Institutional shares held 95.2 Million
10.1K calls
0 puts
Total value of holdings $3B
$318K calls
$0 puts
# of Institutions 345


Latest Institutional Activity in DFSV

Top Purchases

Q4 2024
Strathmore Capital Advisors, Inc. Shares Held: 112K ($3.53M)
Q4 2024
Evanson Asset Management, LLC Shares Held: 886K ($28M)
Q4 2024
Ritholtz Wealth Management Shares Held: 2.11M ($66.5M)
Q4 2024
Zhang Financial LLC Shares Held: 664K ($20.9M)
Q4 2024
Client 1 St Advisory Group, LLC Shares Held: 47.5K ($1.5M)

Top Sells

Q4 2024
Alaska Permanent Fund Corp Shares Held: 7.62M ($240M)
Q4 2024
Wealthcare Advisory Partners LLC Shares Held: 47.1K ($1.49M)
Q4 2024
Signet Financial Management, LLC Shares Held: 165K ($5.21M)
Q4 2024
Diversified Trust CO Shares Held: 72.5K ($2.29M)
Q4 2024
Mendota Financial Group, LLC Shares Held: 5.16K ($163K)

About DFSV

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