Balance Wealth, LLC's ownership history for DFIC

Balance Wealth, LLC currently holds 28.4K shares with a market value of $930.2K. It started holding DFIC on 2025-03-31. At its peak, it held 28.4K shares on 2025-09-30. Its highest holding value was $930.2K on 2025-09-30. At its lowest, it held 23.4K shares on 2025-03-31, with a value of $649.1K on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has increased its shares by 5.0K.