Institutional shares held 258 Million
0 calls
0 puts
Total value of holdings $12.4B
$0 calls
$0 puts
# of Institutions 793


Latest Institutional Activity in DFIV

Top Purchases

Q4 2025
Sax Wealth Advisors, LLC Shares Held: 898K ($43M)
Q4 2025
Embree Financial Group Shares Held: 380K ($18.2M)
Q4 2025
Baring Financial LLC Shares Held: 66.3K ($3.18M)
Q4 2025
Pallas Capital Advisors LLC Shares Held: 763K ($36.6M)
Q4 2025
Fiduciary Financial Group, LLC Shares Held: 584K ($28M)

Top Sells

Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 169K ($8.09M)
Q4 2025
Foster Group, Inc. Shares Held: 3.1M ($149M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.02M ($96.8M)
Q4 2025
Dixon Fnancial Services, Inc. Shares Held: 1.27M ($60.7M)
Q4 2025
Breakwater Capital Group Shares Held: 101K ($4.83M)

About DFIV

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