Institutional shares held 231 Million
3.7K calls
0 puts
Total value of holdings $7.2B
$115K calls
$0 puts
# of Institutions 614


Latest Institutional Activity in DFAI

Top Purchases

Q1 2025
Pioneer Wealth Management Group Shares Held: 1.11M ($34.4M)
Q1 2025
Merit Financial Group, LLC Shares Held: 162K ($5.03M)
Q1 2025
Everhart Financial Group, Inc. Shares Held: 155K ($4.81M)
Q1 2025
Financial Management Professionals, Inc. Shares Held: 1.63M ($50.8M)
Q1 2025
Brighton Jones LLC Shares Held: 1.19M ($37.1M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 22.6K ($702K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.56M ($48.6M)
Q1 2025
Cx Institutional Shares Held: 96.6K ($3.01M)
Q1 2025
1900 Wealth Management LLC Shares Held: 209K ($6.51M)
Q1 2025
Mission Wealth Management, LP Shares Held: 900K ($28M)

About DFAI

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