Institutional shares held 14.6 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 215


Latest Institutional Activity in DFSI

Top Purchases

Q3 2025
Pathstone Holdings, LLC Shares Held: 496K ($0)
Q3 2025
Five Oceans Advisors Shares Held: 346K ($0)
Q3 2025
Beacon Pointe Advisors, LLC Shares Held: 117K ($0)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 93K ($0)
Q3 2025
Greenspring Advisors, LLC Shares Held: 204K ($0)

Top Sells

Q3 2025
New Edge Advisors, LLC Shares Held: 23.9K ($0)
Q3 2025
Quantum Financial Advisors, LLC Shares Held: 855K ($0)
Q3 2025
Retirement Solution Inc. Shares Held: 361K ($0)
Q3 2025
Kestra Advisory Services, LLC Shares Held: 12.2K ($0)
Q3 2025
Envestnet Asset Management Inc Shares Held: 7.25K ($0)

About DFSI


Insider Transactions at DFSI

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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