Institutional shares held 150 Million
0 calls
0 puts
Total value of holdings $6.88B
$0 calls
$0 puts
# of Institutions 549


Latest Institutional Activity in DFAU

Top Purchases

Q4 2025
Cva Family Office, LLC Shares Held: 650K ($29.9M)
Q4 2025
My Personal Cfo, LLC Shares Held: 162K ($7.42M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.19M ($101M)
Q4 2025
Pioneer Wealth Management Group Shares Held: 1.48M ($68M)
Q4 2025
Park Avenue Securities LLC Shares Held: 250K ($11.5M)

Top Sells

Q4 2025
Aquire Wealth Advisors, LLC Shares Held: 3.32M ($152M)
Q4 2025
Essential Planning, Llc. Shares Held: 1.17M ($53.6M)
Q4 2025
Aegis Wealth Management LLC Shares Held: 138K ($6.33M)
Q4 2025
Claris Advisors, LLC Shares Held: 434K ($20M)
Q4 2025
Firethorn Wealth Partners, LLC Shares Held: 222K ($10.2M)

About DFAU

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