Institutional shares held 159 Million
0 calls
0 puts
Total value of holdings $9.13B
$0 calls
$0 puts
# of Institutions 684


Latest Institutional Activity in DFAT

Top Purchases

Q4 2024
Elser Financial Planning, Inc Shares Held: 706K ($40.5M)
Q4 2024
Pure Financial Advisors, LLC Shares Held: 4.02M ($231M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 318K ($18.2M)
Q4 2024
Jdh Wealth Management, LLC Shares Held: 244K ($14M)
Q4 2024
Capstone Wealth Management, LLC Shares Held: 208K ($12M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 4.04K ($232K)
Q4 2024
Index Fund Advisors, Inc. Shares Held: 7.2M ($413M)
Q4 2024
Compass Advisory Group LLC Shares Held: 18.2K ($1.04M)
Q4 2024
Apella Capital, LLC Shares Held: 1.68M ($96.3M)
Q4 2024
Savant Capital, LLC Shares Held: 5.13M ($295M)

About DFAT

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