Institutional shares held 818 Million
46.6K calls
600 puts
Total value of holdings $29.9B
$1.7M calls
$21K puts
# of Institutions 1,108


Latest Institutional Activity in DFAC

Top Purchases

Q2 2025
Maseco LLP Shares Held: 1.19M ($43.3M)
Q2 2025
Apella Capital, LLC Shares Held: 12.8M ($467M)
Q2 2025
Hb Wealth Management, LLC Shares Held: 1.85M ($67.6M)
Q2 2025
Financial Harvest, LLC Shares Held: 593K ($21.7M)
Q2 2025
Rockwood Wealth Management, LLC Shares Held: 10.7M ($389M)

Top Sells

Q2 2025
Hippocratic Financial Advisors, LLC Shares Held: 281K ($10.3M)
Q2 2025
Heritage Financial Services, LLC Shares Held: 4.67M ($171M)
Q2 2025
Wolfstich Capital, LLC Shares Held: 402K ($14.7M)
Q2 2025
Claris Advisors, LLC Shares Held: 1.67M ($61M)
Q2 2025
Sjs Investment Consulting Inc. Shares Held: 8.92M ($326M)

About DFAC

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