Institutional shares held 160 Million
0 calls
0 puts
Total value of holdings $4.77B
$0 calls
$0 puts
# of Institutions 444


Latest Institutional Activity in DFEM

Top Purchases

Q2 2025
Trust CO Of The South Shares Held: 316K ($9.39M)
Q2 2025
Helen Stephens Group, LLC Shares Held: 92.6K ($2.76M)
Q2 2025
Fiduciary Financial Group, LLC Shares Held: 98.5K ($2.93M)
Q2 2025
Higgins & Schmidt Wealth Strategies LLC Shares Held: 16.5K ($492K)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 4.21M ($125M)

Top Sells

Q2 2025
Lam Group, Inc. Shares Held: 15K ($447K)
Q1 2025
Heritage Financial Services, LLC Shares Held: 1.86M ($55.4M)
Q1 2025
Liberty Wealth Management LLC Shares Held: 245K ($7.3M)
Q1 2025
Forvis Wealth Advisors, LLC Shares Held: 1.29M ($38.5M)
Q1 2025
Essential Planning, Llc. Shares Held: 15.8K ($470K)

About DFEM

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