Institutional shares held 76.7 Million
0 calls
0 puts
Total value of holdings $3.71B
$0 calls
$0 puts
# of Institutions 370


Latest Institutional Activity in DFSD

Top Purchases

Q3 2025
Great Waters Wealth Management Shares Held: 1.41M ($68.4M)
Q3 2025
Eclectic Associates Inc Shares Held: 382K ($18.5M)
Q3 2025
Parkwoods Wealth Partners, LLC Shares Held: 97.1K ($4.7M)
Q3 2025
Cornerstone Management, Inc. Shares Held: 210K ($10.2M)
Q3 2025
Baker Tilly Wealth Management, LLC Shares Held: 52.5K ($2.54M)

Top Sells

Q3 2025
Apollon Wealth Management, LLC Shares Held: 62.1K ($3M)
Q3 2025
Burney CO Shares Held: 146K ($7.06M)
Q3 2025
Decision Map Wealth Management, LLC Shares Held: 27.6K ($1.34M)
Q3 2025
Shearwater Capital LLC Shares Held: 8.49K ($411K)
Q3 2025
Rockwood Wealth Management, LLC Shares Held: 48.1K ($2.33M)

About DFSD

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