Institutional shares held 168 Million
0 calls
0 puts
Total value of holdings $9.27B
$0 calls
$0 puts
# of Institutions 771


Latest Institutional Activity in DFAT

Top Purchases

Q2 2025
Helen Stephens Group, LLC Shares Held: 492K ($27.2M)
Q1 2025
Ep Wealth Advisors, LLC Shares Held: 3.02M ($167M)
Q1 2025
Aspen Capital Management, LLC Shares Held: 302K ($16.7M)
Q1 2025
Pure Financial Advisors, LLC Shares Held: 4.27M ($236M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 1.74M ($96.2M)

Top Sells

Q1 2025
Index Fund Advisors, Inc. Shares Held: 6.31M ($349M)
Q1 2025
Mbb Public Markets I LLC Shares Held: 132K ($7.31M)
Q1 2025
Hill Investment Group Partners, LLC Shares Held: 76.3K ($4.22M)
Q1 2025
Liberty Wealth Management LLC Shares Held: 140K ($7.74M)
Q1 2025
Lakeshore Financial Planning, Inc. Shares Held: 129K ($7.14M)

About DFAT

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