Institutional shares held 168 Million
0 calls
0 puts
Total value of holdings $4.48B
$0 calls
$0 puts
# of Institutions 536


Latest Institutional Activity in DFAE

Top Purchases

Q4 2024
Essential Planning, Llc. Shares Held: 15.5M ($414M)
Q4 2024
Mather Group, Llc. Shares Held: 8.94M ($238M)
Q4 2024
Wealthfront Advisers LLC Shares Held: 1.24M ($33M)
Q4 2024
Raymond James Financial Inc Shares Held: 841K ($22.4M)
Q4 2024
Wealth Management Nebraska Shares Held: 558K ($14.9M)

Top Sells

Q4 2024
Ep Wealth Advisors, LLC Shares Held: 501K ($13.4M)
Q4 2024
Mercer Global Advisors Inc Shares Held: 1.28M ($34.2M)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 67.8K ($1.81M)
Q4 2024
Mission Wealth Management, LP Shares Held: 1.05M ($28.1M)
Q4 2024
True Link Financial Advisors, LLC Shares Held: 1.43M ($38.1M)

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