Institutional shares held 80.8 Million
0 calls
0 puts
Total value of holdings $2.05B
$0 calls
$0 puts
# of Institutions 199


Latest Institutional Activity in DFIS

Top Purchases

Q4 2024
Mather Group, Llc. Shares Held: 10.7M ($271M)
Q4 2024
Allworth Financial LP Shares Held: 237K ($6.01M)
Q4 2024
Tanager Wealth Management LLP Shares Held: 234K ($5.94M)
Q4 2024
Tci Wealth Advisors, Inc. Shares Held: 1.29M ($32.8M)
Q4 2024
Eclectic Associates Inc Shares Held: 206K ($5.23M)

Top Sells

Q4 2024
Savant Capital, LLC Shares Held: 2.08M ($52.7M)
Q4 2024
Wealthspan Partners, LLC Shares Held: 15.1K ($384K)
Q4 2024
Websterrogers Financial Advisors, LLC Shares Held: 273K ($6.93M)
Q4 2024
Mc Namara Financial Services, Inc. Shares Held: 57K ($1.45M)
Q4 2024
Austin Asset Management CO Inc Shares Held: 77K ($1.96M)

About DFIS

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