Institutional shares held 106 Million
10.1K calls
0 puts
Total value of holdings $3.31B
$316K calls
$0 puts
# of Institutions 385


Latest Institutional Activity in DFSV

Top Purchases

Q4 2024
Savant Capital, LLC Shares Held: 8.05M ($252M)
Q4 2024
Mather Group, Llc. Shares Held: 4.17M ($131M)
Q4 2024
Raymond James Financial Inc Shares Held: 1.2M ($37.7M)
Q4 2024
Essential Planning, Llc. Shares Held: 1.01M ($31.5M)
Q4 2024
United Wealth Management, LLC Shares Held: 708K ($22.2M)

Top Sells

Q4 2024
Alaska Permanent Fund Corp Shares Held: 7.62M ($239M)
Q4 2024
Better Wealth, LLC Shares Held: 234K ($7.32M)
Q4 2024
Private Wealth Management Group, LLC Shares Held: 412K ($12.9M)
Q4 2024
Wealthfront Advisers LLC Shares Held: 12.2K ($383K)
Q4 2024
Tru Independence Asset Management 2, LLC Shares Held: 115K ($3.6M)

About DFSV

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