Institutional shares held 168 Million
500 calls
0 puts
Total value of holdings $8.78B
$26K calls
$0 puts
# of Institutions 749


Latest Institutional Activity in DFAT

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 1.24M ($64.7M)
Q4 2024
Buckingham Strategic Partners Shares Held: 4.82M ($251M)
Q4 2024
Elser Financial Planning, Inc Shares Held: 706K ($36.7M)
Q4 2024
Tumwater Wealth Management, LLC Shares Held: 552K ($28.7M)
Q4 2024
Pure Financial Advisors, LLC Shares Held: 4.02M ($209M)

Top Sells

Q4 2024
Mercer Global Advisors Inc Shares Held: 1.51M ($78.3M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 4.04K ($210K)
Q4 2024
Index Fund Advisors, Inc. Shares Held: 7.2M ($374M)
Q4 2024
Compass Advisory Group LLC Shares Held: 18.2K ($946K)
Q4 2024
Rw Investment Management LLC Shares Held: 1.73M ($89.7M)

About DFAT

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