Institutional shares held 286 Million
0 calls
0 puts
Total value of holdings $10.6B
$0 calls
$0 puts
# of Institutions 717


Latest Institutional Activity in DFAI

Top Purchases

Q4 2025
Capital Performance Advisors LLP Shares Held: 891K ($33M)
Q4 2025
Guardian Wealth Management, LLC Shares Held: 329K ($12.2M)
Q4 2025
Thayer Financial, L.L.C. Shares Held: 313K ($11.6M)
Q4 2025
Birchcreek Wealth Management, LLC Shares Held: 278K ($10.3M)
Q4 2025
Westwood Wealth Management Shares Held: 233K ($8.65M)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 503K ($18.7M)
Q4 2025
Modera Wealth Management, LLC Shares Held: 354K ($13.1M)
Q4 2025
Aquire Wealth Advisors, LLC Shares Held: 1.21M ($44.8M)
Q4 2025
Sutton Place Investors LLC Shares Held: 228K ($8.47M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 212K ($7.88M)

About DFAI

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