Institutional shares held 36 Million
0 calls
0 puts
Total value of holdings $844M
$0 calls
$0 puts
# of Institutions 222


Latest Institutional Activity in DFAR

Top Purchases

Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 748K ($17.5M)
Q4 2024
Root Financial Partners, LLC Shares Held: 970K ($22.7M)
Q4 2024
Citrine Capital LLC Shares Held: 160K ($3.76M)
Q4 2024
Strathmore Capital Advisors, Inc. Shares Held: 106K ($2.48M)
Q4 2024
Aprio Wealth Management, LLC Shares Held: 373K ($8.74M)

Top Sells

Q4 2024
Savant Capital, LLC Shares Held: 1.01M ($23.7M)
Q4 2024
Asset Planning Corporation Shares Held: 224K ($5.25M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 329K ($7.71M)
Q4 2024
Brown Financial Advisory Shares Held: 543K ($12.7M)
Q4 2024
Bridgewater Advisors Inc. Shares Held: 517K ($12.1M)

About DFAR

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