Institutional shares held 175 Million
0 calls
0 puts
Total value of holdings $5.58B
$0 calls
$0 puts
# of Institutions 606


Latest Institutional Activity in DFAE

Top Purchases

Q3 2025
Foster Group, Inc. Shares Held: 4.02M ($128M)
Q3 2025
Tci Wealth Advisors, Inc. Shares Held: 1.72M ($54.8M)
Q3 2025
Eclectic Associates Inc Shares Held: 322K ($10.3M)
Q3 2025
Baker Tilly Wealth Management, LLC Shares Held: 118K ($3.78M)
Q3 2025
Parkwoods Wealth Partners, LLC Shares Held: 191K ($6.09M)

Top Sells

Q3 2025
Security Financial Services, Inc. Shares Held: 394K ($12.6M)
Q3 2025
West Financial Advisors, LLC Shares Held: 922K ($29.4M)
Q3 2025
Great Waters Wealth Management Shares Held: 329K ($10.5M)
Q3 2025
Vestment Financial LLC Shares Held: 26.6K ($846K)
Q3 2025
Market Street Wealth Management Advisors LLC Shares Held: 800K ($25.5M)

About DFAE

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