Institutional shares held 275 Million
0 calls
0 puts
Total value of holdings $11.9B
$0 calls
$0 puts
# of Institutions 699


Latest Institutional Activity in DFUV

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 1.22M ($51.8M)
Q4 2024
Buckingham Strategic Partners Shares Held: 4.56M ($193M)
Q4 2024
Elser Financial Planning, Inc Shares Held: 986K ($41.7M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 33.9M ($1.43B)
Q4 2024
Wealth Management Nebraska Shares Held: 736K ($31.1M)

Top Sells

Q4 2024
Mercer Global Advisors Inc Shares Held: 31.5M ($1.33B)
Q4 2024
Savant Capital, LLC Shares Held: 18M ($760M)
Q4 2024
Integrated Wealth Concepts LLC Shares Held: 698K ($29.5M)
Q4 2024
Index Fund Advisors, Inc. Shares Held: 6.16M ($261M)
Q4 2024
Ci Private Wealth, LLC Shares Held: 10.7M ($455M)

About DFUV

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