Institutional shares held 26.8 Million
0 calls
0 puts
Total value of holdings $903M
$0 calls
$0 puts
# of Institutions 238


Latest Institutional Activity in DFEV

Top Purchases

Q4 2025
Versant Capital Management, Inc Shares Held: 69.4K ($2.34M)
Q4 2025
Eagle Wealth Strategies LLC Shares Held: 483K ($16.3M)
Q4 2025
Park Avenue Securities LLC Shares Held: 31.1K ($1.05M)
Q3 2025
Estate Counselors, LLC Shares Held: 181K ($6.1M)
Q3 2025
Moneta Group Investment Advisors LLC Shares Held: 157K ($5.3M)

Top Sells

Q4 2025
True Wealth Design, LLC Shares Held: 705K ($23.7M)
Q4 2025
Firethorn Wealth Partners, LLC Shares Held: 12.2K ($410K)
Q4 2025
Goal Vest Advisory LLC Shares Held: 238 ($8.01K)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 220K ($7.39M)
Q3 2025
Old Mission Capital LLC Shares Held: 34.4K ($1.16M)

About DFEV

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