Institutional shares held 46.1 Million
9.6K calls
0 puts
Total value of holdings $1.07B
$223K calls
$0 puts
# of Institutions 278


Latest Institutional Activity in DFAR

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 653K ($15.2M)
Q3 2025
Root Financial Partners, LLC Shares Held: 1.58M ($36.8M)
Q3 2025
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 2.2M ($51.2M)
Q3 2025
Lri Investments, LLC Shares Held: 261K ($6.07M)
Q3 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 1.27M ($29.6M)

Top Sells

Q3 2025
Forvis Wealth Advisors, LLC Shares Held: 84.4K ($1.96M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 151K ($3.53M)
Q3 2025
Brown Financial Advisory Shares Held: 146K ($3.39M)
Q3 2025
Wealth Advisors Northwest LLC Shares Held: 14.4K ($335K)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 27.9K ($650K)

About DFAR

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