Institutional shares held 134 Million
0 calls
100 puts
Total value of holdings $9.01B
$0 calls
$6K puts
# of Institutions 842


Latest Institutional Activity in DFAS

Top Purchases

Q2 2025
Creative Planning Shares Held: 20.2M ($1.36B)
Q2 2025
Midwest Trust CO Shares Held: 1.87M ($126M)
Q2 2025
Sageworth Trust CO Shares Held: 964K ($64.9M)
Q2 2025
Washington Trust Bank Shares Held: 788K ($53M)
Q2 2025
Maseco LLP Shares Held: 321K ($21.6M)

Top Sells

Q2 2025
Great Valley Advisor Group, Inc. Shares Held: 18.3K ($1.23M)
Q2 2025
Elser Financial Planning, Inc Shares Held: 19.5K ($1.31M)
Q2 2025
Northern Trust Corp Shares Held: 7.85M ($528M)
Q2 2025
Lpl Financial LLC Shares Held: 906K ($61M)
Q2 2025
Tci Wealth Advisors, Inc. Shares Held: 2.37M ($160M)

About DFAS

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