Institutional shares held 837 Million
36.6K calls
7.1K puts
Total value of holdings $32.2B
$1.41M calls
$273K puts
# of Institutions 1,142


Latest Institutional Activity in DFAC

Top Purchases

Q3 2025
Apella Capital, LLC Shares Held: 13.5M ($520M)
Q3 2025
Rockwood Wealth Management, LLC Shares Held: 11M ($424M)
Q3 2025
Baker Tilly Wealth Management, LLC Shares Held: 361K ($13.9M)
Q3 2025
Parkwoods Wealth Partners, LLC Shares Held: 525K ($20.2M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 606K ($23.3M)

Top Sells

Q3 2025
Warburton Capital Management, LLC Shares Held: 2.04M ($78.3M)
Q3 2025
Plancorp, LLC Shares Held: 10.6M ($408M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.84M ($70.9M)
Q3 2025
Mc Lean Asset Management Corp Shares Held: 318K ($12.2M)
Q3 2025
Bannerman Wealth Management Group, LLC Shares Held: 1.12M ($43M)

About DFAC

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