Institutional shares held 22.2 Million
0 calls
0 puts
Total value of holdings $595M
$0 calls
$0 puts
# of Institutions 190


Latest Institutional Activity in DFEV

Top Purchases

Q1 2025
Eagle Wealth Strategies LLC Shares Held: 472K ($12.7M)
Q1 2025
Strata Wealth Advisors, LLC Shares Held: 476K ($12.8M)
Q1 2025
Von Borstel & Associates, Inc. Shares Held: 245K ($6.57M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 59.8K ($1.6M)
Q1 2025
Asset Dedication, LLC Shares Held: 2.53M ($67.7M)

Top Sells

Q1 2025
Family Investment Center, Inc. Shares Held: 101K ($2.71M)
Q1 2025
Root Financial Partners, LLC Shares Held: 381K ($10.2M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 131K ($3.52M)
Q1 2025
Ritholtz Wealth Management Shares Held: 1.01M ($27.1M)
Q1 2025
Evanson Asset Management, LLC Shares Held: 458K ($12.3M)

About DFEV

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