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Ownership — DFH
Institutional Holdings
Insider Transactions
US Institutional Ownership
32.1%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
4.81M
$83.0M
5.25%
+138.5K
2026-06-30
Kayne Anderson Rudnick Investment Management LLC
3.07M
$53.0M
3.35%
-1.20M
2026-06-30
Jupiter Topco LLC
1.92M
$33.0M
2.10%
--
2026-06-30
State Street Corp
1.71M
$29.0M
1.87%
+19.8K
2026-06-30
Dimensional Fund Advisors LP
1.55M
$26.0M
1.69%
+97.6K
2026-06-30
Vanguard Portfolio Management LLC
1.46M
$25.0M
1.60%
-4.4K
2026-06-30
Vanguard Capital Management LLC
1.21M
$20.0M
1.32%
-37.0K
2026-06-30
Elgethun Capital Management
819.4K
$14.0M
0.89%
+314.0K
2026-06-30
Geode Capital Management, LLC
729.0K
$12.0M
0.80%
+10.4K
2026-06-30
Morgan Stanley
642.7K
$11.0M
0.70%
+295.9K
2026-06-30
Invesco Ltd.
545.7K
$9.0M
0.60%
+48.0K
2026-06-30
Charles Schwab Investment Management Inc
481.9K
$8.0M
0.53%
+66.9K
2026-06-30
Sixth Street Partners Management Company, L.P.
481.9K
$8.0M
0.53%
--
2026-06-30
Point72 Asset Management, L.P.
457.3K
$7.0M
0.50%
+396.8K
2026-06-30
UBS Group AG
377.6K
$6.0M
0.41%
+159.0K
2026-06-30
Elevation Point Wealth Partners, LLC
344.8K
$5.0M
0.38%
+25
2026-06-30
Vestmark Advisory Solutions, Inc.
344.8K
$5.0M
0.38%
--
2026-06-30
Goldman Sachs Group Inc
344.6K
$5.0M
0.38%
+32.9K
2026-06-30
Hrt Financial LP
334.6K
$5.0M
0.37%
+88.2K
2026-06-30
BNP Paribas Financial Markets
334.2K
$5.0M
0.36%
+213.4K
2026-06-30
Denali Advisors LLC
321.2K
$5.0M
0.35%
-17.1K
2026-06-30
Wells Fargo & Company
317.8K
$5.0M
0.35%
-11.9K
2026-06-30
Ameriprise Financial Inc
307.3K
$5.0M
0.34%
-33.6K
2026-06-30
Bank of America Corp
295.2K
$5.0M
0.32%
+149.1K
2026-06-30
Northern Trust Corp
292.4K
$5.0M
0.32%
+17.5K
2026-06-30
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