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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
10 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
123 filers reported a long position in DFSB for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Abacus Wealth Partners, LLC | $150.2M | 2.9M | +10.5% |
| MASECO LLP | $100.1M | 1.9M | +3.6% |
| MERCER GLOBAL ADVISORS INC /ADV | $52.5M | 1M | +19.6% |
| Quantum Financial Advisors, LLC | $28.2M | 540.6K | +2.7% |
| Simplicity Wealth,LLC | $15.1M | 290.1K | +15.1% |
| SEI INVESTMENTS CO | $14.9M | 285.5K | +9.3% |
| SEEDS INVESTOR LLC | $13.5M | 258.4K | +0.6% |
| Composition Wealth, LLC | $12.6M | 241.5K | -1.5% |
| Parkshore Wealth Management, Inc. | $12.3M | 235.8K | +9% |
| Planning Center, Inc. | $10.1M | 193.3K | +2.3% |
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