Institutional shares held 140 Million
0 calls
0 puts
Total value of holdings $4.39B
$0 calls
$0 puts
# of Institutions 496


Latest Institutional Activity in DFSV

Top Purchases

Q3 2025
Cetera Investment Advisers Shares Held: 2.09M ($65.6M)
Q3 2025
Savant Capital, LLC Shares Held: 13.4M ($421M)
Q3 2025
Coldstream Capital Management Inc Shares Held: 2.26M ($71M)
Q3 2025
Beacon Pointe Advisors, LLC Shares Held: 1.11M ($35M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 2.02M ($63.4M)

Top Sells

Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 1.38M ($43.3M)
Q3 2025
Ci Private Wealth, LLC Shares Held: 5.14M ($161M)
Q3 2025
Waterway Wealth Management, LLC Shares Held: 47.1K ($1.48M)
Q3 2025
Equita Financial Network, Inc. Shares Held: 560K ($17.6M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 545K ($17.1M)

About DFSV

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