Institutional shares held 264 Million
0 calls
0 puts
Total value of holdings $9.67B
$0 calls
$0 puts
# of Institutions 700


Latest Institutional Activity in DFAI

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 2.53M ($92.6M)
Q3 2025
Berman Mc Aleer LLC Shares Held: 1.73M ($63.3M)
Q3 2025
Root Financial Partners, LLC Shares Held: 3.78M ($138M)
Q3 2025
Joseph Group Capital Management Shares Held: 786K ($28.8M)
Q3 2025
Everhart Financial Group, Inc. Shares Held: 625K ($22.9M)

Top Sells

Q3 2025
Lvz, Inc. Shares Held: 1.86M ($68.3M)
Q3 2025
My Personal Cfo, LLC Shares Held: 17.5K ($643K)
Q3 2025
Plan Group Financial, LLC Shares Held: 169K ($6.21M)
Q3 2025
Great Point Wealth Advisors, LLC Shares Held: 1.26M ($46.3M)
Q3 2025
Awm Capital, LLC Shares Held: 589K ($21.6M)

About DFAI

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