Institutional shares held 144 Million
400 calls
0 puts
Total value of holdings $4.35B
$12K calls
$0 puts
# of Institutions 498


Latest Institutional Activity in DFAI

Top Purchases

Q2 2024
Silver Lake Advisory, LLC Shares Held: 1.56M ($47.2M)
Q2 2024
Pure Financial Advisors, LLC Shares Held: 2.29M ($69.3M)
Q2 2024
Financial Management Professionals, Inc. Shares Held: 1.31M ($39.5M)
Q2 2024
Apollon Wealth Management, LLC Shares Held: 967K ($29.2M)
Q2 2024
Private Capital Management LLC Shares Held: 1.56M ($47.2M)

Top Sells

Q2 2024
Continuum Wealth Advisors, LLC Shares Held: 10.7K ($323K)
Q2 2024
1900 Wealth Management LLC Shares Held: 301K ($9.1M)
Q2 2024
First National Corp Shares Held: 289K ($8.72M)
Q2 2024
Saxony Capital Management, LLC Shares Held: 62.5K ($1.89M)
Q2 2024
E Rn Financial, LLC Shares Held: 145K ($4.4M)

About DFAI

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