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US Large Cap Vector ETF (DFVX) Institutional Ownership

$67.66 -1.13 (-1.64%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for US Large Cap Vector ETF (NYSEARCA:DFVX)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$93.89M
Number of
Institutional Sellers
(last 12 months)
0
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DFVX Institutional Buying and Selling by Quarter

US Large Cap Vector ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cary Street Partners Financial LLC9,548$623K0.0%N/A0.329%
2/10/2025 Curio Wealth LLC39,182$2.56M1.4%N/A1.351%
1/16/2025 Wealthquest Corp1,384,596$90.40M7.4%+4.5%47.745%
11/21/2024 Wealthquest Corp1,324,426$86.56M7.6%N/A45.670%
2/12/2024 American Investment Services Inc.8,472$476K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

DFVX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFVX shares?

During the previous two years, the following institutional investors and hedge funds held shares of US Large Cap Vector ETF shares: Wealthquest Corp ($90.40M), Curio Wealth LLC ($2.56M), and Cary Street Partners Financial LLC ($623K), American Investment Services Inc. ($476K).Learn more on DFVX's institutional investors.

Which institutional investors have been buying US Large Cap Vector ETF stock?

The following institutional investors have purchased US Large Cap Vector ETF stock in the last 24 months: Wealthquest Corp ($1.38M), Curio Wealth LLC ($39.18K), Cary Street Partners Financial LLC ($9.55K), and American Investment Services Inc. ($8.47K).

How much institutional buying is happening at US Large Cap Vector ETF?

Institutional investors have bought a total of 1,441,798 shares in the last 24 months. This purchase volume represents approximately $94.36M in transactions.



This page (NYSEARCA:DFVX) was last updated on 2/22/2025 by MarketBeat.com Staff
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