Institutional shares held 141 Million
0 calls
0 puts
Total value of holdings $4.43B
$0 calls
$0 puts
# of Institutions 503


Latest Institutional Activity in DFSV

Top Purchases

Q4 2025
Cwm, LLC Shares Held: 550K ($17.3M)
Q4 2025
Ritholtz Wealth Management Shares Held: 3.62M ($114M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 406K ($12.7M)
Q4 2025
Modera Wealth Management, LLC Shares Held: 2.66M ($83.5M)
Q4 2025
Mather Group, Llc. Shares Held: 6.62M ($208M)

Top Sells

Q4 2025
Sc&H Financial Advisors, Inc. Shares Held: 54.5K ($1.71M)
Q4 2025
Private Wealth Management Group, LLC Shares Held: 371K ($11.6M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 980K ($30.8M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 19.1K ($600K)
Q4 2025
Aegis Wealth Management LLC Shares Held: 39.3K ($1.23M)

About DFSV

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