Institutional shares held 15.7 Million
0 calls
0 puts
Total value of holdings $427M
$0 calls
$0 puts
# of Institutions 135


Latest Institutional Activity in DFEV

Top Purchases

Q2 2024
Family Investment Center, Inc. Shares Held: 386K ($10.5M)
Q2 2024
Retirement Solution Inc. Shares Held: 210K ($5.7M)
Q2 2024
Allworth Financial LP Shares Held: 81.3K ($2.21M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 483K ($13.1M)
Q2 2024
Cordant, Inc. Shares Held: 140K ($3.81M)

Top Sells

Q2 2024
Heritage Financial Services, LLC Shares Held: 151K ($4.11M)
Q2 2024
Rcs Financial Planning, LLC Shares Held: 19.9K ($541K)
Q2 2024
Avondale Wealth Management Shares Held: 2K ($54.3K)
Q2 2024
Verum Partners LLC Shares Held: 94.9K ($2.58M)
Q2 2024
Pettinga Financial Advisors, LLC Shares Held: 10.7K ($289K)

About DFEV

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