Institutional shares held 81.5 Million
0 calls
0 puts
Total value of holdings $2.13B
$0 calls
$0 puts
# of Institutions 235


Latest Institutional Activity in DFIS

Top Purchases

Q4 2024
Creative Planning Shares Held: 1.85M ($48.3M)
Q4 2024
Mather Group, Llc. Shares Held: 10.7M ($279M)
Q4 2024
Wealth Management Nebraska Shares Held: 390K ($10.2M)
Q4 2024
Forum Financial Management, LP Shares Held: 1.17M ($30.5M)
Q4 2024
Kelly Financial Group LLC Shares Held: 262K ($6.85M)

Top Sells

Q4 2024
Jones Financial Companies Lllp Shares Held: 17.7M ($463M)
Q4 2024
Ci Private Wealth, LLC Shares Held: 3.82M ($99.8M)
Q4 2024
Savant Capital, LLC Shares Held: 2.08M ($54.2M)
Q4 2024
Mercer Global Advisors Inc Shares Held: 136K ($3.56M)
Q4 2024
Old Mission Capital LLC Shares Held: 291K ($7.61M)

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