Institutional shares held 145 Million
0 calls
0 puts
Total value of holdings $7.36B
$0 calls
$0 puts
# of Institutions 614

Latest Institutional Activity in DFAT

Top Purchases

Q1 2024
Conrad Siegel Investment Advisors, Inc. Shares Held: 425K ($21.3M)
Q1 2024
Pure Financial Advisors, LLC Shares Held: 2.06M ($103M)
Q1 2024
Great Oak Capital Partners, LLC Shares Held: 1.05M ($52.5M)
Q1 2024
Avondale Wealth Management Shares Held: 125K ($6.29M)
Q1 2024
Allen Capital Group, LLC Shares Held: 373K ($18.7M)

Top Sells

Q1 2024
Carlson Capital Management Shares Held: 91.6K ($4.6M)
Q1 2024
Annapolis Financial Services, LLC Shares Held: 310 ($15.6K)
Q1 2024
Advisor Net Financial, Inc Shares Held: 4.23K ($212K)
Q1 2024
Trust CO Of The South Shares Held: 1.86M ($93.6M)
Q1 2024
Abacus Wealth Partners, LLC Shares Held: 1.23M ($61.5M)

About DFAT

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