Institutional shares held 109 Million
600 calls
8.2K puts
Total value of holdings $3.43B
$18K calls
$258K puts
# of Institutions 410


Latest Institutional Activity in DFSV

Top Purchases

Q4 2024
Savant Capital, LLC Shares Held: 8.05M ($254M)
Q4 2024
Mather Group, Llc. Shares Held: 4.17M ($132M)
Q4 2024
Raymond James Financial Inc Shares Held: 1.2M ($38M)
Q4 2024
Essential Planning, Llc. Shares Held: 1.01M ($31.8M)
Q4 2024
United Wealth Management, LLC Shares Held: 708K ($22.4M)

Top Sells

Q4 2024
Alaska Permanent Fund Corp Shares Held: 7.62M ($241M)
Q4 2024
Better Wealth, LLC Shares Held: 234K ($7.38M)
Q4 2024
Ep Wealth Advisors, LLC Shares Held: 2.15M ($67.9M)
Q4 2024
Mercer Global Advisors Inc Shares Held: 8.27K ($261K)
Q4 2024
Private Wealth Management Group, LLC Shares Held: 412K ($13M)

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