Institutional shares held 14.7 Million
0 calls
0 puts
Total value of holdings $617M
$0 calls
$0 puts
# of Institutions 137


Latest Institutional Activity in DFIP

Top Purchases

Q1 2025
Planning Center, Inc. Shares Held: 850K ($35.7M)
Q1 2025
Matson Money. Inc. Shares Held: 3.57M ($150M)
Q1 2025
Fortitude Family Office, LLC Shares Held: 146K ($6.13M)
Q1 2025
Scratch Capital LLC Shares Held: 188K ($7.89M)
Q1 2025
Saxony Capital Management, LLC Shares Held: 53.1K ($2.23M)

Top Sells

Q1 2025
Five Oceans Advisors Shares Held: 246K ($10.3M)
Q1 2025
Yardley Wealth Management LLC Shares Held: 241K ($10.1M)
Q1 2025
Larson Financial Group LLC Shares Held: 234K ($9.85M)
Q1 2025
Heirloom Wealth Management Shares Held: 1.03M ($43.1M)
Q1 2025
Tru Independence Asset Management 2, LLC Shares Held: 39.5K ($1.66M)

About DFIP

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