Institutional shares held 804 Million
40K calls
0 puts
Total value of holdings $25.9B
$1.29M calls
$0 puts
# of Institutions 1,078


Latest Institutional Activity in DFAC

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 11.8M ($381M)
Q1 2025
Leonard Rickey Investment Advisors P.L.L.C. Shares Held: 932K ($30.1M)
Q1 2025
Able Financial Group, LLC Shares Held: 914K ($29.5M)
Q1 2025
Von Borstel & Associates, Inc. Shares Held: 3.04M ($98M)
Q1 2025
Cloud Capital Management, LLC Shares Held: 688K ($22.2M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 52.2M ($1.68B)
Q1 2025
Fundamentun, LLC Shares Held: 3.32M ($107M)
Q1 2025
Greenspring Advisors, LLC Shares Held: 6.69M ($216M)
Q1 2025
Kerntke Otto Mc Glone Wealth Management Group Shares Held: 145K ($4.69M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.56M ($147M)

About DFAC

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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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