Institutional shares held 81.2 Million
0 calls
0 puts
Total value of holdings $3.91B
$0 calls
$0 puts
# of Institutions 379


Latest Institutional Activity in DFSD

Top Purchases

Q3 2025
Root Financial Partners, LLC Shares Held: 1.86M ($89.6M)
Q3 2025
Apella Capital, LLC Shares Held: 4M ($193M)
Q3 2025
Savant Capital, LLC Shares Held: 4.15M ($200M)
Q3 2025
Mc Ilrath & Eck, LLC Shares Held: 917K ($44.2M)
Q3 2025
Discipline Wealth Solutions, LLC Shares Held: 211K ($10.2M)

Top Sells

Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 313K ($15.1M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 351K ($16.9M)
Q3 2025
Assetmark, Inc Shares Held: 1.25M ($60.1M)
Q3 2025
Tassel Capital Management, Inc. Shares Held: 12.6K ($609K)
Q3 2025
Yardley Wealth Management LLC Shares Held: 177K ($8.54M)

About DFSD

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