Institutional shares held 108 Million
0 calls
0 puts
Total value of holdings $4.41B
$0 calls
$0 puts
# of Institutions 413


Latest Institutional Activity in DFAU

Top Purchases

Q4 2024
Quantum Financial Advisors, LLC Shares Held: 724K ($30M)
Q4 2024
Hb Wealth Management, LLC Shares Held: 1.49M ($61.5M)
Q4 2024
Advisor Net Financial, Inc Shares Held: 483K ($20M)
Q4 2024
Krilogy Financial LLC Shares Held: 1.46M ($60.3M)
Q4 2024
Cva Family Office, LLC Shares Held: 379K ($15.7M)

Top Sells

Q4 2024
Sterling Financial Group, Inc. Shares Held: 97.8K ($4.05M)
Q4 2024
Diversify Wealth Management, LLC Shares Held: 1.2M ($49.9M)
Q4 2024
Sax Wealth Advisors, LLC Shares Held: 363K ($15M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 95.3K ($3.95M)
Q4 2024
Morton Capital Management Llc/Ca Shares Held: 155K ($6.4M)

About DFAU

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