Institutional shares held 275 Million
0 calls
0 puts
Total value of holdings $10.6B
$0 calls
$0 puts
# of Institutions 712


Latest Institutional Activity in DFUV

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 117K ($4.49M)
Q1 2025
Shanker Valleau Wealth Advisors, Inc. Shares Held: 582K ($22.3M)
Q1 2025
Claris Advisors, LLC Shares Held: 426K ($16.4M)
Q1 2025
Mission Wealth Management, LP Shares Held: 587K ($22.5M)
Q1 2025
Benchmark Wealth Management, LLC Shares Held: 16.9K ($650K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.84M ($109M)
Q1 2025
Rtd Financial Advisors, Inc. Shares Held: 244K ($9.36M)
Q1 2025
Trust CO Of The South Shares Held: 1.8M ($69M)
Q1 2025
Mc Lean Asset Management Corp Shares Held: 685K ($26.3M)
Q1 2025
Meritas Wealth Management, LLC Shares Held: 599K ($23M)

About DFUV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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