Institutional shares held 172 Million
0 calls
0 puts
Total value of holdings $9.9B
$0 calls
$0 puts
# of Institutions 795


Latest Institutional Activity in DFAT

Top Purchases

Q3 2025
Pure Financial Advisors, LLC Shares Held: 4.96M ($286M)
Q3 2025
Baker Tilly Wealth Management, LLC Shares Held: 350K ($20.1M)
Q3 2025
Prism Advisors, Inc. Shares Held: 298K ($17.2M)
Q3 2025
Parkwoods Wealth Partners, LLC Shares Held: 853K ($49.1M)
Q3 2025
Eclectic Associates Inc Shares Held: 201K ($11.6M)

Top Sells

Q3 2025
Rise Advisors, LLC Shares Held: 493 ($28.4K)
Q3 2025
Foster Group, Inc. Shares Held: 425K ($24.5M)
Q3 2025
Plancorp, LLC Shares Held: 1.48M ($85.3M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 788K ($45.4M)
Q3 2025
Financial Consulate, Inc Shares Held: 39K ($2.25M)

About DFAT

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