Institutional shares held 70.9 Million
0 calls
0 puts
Total value of holdings $3.4B
$0 calls
$0 puts
# of Institutions 359


Latest Institutional Activity in DFSD

Top Purchases

Q2 2025
Elser Financial Planning, Inc Shares Held: 744K ($35.7M)
Q2 2025
Apella Capital, LLC Shares Held: 3.4M ($163M)
Q2 2025
Maseco LLP Shares Held: 565K ($27.1M)
Q2 2025
Park Avenue Securities LLC Shares Held: 701K ($33.6M)
Q2 2025
Signature Resources Capital Management, LLC Shares Held: 579K ($27.8M)

Top Sells

Q2 2025
Hippocratic Financial Advisors, LLC Shares Held: 62.3K ($2.99M)
Q2 2025
Di Nuzzo Private Wealth, Inc. Shares Held: 1.9M ($91M)
Q2 2025
Mattern Wealth Management LLC Shares Held: 554K ($26.6M)
Q2 2025
Tassel Capital Management, Inc. Shares Held: 21.6K ($1.04M)
Q2 2025
Tru Independence Asset Management 2, LLC Shares Held: 135K ($6.45M)

About DFSD

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