Institutional shares held 267 Million
300 calls
0 puts
Total value of holdings $11.5B
$12K calls
$0 puts
# of Institutions 640


Latest Institutional Activity in DFUV

Top Purchases

Q3 2024
Mercer Global Advisors Inc Shares Held: 35.3M ($1.52B)
Q3 2024
Envestnet Asset Management Inc Shares Held: 33M ($1.42B)
Q3 2024
Parkwoods Wealth Partners, LLC Shares Held: 633K ($27.2M)
Q3 2024
Root Financial Partners, LLC Shares Held: 1.15M ($49.5M)
Q3 2024
Shanker Valleau Wealth Advisors, Inc. Shares Held: 554K ($23.8M)

Top Sells

Q3 2024
M Holdings Securities, Inc. Shares Held: 109K ($4.68M)
Q3 2024
Elser Financial Planning, Inc Shares Held: 7.33K ($315K)
Q3 2024
Symmetry Partners, LLC Shares Held: 613K ($26.3M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 2.91M ($125M)
Q3 2024
Index Fund Advisors, Inc. Shares Held: 6.33M ($272M)

About DFUV

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