Institutional shares held 126 Million
0 calls
100 puts
Total value of holdings $7.82B
$0 calls
$6K puts
# of Institutions 820


Latest Institutional Activity in DFAS

Top Purchases

Q1 2025
Creative Planning Shares Held: 16.8M ($1.04B)
Q1 2025
Northern Trust Corp Shares Held: 7.97M ($495M)
Q1 2025
Financial Consulate, Inc Shares Held: 355K ($22M)
Q1 2025
Brown Advisory Inc Shares Held: 928K ($57.6M)
Q1 2025
Root Financial Partners, LLC Shares Held: 259K ($16.1M)

Top Sells

Q1 2025
Elser Financial Planning, Inc Shares Held: 19.5K ($1.21M)
Q1 2025
Index Fund Advisors, Inc. Shares Held: 5.85M ($363M)
Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 449K ($27.9M)
Q1 2025
Invst, LLC Shares Held: 108K ($6.72M)
Q1 2025
Curio Wealth, LLC Shares Held: 351 ($21.8K)

About DFAS

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