Institutional shares held 65.8 Million
0 calls
0 puts
Total value of holdings $1.7B
$0 calls
$0 puts
# of Institutions 185


Latest Institutional Activity in DFIS

Top Purchases

Q3 2024
Mather Group, Llc. Shares Held: 10.2M ($263M)
Q3 2024
Park Avenue Securities LLC Shares Held: 1.26M ($32.7M)
Q3 2024
Evanson Asset Management, LLC Shares Held: 1.08M ($27.9M)
Q3 2024
Index Fund Advisors, Inc. Shares Held: 508K ($13.2M)
Q3 2024
Corrigan Financial, Inc. Shares Held: 442K ($11.5M)

Top Sells

Q3 2024
Provident Wealth Management, LLC Shares Held: 53K ($1.37M)
Q3 2024
Sax Wealth Advisors, LLC Shares Held: 25.4K ($657K)
Q3 2024
Di Nuzzo Private Wealth, Inc. Shares Held: 56K ($1.45M)
Q3 2024
E Rn Financial, LLC Shares Held: 45K ($1.17M)
Q3 2024
Creative Planning Shares Held: 65.4K ($1.69M)

About DFIS

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