Institutional shares held 19.1 Million
0 calls
0 puts
Total value of holdings $504M
$0 calls
$0 puts
# of Institutions 160


Latest Institutional Activity in DFEV

Top Purchases

Q4 2024
Asset Dedication, LLC Shares Held: 2.48M ($65.5M)
Q4 2024
Ritholtz Wealth Management Shares Held: 1.02M ($26.8M)
Q4 2024
Sax Wealth Advisors, LLC Shares Held: 44.6K ($1.18M)
Q4 2024
Evanson Asset Management, LLC Shares Held: 467K ($12.3M)
Q4 2024
Tru Independence Asset Management 2, LLC Shares Held: 22.1K ($583K)

Top Sells

Q4 2024
Heritage Financial Services, LLC Shares Held: 127K ($3.36M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 466K ($12.3M)
Q4 2024
Wealthcare Advisory Partners LLC Shares Held: 9.36K ($247K)
Q4 2024
Edge Financial Advisors LLC Shares Held: 68.2K ($1.8M)
Q4 2024
Rcs Financial Planning, LLC Shares Held: 18.1K ($478K)

About DFEV

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