Institutional shares held 67.8 Million
0 calls
0 puts
Total value of holdings $3.24B
$0 calls
$0 puts
# of Institutions 352


Latest Institutional Activity in DFSD

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 2.69M ($129M)
Q1 2025
Savant Capital, LLC Shares Held: 3.03M ($145M)
Q1 2025
Buckingham Strategic Partners Shares Held: 3.48M ($166M)
Q1 2025
Integrity Alliance, Llc. Shares Held: 447K ($21.3M)
Q1 2025
Hemington Wealth Management Shares Held: 558K ($26.6M)

Top Sells

Q1 2025
Essential Planning, Llc. Shares Held: 95.1K ($4.54M)
Q1 2025
Curio Wealth, LLC Shares Held: 394 ($18.8K)
Q1 2025
Rfg Advisory, LLC Shares Held: 96.9K ($4.63M)
Q1 2025
Fin Dec Wealth Services, Inc. Shares Held: 15.3K ($732K)
Q1 2025
Jones Financial Companies Lllp Shares Held: 2.88K ($137K)

About DFSD

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