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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
28 top institutions tracked
Last 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
341 filers reported a long position in DFGR for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Forum Financial Management, LP | $521.5M | 18M | +2.7% |
| Savant Capital, LLC | $444.6M | 15.3M | +20.4% |
| JMG Financial Group, Ltd. | $194.4M | 6.7M | +5.8% |
| Focus Partners Wealth | $114.7M | 4M | -2.8% |
| BRIGHTON JONES LLC | $87.8M | 3M | +8.3% |
| TCI Wealth Advisors, Inc. | $81.3M | 2.8M | +0.8% |
| Wealthspire Advisors, LLC | $80.5M | 2.8M | +0.8% |
| LifeGuide Financial Advisors, LLC | $75.1M | 2.6M | +3.4% |
| Focus Partners Advisor Solutions, LLC | $62.8M | 2.2M | +22% |
| DiNuzzo Private Wealth, Inc. | $53.4M | 1.8M | +0.2% |
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