Institutional shares held 165 Million
0 calls
0 puts
Total value of holdings $5.33B
$0 calls
$0 puts
# of Institutions 476


Latest Institutional Activity in DFEM

Top Purchases

Q3 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 495K ($16M)
Q3 2025
My Personal Cfo, LLC Shares Held: 301K ($9.76M)
Q3 2025
Rockwood Wealth Management, LLC Shares Held: 1.86M ($60.3M)
Q3 2025
Plancorp, LLC Shares Held: 711K ($23M)
Q3 2025
Discipline Wealth Solutions, LLC Shares Held: 370K ($12M)

Top Sells

Q3 2025
Vestment Financial LLC Shares Held: 56.2K ($1.82M)
Q3 2025
Parcion Private Wealth LLC Shares Held: 2.75M ($88.9M)
Q3 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 7.11K ($230K)
Q3 2025
Apella Capital, LLC Shares Held: 1.33M ($43.2M)
Q3 2025
Flputnam Investment Management CO Shares Held: 24.8K ($803K)

About DFEM

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