Institutional shares held 140 Million
0 calls
0 puts
Total value of holdings $4.4B
$0 calls
$0 puts
# of Institutions 497


Latest Institutional Activity in DFSV

Top Purchases

Q4 2025
Mather Group, Llc. Shares Held: 6.62M ($208M)
Q4 2025
Mc Lean Asset Management Corp Shares Held: 202K ($6.33M)
Q4 2025
Evanson Asset Management, LLC Shares Held: 1.03M ($32.3M)
Q4 2025
Foundation Wealth Management, Llc\Pa Shares Held: 400K ($12.6M)
Q4 2025
Dakota Wealth Management Shares Held: 65.6K ($2.06M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 980K ($30.8M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 19.1K ($600K)
Q4 2025
Aegis Wealth Management LLC Shares Held: 39.3K ($1.23M)
Q4 2025
Rcs Financial Planning, LLC Shares Held: 293K ($9.21M)
Q4 2025
Avant Financial Advisors LLC Shares Held: 315K ($9.89M)

About DFSV

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