Institutional shares held 124 Million
10.7K calls
5.5K puts
Total value of holdings $3.81B
$330K calls
$169K puts
# of Institutions 455


Latest Institutional Activity in DFSV

Top Purchases

Q2 2025
Mather Group, Llc. Shares Held: 6.46M ($199M)
Q2 2025
Tci Wealth Advisors, Inc. Shares Held: 256K ($7.92M)
Q2 2025
Elser Financial Planning, Inc Shares Held: 230K ($7.11M)
Q2 2025
Plancorp, LLC Shares Held: 287K ($8.87M)
Q2 2025
Marquette Asset Management, LLC Shares Held: 155K ($4.78M)

Top Sells

Q2 2025
Strategic Investment Solutions, Inc. /Il Shares Held: 87.7K ($2.71M)
Q2 2025
Lantz Financial LLC Shares Held: 127K ($3.93M)
Q2 2025
Liberty Capital Management, Inc. Shares Held: 7.55K ($233K)
Q2 2025
Dopkins Wealth Management, LLC Shares Held: 56.3K ($1.74M)
Q2 2025
Quent Capital, LLC Shares Held: 103K ($3.18M)

About DFSV

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