Institutional shares held 119 Million
0 calls
200 puts
Total value of holdings $6.63B
$0 calls
$11K puts
# of Institutions 787


Latest Institutional Activity in DFAS

Top Purchases

Q1 2025
Massmutual Trust CO Fsb Shares Held: 1.16M ($64.5M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 259K ($14.4M)
Q1 2025
Tci Wealth Advisors, Inc. Shares Held: 2.46M ($137M)
Q1 2025
Vista Wealth Management Group, LLC Shares Held: 788K ($43.9M)
Q1 2025
Webster Bank, N. A. Shares Held: 90.2K ($5.02M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 8.62K ($480K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 389K ($21.7M)
Q1 2025
Great Waters Wealth Management Shares Held: 854K ($47.5M)
Q1 2025
Foster Group, Inc. Shares Held: 403K ($22.4M)
Q1 2025
Gemmer Asset Management LLC Shares Held: 123K ($6.83M)

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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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