Institutional shares held 12.5 Million
0 calls
0 puts
Total value of holdings $516M
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in DFIP

Top Purchases

Q3 2024
Matson Money. Inc. Shares Held: 3.49M ($144M)
Q3 2024
Yardley Wealth Management LLC Shares Held: 236K ($9.74M)
Q3 2024
Physician Wealth Solutions Inc. Shares Held: 353K ($14.6M)
Q3 2024
Tru Independence Asset Management 2, LLC Shares Held: 109K ($4.49M)
Q3 2024
Hemington Wealth Management Shares Held: 185K ($7.65M)

Top Sells

Q3 2024
Spinnaker Investment Group, LLC Shares Held: 15.9K ($657K)
Q3 2024
Larson Financial Group LLC Shares Held: 303K ($12.5M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 32.2K ($1.33M)
Q3 2024
Altiora Financial Group, LLC Shares Held: 71.9K ($2.97M)
Q3 2024
New Edge Advisors, LLC Shares Held: 26.1K ($1.08M)

About DFIP

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