Institutional shares held 170 Million
0 calls
0 puts
Total value of holdings $9.65B
$0 calls
$0 puts
# of Institutions 808


Latest Institutional Activity in DFAT

Top Purchases

Q4 2025
Trust CO Of The South Shares Held: 1.82M ($104M)
Q4 2025
Park Avenue Securities LLC Shares Held: 229K ($13.1M)
Q4 2025
Helen Stephens Group, LLC Shares Held: 525K ($29.9M)
Q4 2025
Goal Vest Advisory LLC Shares Held: 4.05K ($231K)
Q4 2025
Jdh Wealth Management, LLC Shares Held: 226K ($12.9M)

Top Sells

Q4 2025
Garrett Investment Advisors LLC Shares Held: 4.97K ($283K)
Q3 2025
Ci Private Wealth, LLC Shares Held: 883K ($50.3M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 518K ($29.5M)
Q3 2025
Rw Investment Management LLC Shares Held: 799K ($45.5M)
Q3 2025
Buckingham Strategic Partners Shares Held: 4.38M ($249M)

About DFAT

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