Institutional shares held 95.1 Million
10.1K calls
0 puts
Total value of holdings $3.09B
$328K calls
$0 puts
# of Institutions 339


Latest Institutional Activity in DFSV

Top Purchases

Q3 2024
Mather Group, Llc. Shares Held: 2.97M ($96.6M)
Q3 2024
Savant Capital, LLC Shares Held: 6.57M ($214M)
Q3 2024
Pathstone Holdings, LLC Shares Held: 2.69M ($87.6M)
Q3 2024
Ci Private Wealth, LLC Shares Held: 3.43M ($112M)
Q3 2024
Avantax Advisory Services, Inc. Shares Held: 1.51M ($49.2M)

Top Sells

Q3 2024
Flputnam Investment Management CO Shares Held: 198K ($6.43M)
Q3 2024
Ep Wealth Advisors, LLC Shares Held: 2.34M ($76.1M)
Q3 2024
D. E. Shaw & Co., Inc. Shares Held: 8.86K ($288K)
Q3 2024
Dopkins Wealth Management, LLC Shares Held: 16.8K ($548K)
Q3 2024
Geneos Wealth Management Inc. Shares Held: 470K ($15.3M)

About DFSV

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