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 ($34.7M)
Q4 2024
Mason & Associates Inc Shares Held: 1.1M ($71.9M)
Q4 2024
Zhang Financial LLC Shares Held: 2.37M ($154M)
Q4 2024
Great Waters Wealth Management Shares Held: 2.51M ($164M)
Q4 2024
Bernardo Wealth Planning LLC Shares Held: 149K ($9.73M)

Top Sells

Q4 2024
Mendota Financial Group, LLC Shares Held: 222K ($14.5M)
Q4 2024
Cva Family Office, LLC Shares Held: 79.4K ($5.18M)
Q4 2024
Brookstone Capital Management Shares Held: 7.05K ($460K)
Q4 2024
Diversify Advisory Services, LLC Shares Held: 10.2K ($662K)
Q4 2024
Certified Advisory Corp Shares Held: 99.7K ($6.5M)

About DFUS

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