DFIC ($DFIC) Insider Trading & Smart Money Activity

DFIC · Latest filing Oct 16, 2026

$DFIC has 16 13F position changes on file.

Insider buyers (12 mo)

0

Insider sellers (12 mo)

0

Net insider $ (12 mo)

$0

Congress trades (12 mo)

0

13F moves on file

16

Analyst ratings on file

0

DFIC insider buying and selling by quarter

Quarter	Insider buys	Insider sales	Congress buys / sales	13F added / cut
Q1 2026	0	0	0 / 0	0 / 0
Q2 2026	0	0	0 / 0	0 / 0
Q3 2026	0	0	0 / 0	0 / 0
Q4 2026	0	0	0 / 0	15 / 1

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All DFIC insider, congress, 13F and analyst activity

All 13F

Date	Source	Who	Action	Shares	Value / amount	ΔOwn	1W	1M	6M	Filing	Story
Oct 16, 2026	13F	Gemmer Asset Management	Added	+15.04K sh	$19.97M						—
Oct 16, 2026	13F	Gemmer Asset Management	Added	+15.04K sh	$19.97M						—
Oct 16, 2026	13F	Forum Financial Management	Added	+226.18K sh	$627.84M						—
Oct 16, 2026	13F	Financial Synergies Wealth Advisors	New	+10.46K sh	$393.29K						—
Oct 16, 2026	13F	Financial Synergies Wealth Advisors	New	+10.46K sh	$393.29K						Read
Oct 16, 2026	13F	Elser Financial Planning	Added	+75.17K sh	$85.84M						—
Oct 16, 2026	13F	Elser Financial Planning	Added	+75.17K sh	$85.84M						—
Oct 16, 2026	13F	DiNuzzo Private Wealth	Added	+17.39K sh	$52.84M						—
Oct 16, 2026	13F	DiNuzzo Private Wealth	Added	+17.39K sh	$52.84M						—
Oct 16, 2026	13F	Awm Capital	Added	+130.97K sh	$141.82M						—
Oct 16, 2026	13F	Annex Advisory Services	Added	+307.38K sh	$111.69M						—
Oct 16, 2026	13F	Annex Advisory Services	Added	+307.38K sh	$111.69M						—
Oct 15, 2026	13F	Burney Co/	Added	+113.69K sh	$43.75M						—
Oct 14, 2026	13F	Summit Financial Strategies	Added	+77.84K sh	$152.13M						—
Oct 14, 2026	13F	Discipline Wealth Solutions	Reduced	-26.99K sh	$26.28M						—
Oct 14, 2026	13F	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Added	+34.36K sh	$20.76M						—

1W / 1M / 6M = how DFIC moved from the trade or filing date.

Institutions moving DFIC (13F)

• Gemmer Asset Management2
• Financial Synergies Wealth Advisors2
• Elser Financial Planning2
• DiNuzzo Private Wealth2
• Annex Advisory Services2
• Forum Financial Management1
• Awm Capital1
• Burney Co/1
• Summit Financial Strategies1
• Discipline Wealth Solutions1
• C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1

Frequently asked questions

Which institutions changed their DFIC positions?

Recent 13F filers moving the stock include Gemmer Asset Management, Financial Synergies Wealth Advisors, Elser Financial Planning, DiNuzzo Private Wealth and Annex Advisory Services.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.