your badges 52W Range $23–$23 81% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

DDFO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $23.02
52W Range $23–$23

DDFO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

10-Year Performance Revenue, net income, margins and EPS trends

06
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 60 filers · $79.0M total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 60
Value held $79.0M
New positions 6
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-10 vs prior Q) 5 (-1 vs prior Q) 11 (+3 vs prior Q) 20 (+4 vs prior Q) -10K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Valtinson Bruner Financial Planning LLC $11,024,295 489,751 13.95% Shares
SageView Advisory Group, LLC $10,864,205 482,639 13.75% Shares
Creative Planning $10,864,204 482,639 13.75% Shares
Weaver Capital Management LLC $10,103,747 471,002 12.78% Shares
COMMONWEALTH EQUITY SERVICES, LLC $6,153,850 273,383 7.79% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,522,965 112,082 3.19% Shares
Southland Equity Partners LLC $1,889,985 83,962 2.39% Shares
AE Wealth Management LLC $1,470,083 65,308 1.86% Shares
Cetera Investment Advisers $1,464,050 65,040 1.85% Shares
HARBOUR INVESTMENTS, INC. $1,347,201 59,849 1.70% Shares
Kingsview Wealth Management, LLC $1,222,023 54,288 1.55% Shares
OSAIC HOLDINGS, INC. $1,053,716 46,811 1.33% Shares
Castle Rock Wealth Management, LLC $1,030,205 45,848 1.30% Shares
Modern Wealth Management, LLC $1,028,077 45,672 1.30% Shares
INDEPENDENT FINANCIAL GROUP, LLC $906,343 40,264 1.15% Shares
Summit Financial, LLC $839,353 37,288 1.06% Shares
World Investment Advisors $824,064 38,415 1.04% Shares
Welch Financial Planning, LLC $735,919 32,693 0.93% Shares
Farther Finance Advisors, LLC $715,705 31,795 0.91% Shares
Cornerstone Wealth Group, LLC $684,867 30,425 0.87% Shares
Atria Investments, Inc $669,830 29,757 0.85% Shares
WORLD EQUITY GROUP, INC. $669,829 29,757 0.85% Shares
IFP Advisors, Inc $654,568 29,079 0.83% Shares
Archer Investment Corp $602,210 26,753 0.76% Shares
CALTON & ASSOCIATES, INC. $551,878 24,517 0.70% Shares
Brookstone Capital Management $540,915 24,030 0.68% Shares
OLD MISSION CAPITAL LLC $534,792 23,758 0.68% Shares
Financial Solutions Advisory Group, Inc. $525,329 23,291 0.66% Shares
DHJJ Financial Advisors, Ltd. $521,715 23,177 0.66% Shares
HighTower Advisors, LLC $519,801 23,092 0.66% Shares
Keystone Wealth Services, LLC $464,809 20,649 0.59% Shares
Grantvest Financial Group LLC $456,570 20,283 0.58% Shares
Foundations Investment Advisors, LLC $438,652 19,487 0.56% Shares
Caliber Wealth Management, LLC / KS $413,149 18,354 0.52% Shares
KFG WEALTH MANAGEMENT, LLC $378,326 16,807 0.48% Shares
Sigma Planning Corp $374,837 16,652 0.47% Shares
Allworth Financial LP $356,604 15,842 0.45% Shares
CITADEL ADVISORS LLC $345,844 15,364 0.44% Shares
Cassady Wealth & Retirement Planning, LLC $333,283 14,806 0.42% Shares
KINGSWOOD WEALTH ADVISORS, LLC $310,120 13,777 0.39% Shares
NewEdge Advisors, LLC $301,296 13,385 0.38% Shares
INTEGRITY ALLIANCE, LLC. $297,965 13,237 0.38% Shares
SILVER OAK SECURITIES, INCORPORATED $292,517 12,995 0.37% Shares
Pitti Group Wealth Management, LLC $250,986 11,150 0.32% Shares
Merit Financial Group, LLC $242,523 10,774 0.31% Shares
Koshinski Asset Management, Inc. $239,641 10,646 0.30% Shares
Pallas Capital Advisors LLC $211,369 9,390 0.27% Shares
Pinnacle Wealth Management Group, Inc. $209,793 9,320 0.27% Shares
Capital Investment Advisors, LLC $200,825 8,922 0.25% Shares
ROTHSCHILD INVESTMENT LLC $158,696 7,050 0.20% Shares

Show all 60 institutional owners →

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.