Institutional shares held 140 Million
30.6K calls
700 puts
Total value of holdings $6.13B
$1.34M calls
$30K puts
# of Institutions 518


Latest Institutional Activity in DFAU

Top Purchases

Q2 2025
Abacus Planning Group, Inc. Shares Held: 2.71M ($119M)
Q2 2025
Elser Financial Planning, Inc Shares Held: 2.02M ($88.4M)
Q2 2025
Rvw Wealth, LLC Shares Held: 4.33M ($189M)
Q2 2025
Sequoia Financial Advisors, LLC Shares Held: 6.66M ($291M)
Q2 2025
Maseco LLP Shares Held: 757K ($33.1M)

Top Sells

Q2 2025
Ifp Advisors, Inc Shares Held: 105K ($4.58M)
Q2 2025
Hb Wealth Management, LLC Shares Held: 1.37M ($59.7M)
Q2 2025
Aquire Wealth Advisors, LLC Shares Held: 3.46M ($151M)
Q2 2025
Spinnaker Investment Group, LLC Shares Held: 2.11M ($92.4M)
Q2 2025
Strategic Investment Solutions, Inc. /Il Shares Held: 143K ($6.24M)

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