Institutional shares held 10.7 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 161


Latest Institutional Activity in DFSI

Top Purchases

Q4 2024
Citrine Capital LLC Shares Held: 297K ($0)
Q4 2024
Elser Financial Planning, Inc Shares Held: 223K ($0)
Q4 2024
Awm Capital, LLC Shares Held: 1.02M ($0)
Q4 2024
Allodium Investment Consultants, LLC Shares Held: 113K ($0)
Q4 2024
Archer Investment Management, LLC Shares Held: 88.5K ($0)

Top Sells

Q4 2024
Wealthspire Advisors, LLC Shares Held: 63.2K ($0)
Q4 2024
Quantum Financial Advisors, LLC Shares Held: 922K ($0)
Q4 2024
Northland Capital Management LLC Shares Held: 51.9K ($0)
Q4 2024
Planning Center, Inc. Shares Held: 197K ($0)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 4.23K ($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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