Institutional shares held 26.9 Million
0 calls
0 puts
Total value of holdings $906M
$0 calls
$0 puts
# of Institutions 239


Latest Institutional Activity in DFEV

Top Purchases

Q4 2025
Cordant, Inc. Shares Held: 198K ($6.66M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 122K ($4.11M)
Q4 2025
Evanson Asset Management, LLC Shares Held: 551K ($18.6M)
Q4 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 354K ($11.9M)
Q4 2025
White Wing Wealth Management Shares Held: 102K ($3.43M)

Top Sells

Q4 2025
True Wealth Design, LLC Shares Held: 705K ($23.7M)
Q4 2025
Di Nuzzo Private Wealth, Inc. Shares Held: 209K ($7.04M)
Q4 2025
Foundation Wealth Management, Llc\Pa Shares Held: 25.2K ($847K)
Q4 2025
Brookstone Capital Management Shares Held: 6.08K ($205K)
Q4 2025
Rcs Financial Planning, LLC Shares Held: 9.59K ($323K)

About DFEV

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