Institutional shares held 45.9 Million
0 calls
0 puts
Total value of holdings $1.07B
$0 calls
$0 puts
# of Institutions 278


Latest Institutional Activity in DFAR

Top Purchases

Q4 2025
Great Oak Capital Partners, LLC Shares Held: 1.01M ($23.6M)
Q4 2025
Helen Stephens Group, LLC Shares Held: 378K ($8.85M)
Q4 2025
Bannerman Wealth Management Group, LLC Shares Held: 147K ($3.44M)
Q4 2025
Garrett Investment Advisors LLC Shares Held: 60.4K ($1.42M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 131K ($3.06M)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 303K ($7.1M)
Q4 2025
Jdh Wealth Management, LLC Shares Held: 12K ($281K)
Q3 2025
Beaird Harris Wealth Management, LLC Shares Held: 1.08M ($25.3M)
Q3 2025
Aprio Wealth Management, LLC Shares Held: 143K ($3.36M)
Q3 2025
Buckingham Strategic Partners Shares Held: 138K ($3.22M)

About DFAR

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