Institutional shares held 116 Million
0 calls
0 puts
Total value of holdings $3.65B
$0 calls
$0 puts
# of Institutions 306


Latest Institutional Activity in DFIS

Top Purchases

Q4 2025
Cwm, LLC Shares Held: 1.05M ($32.9M)
Q4 2025
Guardian Wealth Management, LLC Shares Held: 367K ($11.5M)
Q4 2025
Quent Long Short Global Small Cap Fund, LP Shares Held: 286K ($8.99M)
Q4 2025
Shore Point Advisors, LLC Shares Held: 344K ($10.8M)
Q4 2025
Discipline Wealth Solutions, LLC Shares Held: 591K ($18.6M)

Top Sells

Q4 2025
Efficient Advisors, LLC Shares Held: 841K ($26.4M)
Q4 2025
Matson Money. Inc. Shares Held: 12.1M ($381M)
Q4 2025
Mather Group, Llc. Shares Held: 1.56M ($49.1M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 146K ($4.59M)
Q4 2025
Pfg Advisors Shares Held: 52.6K ($1.65M)

About DFIS

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