Institutional shares held 30.2 Million
0 calls
0 puts
Total value of holdings $706M
$0 calls
$0 puts
# of Institutions 196


Latest Institutional Activity in DFAR

Top Purchases

Q2 2024
Aprio Wealth Management, LLC Shares Held: 160K ($3.75M)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 352K ($8.24M)
Q2 2024
Helen Stephens Group, LLC Shares Held: 330K ($7.74M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 69.5K ($1.63M)
Q2 2024
Sequoia Financial Advisors, LLC Shares Held: 311K ($7.29M)

Top Sells

Q2 2024
Sax Wealth Advisors, LLC Shares Held: 114K ($2.68M)
Q2 2024
Crestmont Private Wealth LLC Shares Held: 351K ($8.23M)
Q2 2024
U.S. Capital Wealth Advisors, LLC Shares Held: 19.6K ($459K)
Q2 2024
Carlson Capital Management Shares Held: 187K ($4.39M)
Q2 2024
Melfa Wealth Management, LLC Shares Held: 18K ($422K)

About DFAR

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