Institutional shares held 45.8 Million
0 calls
0 puts
Total value of holdings $1.07B
$0 calls
$0 puts
# of Institutions 279


Latest Institutional Activity in DFAR

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 653K ($15.3M)
Q3 2025
Root Financial Partners, LLC Shares Held: 1.58M ($37.1M)
Q3 2025
Vise Technologies, Inc. Shares Held: 432K ($10.1M)
Q3 2025
High Tower Advisors, LLC Shares Held: 2.38M ($55.7M)
Q3 2025
Pfg Private Wealth Management, LLC Shares Held: 175K ($4.09M)

Top Sells

Q3 2025
Beaird Harris Wealth Management, LLC Shares Held: 1.08M ($25.3M)
Q3 2025
Aprio Wealth Management, LLC Shares Held: 143K ($3.36M)
Q3 2025
Buckingham Strategic Partners Shares Held: 138K ($3.22M)
Q3 2025
Atria Investments LLC Shares Held: 73.7K ($1.73M)
Q3 2025
Savant Capital, LLC Shares Held: 563K ($13.2M)

About DFAR

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