Institutional shares held 25.9 Million
0 calls
0 puts
Total value of holdings $832M
$0 calls
$0 puts
# of Institutions 220


Latest Institutional Activity in DFEV

Top Purchases

Q3 2025
Estate Counselors, LLC Shares Held: 181K ($6.04M)
Q3 2025
Miracle Mile Advisors, LLC Shares Held: 90.5K ($3.02M)
Q3 2025
Alesco Advisors LLC Shares Held: 391K ($13M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 68.1K ($2.27M)
Q3 2025
Ritholtz Wealth Management Shares Held: 1.3M ($43.5M)

Top Sells

Q3 2025
Bka Wealth Consulting, Inc. Shares Held: 44.6K ($1.49M)
Q3 2025
Cambridge Financial Group, LLC Shares Held: 497K ($16.6M)
Q3 2025
Gibson Capital, LLC Shares Held: 21.4K ($712K)
Q3 2025
Sterling Financial Planning, Inc. Shares Held: 178K ($5.93M)
Q3 2025
True Wealth Design, LLC Shares Held: 740K ($24.6M)

About DFEV

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