Institutional shares held 171 Million
0 calls
0 puts
Total value of holdings $9.73B
$0 calls
$0 puts
# of Institutions 810


Latest Institutional Activity in DFAT

Top Purchases

Q4 2025
Capital Performance Advisors LLP Shares Held: 1.46M ($83M)
Q4 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 712K ($40.5M)
Q4 2025
Guardian Wealth Management, LLC Shares Held: 362K ($20.6M)
Q4 2025
Great Waters Wealth Management Shares Held: 823K ($46.9M)
Q4 2025
Westwood Wealth Management Shares Held: 84.5K ($4.81M)

Top Sells

Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 173K ($9.83M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.01M ($115M)
Q4 2025
Shira Ridge Wealth Management Shares Held: 13.5K ($767K)
Q4 2025
Modera Wealth Management, LLC Shares Held: 743K ($42.3M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 757K ($43.1M)

About DFAT

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