Institutional shares held 797 Million
40K calls
0 puts
Total value of holdings $28B
$1.41M calls
$0 puts
# of Institutions 1,054


Latest Institutional Activity in DFAC

Top Purchases

Q4 2024
Essential Planning, Llc. Shares Held: 3.94M ($139M)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 3.94M ($139M)
Q4 2024
Raymond James Financial Inc Shares Held: 3.53M ($124M)
Q4 2024
United Wealth Management, LLC Shares Held: 3.14M ($111M)
Q4 2024
Buckingham Strategic Partners Shares Held: 16.1M ($566M)

Top Sells

Q4 2024
Mercer Global Advisors Inc Shares Held: 46.5M ($1.64B)
Q4 2024
Ubs Group Ag Shares Held: 1.59M ($55.8M)
Q4 2024
Sowell Financial Services LLC Shares Held: 160K ($5.63M)
Q4 2024
Savant Capital, LLC Shares Held: 8.82M ($310M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 781K ($27.5M)

About DFAC

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