Institutional shares held 805 Million
40K calls
0 puts
Total value of holdings $25.2B
$1.25M calls
$0 puts
# of Institutions 1,065


Latest Institutional Activity in DFAC

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 11.8M ($370M)
Q1 2025
Leonard Rickey Investment Advisors P.L.L.C. Shares Held: 932K ($29.2M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 1.39M ($43.5M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 551K ($17.2M)
Q1 2025
Rockwood Wealth Management, LLC Shares Held: 10.2M ($318M)

Top Sells

Q1 2025
Greenspring Advisors, LLC Shares Held: 6.69M ($210M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.56M ($143M)
Q1 2025
Rfg Advisory, LLC Shares Held: 235K ($7.36M)
Q1 2025
Black Point Wealth Management Shares Held: 31.2K ($976K)
Q1 2025
Hassell Wealth Management, LLC Shares Held: 373K ($11.7M)

About DFAC

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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