Institutional shares held 99.2 Million
10.1K calls
0 puts
Total value of holdings $3.16B
$321K calls
$0 puts
# of Institutions 356


Latest Institutional Activity in DFSV

Top Purchases

Q4 2024
Savant Capital, LLC Shares Held: 8.05M ($256M)
Q4 2024
Mather Group, Llc. Shares Held: 4.17M ($133M)
Q4 2024
Wealth Advisors Northwest LLC Shares Held: 356K ($11.3M)
Q4 2024
Root Financial Partners, LLC Shares Held: 1.47M ($46.9M)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 274K ($8.73M)

Top Sells

Q4 2024
Alaska Permanent Fund Corp Shares Held: 7.62M ($242M)
Q4 2024
Better Wealth, LLC Shares Held: 234K ($7.44M)
Q4 2024
Private Wealth Management Group, LLC Shares Held: 412K ($13.1M)
Q4 2024
Tru Independence Asset Management 2, LLC Shares Held: 115K ($3.65M)
Q4 2024
Di Nuzzo Private Wealth, Inc. Shares Held: 1.23M ($39M)

About DFSV

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