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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
8 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
182 filers reported a long position in DFGX for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Apella Capital, LLC | $120.3M | 2.3M | +6% |
| Planning Center, Inc. | $85.5M | 1.6M | +2.8% |
| Ironwood Wealth Management, LLC. | $51M | 952.5K | New |
| Elser Financial Planning, Inc | $41.8M | 779K | +10.1% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $39.6M | 739K | +3% |
| United Wealth Management, LLC | $36.2M | 676.1K | +2.4% |
| Hill Investment Group Partners, LLC | $35.4M | 660.7K | -2.6% |
| Private Wealth Management Group, LLC | $34.1M | 635.6K | +2.6% |
| ENVESTNET ASSET MANAGEMENT INC | $31.9M | 594.3K | +27.7% |
| Guardian Wealth Management, LLC | $26.1M | 487K | +8.6% |
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