Institutional shares held 167 Million
0 calls
0 puts
Total value of holdings $4.32B
$0 calls
$0 puts
# of Institutions 510


Latest Institutional Activity in DFAE

Top Purchases

Q4 2024
Essential Planning, Llc. Shares Held: 15.5M ($403M)
Q4 2024
Mather Group, Llc. Shares Held: 8.94M ($232M)
Q4 2024
Wealthfront Advisers LLC Shares Held: 1.24M ($32.1M)
Q4 2024
Raymond James Financial Inc Shares Held: 841K ($21.8M)
Q4 2024
Wealth Management Nebraska Shares Held: 558K ($14.5M)

Top Sells

Q4 2024
Kestra Advisory Services, LLC Shares Held: 67.8K ($1.76M)
Q4 2024
Mission Wealth Management, LP Shares Held: 1.05M ($27.3M)
Q4 2024
True Link Financial Advisors, LLC Shares Held: 1.43M ($37.1M)
Q4 2024
Shore Point Advisors, LLC Shares Held: 229K ($5.93M)
Q4 2024
Great Waters Wealth Management Shares Held: 439K ($11.4M)

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