Institutional shares held 266 Million
0 calls
0 puts
Total value of holdings $12.2B
$0 calls
$0 puts
# of Institutions 758


Latest Institutional Activity in DFIV

Top Purchases

Q3 2025
Farther Finance Advisors, LLC Shares Held: 2.22M ($102M)
Q3 2025
Wright Fund Management, LLC Shares Held: 496K ($22.7M)
Q3 2025
Index Fund Advisors, Inc. Shares Held: 3.63M ($166M)
Q3 2025
Baker Tilly Wealth Management, LLC Shares Held: 318K ($14.6M)
Q3 2025
Yeomans Consulting Group, Inc. Shares Held: 194K ($8.89M)

Top Sells

Q3 2025
Foster Group, Inc. Shares Held: 3.24M ($149M)
Q3 2025
Apella Capital, LLC Shares Held: 1.17M ($53.5M)
Q3 2025
Mc Lean Asset Management Corp Shares Held: 371K ($17M)
Q3 2025
Cambridge Financial Group, LLC Shares Held: 88.5K ($4.06M)
Q3 2025
Capital Performance Advisors LLP Shares Held: 544K ($24.9M)

About DFIV

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