Institutional shares held 140 Million
0 calls
0 puts
Total value of holdings $9.2B
$0 calls
$0 puts
# of Institutions 676


Latest Institutional Activity in DFUS

Top Purchases

Q4 2024
Life Planning Partners, Inc Shares Held: 1.77M ($116M)
Q4 2024
Elser Financial Planning, Inc Shares Held: 1M ($65.9M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 532K ($34.9M)
Q4 2024
Root Financial Partners, LLC Shares Held: 2.32M ($152M)
Q4 2024
Olio Financial Planning Shares Held: 665K ($43.7M)

Top Sells

Q4 2024
Intelligence Driven Advisers, LLC Shares Held: 1.32M ($86.9M)
Q4 2024
Foster Group, Inc. Shares Held: 1.03M ($67.4M)
Q4 2024
Di Nuzzo Private Wealth, Inc. Shares Held: 1.2M ($79.1M)
Q4 2024
Index Fund Advisors, Inc. Shares Held: 5.8M ($381M)
Q4 2024
Mendota Financial Group, LLC Shares Held: 222K ($14.6M)

About DFUS

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