Institutional shares held 172 Million
0 calls
0 puts
Total value of holdings $9.71B
$0 calls
$0 puts
# of Institutions 802


Latest Institutional Activity in DFAT

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 1.3M ($73.3M)
Q3 2025
Forum Financial Management, LP Shares Held: 9.75M ($552M)
Q3 2025
Pure Financial Advisors, LLC Shares Held: 4.96M ($281M)
Q3 2025
Index Fund Advisors, Inc. Shares Held: 6.52M ($369M)
Q3 2025
Baker Tilly Wealth Management, LLC Shares Held: 350K ($19.8M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 518K ($29.4M)
Q3 2025
Rise Advisors, LLC Shares Held: 493 ($27.9K)
Q3 2025
Bridge Generations Wealth Management LLC Shares Held: 294K ($16.6M)
Q3 2025
Bwm Planning, LLC Shares Held: 125K ($7.08M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 56.9K ($3.22M)

About DFAT

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