Institutional shares held 133 Million
0 calls
0 puts
Total value of holdings $3.44B
$0 calls
$0 puts
# of Institutions 352


Latest Institutional Activity in DFEM

Top Purchases

Q4 2024
Apella Capital, LLC Shares Held: 1.4M ($36.2M)
Q4 2024
Brady Martz Wealth Solutions, LLC Shares Held: 146K ($3.77M)
Q4 2024
Total Wealth Planning, LLC Shares Held: 1.64M ($42.5M)
Q4 2024
Leonard Rickey Investment Advisors P.L.L.C. Shares Held: 197K ($5.11M)
Q4 2024
Family Wealth Partners, LLC Shares Held: 286K ($7.39M)

Top Sells

Q4 2024
Bridgewater Advisors Inc. Shares Held: 101K ($2.62M)
Q4 2024
Shore Point Advisors, LLC Shares Held: 59.8K ($1.55M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 54.8K ($1.42M)
Q4 2024
Signature Resources Capital Management, LLC Shares Held: 94.5K ($2.44M)
Q4 2024
Kaye Capital Management Shares Held: 8.97K ($232K)

About DFEM

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