LIBERTY WEALTH MANAGEMENT LLC's ownership history for DFIC


LIBERTY WEALTH MANAGEMENT LLC currently holds 471.5K shares with a market value of $15.5M. It started holding DFIC on 2024-09-30. At its peak, it held 1.4M shares on 2025-03-31. Its highest holding value was $15.5M on 2025-09-30. At its lowest, it held 471.5K shares on 2025-09-30, with a value of $13.0M on 2024-12-31. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 968.8K. In the recent year, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 25.7K.


LIBERTY WEALTH MANAGEMENT LLC's ownership history for DFIC