Institutional shares held 186 Million
0 calls
0 puts
Total value of holdings $6.05B
$0 calls
$0 puts
# of Institutions 634


Latest Institutional Activity in DFAE

Top Purchases

Q4 2025
Everhart Financial Group, Inc. Shares Held: 489K ($15.9M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 549K ($17.9M)
Q4 2025
Park Avenue Securities LLC Shares Held: 900K ($29.3M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.26M ($40.8M)
Q4 2025
Friday Financial Shares Held: 16K ($519K)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 423K ($13.8M)
Q4 2025
Efficient Advisors, LLC Shares Held: 412K ($13.4M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 34.7K ($1.13M)
Q4 2025
Aquire Wealth Advisors, LLC Shares Held: 1.08M ($35.2M)
Q4 2025
Breakwater Capital Group Shares Held: 91.3K ($2.97M)

About DFAE

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