Institutional shares held 278 Million
0 calls
0 puts
Total value of holdings $10.3B
$0 calls
$0 puts
# of Institutions 711


Latest Institutional Activity in DFAI

Top Purchases

Q3 2025
Srs Capital Advisors, Inc. Shares Held: 5.9M ($219M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 2.53M ($93.8M)
Q3 2025
Berman Mc Aleer LLC Shares Held: 1.73M ($64.1M)
Q3 2025
One Capital Management, LLC Shares Held: 2.62M ($97M)
Q3 2025
Root Financial Partners, LLC Shares Held: 3.78M ($140M)

Top Sells

Q3 2025
Ci Private Wealth, LLC Shares Held: 912K ($33.8M)
Q3 2025
South State Corp Shares Held: 507K ($18.8M)
Q3 2025
Citadel Advisors LLC Shares Held: 777K ($28.8M)
Q3 2025
Raymond James Financial Inc Shares Held: 732K ($27.2M)
Q3 2025
Integrated Wealth Concepts LLC Shares Held: 65.2K ($2.42M)

About DFAI

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