Bernardo Wealth Planning LLC's ownership history for DFUS

Bernardo Wealth Planning LLC currently holds 253.1K shares with a market value of $18.3M. It started holding DFUS on 2024-09-30. At its peak, it held 253.1K shares on 2025-09-30. Its highest holding value was $18.3M on 2025-09-30. At its lowest, it held 12.6K shares on 2024-09-30, with a value of $795 on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 94.6K. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 240.5K.