Institutional shares held 193 Million
0 calls
0 puts
Total value of holdings $6.75B
$0 calls
$0 puts
# of Institutions 559


Latest Institutional Activity in DFIV

Top Purchases

Q3 2024
Envestnet Asset Management Inc Shares Held: 18.9M ($662M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 19.4M ($678M)
Q3 2024
Kovitz Investment Group Partners, LLC Shares Held: 1.26M ($44M)
Q3 2024
Kestra Investment Management, LLC Shares Held: 1.06M ($37.2M)
Q3 2024
Prism Advisors, Inc. Shares Held: 492K ($17.2M)

Top Sells

Q3 2024
Jane Street Group, LLC Shares Held: 436K ($15.2M)
Q3 2024
Falcon Wealth Planning Shares Held: 1.14M ($39.7M)
Q3 2024
Wny Asset Management, LLC Shares Held: 7.82K ($273K)
Q3 2024
Lakeshore Financial Planning, Inc. Shares Held: 301K ($10.5M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.91M ($66.7M)

About DFIV

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