Institutional shares held 21.6 Million
0 calls
0 puts
Total value of holdings $574M
$0 calls
$0 puts
# of Institutions 188


Latest Institutional Activity in DFEV

Top Purchases

Q1 2025
Eagle Wealth Strategies LLC Shares Held: 472K ($12.7M)
Q1 2025
Von Borstel & Associates, Inc. Shares Held: 245K ($6.57M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 59.8K ($1.6M)
Q1 2025
Clark Asset Management, LLC Shares Held: 38.6K ($1.03M)
Q1 2025
Eq Wealth Advisors, LLC Shares Held: 85.7K ($2.3M)

Top Sells

Q1 2025
Family Investment Center, Inc. Shares Held: 101K ($2.71M)
Q1 2025
Root Financial Partners, LLC Shares Held: 381K ($10.2M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 131K ($3.52M)
Q1 2025
Ritholtz Wealth Management Shares Held: 1.01M ($27.1M)
Q1 2025
Evanson Asset Management, LLC Shares Held: 458K ($12.3M)

About DFEV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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