Institutional shares held 65.8 Million
0 calls
0 puts
Total value of holdings $3.11B
$0 calls
$0 puts
# of Institutions 328


Latest Institutional Activity in DFSD

Top Purchases

Q4 2024
Essential Planning, Llc. Shares Held: 4.17M ($197M)
Q4 2024
Buckingham Strategic Partners Shares Held: 2.98M ($141M)
Q4 2024
Elser Financial Planning, Inc Shares Held: 710K ($33.5M)
Q4 2024
Savant Capital, LLC Shares Held: 2.31M ($109M)
Q4 2024
Apella Capital, LLC Shares Held: 1.67M ($78.9M)

Top Sells

Q4 2024
Rockwood Wealth Management, LLC Shares Held: 72K ($3.4M)
Q4 2024
Renaissance Technologies LLC Shares Held: 270K ($12.7M)
Q4 2024
Sax Wealth Advisors, LLC Shares Held: 429K ($20.3M)
Q4 2024
Rcs Financial Planning, LLC Shares Held: 182K ($8.6M)
Q4 2024
Di Nuzzo Private Wealth, Inc. Shares Held: 1.95M ($92.1M)

About DFSD

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