Institutional shares held 164 Million
0 calls
0 puts
Total value of holdings $4.94B
$0 calls
$0 puts
# of Institutions 452


Latest Institutional Activity in DFEM

Top Purchases

Q2 2025
Maseco LLP Shares Held: 1.87M ($56.4M)
Q2 2025
Elser Financial Planning, Inc Shares Held: 983K ($29.5M)
Q2 2025
Abacus Planning Group, Inc. Shares Held: 973K ($29.2M)
Q2 2025
Plancorp, LLC Shares Held: 524K ($15.8M)
Q2 2025
Financial Harvest, LLC Shares Held: 192K ($5.76M)

Top Sells

Q2 2025
Fortitude Family Office, LLC Shares Held: 193K ($5.79M)
Q2 2025
Mattern Wealth Management LLC Shares Held: 286K ($8.59M)
Q2 2025
Vestment Financial LLC Shares Held: 190K ($5.7M)
Q2 2025
Claris Advisors, LLC Shares Held: 138K ($4.14M)
Q2 2025
Heritage Investment Group, Inc. Shares Held: 503K ($15.1M)

About DFEM

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