End-of-day close from stored market data, not a live quote.
Sign in to see your position size
We’ll show you if DFSE 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.
19 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
185 filers reported a long position in DFSE for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| AWM CAPITAL, LLC | $40.2M | 821.9K | +8% |
| Pathstone Holdings, LLC | $32.9M | 673.5K | +18.1% |
| MASECO LLP | $29M | 594.1K | +1% |
| Focus Partners Wealth | $27.8M | 569.4K | +6% |
| Quantum Financial Advisors, LLC | $25.8M | 528.7K | -3.2% |
| Five Oceans Advisors | $21.6M | 442.4K | +0.9% |
| Forum Financial Management, LP | $17.9M | 365.7K | -2.4% |
| Citrine Capital LLC | $15.8M | 323.6K | -1.5% |
| Abacus Wealth Partners, LLC | $15.5M | 317.9K | -6.6% |
| EP Wealth Advisors, LLC | $15M | 307.5K | +0.1% |
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.