Institutional shares held 190 Million
7.8K calls
0 puts
Total value of holdings $5.81B
$238K calls
$0 puts
# of Institutions 562


Latest Institutional Activity in DFAI

Top Purchases

Q4 2024
Life Planning Partners, Inc Shares Held: 1.25M ($38.2M)
Q4 2024
Raymond James Financial Inc Shares Held: 1.17M ($35.9M)
Q4 2024
Root Financial Partners, LLC Shares Held: 3.12M ($95.5M)
Q4 2024
Bridgewater Advisors Inc. Shares Held: 627K ($19.2M)
Q4 2024
Allodium Investment Consultants, LLC Shares Held: 421K ($12.9M)

Top Sells

Q4 2024
Sterling Financial Group, Inc. Shares Held: 102K ($3.13M)
Q4 2024
Pb Mares Wealth Management LLC Shares Held: 713K ($21.8M)
Q4 2024
Monument Group Wealth Advisors, LLC Shares Held: 718K ($22M)
Q4 2024
Bcu Wealth Advisors, LLC Shares Held: 13.7K ($420K)
Q4 2024
Mendota Financial Group, LLC Shares Held: 430K ($13.2M)

About DFAI

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