Institutional shares held 27 Million
0 calls
0 puts
Total value of holdings $1.28B
$0 calls
$0 puts
# of Institutions 250


Latest Institutional Activity in DFNM

Top Purchases

Q2 2025
Foster Group, Inc. Shares Held: 1.5M ($71.4M)
Q2 2025
Aspiriant, LLC Shares Held: 347K ($16.5M)
Q2 2025
Mattern Wealth Management LLC Shares Held: 554K ($26.3M)
Q2 2025
Kovitz Investment Group Partners, LLC Shares Held: 235K ($11.1M)
Q2 2025
Awm Capital, LLC Shares Held: 472K ($22.4M)

Top Sells

Q2 2025
Austin Wealth Management, LLC Shares Held: 378K ($18M)
Q2 2025
Strathmore Capital Advisors, Inc. Shares Held: 260K ($12.3M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 31.8K ($1.51M)
Q2 2025
Truepoint, Inc. Shares Held: 2.64M ($125M)
Q2 2025
Ram Investment Partners, LLC Shares Held: 336K ($15.9M)

About DFNM

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