Institutional shares held 126 Million
0 calls
100 puts
Total value of holdings $8.32B
$0 calls
$6K puts
# of Institutions 826


Latest Institutional Activity in DFAS

Top Purchases

Q2 2025
Elser Financial Planning, Inc Shares Held: 620K ($40.8M)
Q2 2025
Maseco LLP Shares Held: 321K ($21.1M)
Q2 2025
Tassel Capital Management, Inc. Shares Held: 240K ($15.8M)
Q2 2025
Abacus Planning Group, Inc. Shares Held: 90.7K ($5.97M)
Q2 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 954K ($62.8M)

Top Sells

Q2 2025
Divergent Planning, LLC Shares Held: 37K ($2.44M)
Q2 2025
Tci Wealth Advisors, Inc. Shares Held: 2.37M ($156M)
Q2 2025
Cx Institutional Shares Held: 19.3K ($1.27M)
Q2 2025
Plancorp, LLC Shares Held: 1.37M ($90M)
Q2 2025
Meriwether Wealth & Planning, LLC Shares Held: 76.9K ($5.06M)

About DFAS

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