Institutional shares held 113 Million
0 calls
0 puts
Total value of holdings $3.56B
$0 calls
$0 puts
# of Institutions 289


Latest Institutional Activity in DFIS

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 1.69M ($53M)
Q4 2025
Harbor Investment Advisory, LLC Shares Held: 158K ($4.96M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 159K ($4.99M)
Q4 2025
Gem Asset Management, LLC Shares Held: 6.19K ($194K)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 101K ($3.19M)

Top Sells

Q4 2025
Efficient Advisors, LLC Shares Held: 841K ($26.4M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 146K ($4.59M)
Q4 2025
Collective Family Office LLC Shares Held: 236K ($7.41M)
Q4 2025
Websterrogers Financial Advisors, LLC Shares Held: 252K ($7.92M)
Q4 2025
Aurelius Family Office LLC Shares Held: 77.3K ($2.43M)

About DFIS

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