Institutional shares held 8.79 Million
0 calls
0 puts
Total value of holdings $362M
$0 calls
$0 puts
# of Institutions 99


Latest Institutional Activity in DFIP

Top Purchases

Q2 2024
Matson Money. Inc. Shares Held: 2.05M ($84.4M)
Q2 2024
Fundamentun, LLC Shares Held: 172K ($7.06M)
Q2 2024
Level Financial Advisors, Inc. Shares Held: 112K ($4.6M)
Q2 2024
Allworth Financial LP Shares Held: 30.6K ($1.26M)
Q2 2024
Physician Wealth Solutions Inc. Shares Held: 145K ($5.95M)

Top Sells

Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 47.9K ($1.97M)
Q2 2024
Sensible Financial Planning & Management, Llc. Shares Held: 126K ($5.17M)
Q2 2024
Five Oceans Advisors Shares Held: 203K ($8.35M)
Q2 2024
Lam Group, Inc. Shares Held: 4.61K ($190K)
Q2 2024
Apella Capital, LLC Shares Held: 134K ($5.53M)

About DFIP

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