Beta Wealth Group, Inc.'s ownership history for DFNM

Beta Wealth Group, Inc. currently holds 9.2K shares with a market value of $445.2K. It started holding DFNM on 2024-09-30. At its peak, it held 9.2K shares on 2025-12-31. Its highest holding value was $445.2K on 2025-12-31. At its lowest, it held 8.3K shares on 2025-06-30, with a value of $393.2K on 2025-06-30. In the recent 180 days, Beta Wealth Group, Inc. has increased its shares by 952. In the recent year, Beta Wealth Group, Inc. has increased its shares by 146.