EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFSE
EXENCIAL WEALTH ADVISORS, LLC currently holds 15.5K shares with a market value of $657.8K. It started holding DFSE on 2024-09-30. At its peak, it held 15.5K shares on 2026-03-31. Its highest holding value was $657.8K on 2026-03-31. 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 increased its shares by 1.7K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 963.
EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFSE