Institutional shares held 740 Million
76K calls
0 puts
Total value of holdings $26.2B
$2.69M calls
$0 puts
# of Institutions 917


Latest Institutional Activity in DFAC

Top Purchases

Q3 2024
Wealthspire Advisors, LLC Shares Held: 7.9M ($280M)
Q3 2024
Wealthstream Advisors, Inc. Shares Held: 4.52M ($160M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 56.6M ($2B)
Q3 2024
Mercer Global Advisors Inc Shares Held: 50.1M ($1.77B)
Q3 2024
Von Borstel & Associates, Inc. Shares Held: 1.59M ($56.2M)

Top Sells

Q3 2024
Mc Glone Suttner Wealth Management, Inc. Shares Held: 2.77M ($98M)
Q3 2024
Liberty Wealth Management LLC Shares Held: 912K ($32.3M)
Q3 2024
Summit Wealth Group, LLC Shares Held: 535K ($18.9M)
Q3 2024
Diversify Wealth Management, LLC Shares Held: 509K ($18M)
Q3 2024
Simplicity Wealth,Llc Shares Held: 526K ($18.6M)

About DFAC

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