Institutional shares held 127 Million
0 calls
100 puts
Total value of holdings $8.37B
$0 calls
$6K puts
# of Institutions 824


Latest Institutional Activity in DFAS

Top Purchases

Q2 2025
Sageworth Trust CO Shares Held: 964K ($63.4M)
Q2 2025
Maseco LLP Shares Held: 321K ($21.1M)
Q2 2025
Pure Financial Advisors, LLC Shares Held: 2.79M ($183M)
Q2 2025
Merit Financial Group, LLC Shares Held: 134K ($8.84M)
Q2 2025
Wealth Management Nebraska Shares Held: 657K ($43.2M)

Top Sells

Q2 2025
Elser Financial Planning, Inc Shares Held: 19.5K ($1.28M)
Q2 2025
Divergent Planning, LLC Shares Held: 37K ($2.43M)
Q2 2025
Tci Wealth Advisors, Inc. Shares Held: 2.37M ($156M)
Q2 2025
Cx Institutional Shares Held: 19.3K ($1.27M)
Q2 2025
Truist Financial Corp Shares Held: 476K ($31.3M)

About DFAS

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