Institutional shares held 29.7 Million
0 calls
0 puts
Total value of holdings $645M
$0 calls
$0 puts
# of Institutions 197


Latest Institutional Activity in DFAR

Top Purchases

Q1 2024
Vista Wealth Management Group, LLC Shares Held: 1.99M ($43.3M)
Q1 2024
Exencial Wealth Advisors, LLC Shares Held: 426K ($9.26M)
Q1 2024
High Tower Advisors, LLC Shares Held: 1.81M ($39.3M)
Q1 2024
Great Oak Capital Partners, LLC Shares Held: 517K ($11.2M)
Q1 2024
Helen Stephens Group, LLC Shares Held: 265K ($5.76M)

Top Sells

Q1 2024
Ae Wealth Management LLC Shares Held: 115K ($2.5M)
Q1 2024
Arista Wealth Management, LLC Shares Held: 65.3K ($1.42M)
Q1 2024
Annapolis Financial Services, LLC Shares Held: 18.2K ($396K)
Q1 2024
Savant Capital, LLC Shares Held: 232K ($5.05M)
Q1 2024
Mercer Global Advisors Inc Shares Held: 237K ($5.16M)

About DFAR

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