Institutional shares held 805 Million
40K calls
0 puts
Total value of holdings $24.9B
$1.24M calls
$0 puts
# of Institutions 1,064


Latest Institutional Activity in DFAC

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 11.8M ($371M)
Q1 2025
Leonard Rickey Investment Advisors P.L.L.C. Shares Held: 932K ($29.3M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 1.39M ($43.6M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 551K ($17.3M)
Q1 2025
Rockwood Wealth Management, LLC Shares Held: 10.2M ($319M)

Top Sells

Q1 2025
Greenspring Advisors, LLC Shares Held: 6.69M ($210M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.56M ($143M)
Q1 2025
Pure Financial Advisors, LLC Shares Held: 4.34M ($136M)
Q1 2025
Evanson Asset Management, LLC Shares Held: 3.89M ($122M)
Q1 2025
Rfg Advisory, LLC Shares Held: 235K ($7.37M)

About DFAC

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