Institutional shares held 247 Million
0 calls
0 puts
Total value of holdings $11.1B
$0 calls
$0 puts
# of Institutions 771


Latest Institutional Activity in DFUV

Top Purchases

Q4 2025
Guardian Wealth Management, LLC Shares Held: 855K ($38.5M)
Q4 2025
Capital Performance Advisors LLP Shares Held: 797K ($35.9M)
Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 3.06M ($138M)
Q4 2025
Sollinda Capital Management LLC Shares Held: 104K ($4.69M)
Q4 2025
Keb Asset Management, LLC Shares Held: 828K ($37.3M)

Top Sells

Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 165K ($7.45M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 285K ($12.9M)
Q4 2025
Mather Group, Llc. Shares Held: 483K ($21.8M)
Q4 2025
Apella Capital, LLC Shares Held: 738K ($33.2M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.7M ($122M)

About DFUV

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