Institutional shares held 65.8 Million
0 calls
0 puts
Total value of holdings $1.84B
$0 calls
$0 puts
# of Institutions 269


Latest Institutional Activity in DFSV

Top Purchases

Q1 2024
Alaska Permanent Fund Corp Shares Held: 8.21M ($230M)
Q1 2024
Advisor Net Financial, Inc Shares Held: 241K ($6.74M)
Q1 2024
Evanson Asset Management, LLC Shares Held: 632K ($17.7M)
Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 398K ($11.1M)
Q1 2024
Trust CO Of The South Shares Held: 107K ($3M)

Top Sells

Q1 2024
Tanglewood Legacy Advisors, LLC Shares Held: 2.03K ($56.9K)
Q1 2024
Annapolis Financial Services, LLC Shares Held: 129K ($3.62M)
Q1 2024
Cwm, LLC Shares Held: 5.74K ($161K)
Q1 2024
Moisand Fitzgerald Tamayo, LLC Shares Held: 60.1K ($1.68M)
Q1 2024
Meritas Wealth Management, LLC Shares Held: 37K ($1.04M)

About DFSV

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