Institutional shares held 75.5 Million
0 calls
0 puts
Total value of holdings $3.65B
$0 calls
$0 puts
# of Institutions 370


Latest Institutional Activity in DFSD

Top Purchases

Q2 2025
Curio Wealth, LLC Shares Held: 761K ($36.7M)
Q2 2025
Elser Financial Planning, Inc Shares Held: 744K ($35.9M)
Q2 2025
Apella Capital, LLC Shares Held: 3.4M ($164M)
Q2 2025
Savant Capital, LLC Shares Held: 3.66M ($177M)
Q2 2025
Wealthquest Corp Shares Held: 606K ($29.2M)

Top Sells

Q2 2025
Hippocratic Financial Advisors, LLC Shares Held: 62.3K ($3.01M)
Q2 2025
Ifp Advisors, Inc Shares Held: 43K ($2.08M)
Q2 2025
Mercer Global Advisors Inc Shares Held: 140K ($6.75M)
Q2 2025
Renaissance Technologies LLC Shares Held: 212K ($10.2M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 242K ($11.7M)

About DFSD

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