Institutional shares held 95.2 Million
10.1K calls
0 puts
Total value of holdings $3.11B
$329K calls
$0 puts
# of Institutions 340


Latest Institutional Activity in DFSV

Top Purchases

Q3 2024
Mather Group, Llc. Shares Held: 2.97M ($96.3M)
Q3 2024
Savant Capital, LLC Shares Held: 6.57M ($213M)
Q3 2024
Pathstone Holdings, LLC Shares Held: 2.69M ($87.4M)
Q3 2024
Ci Private Wealth, LLC Shares Held: 3.43M ($111M)
Q3 2024
Avantax Advisory Services, Inc. Shares Held: 1.51M ($49.1M)

Top Sells

Q3 2024
Flputnam Investment Management CO Shares Held: 198K ($6.41M)
Q3 2024
Ep Wealth Advisors, LLC Shares Held: 2.34M ($75.9M)
Q3 2024
D. E. Shaw & Co., Inc. Shares Held: 8.86K ($287K)
Q3 2024
Dopkins Wealth Management, LLC Shares Held: 16.8K ($546K)
Q3 2024
Geneos Wealth Management Inc. Shares Held: 470K ($15.3M)

About DFSV

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