Institutional shares held 157 Million
0 calls
0 puts
Total value of holdings $9B
$0 calls
$0 puts
# of Institutions 675


Latest Institutional Activity in DFAT

Top Purchases

Q4 2024
Pure Financial Advisors, LLC Shares Held: 4.02M ($230M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 318K ($18.2M)
Q4 2024
Capstone Wealth Management, LLC Shares Held: 208K ($12M)
Q4 2024
Abacus Wealth Partners, LLC Shares Held: 1.32M ($75.8M)
Q4 2024
Great Waters Wealth Management Shares Held: 700K ($40.1M)

Top Sells

Q4 2024
Apella Capital, LLC Shares Held: 1.68M ($96.2M)
Q4 2024
Trust CO Of The South Shares Held: 1.81M ($104M)
Q4 2024
Sax Wealth Advisors, LLC Shares Held: 878K ($50.4M)
Q4 2024
Meritas Wealth Management, LLC Shares Held: 445K ($25.5M)
Q4 2024
Quantum Financial Advisors, LLC Shares Held: 297K ($17.1M)

About DFAT

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