Institutional shares held 177 Million
0 calls
0 puts
Total value of holdings $5.85B
$0 calls
$0 puts
# of Institutions 500


Latest Institutional Activity in DFEM

Top Purchases

Q4 2025
Cwm, LLC Shares Held: 1.67M ($55.4M)
Q4 2025
First Financial Bank Trust Division Shares Held: 830K ($27.5M)
Q4 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 912K ($30.2M)
Q4 2025
Peterson Wealth Advisors, LLC Shares Held: 711K ($23.5M)
Q4 2025
Financial Planning Navigators Corp Shares Held: 474K ($15.7M)

Top Sells

Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 247K ($8.19M)
Q4 2025
Enzi Wealth Shares Held: 54.1K ($1.79M)
Q4 2025
Di Nuzzo Private Wealth, Inc. Shares Held: 735K ($24.3M)
Q4 2025
Great Oak Capital Partners, LLC Shares Held: 1.09M ($36.1M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 43.9K ($1.45M)

About DFEM

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