Institutional shares held 114 Million
0 calls
0 puts
Total value of holdings $3.58B
$0 calls
$0 puts
# of Institutions 295


Latest Institutional Activity in DFIS

Top Purchases

Q4 2025
Guardian Wealth Management, LLC Shares Held: 367K ($11.5M)
Q4 2025
Shore Point Advisors, LLC Shares Held: 344K ($10.8M)
Q4 2025
Gen Financial Management, Inc. Shares Held: 307K ($9.63M)
Q4 2025
Park Avenue Securities LLC Shares Held: 1.69M ($53M)
Q4 2025
Evanson Asset Management, LLC Shares Held: 1.34M ($42M)

Top Sells

Q4 2025
Efficient Advisors, LLC Shares Held: 841K ($26.4M)
Q4 2025
Matson Money. Inc. Shares Held: 12.1M ($381M)
Q4 2025
Mather Group, Llc. Shares Held: 1.56M ($49.1M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 146K ($4.59M)
Q4 2025
Collective Family Office LLC Shares Held: 236K ($7.41M)

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