Institutional shares held 12 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 189


Latest Institutional Activity in DFSI

Top Purchases

Q2 2025
Waypoint Wealth Partners Inc. Shares Held: 77.6K ($0)
Q2 2025
Zrc Wealth Management, LLC Shares Held: 10.9K ($0)
Q2 2025
Apella Capital, LLC Shares Held: 154K ($0)
Q2 2025
Garde Capital, Inc. Shares Held: 80.4K ($0)
Q2 2025
New Capital Management LP Shares Held: 186K ($0)

Top Sells

Q2 2025
Quantum Financial Advisors, LLC Shares Held: 874K ($0)
Q2 2025
Archer Investment Management, LLC Shares Held: 74.8K ($0)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 144K ($0)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 26.3K ($0)
Q1 2025
Greenspring Advisors, LLC Shares Held: 114K ($0)

About DFSI


Insider Transactions at DFSI

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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