Institutional shares held 203 Million
0 calls
0 puts
Total value of holdings $14.8B
$0 calls
$0 puts
# of Institutions 833


Latest Institutional Activity in DFUS

Top Purchases

Q4 2025
Helen Stephens Group, LLC Shares Held: 754K ($55M)
Q4 2025
Keb Asset Management, LLC Shares Held: 301K ($22M)
Q4 2025
Tcp Asset Management, LLC Shares Held: 468K ($34.1M)
Q4 2025
Park Avenue Securities LLC Shares Held: 7.94K ($579K)
Q4 2025
Ridgeline Wealth, LLC Shares Held: 91.4K ($6.67M)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 555K ($40.5M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 66.9K ($4.88M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.58M ($115M)
Q4 2025
Gradient Investments LLC Shares Held: 87.3K ($6.36M)
Q4 2025
Websterrogers Financial Advisors, LLC Shares Held: 53.7K ($3.92M)

About DFUS

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