Institutional shares held 120 Million
0 calls
0 puts
Total value of holdings $5.15B
$0 calls
$0 puts
# of Institutions 433


Latest Institutional Activity in DFCF

Top Purchases

Q3 2025
Root Financial Partners, LLC Shares Held: 2.05M ($88M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 546K ($23.4M)
Q3 2025
Tassel Capital Management, Inc. Shares Held: 628K ($26.9M)
Q3 2025
Phillips Financial Management, LLC Shares Held: 2.37M ($102M)
Q3 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 943K ($40.4M)

Top Sells

Q3 2025
Rise Advisors, LLC Shares Held: 6.32K ($271K)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 252K ($10.8M)
Q3 2025
Ae Wealth Management LLC Shares Held: 527K ($22.6M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 1.24M ($53.1M)
Q3 2025
Rebel Financial LLC Shares Held: 0 ($0)

About DFCF

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