Institutional shares held 175 Million
0 calls
0 puts
Total value of holdings $5.78B
$0 calls
$0 puts
# of Institutions 499


Latest Institutional Activity in DFEM

Top Purchases

Q4 2025
First Financial Bank Trust Division Shares Held: 830K ($27.5M)
Q4 2025
Life Guide Financial Advisors, LLC Shares Held: 157K ($5.2M)
Q4 2025
Trust CO Of The South Shares Held: 330K ($10.9M)
Q4 2025
Helen Stephens Group, LLC Shares Held: 97.7K ($3.23M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 117K ($3.87M)

Top Sells

Q4 2025
Great Oak Capital Partners, LLC Shares Held: 1.09M ($36.1M)
Q4 2025
Hiley Hunt Wealth Management Shares Held: 230K ($7.62M)
Q4 2025
Jdh Wealth Management, LLC Shares Held: 98.4K ($3.25M)
Q3 2025
Ci Private Wealth, LLC Shares Held: 5.75M ($190M)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 492K ($16.3M)

About DFEM

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