Institutional shares held 197 Million
3.8K calls
0 puts
Total value of holdings $14.5B
$278K calls
$0 puts
# of Institutions 823


Latest Institutional Activity in DFUS

Top Purchases

Q3 2025
Root Financial Partners, LLC Shares Held: 4.56M ($334M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 1.41M ($103M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 545K ($39.9M)
Q3 2025
Tci Wealth Advisors, Inc. Shares Held: 2.95M ($216M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 3.57M ($262M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 1.35M ($99.3M)
Q3 2025
South State Corp Shares Held: 434K ($31.8M)
Q3 2025
Fischer Investment Strategies, LLC Shares Held: 88.1K ($6.46M)
Q3 2025
Wealthcare Advisory Partners LLC Shares Held: 78.7K ($5.77M)
Q3 2025
Index Fund Advisors, Inc. Shares Held: 4.99M ($366M)

About DFUS

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