Institutional shares held 142 Million
0 calls
0 puts
Total value of holdings $3.63B
$0 calls
$0 puts
# of Institutions 474


Latest Institutional Activity in DFAE

Top Purchases

Q4 2024
Enterprise Bank & Trust CO Shares Held: 201K ($5.14M)
Q4 2024
Quantum Financial Advisors, LLC Shares Held: 255K ($6.53M)
Q4 2024
Trinity Financial Advisors LLC Shares Held: 199K ($5.09M)
Q4 2024
Empirical Asset Management, LLC Shares Held: 85.2K ($2.18M)
Q4 2024
Perigon Wealth Management, LLC Shares Held: 692K ($17.7M)

Top Sells

Q4 2024
True Link Financial Advisors, LLC Shares Held: 1.43M ($36.7M)
Q4 2024
Shore Point Advisors, LLC Shares Held: 229K ($5.87M)
Q4 2024
Great Waters Wealth Management Shares Held: 439K ($11.2M)
Q4 2024
Monument Group Wealth Advisors, LLC Shares Held: 225K ($5.76M)
Q4 2024
Sol Capital Management CO Shares Held: 251K ($6.43M)

About DFAE

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