Institutional shares held 184 Million
0 calls
0 puts
Total value of holdings $12.5B
$0 calls
$0 puts
# of Institutions 771


Latest Institutional Activity in DFUS

Top Purchases

Q2 2025
Apella Capital, LLC Shares Held: 1.18M ($80M)
Q2 2025
Intelligence Driven Advisers, LLC Shares Held: 1.53M ($104M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 154K ($10.5M)
Q2 2025
Helen Stephens Group, LLC Shares Held: 696K ($47.3M)
Q2 2025
Gradient Investments LLC Shares Held: 103K ($6.98M)

Top Sells

Q2 2025
Farther Finance Advisors, LLC Shares Held: 313K ($21.3M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 637K ($43.3M)
Q2 2025
Trinity Financial Advisors LLC Shares Held: 236K ($16.1M)
Q2 2025
Ridgeline Wealth, LLC Shares Held: 80K ($5.44M)
Q2 2025
Cypress Point Wealth Management, LLC Shares Held: 165K ($11.2M)

About DFUS

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