Institutional shares held 84.7 Million
0 calls
0 puts
Total value of holdings $4.08B
$0 calls
$0 puts
# of Institutions 388


Latest Institutional Activity in DFSD

Top Purchases

Q3 2025
Buckingham Strategic Partners Shares Held: 5.06M ($244M)
Q3 2025
Root Financial Partners, LLC Shares Held: 1.86M ($89.5M)
Q3 2025
Apella Capital, LLC Shares Held: 4M ($193M)
Q3 2025
Vise Technologies, Inc. Shares Held: 599K ($28.9M)
Q3 2025
Savant Capital, LLC Shares Held: 4.15M ($200M)

Top Sells

Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 313K ($15.1M)
Q3 2025
Citadel Advisors LLC Shares Held: 165K ($7.98M)
Q3 2025
Integrated Wealth Concepts LLC Shares Held: 244K ($11.7M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 351K ($16.9M)
Q3 2025
Renaissance Technologies LLC Shares Held: 166K ($7.98M)

About DFSD

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