Institutional shares held 88.7 Million
0 calls
0 puts
Total value of holdings $2.81B
$0 calls
$0 puts
# of Institutions 278


Latest Institutional Activity in DFIS

Top Purchases

Q3 2025
Janney Montgomery Scott LLC Shares Held: 632K ($19.9M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.53M ($111M)
Q3 2025
First Citizens Bank & Trust CO Shares Held: 3.43M ($108M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 270K ($8.48M)
Q3 2025
Root Financial Partners, LLC Shares Held: 894K ($28.1M)

Top Sells

Q3 2025
Mather Group, Llc. Shares Held: 1.63M ($51.2M)
Q3 2025
Rebel Financial LLC Shares Held: 0 ($0)
Q3 2025
Schoolcraft Capital LLC Shares Held: 120K ($3.77M)
Q3 2025
Lam Group, Inc. Shares Held: 119K ($3.74M)
Q3 2025
Tilson Financial Group, Inc. Shares Held: 141K ($4.42M)

About DFIS

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