Institutional shares held 235 Million
500 calls
0 puts
Total value of holdings $8.13B
$17K calls
$0 puts
# of Institutions 647


Latest Institutional Activity in DFAI

Top Purchases

Q2 2025
Trinity Financial Advisors LLC Shares Held: 92.1K ($3.2M)
Q2 2025
Helen Stephens Group, LLC Shares Held: 227K ($7.89M)
Q2 2025
Fiduciary Financial Group, LLC Shares Held: 643K ($22.3M)
Q2 2025
Stonehearth Capital Management, LLC Shares Held: 701K ($24.3M)
Q2 2025
First National Bank Sioux Falls Shares Held: 81.3K ($2.82M)

Top Sells

Q2 2025
Lam Group, Inc. Shares Held: 40.1K ($1.39M)
Q2 2025
Collective Family Office LLC Shares Held: 20.8K ($723K)
Q1 2025
Essential Planning, Llc. Shares Held: 526K ($18.3M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 782K ($27.1M)
Q1 2025
Liberty Wealth Management LLC Shares Held: 345K ($12M)

About DFAI

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