Institutional shares held 300 Million
0 calls
0 puts
Total value of holdings $9.89B
$0 calls
$0 puts
# of Institutions 525


Latest Institutional Activity in DFIC

Top Purchases

Q3 2025
Plancorp, LLC Shares Held: 2.2M ($71.7M)
Q3 2025
Forum Financial Management, LP Shares Held: 16.5M ($539M)
Q3 2025
Quantum Financial Planning Services, Inc. Shares Held: 554K ($18.1M)
Q3 2025
Savant Capital, LLC Shares Held: 1.39M ($45.4M)
Q3 2025
Apella Capital, LLC Shares Held: 3.95M ($129M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 4.79M ($156M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 76.6K ($2.5M)
Q3 2025
Millburn Ridgefield Corp Shares Held: 1.53M ($50M)
Q3 2025
Great Waters Wealth Management Shares Held: 860K ($28M)
Q3 2025
Rockwood Wealth Management, LLC Shares Held: 1.84M ($60M)

About DFIC

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