Institutional shares held 2.29 Billion
5.9K calls
0 puts
Total value of holdings $63.7B
$164K calls
$0 puts
# of Institutions 444


Latest Institutional Activity in DFIC

Top Purchases

Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 735K ($20.4M)
Q1 2025
Apella Capital, LLC Shares Held: 3.25M ($90.5M)
Q1 2025
Trust CO Of The South Shares Held: 779K ($21.7M)
Q1 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 859K ($23.9M)
Q1 2025
Brighton Jones LLC Shares Held: 1.82M ($50.7M)

Top Sells

Q1 2025
Great Waters Wealth Management Shares Held: 998K ($27.8M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 25.1K ($698K)
Q1 2025
Signet Financial Management, LLC Shares Held: 153K ($4.26M)
Q1 2025
Rs Crum Inc. Shares Held: 1.15M ($32M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 105K ($2.91M)

About DFIC

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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