Institutional shares held 43.3 Million
27.2K calls
10K puts
Total value of holdings $1.03B
$643K calls
$236K puts
# of Institutions 262


Latest Institutional Activity in DFAR

Top Purchases

Q2 2025
Apella Capital, LLC Shares Held: 131K ($3.1M)
Q2 2025
Hurlow Wealth Management Group, Inc. Shares Held: 20.5K ($485K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 109K ($2.58M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 396K ($9.37M)
Q2 2025
Strathmore Capital Advisors, Inc. Shares Held: 114K ($2.69M)

Top Sells

Q2 2025
Helen Stephens Group, LLC Shares Held: 337K ($7.96M)
Q1 2025
Essential Planning, Llc. Shares Held: 8.73K ($207K)
Q1 2025
Savant Capital, LLC Shares Held: 710K ($16.8M)
Q1 2025
Curio Wealth, LLC Shares Held: 464 ($11K)
Q1 2025
Forvis Wealth Advisors, LLC Shares Held: 175K ($4.13M)

About DFAR

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