Institutional shares held 49 Million
0 calls
0 puts
Total value of holdings $2.31B
$0 calls
$0 puts
# of Institutions 260


Latest Institutional Activity in DFSD

Top Purchases

Q3 2024
Buckingham Strategic Partners Shares Held: 2.02M ($95.4M)
Q3 2024
Savant Capital, LLC Shares Held: 1.66M ($78.1M)
Q3 2024
Diversified Portfolios, Inc. Shares Held: 421K ($19.9M)
Q3 2024
One Degree Advisors Inc Shares Held: 244K ($11.5M)
Q3 2024
Ruedi Wealth Management, Inc. Shares Held: 597K ($28.1M)

Top Sells

Q3 2024
Jane Street Group, LLC Shares Held: 14.2K ($667K)
Q3 2024
Burney CO Shares Held: 150K ($7.08M)
Q3 2024
Straight Path Wealth Management Shares Held: 9.52K ($449K)
Q3 2024
Graves Light Lenhart Wealth, Inc. Shares Held: 80K ($3.77M)
Q3 2024
Assetmark, Inc Shares Held: 1.33M ($62.8M)

About DFSD

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