Institutional shares held 84 Million
0 calls
0 puts
Total value of holdings $3.52B
$0 calls
$0 puts
# of Institutions 293


Latest Institutional Activity in DFCF

Top Purchases

Q2 2024
Elser Financial Planning, Inc Shares Held: 3.1M ($130M)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 1.25M ($52.5M)
Q2 2024
Apella Capital, LLC Shares Held: 1.48M ($62.2M)
Q2 2024
Great Waters Wealth Management Shares Held: 1.8M ($75.5M)
Q2 2024
Fundamentun, LLC Shares Held: 677K ($28.4M)

Top Sells

Q2 2024
Financial Synergies Wealth Advisors, Inc. Shares Held: 33.9K ($1.42M)
Q2 2024
Ruedi Wealth Management, Inc. Shares Held: 288K ($12.1M)
Q2 2024
Sax Wealth Advisors, LLC Shares Held: 776K ($32.6M)
Q2 2024
Abel Hall, LLC Shares Held: 18.8K ($789K)
Q2 2024
Crown Wealth Group, LLC Shares Held: 59.5K ($2.5M)

About DFCF

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