Institutional shares held 181 Million
7.8K calls
0 puts
Total value of holdings $5.34B
$230K calls
$0 puts
# of Institutions 538


Latest Institutional Activity in DFAI

Top Purchases

Q4 2024
Bridgewater Advisors Inc. Shares Held: 627K ($18.5M)
Q4 2024
Pure Financial Advisors, LLC Shares Held: 2.98M ($88.1M)
Q4 2024
Colorado Capital Management, Inc. Shares Held: 328K ($9.69M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 134K ($3.95M)
Q4 2024
Marquette Asset Management, LLC Shares Held: 2.14M ($63.3M)

Top Sells

Q4 2024
Sterling Financial Group, Inc. Shares Held: 102K ($3.02M)
Q4 2024
Monument Group Wealth Advisors, LLC Shares Held: 718K ($21.2M)
Q4 2024
Mendota Financial Group, LLC Shares Held: 430K ($12.7M)
Q4 2024
Market Street Wealth Management Advisors LLC Shares Held: 146K ($4.3M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 199K ($5.88M)

About DFAI

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