FFA
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Farther Finance Advisors’s Definitive Healthcare DH Stock Holding History

Farther Finance Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$155 Sell
171
-321
-65% -$263 ﹤0.01% 5919
2026
Q2 		$398 Buy
492
+200
+68% +$183 ﹤0.01% 5577
2026
Q1 		$318 Buy
292
+226
+342% +$393 ﹤0.01% 5360
2025
Q4 		$189 Sell
66
-781
-92% -$2.17K ﹤0.01% 5214
2025
Q3 		$3.44K Sell
847
-7,711
-90% -$30.8K ﹤0.01% 3918
2025
Q2 		$33.4K Buy
+8,558
New +$27K ﹤0.01% 2352
2024
Q3 		– Sell
-305
Closed -$1.64K – 4031
2024
Q2 		$1.64K Buy
305
+261
+593% +$1.64K ﹤0.01% 2870
2024
Q1 		$352 Sell
44
-100
-69% -$884 ﹤0.01% 3123
2023
Q4 		$1.43K Buy
+144
New +$1.13K ﹤0.01% 2575

Other funds holding DH

WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's DH Position: Q3 2026 in Review

Farther Finance Advisors reduced its Definitive Healthcare (DH) stake by 65% in Q3 2026, selling an estimated $263 and leaving 171 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #5919.

Farther Finance Advisors first reported a position in DH in Q4 2023 and has held it in 9 quarters since. The position peaked at $33.4K in Q2 2025. 7 funds tracked by Wall St. Rank hold DH as of Q3 2026.

  • Farther Finance Advisors held 171 shares of Definitive Healthcare worth $155 as of Q3 2026.
  • Farther Finance Advisors sold 321 Definitive Healthcare shares in Q3 2026, an estimated $263.
  • Definitive Healthcare made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5919 holding.
  • Farther Finance Advisors first reported a position in Definitive Healthcare in Q4 2023 and has held it in 9 quarters since.
  • Farther Finance Advisors's Definitive Healthcare position peaked at $33.4K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.