Institutional shares held 748 Million
76K calls
0 puts
Total value of holdings $26.9B
$2.74M calls
$0 puts
# of Institutions 942


Latest Institutional Activity in DFAC

Top Purchases

Q4 2024
Apella Capital, LLC Shares Held: 10.6M ($381M)
Q4 2024
Jp Wealth Management, Inc. Shares Held: 839K ($30.2M)
Q4 2024
Strathmore Capital Advisors, Inc. Shares Held: 820K ($29.5M)
Q4 2024
Mc Glone Suttner Wealth Management, Inc. Shares Held: 3.56M ($128M)
Q4 2024
Vantage Point Financial LLC Shares Held: 757K ($27.3M)

Top Sells

Q4 2024
Helen Stephens Group, LLC Shares Held: 781K ($28.1M)
Q4 2024
Monument Group Wealth Advisors, LLC Shares Held: 1.87M ($67.2M)
Q4 2024
Cva Family Office, LLC Shares Held: 452K ($16.3M)
Q4 2024
Pure Financial Advisors, LLC Shares Held: 4.51M ($162M)
Q4 2024
Heritage Financial Services, LLC Shares Held: 6.07M ($218M)

About DFAC

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