Institutional shares held 286 Million
0 calls
0 puts
Total value of holdings $13.9B
$0 calls
$0 puts
# of Institutions 552


Latest Institutional Activity in DYNF

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 68.7M ($3.34B)
Q1 2025
Sofi Wealth, LLC Shares Held: 2.45M ($119M)
Q1 2025
Form Wealth Advisors, LLC Shares Held: 1.55M ($75.4M)
Q1 2025
Merit Financial Group, LLC Shares Held: 1.78M ($86.6M)
Q1 2025
Fundamentun, LLC Shares Held: 949K ($46.1M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 7.16M ($348M)
Q1 2025
Horizon Wealth Management, LLC Shares Held: 610K ($29.6M)
Q1 2025
Collier Financial Shares Held: 2.59K ($126K)
Q1 2025
Rfg Advisory, LLC Shares Held: 117K ($5.67M)
Q1 2025
Stratos Wealth Advisors, LLC Shares Held: 6.67K ($324K)

About DYNF

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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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