Institutional shares held 91.1 Million
0 calls
0 puts
Total value of holdings $2.44B
$0 calls
$0 puts
# of Institutions 246


Latest Institutional Activity in DFIS

Top Purchases

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.9M ($106M)
Q1 2025
First Citizens Bank & Trust CO Shares Held: 3.79M ($103M)
Q1 2025
Mather Group, Llc. Shares Held: 11.4M ($310M)
Q1 2025
Brand Asset Management Group, Inc. Shares Held: 180K ($4.9M)
Q1 2025
Tci Wealth Advisors, Inc. Shares Held: 1.41M ($38.4M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 14.7K ($400K)
Q1 2025
Websterrogers Financial Advisors, LLC Shares Held: 254K ($6.9M)
Q1 2025
Evanson Asset Management, LLC Shares Held: 1.13M ($30.8M)
Q1 2025
Ronald Blue Trust, Inc. Shares Held: 59.7K ($1.62M)
Q1 2025
Lam Group, Inc. Shares Held: 127K ($3.46M)

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