Institutional shares held 68.9 Million
0 calls
0 puts
Total value of holdings $3.3B
$0 calls
$0 puts
# of Institutions 353


Latest Institutional Activity in DFSD

Top Purchases

Q2 2025
Apella Capital, LLC Shares Held: 3.4M ($163M)
Q2 2025
Great Waters Wealth Management Shares Held: 1.24M ($59.6M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 248K ($11.9M)
Q2 2025
Market Street Wealth Management Advisors LLC Shares Held: 1.16M ($55.4M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 174K ($8.33M)

Top Sells

Q2 2025
Shira Ridge Wealth Management Shares Held: 168K ($8.04M)
Q2 2025
Peirce Capital Management, LLC Shares Held: 165K ($7.91M)
Q2 2025
White Wing Wealth Management Shares Held: 90.1K ($4.32M)
Q2 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 72.1K ($3.46M)
Q2 2025
Rockwood Wealth Management, LLC Shares Held: 48.1K ($2.31M)

About DFSD

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