Institutional shares held 16.9 Million
0 calls
0 puts
Total value of holdings $715M
$0 calls
$0 puts
# of Institutions 152


Latest Institutional Activity in DFIP

Top Purchases

Q3 2025
Insight Wealth Strategies, LLC Shares Held: 449K ($18.9M)
Q3 2025
Savant Capital, LLC Shares Held: 237K ($10M)
Q3 2025
Forum Financial Management, LP Shares Held: 240K ($10.1M)
Q3 2025
Hemington Wealth Management Shares Held: 913K ($38.5M)
Q3 2025
Level Financial Advisors, Inc. Shares Held: 285K ($12M)

Top Sells

Q3 2025
Cpa Asset Management LLC Shares Held: 359K ($15.2M)
Q3 2025
Plan Group Financial, LLC Shares Held: 66.2K ($2.79M)
Q3 2025
Yardley Wealth Management LLC Shares Held: 239K ($10.1M)
Q3 2025
Tru Independence Asset Management 2, LLC Shares Held: 14K ($590K)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 2.07K ($87.3K)

About DFIP

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