AssetMark Inc
DFTX icon

AssetMark Inc’s Definium Therapeutics DFTX Stock Holding History

AssetMark Inc’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.2M Buy
399,964
+3,422
+0.9% +$144K 0.03% 461
2026
Q2 		$18.7M Buy
+396,542
New +$9.8M 0.03% 378
2023
Q3 		– Sell
-8
Closed -$29 – 1786
2023
Q2 		$29 Buy
+8
New +$28 ﹤0.01% 1549

Other funds holding DFTX

Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Peak Financial Advisors
Peak Financial Advisors Denver, Colorado $232M AUM 12.16% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Stableford Capital II
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

AssetMark Inc's DFTX Position: Q3 2026 in Review

AssetMark Inc increased its Definium Therapeutics (DFTX) stake by 0.86% in Q3 2026, buying an estimated $144K and bringing the position to 399,964 shares worth $15.2M. The position accounts for 0.03% of the portfolio, ranked #461.

AssetMark Inc first reported a position in DFTX in Q2 2023 and has held it in 3 quarters since. The position peaked at $18.7M in Q2 2026. 76 funds tracked by Wall St. Rank hold DFTX as of Q3 2026.

  • AssetMark Inc held 399,964 shares of Definium Therapeutics worth $15.2M as of Q3 2026.
  • AssetMark Inc bought 3,422 Definium Therapeutics shares in Q3 2026, an estimated $144K.
  • Definium Therapeutics made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #461 holding.
  • AssetMark Inc first reported a position in Definium Therapeutics in Q2 2023 and has held it in 3 quarters since.
  • AssetMark Inc's Definium Therapeutics position peaked at $18.7M in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Definium Therapeutics as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.