EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFSV


EXENCIAL WEALTH ADVISORS, LLC currently holds 2.1M shares with a market value of $68.0M. It started holding DFSV on 2024-09-30. At its peak, it held 2.1M shares on 2025-12-31. Its highest holding value was $68.0M on 2025-12-31. At its lowest, it held 978.7K shares on 2024-09-30, with a value of $30.1M on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 653.5K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 988.4K.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFSV