Institutional shares held 235 Million
500 calls
0 puts
Total value of holdings $7.6B
$16K calls
$0 puts
# of Institutions 644


Latest Institutional Activity in DFAI

Top Purchases

Q1 2025
Prudential Financial Inc Shares Held: 18.8M ($607M)
Q1 2025
High Tower Advisors, LLC Shares Held: 2.23M ($72.3M)
Q1 2025
South State Corp Shares Held: 1.55M ($50M)
Q1 2025
Wiley Bros. Aintree Capital, LLC Shares Held: 5.65M ($183M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 7.43M ($241M)

Top Sells

Q1 2025
Essential Planning, Llc. Shares Held: 526K ($17M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 782K ($25.3M)
Q1 2025
Liberty Wealth Management LLC Shares Held: 345K ($11.2M)
Q1 2025
Ci Private Wealth, LLC Shares Held: 3.81M ($123M)
Q1 2025
Geo Wealth Management, LLC Shares Held: 229K ($7.4M)

About DFAI

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