Institutional shares held 6.12 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 114


Latest Institutional Activity in DFSE

Top Purchases

Q4 2024
Abacus Wealth Partners, LLC Shares Held: 521K ($0)
Q4 2024
Pure Financial Advisors, LLC Shares Held: 31.9K ($0)
Q4 2024
Level Financial Advisors, Inc. Shares Held: 7.35K ($0)
Q4 2024
New Capital Management LP Shares Held: 62.2K ($0)
Q4 2024
Brighton Jones LLC Shares Held: 59.5K ($0)

Top Sells

Q4 2024
Di Nuzzo Private Wealth, Inc. Shares Held: 4.73K ($0)
Q4 2024
Asset Dedication, LLC Shares Held: 87.6K ($0)
Q4 2024
Northland Capital Management LLC Shares Held: 23.3K ($0)
Q4 2024
Planning Center, Inc. Shares Held: 42.7K ($0)
Q4 2024
Quantum Financial Advisors, LLC Shares Held: 551K ($0)

About DFSE


Insider Transactions at DFSE

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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