Institutional shares held 283 Million
0 calls
0 puts
Total value of holdings $10.5B
$0 calls
$0 puts
# of Institutions 712


Latest Institutional Activity in DFAI

Top Purchases

Q4 2025
Everhart Financial Group, Inc. Shares Held: 849K ($31.5M)
Q4 2025
Breakwater Capital Group Shares Held: 105K ($3.91M)
Q4 2025
Kure Advisory, LLC Shares Held: 713K ($26.4M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.93M ($71.4M)
Q4 2025
Diversified Trust CO Shares Held: 28.3K ($1.05M)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 503K ($18.7M)
Q4 2025
Aquire Wealth Advisors, LLC Shares Held: 1.21M ($44.8M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 212K ($7.88M)
Q4 2025
Baring Financial LLC Shares Held: 164K ($6.09M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 12.5K ($462K)

About DFAI

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