EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFSE
EXENCIAL WEALTH ADVISORS, LLC currently holds 13.8K shares with a market value of $568.3K. It started holding DFSE on 2024-09-30. At its peak, it held 14.6K shares on 2024-09-30. Its highest holding value was $568.3K on 2025-09-30. At its lowest, it held 13.8K shares on 2025-09-30, with a value of $482.5K on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 733. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 733.
EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFSE