Institutional shares held 131 Million
0 calls
0 puts
Total value of holdings $4.15B
$0 calls
$0 puts
# of Institutions 481


Latest Institutional Activity in DFSV

Top Purchases

Q3 2025
Park Avenue Securities LLC Shares Held: 559K ($17.7M)
Q3 2025
Cerity Partners LLC Shares Held: 3.46M ($110M)
Q3 2025
My Personal Cfo, LLC Shares Held: 334K ($10.6M)
Q3 2025
Index Fund Advisors, Inc. Shares Held: 2.43M ($77M)
Q3 2025
Ritholtz Wealth Management Shares Held: 3.45M ($109M)

Top Sells

Q3 2025
Equita Financial Network, Inc. Shares Held: 560K ($17.7M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 545K ($17.3M)
Q3 2025
Cwm, LLC Shares Held: 93.2K ($2.96M)
Q3 2025
Forum Financial Management, LP Shares Held: 142K ($4.5M)
Q3 2025
Sc&H Financial Advisors, Inc. Shares Held: 90.6K ($2.87M)

About DFSV

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