Institutional shares held 35.4 Million
0 calls
0 puts
Total value of holdings $888M
$0 calls
$0 puts
# of Institutions 218


Latest Institutional Activity in DFAR

Top Purchases

Q3 2024
Root Financial Partners, LLC Shares Held: 749K ($18.8M)
Q3 2024
Elios Financial Group Inc. Shares Held: 198K ($4.97M)
Q3 2024
Aprio Wealth Management, LLC Shares Held: 291K ($7.3M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 248K ($6.21M)
Q3 2024
Jackson Thornton Asset Management, LLC Shares Held: 232K ($5.8M)

Top Sells

Q3 2024
Forvis Wealth Advisors, LLC Shares Held: 380K ($9.51M)
Q3 2024
Savant Capital, LLC Shares Held: 1.26M ($31.6M)
Q3 2024
Carlson Capital Management Shares Held: 105K ($2.63M)
Q3 2024
New Edge Advisors, LLC Shares Held: 50.3K ($1.26M)
Q3 2024
Beaird Harris Wealth Management, LLC Shares Held: 1.63M ($40.8M)

About DFAR

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