Institutional shares held 231 Million
3.7K calls
0 puts
Total value of holdings $7.13B
$114K calls
$0 puts
# of Institutions 614


Latest Institutional Activity in DFAI

Top Purchases

Q1 2025
Pioneer Wealth Management Group Shares Held: 1.11M ($34.1M)
Q1 2025
Merit Financial Group, LLC Shares Held: 162K ($4.99M)
Q1 2025
Everhart Financial Group, Inc. Shares Held: 155K ($4.77M)
Q1 2025
Financial Management Professionals, Inc. Shares Held: 1.63M ($50.4M)
Q1 2025
Brighton Jones LLC Shares Held: 1.19M ($36.8M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 22.6K ($696K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.56M ($48.3M)
Q1 2025
Cx Institutional Shares Held: 96.6K ($2.98M)
Q1 2025
1900 Wealth Management LLC Shares Held: 209K ($6.46M)
Q1 2025
Mission Wealth Management, LP Shares Held: 900K ($27.8M)

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P - Open market or private purchase×
S - Open market or private sale×
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F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
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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×
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G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
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