC197$12.7K<0.01%013F-HRTimeline
Noble Wealth Management PBC166$10.7K0.01%13F-HRTimeline
Sugarloaf Wealth Management, LLC100$6.46K<0.01%-2,15913F-HRTimeline
PSI Advisors, LLC84$5.37K<0.01%+213F-HRTimeline
Decker Retirement Planning Inc.78$5.04K<0.01%13F-HRTimeline
Morton Brown Family Wealth, LLC60$3.88K<0.01%013F-HRTimeline
Parallel Advisors, LLC41$2.65K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…35$2.26K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC12$775<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC0$17<0.01%-7413F-HRTimelineAmount filed as zero, left out of ratios.