Institutional shares held 278 Million
0 calls
0 puts
Total value of holdings $12.4B
$0 calls
$0 puts
# of Institutions 756


Latest Institutional Activity in DFUV

Top Purchases

Q3 2025
Index Fund Advisors, Inc. Shares Held: 5.83M ($261M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 456K ($20.4M)
Q3 2025
Tci Wealth Advisors, Inc. Shares Held: 3.04M ($136M)
Q3 2025
Baker Tilly Wealth Management, LLC Shares Held: 311K ($13.9M)
Q3 2025
Parkwoods Wealth Partners, LLC Shares Held: 924K ($41.3M)

Top Sells

Q3 2025
Investmark Advisory Group LLC Shares Held: 239K ($10.7M)
Q3 2025
Plancorp, LLC Shares Held: 5.84M ($261M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 117K ($5.22M)
Q3 2025
Cerity Partners LLC Shares Held: 2.51M ($112M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.78M ($125M)

About DFUV

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