Institutional shares held 173 Million
0 calls
0 puts
Total value of holdings $5.64B
$0 calls
$0 puts
# of Institutions 484


Latest Institutional Activity in DFEM

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 4.89M ($160M)
Q3 2025
Savant Capital, LLC Shares Held: 2.59M ($84.6M)
Q3 2025
Forvis Wealth Advisors, LLC Shares Held: 1.9M ($62.3M)
Q3 2025
Forum Financial Management, LP Shares Held: 17.2M ($564M)
Q3 2025
My Personal Cfo, LLC Shares Held: 301K ($9.86M)

Top Sells

Q3 2025
Vestment Financial LLC Shares Held: 56.2K ($1.84M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 110K ($3.61M)
Q3 2025
Heritage Financial Services, LLC Shares Held: 1.79M ($58.6M)
Q3 2025
Parcion Private Wealth LLC Shares Held: 2.75M ($89.8M)
Q3 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 7.11K ($232K)

About DFEM

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