Institutional shares held 214 Million
0 calls
0 puts
Total value of holdings $8.26B
$0 calls
$0 puts
# of Institutions 639


Latest Institutional Activity in DFIV

Top Purchases

Q1 2025
Eclectic Associates Inc Shares Held: 194K ($7.51M)
Q1 2025
Quent Capital, LLC Shares Held: 410K ($15.8M)
Q1 2025
Total Wealth Planning, LLC Shares Held: 839K ($32.4M)
Q1 2025
Disciplined Investments, LLC Shares Held: 284K ($11M)
Q1 2025
Fiduciary Financial Group, LLC Shares Held: 474K ($18.3M)

Top Sells

Q1 2025
Foster Group, Inc. Shares Held: 3.41M ($132M)
Q1 2025
Rfg Advisory, LLC Shares Held: 16.9K ($654K)
Q1 2025
Shanker Valleau Wealth Advisors, Inc. Shares Held: 430K ($16.6M)
Q1 2025
Apella Capital, LLC Shares Held: 1.23M ($47.5M)
Q1 2025
Market Street Wealth Management Advisors LLC Shares Held: 428K ($16.5M)

About DFIV

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