Institutional shares held 86.1 Million
0 calls
0 puts
Total value of holdings $4.15B
$0 calls
$0 puts
# of Institutions 392


Latest Institutional Activity in DFSD

Top Purchases

Q4 2025
Wolfstich Capital, LLC Shares Held: 458K ($22.1M)
Q4 2025
Great Waters Wealth Management Shares Held: 1.56M ($75.2M)
Q4 2025
Parkwoods Wealth Partners, LLC Shares Held: 238K ($11.5M)
Q4 2025
Selective Wealth Management, Inc. Shares Held: 164K ($7.91M)
Q4 2025
Great Oak Capital Partners, LLC Shares Held: 580K ($27.9M)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 170K ($8.18M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 274K ($13.2M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 22K ($1.06M)
Q4 2025
Hutchens & Kramer Investment Management Group, LLC Shares Held: 10K ($484K)
Q4 2025
Foundation Wealth Management, Llc\Pa Shares Held: 52.7K ($2.54M)

About DFSD

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