Institutional shares held 805 Million
40K calls
0 puts
Total value of holdings $25.3B
$1.26M calls
$0 puts
# of Institutions 1,066


Latest Institutional Activity in DFAC

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 11.8M ($379M)
Q1 2025
Leonard Rickey Investment Advisors P.L.L.C. Shares Held: 932K ($29.9M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 1.39M ($44.6M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 551K ($17.7M)
Q1 2025
Rockwood Wealth Management, LLC Shares Held: 10.2M ($326M)

Top Sells

Q1 2025
Greenspring Advisors, LLC Shares Held: 6.69M ($215M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.56M ($146M)
Q1 2025
Pure Financial Advisors, LLC Shares Held: 4.34M ($139M)
Q1 2025
Evanson Asset Management, LLC Shares Held: 3.89M ($125M)
Q1 2025
Rfg Advisory, LLC Shares Held: 235K ($7.54M)

About DFAC

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