Institutional shares held 26.9 Million
0 calls
0 puts
Total value of holdings $904M
$0 calls
$0 puts
# of Institutions 240


Latest Institutional Activity in DFEV

Top Purchases

Q3 2025
Estate Counselors, LLC Shares Held: 181K ($6.1M)
Q3 2025
Moneta Group Investment Advisors LLC Shares Held: 157K ($5.3M)
Q3 2025
Mach 1 Financial Group, LLC Shares Held: 120K ($4.04M)
Q3 2025
Integrity Advisory Solutions, LLC Shares Held: 120K ($4.04M)
Q3 2025
Creative Planning Shares Held: 116K ($3.91M)

Top Sells

Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 220K ($7.39M)
Q3 2025
Old Mission Capital LLC Shares Held: 34.4K ($1.16M)
Q3 2025
Susquehanna International Group, LLP Shares Held: 268K ($9.03M)
Q3 2025
Strata Wealth Advisors, LLC Shares Held: 481K ($16.2M)
Q3 2025
Vestor Capital, LLC Shares Held: 3.7K ($125K)

About DFEV

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