End-of-day close from stored market data, not a live quote.
Sign in to see your position size
We’ll show you if DFSD is in your portfolio and how much it contributes.
Sign inLoading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
25 top institutions tracked
Last 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
451 filers reported a long position in DFSD for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Focus Partners Wealth | $346.4M | 7.3M | +18.5% |
| Focus Partners Advisor Solutions, LLC | $302.7M | 6.3M | +23.6% |
| Apella Capital, LLC | $258.5M | 5.4M | +3.3% |
| OneDigital Investment Advisors LLC | $185.3M | 3.9M | +4.9% |
| Savant Capital, LLC | $174.5M | 3.7M | -6.4% |
| Root Financial Partners, LLC | $173.7M | 3.6M | +21.6% |
| Vise Technologies, Inc. | $166.7M | 3.5M | +53.5% |
| Beaird Harris Wealth Management, LLC | $152.8M | 3.2M | +2.9% |
| Planning Center, Inc. | $138.7M | 2.9M | +3.4% |
| ENVESTNET ASSET MANAGEMENT INC | $128.1M | 2.7M | +10.9% |
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.