Institutional shares held 50.2 Million
0 calls
0 puts
Total value of holdings $2.36B
$0 calls
$0 puts
# of Institutions 263


Latest Institutional Activity in DFSD

Top Purchases

Q4 2024
Apella Capital, LLC Shares Held: 1.67M ($78.5M)
Q4 2024
Great Waters Wealth Management Shares Held: 1.22M ($57.4M)
Q4 2024
Brady Martz Wealth Solutions, LLC Shares Held: 88.3K ($4.15M)
Q4 2024
Great Oak Capital Partners, LLC Shares Held: 448K ($21M)
Q4 2024
Shira Ridge Wealth Management Shares Held: 181K ($8.49M)

Top Sells

Q4 2024
Sax Wealth Advisors, LLC Shares Held: 429K ($20.1M)
Q4 2024
Burney CO Shares Held: 126K ($5.91M)
Q4 2024
Global Trust Asset Management, LLC Shares Held: 290 ($13.6K)
Q4 2024
Diversify Wealth Management, LLC Shares Held: 89K ($4.18M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 4.32K ($203K)

About DFSD

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