Institutional shares held 231 Million
3.7K calls
0 puts
Total value of holdings $7.26B
$116K calls
$0 puts
# of Institutions 611


Latest Institutional Activity in DFAI

Top Purchases

Q1 2025
Pioneer Wealth Management Group Shares Held: 1.11M ($34.8M)
Q1 2025
Merit Financial Group, LLC Shares Held: 162K ($5.09M)
Q1 2025
Financial Management Professionals, Inc. Shares Held: 1.63M ($51.4M)
Q1 2025
Fermata Advisors, LLC Shares Held: 274K ($8.62M)
Q1 2025
Global Financial Private Client, LLC Shares Held: 33.6K ($1.06M)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 22.6K ($710K)
Q1 2025
Quantum Financial Advisors, LLC Shares Held: 567K ($17.8M)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 94.8K ($2.98M)
Q1 2025
Rfg Advisory, LLC Shares Held: 168K ($5.28M)
Q1 2025
Marquette Asset Management, LLC Shares Held: 2.14M ($67.2M)

About DFAI

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