Institutional shares held 168 Million
500 calls
0 puts
Total value of holdings $9.25B
$27K calls
$0 puts
# of Institutions 748


Latest Institutional Activity in DFAT

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 1.24M ($68.7M)
Q4 2024
Buckingham Strategic Partners Shares Held: 4.82M ($266M)
Q4 2024
Elser Financial Planning, Inc Shares Held: 706K ($39M)
Q4 2024
Tumwater Wealth Management, LLC Shares Held: 552K ($30.5M)
Q4 2024
Pure Financial Advisors, LLC Shares Held: 4.02M ($222M)

Top Sells

Q4 2024
Mercer Global Advisors Inc Shares Held: 1.51M ($83.2M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 4.04K ($223K)
Q4 2024
Index Fund Advisors, Inc. Shares Held: 7.2M ($397M)
Q4 2024
Compass Advisory Group LLC Shares Held: 18.2K ($1M)
Q4 2024
Rw Investment Management LLC Shares Held: 1.73M ($95.3M)

About DFAT

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