Institutional shares held 258 Million
0 calls
0 puts
Total value of holdings $12.4B
$0 calls
$0 puts
# of Institutions 800


Latest Institutional Activity in DFIV

Top Purchases

Q4 2025
Farther Finance Advisors, LLC Shares Held: 3.24M ($155M)
Q4 2025
Guardian Wealth Management, LLC Shares Held: 277K ($13.3M)
Q4 2025
Allen Wealth Management, LLC Shares Held: 260K ($12.4M)
Q4 2025
Landaas & CO Shares Held: 474K ($22.7M)
Q4 2025
Capital Performance Advisors LLP Shares Held: 664K ($31.8M)

Top Sells

Q4 2025
Modera Wealth Management, LLC Shares Held: 2.28M ($109M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 169K ($8.09M)
Q4 2025
Foster Group, Inc. Shares Held: 3.1M ($149M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.02M ($96.8M)
Q4 2025
Dixon Fnancial Services, Inc. Shares Held: 1.27M ($60.7M)

About DFIV

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