Institutional shares held 67.4 Million
0 calls
0 puts
Total value of holdings $2.04B
$0 calls
$0 puts
# of Institutions 330


Latest Institutional Activity in DISV

Top Purchases

Q1 2025
Ritholtz Wealth Management Shares Held: 1.65M ($49.7M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 346K ($10.4M)
Q1 2025
Cerity Partners LLC Shares Held: 952K ($28.7M)
Q1 2025
Von Borstel & Associates, Inc. Shares Held: 441K ($13.3M)
Q1 2025
Asset Dedication, LLC Shares Held: 1.29M ($39.1M)

Top Sells

Q1 2025
Evanson Asset Management, LLC Shares Held: 948K ($28.6M)
Q1 2025
Advisory Alpha, LLC Shares Held: 8.19K ($247K)
Q1 2025
Yardley Wealth Management LLC Shares Held: 278K ($8.4M)
Q1 2025
Lri Investments, LLC Shares Held: 445K ($13.4M)
Q1 2025
Tru Independence Asset Management 2, LLC Shares Held: 96.5K ($2.91M)

About DISV

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