Institutional shares held 135 Million
0 calls
0 puts
Total value of holdings $8.83B
$0 calls
$0 puts
# of Institutions 657


Latest Institutional Activity in DFUS

Top Purchases

Q4 2024
Helen Stephens Group, LLC Shares Held: 532K ($35M)
Q4 2024
Olio Financial Planning Shares Held: 665K ($43.8M)
Q4 2024
Mason & Associates Inc Shares Held: 1.1M ($72.6M)
Q4 2024
Zhang Financial LLC Shares Held: 2.37M ($156M)
Q4 2024
Great Waters Wealth Management Shares Held: 2.51M ($165M)

Top Sells

Q4 2024
Mendota Financial Group, LLC Shares Held: 222K ($14.6M)
Q4 2024
Disciplined Equity Management, Inc. Shares Held: 468K ($30.8M)
Q4 2024
Heritage Wealth Management, Inc./Texas Shares Held: 801K ($52.8M)
Q4 2024
Cva Family Office, LLC Shares Held: 79.4K ($5.23M)
Q4 2024
Brookstone Capital Management Shares Held: 7.05K ($464K)

About DFUS

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