Institutional shares held 801 Million
40K calls
0 puts
Total value of holdings $26.3B
$1.31M calls
$0 puts
# of Institutions 1,065


Latest Institutional Activity in DFAC

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 11.8M ($387M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 620K ($20.3M)
Q1 2025
Mc Lean Asset Management Corp Shares Held: 360K ($11.8M)
Q1 2025
Merit Financial Group, LLC Shares Held: 532K ($17.4M)
Q1 2025
Life Guide Financial Advisors, LLC Shares Held: 609K ($20M)

Top Sells

Q1 2025
Rfg Advisory, LLC Shares Held: 235K ($7.7M)
Q1 2025
Websterrogers Financial Advisors, LLC Shares Held: 248K ($8.13M)
Q1 2025
Shearwater Capital LLC Shares Held: 1.65M ($54.3M)
Q1 2025
Conrad Siegel Investment Advisors, Inc. Shares Held: 3.02M ($99M)
Q1 2025
Winthrop Advisory Group LLC Shares Held: 330K ($10.8M)

About DFAC

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