Institutional shares held 8.98 Million
0 calls
0 puts
Total value of holdings $623M
$0 calls
$0 puts
# of Institutions 226


Latest Institutional Activity in DMXF

Top Purchases

Q1 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 17.5K ($1.22M)
Q1 2025
Albion Financial Group Shares Held: 39.5K ($2.75M)
Q1 2025
Sofi Wealth, LLC Shares Held: 9.72K ($677K)
Q1 2025
Atwater Malick LLC Shares Held: 29.5K ($2.06M)
Q1 2025
Merit Financial Group, LLC Shares Held: 6.52K ($454K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.49M ($104M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 337K ($23.5M)
Q1 2025
Park Avenue Securities LLC Shares Held: 139K ($9.65M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 18.4K ($1.28M)
Q1 2025
Regatta Capital Group, LLC Shares Held: 27.4K ($1.91M)

About DMXF

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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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