Institutional shares held 169 Million
0 calls
0 puts
Total value of holdings $9.7B
$0 calls
$0 puts
# of Institutions 776


Latest Institutional Activity in DFAT

Top Purchases

Q2 2025
Elser Financial Planning, Inc Shares Held: 706K ($40.4M)
Q2 2025
Forum Financial Management, LP Shares Held: 9.35M ($535M)
Q2 2025
Financial Harvest, LLC Shares Held: 454K ($26M)
Q2 2025
Cerity Partners LLC Shares Held: 1.1M ($63M)
Q2 2025
Pure Financial Advisors, LLC Shares Held: 4.6M ($263M)

Top Sells

Q2 2025
Baird Financial Group, Inc. Shares Held: 118K ($6.78M)
Q2 2025
Vawter Financial, Ltd. Shares Held: 6.45K ($369K)
Q2 2025
Index Fund Advisors, Inc. Shares Held: 6.17M ($353M)
Q2 2025
Savant Capital, LLC Shares Held: 4.95M ($283M)
Q2 2025
Strategic Investment Solutions, Inc. /Il Shares Held: 154K ($8.79M)

About DFAT

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