Institutional shares held 68.3 Million
0 calls
0 puts
Total value of holdings $3.26B
$0 calls
$0 puts
# of Institutions 339


Latest Institutional Activity in DFSD

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 2.69M ($129M)
Q1 2025
Root Financial Partners, LLC Shares Held: 1.09M ($51.8M)
Q1 2025
Diversified Portfolios, Inc. Shares Held: 826K ($39.4M)
Q1 2025
Planning Center, Inc. Shares Held: 2.27M ($108M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 2.92M ($139M)

Top Sells

Q1 2025
Rfg Advisory, LLC Shares Held: 96.9K ($4.62M)
Q1 2025
White Wing Wealth Management Shares Held: 95.3K ($4.55M)
Q1 2025
Great Waters Wealth Management Shares Held: 1.19M ($56.8M)
Q1 2025
Rockwood Wealth Management, LLC Shares Held: 49.7K ($2.37M)
Q1 2025
Tru Independence Asset Management 2, LLC Shares Held: 150K ($7.17M)

About DFSD

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