Institutional shares held 128 Million
0 calls
0 puts
Total value of holdings $4.16B
$0 calls
$0 puts
# of Institutions 476


Latest Institutional Activity in DFSV

Top Purchases

Q2 2025
Savant Capital, LLC Shares Held: 11.8M ($381M)
Q2 2025
Cerity Partners LLC Shares Held: 3.04M ($98.2M)
Q2 2025
Mather Group, Llc. Shares Held: 6.46M ($209M)
Q2 2025
Vestmark Advisory Solutions, Inc. Shares Held: 2.67M ($86.4M)
Q2 2025
Coldstream Capital Management Inc Shares Held: 1.33M ($43M)

Top Sells

Q2 2025
Pathstone Holdings, LLC Shares Held: 2.7M ($87.5M)
Q2 2025
Root Financial Partners, LLC Shares Held: 783K ($25.3M)
Q2 2025
Modera Wealth Management, LLC Shares Held: 2.46M ($79.5M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 485K ($15.7M)
Q2 2025
Jmg Financial Group, Ltd. Shares Held: 5.43M ($176M)

About DFSV

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