Institutional shares held 168 Million
500 calls
0 puts
Total value of holdings $8.22B
$24K calls
$0 puts
# of Institutions 758


Latest Institutional Activity in DFAT

Top Purchases

Q1 2025
Pure Financial Advisors, LLC Shares Held: 4.27M ($211M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 1.01M ($50.2M)
Q1 2025
Crestmont Private Wealth LLC Shares Held: 187K ($9.26M)
Q1 2025
Financial Consulate, Inc Shares Held: 136K ($6.73M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 70.3K ($3.48M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.17M ($107M)
Q1 2025
G2 Capital Management, LLC Shares Held: 175K ($8.65M)
Q1 2025
Rfg Advisory, LLC Shares Held: 53.3K ($2.64M)
Q1 2025
Jackson Thornton Asset Management, LLC Shares Held: 2.88M ($143M)
Q1 2025
Better Wealth, LLC Shares Held: 24.5K ($1.22M)

About DFAT

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
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×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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