EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFIV

EXENCIAL WEALTH ADVISORS, LLC currently holds 1.1M shares with a market value of $57.3M. It started holding DFIV on 2024-09-30. At its peak, it held 1.1M shares on 2026-03-31. Its highest holding value was $57.3M on 2026-03-31. At its lowest, it held 608.3K shares on 2024-09-30, with a value of $23.1M on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 287.7K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 390.7K.