EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFAT


EXENCIAL WEALTH ADVISORS, LLC currently holds 381.8K shares with a market value of $22.7M. It started holding DFAT on 2024-09-30. At its peak, it held 394.0K shares on 2025-09-30. Its highest holding value was $22.9M on 2025-09-30. At its lowest, it held 354.1K shares on 2024-12-31, with a value of $18.7M on 2025-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 10.2K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 27.6K.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFAT