Institutional shares held 6.73 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 135


Latest Institutional Activity in DFSE

Top Purchases

Q1 2025
Retirement Solution Inc. Shares Held: 263K ($0)
Q1 2025
Quantum Financial Advisors, LLC Shares Held: 584K ($0)
Q1 2025
Citrine Capital LLC Shares Held: 303K ($0)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 15.1K ($0)
Q1 2025
Pure Financial Advisors, LLC Shares Held: 44.4K ($0)

Top Sells

Q1 2025
Greenspring Advisors, LLC Shares Held: 74.1K ($0)
Q1 2025
Schoolcraft Capital LLC Shares Held: 58.3K ($0)
Q1 2025
Better Wealth, LLC Shares Held: 13.6K ($0)
Q1 2025
Northland Capital Management LLC Shares Held: 21.1K ($0)
Q1 2025
Fiduciary Financial Group, LLC Shares Held: 8.27K ($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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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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