Institutional shares held 246 Million
0 calls
0 puts
Total value of holdings $11.1B
$0 calls
$0 puts
# of Institutions 771


Latest Institutional Activity in DFUV

Top Purchases

Q4 2025
Keb Asset Management, LLC Shares Held: 828K ($37.3M)
Q4 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 325K ($14.6M)
Q4 2025
Bayshore Asset Management, LLC Shares Held: 514K ($23.1M)
Q4 2025
Bos Asset Management, LLC Shares Held: 6.13K ($276K)
Q4 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 4.89K ($220K)

Top Sells

Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 165K ($7.45M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 285K ($12.9M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.7M ($122M)
Q4 2025
Trust CO Of The South Shares Held: 1.76M ($79.4M)
Q4 2025
Shanker Valleau Wealth Advisors, Inc. Shares Held: 581K ($26.2M)

About DFUV

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