Institutional shares held 95.3 Million
10.1K calls
0 puts
Total value of holdings $2.88B
$305K calls
$0 puts
# of Institutions 341


Latest Institutional Activity in DFSV

Top Purchases

Q4 2024
Strathmore Capital Advisors, Inc. Shares Held: 112K ($3.38M)
Q4 2024
Trust CO Of The South Shares Held: 158K ($4.76M)
Q4 2024
Collective Family Office LLC Shares Held: 90.7K ($2.74M)
Q3 2024
Mather Group, Llc. Shares Held: 2.97M ($89.7M)
Q3 2024
Savant Capital, LLC Shares Held: 6.57M ($198M)

Top Sells

Q4 2024
Diversified Trust CO Shares Held: 72.5K ($2.19M)
Q4 2024
Shearwater Capital LLC Shares Held: 16.5K ($498K)
Q3 2024
Flputnam Investment Management CO Shares Held: 198K ($5.97M)
Q3 2024
Ep Wealth Advisors, LLC Shares Held: 2.34M ($70.7M)
Q3 2024
D. E. Shaw & Co., Inc. Shares Held: 8.86K ($268K)

About DFSV

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