Institutional shares held 73.6 Million
0 calls
0 puts
Total value of holdings $2.32B
$0 calls
$0 puts
# of Institutions 303


Latest Institutional Activity in DFSV

Top Purchases

Q2 2024
Allworth Financial LP Shares Held: 264K ($8.33M)
Q2 2024
Efficient Frontier Advisors LLC Shares Held: 149K ($4.7M)
Q2 2024
Physician Wealth Solutions Inc. Shares Held: 347K ($10.9M)
Q2 2024
Evanson Asset Management, LLC Shares Held: 736K ($23.2M)
Q2 2024
Diversified Portfolios, Inc. Shares Held: 319K ($10.1M)

Top Sells

Q2 2024
Integris Wealth Management, LLC Shares Held: 516K ($16.3M)
Q2 2024
Waterway Wealth Management, LLC Shares Held: 450K ($14.2M)
Q2 2024
Mc Clarren Financial Advisors, Inc. Shares Held: 604 ($19.1K)
Q2 2024
Kraft Asset Management, LLC Shares Held: 16.1K ($509K)
Q2 2024
Hutchens & Kramer Investment Management Group, LLC Shares Held: 31.6K ($996K)

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