Institutional shares held 125 Million
0 calls
177K puts
Total value of holdings $3.61B
$0 calls
$5.13M puts
# of Institutions 468

Latest Institutional Activity in DFAI

Top Purchases

Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.33M ($38.4M)
Q1 2024
Private Ocean, LLC Shares Held: 1.5M ($43.5M)
Q1 2024
Pure Financial Advisors, LLC Shares Held: 807K ($23.4M)
Q1 2024
Moisand Fitzgerald Tamayo, LLC Shares Held: 3.33M ($96.5M)
Q1 2024
Pioneer Wealth Management Group Shares Held: 805K ($23.3M)

Top Sells

Q1 2024
Annapolis Financial Services, LLC Shares Held: 61K ($1.77M)
Q1 2024
Advisor Net Financial, Inc Shares Held: 120K ($3.47M)
Q1 2024
Helen Stephens Group, LLC Shares Held: 231K ($6.68M)
Q1 2024
Apella Capital, LLC Shares Held: 200K ($5.78M)
Q1 2024
Cva Family Office, LLC Shares Held: 226K ($6.53M)

About DFAI

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