Institutional shares held 50.1 Million
0 calls
0 puts
Total value of holdings $2.35B
$0 calls
$0 puts
# of Institutions 265


Latest Institutional Activity in DFSD

Top Purchases

Q4 2024
Apella Capital, LLC Shares Held: 1.67M ($78.5M)
Q4 2024
Great Waters Wealth Management Shares Held: 1.22M ($57.5M)
Q4 2024
Brady Martz Wealth Solutions, LLC Shares Held: 88.3K ($4.15M)
Q4 2024
Great Oak Capital Partners, LLC Shares Held: 448K ($21M)
Q4 2024
Wheelhouse Advisory Group LLC Shares Held: 112K ($5.28M)

Top Sells

Q4 2024
Rockwood Wealth Management, LLC Shares Held: 72K ($3.38M)
Q4 2024
Sax Wealth Advisors, LLC Shares Held: 429K ($20.1M)
Q4 2024
Rcs Financial Planning, LLC Shares Held: 182K ($8.56M)
Q4 2024
Di Nuzzo Private Wealth, Inc. Shares Held: 1.95M ($91.6M)
Q4 2024
Tru Independence Asset Management 2, LLC Shares Held: 172K ($8.08M)

About DFSD

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