Institutional shares held 133 Million
30.6K calls
700 puts
Total value of holdings $5.46B
$1.25M calls
$28K puts
# of Institutions 503


Latest Institutional Activity in DFAU

Top Purchases

Q1 2025
Hemington Wealth Management Shares Held: 2.23M ($91.3M)
Q1 2025
Rvw Wealth, LLC Shares Held: 2.77M ($113M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 5.63M ($230M)
Q1 2025
Advisory Alpha, LLC Shares Held: 709K ($29M)
Q1 2025
Kure Advisory, LLC Shares Held: 511K ($20.9M)

Top Sells

Q1 2025
Essential Planning, Llc. Shares Held: 1.25M ($51.2M)
Q1 2025
Liberty Wealth Management LLC Shares Held: 814K ($33.3M)
Q1 2025
Curio Wealth, LLC Shares Held: 421 ($17.2K)
Q1 2025
Forvis Wealth Advisors, LLC Shares Held: 504K ($20.6M)
Q1 2025
Ci Private Wealth, LLC Shares Held: 1.08M ($44.1M)

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