Institutional shares held 29.1 Million
0 calls
0 puts
Total value of holdings $1.37B
$0 calls
$0 puts
# of Institutions 212


Latest Institutional Activity in DFSD

Top Purchases

Q4 2023
Di Nuzzo Private Wealth, Inc. Shares Held: 2M ($93.8M)
Q4 2023
Resources Investment Advisors, Llc. Shares Held: 1.27M ($59.5M)
Q4 2023
Market Street Wealth Management Advisors LLC Shares Held: 921K ($43.2M)
Q4 2023
Buckingham Strategic Wealth, LLC Shares Held: 935K ($43.9M)
Q4 2023
Apella Capital, LLC Shares Held: 743K ($34.9M)

Top Sells

Q4 2023
Strategic Investment Solutions, Inc. /Il Shares Held: 27.6K ($1.3M)
Q4 2023
Vestmark Advisory Solutions, Inc. Shares Held: 225K ($10.6M)
Q4 2023
Warren Averett Asset Management, LLC Shares Held: 413K ($19.4M)
Q4 2023
Burney CO Shares Held: 501K ($23.5M)
Q4 2023
Mattern Wealth Management LLC Shares Held: 485K ($22.8M)

About DFSD

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