Institutional shares held 66.6 Million
0 calls
0 puts
Total value of holdings $3.17B
$0 calls
$0 puts
# of Institutions 331


Latest Institutional Activity in DFSD

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 2.69M ($128M)
Q1 2025
Eclectic Associates Inc Shares Held: 133K ($6.33M)
Q1 2025
City State Bank Shares Held: 144K ($6.83M)
Q1 2025
Disciplined Investments, LLC Shares Held: 110K ($5.24M)
Q1 2025
Firethorn Wealth Partners, LLC Shares Held: 27.9K ($1.32M)

Top Sells

Q1 2025
Rfg Advisory, LLC Shares Held: 96.9K ($4.61M)
Q1 2025
Archer Investment Management, LLC Shares Held: 50.8K ($2.41M)
Q1 2025
Merit Financial Group, LLC Shares Held: 4.28K ($203K)
Q4 2024
Rockwood Wealth Management, LLC Shares Held: 72K ($3.42M)
Q4 2024
Renaissance Technologies LLC Shares Held: 270K ($12.8M)

About DFSD

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