Institutional shares held 197 Million
3.8K calls
0 puts
Total value of holdings $14.3B
$275K calls
$0 puts
# of Institutions 804


Latest Institutional Activity in DFUS

Top Purchases

Q3 2025
Farther Finance Advisors, LLC Shares Held: 545K ($39.4M)
Q3 2025
Tci Wealth Advisors, Inc. Shares Held: 2.95M ($214M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 3.57M ($258M)
Q3 2025
Investmark Advisory Group LLC Shares Held: 358K ($26M)
Q3 2025
Baker Tilly Wealth Management, LLC Shares Held: 131K ($9.46M)

Top Sells

Q3 2025
Index Fund Advisors, Inc. Shares Held: 4.99M ($361M)
Q3 2025
Warwick Investment Management, Inc. Shares Held: 255K ($18.5M)
Q3 2025
Austin Asset Management CO Inc Shares Held: 956K ($69.2M)
Q3 2025
Evanson Asset Management, LLC Shares Held: 918K ($66.5M)
Q3 2025
Cerity Partners LLC Shares Held: 550K ($39.9M)

About DFUS

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