Institutional shares held 160 Million
0 calls
0 puts
Total value of holdings $4.24B
$0 calls
$0 puts
# of Institutions 441


Latest Institutional Activity in DFEM

Top Purchases

Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 4.21M ($112M)
Q1 2025
Jane Street Group, LLC Shares Held: 1.42M ($37.8M)
Q1 2025
Buckingham Strategic Partners Shares Held: 6.11M ($162M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 1.71M ($45.4M)
Q1 2025
Ci Private Wealth, LLC Shares Held: 6.49M ($172M)

Top Sells

Q1 2025
Heritage Financial Services, LLC Shares Held: 1.86M ($49.5M)
Q1 2025
Liberty Wealth Management LLC Shares Held: 245K ($6.52M)
Q1 2025
Forvis Wealth Advisors, LLC Shares Held: 1.29M ($34.4M)
Q1 2025
Essential Planning, Llc. Shares Held: 15.8K ($420K)
Q1 2025
Mml Investors Services, LLC Shares Held: 405K ($10.8M)

About DFEM

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