Institutional shares held 170 Million
0 calls
0 puts
Total value of holdings $9.56B
$0 calls
$0 puts
# of Institutions 775


Latest Institutional Activity in DFAT

Top Purchases

Q2 2025
Elser Financial Planning, Inc Shares Held: 706K ($39.8M)
Q2 2025
Financial Harvest, LLC Shares Held: 454K ($25.6M)
Q2 2025
Pure Financial Advisors, LLC Shares Held: 4.6M ($259M)
Q2 2025
Abacus Wealth Partners, LLC Shares Held: 1.47M ($83M)
Q2 2025
Youngs Advisory Group, Inc. Shares Held: 242K ($13.7M)

Top Sells

Q2 2025
Strategic Investment Solutions, Inc. /Il Shares Held: 154K ($8.65M)
Q2 2025
Mather Group, Llc. Shares Held: 196K ($11M)
Q2 2025
Glassy Mountain Advisors, Inc. Shares Held: 90.8K ($5.11M)
Q2 2025
Financial Consulate, Inc Shares Held: 64.3K ($3.62M)
Q2 2025
Plancorp, LLC Shares Held: 1.54M ($86.5M)

About DFAT

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