Institutional shares held 9.43 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 148


Latest Institutional Activity in DFSI

Top Purchases

Q3 2024
Awm Capital, LLC Shares Held: 905K ($0)
Q3 2024
Wealthspire Advisors, LLC Shares Held: 97.2K ($0)
Q3 2024
Francis Financial, Inc. Shares Held: 583K ($0)
Q3 2024
Pathstone Holdings, LLC Shares Held: 189K ($0)
Q3 2024
Quantum Financial Advisors, LLC Shares Held: 945K ($0)

Top Sells

Q3 2024
Jane Street Group, LLC Shares Held: 91.4K ($0)
Q3 2024
Flow Traders U.S. LLC Shares Held: 35.4K ($0)
Q3 2024
Retirement Solution Inc. Shares Held: 405K ($0)
Q3 2024
Cook Wealth Management Group LLC Shares Held: 32.2K ($0)
Q3 2024
New Capital Management LP Shares Held: 140K ($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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