Institutional shares held 741 Million
76K calls
0 puts
Total value of holdings $25.5B
$2.62M calls
$0 puts
# of Institutions 921


Latest Institutional Activity in DFAC

Top Purchases

Q3 2024
Wealthspire Advisors, LLC Shares Held: 7.9M ($272M)
Q3 2024
Wealthstream Advisors, Inc. Shares Held: 4.52M ($156M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 56.6M ($1.95B)
Q3 2024
Mercer Global Advisors Inc Shares Held: 50.1M ($1.73B)
Q3 2024
Von Borstel & Associates, Inc. Shares Held: 1.59M ($54.7M)

Top Sells

Q3 2024
Mc Glone Suttner Wealth Management, Inc. Shares Held: 2.77M ($95.4M)
Q3 2024
Liberty Wealth Management LLC Shares Held: 912K ($31.4M)
Q3 2024
Summit Wealth Group, LLC Shares Held: 535K ($18.4M)
Q3 2024
Diversify Wealth Management, LLC Shares Held: 509K ($17.5M)
Q3 2024
Simplicity Wealth,Llc Shares Held: 526K ($18.1M)

About DFAC

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