Institutional shares held 268 Million
300 calls
0 puts
Total value of holdings $11.5B
$12K calls
$0 puts
# of Institutions 648


Latest Institutional Activity in DFUV

Top Purchases

Q4 2024
Jdh Wealth Management, LLC Shares Held: 211K ($9.05M)
Q4 2024
Capstone Wealth Management, LLC Shares Held: 199K ($8.51M)
Q4 2024
Strathmore Capital Advisors, Inc. Shares Held: 190K ($8.16M)
Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 2.64M ($113M)
Q4 2024
Heritage Wealth Management, Inc./Texas Shares Held: 715K ($30.7M)

Top Sells

Q4 2024
Foster Group, Inc. Shares Held: 1.35M ($57.7M)
Q4 2024
Meritas Wealth Management, LLC Shares Held: 611K ($26.2M)
Q4 2024
Trust CO Of The South Shares Held: 1.82M ($78M)
Q4 2024
Colorado Capital Management, Inc. Shares Held: 161K ($6.9M)
Q4 2024
Baker Boyer National Bank Shares Held: 462K ($19.8M)

About DFUV

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