Institutional shares held 743 Million
76K calls
0 puts
Total value of holdings $26.4B
$2.7M calls
$0 puts
# of Institutions 928


Latest Institutional Activity in DFAC

Top Purchases

Q4 2024
Apella Capital, LLC Shares Held: 10.6M ($376M)
Q4 2024
Strathmore Capital Advisors, Inc. Shares Held: 820K ($29.1M)
Q4 2024
Capstone Wealth Management, LLC Shares Held: 425K ($15.1M)
Q4 2024
Zhang Financial LLC Shares Held: 2.83M ($101M)
Q4 2024
Park Avenue Securities LLC Shares Held: 2.55M ($90.5M)

Top Sells

Q4 2024
Helen Stephens Group, LLC Shares Held: 781K ($27.7M)
Q4 2024
Monument Group Wealth Advisors, LLC Shares Held: 1.87M ($66.2M)
Q4 2024
Cva Family Office, LLC Shares Held: 452K ($16M)
Q4 2024
Pure Financial Advisors, LLC Shares Held: 4.51M ($160M)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 2.05M ($72.6M)

About DFAC

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