Institutional shares held 236 Million
500 calls
0 puts
Total value of holdings $8.18B
$17K calls
$0 puts
# of Institutions 649


Latest Institutional Activity in DFAI

Top Purchases

Q2 2025
Pallas Capital Advisors LLC Shares Held: 798K ($27.7M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.71M ($59.4M)
Q2 2025
Trinity Financial Advisors LLC Shares Held: 92.1K ($3.2M)
Q2 2025
Fermata Advisors, LLC Shares Held: 312K ($10.8M)
Q2 2025
Helen Stephens Group, LLC Shares Held: 227K ($7.89M)

Top Sells

Q2 2025
First National Corp Shares Held: 257K ($8.92M)
Q2 2025
Archer Investment Management, LLC Shares Held: 17.3K ($600K)
Q2 2025
Baker Ellis Asset Management LLC Shares Held: 11K ($382K)
Q2 2025
Hurlow Wealth Management Group, Inc. Shares Held: 222K ($7.69M)
Q2 2025
Shira Ridge Wealth Management Shares Held: 266K ($9.23M)

About DFAI

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