Institutional shares held 156 Million
0 calls
0 puts
Total value of holdings $9.07B
$0 calls
$0 puts
# of Institutions 667


Latest Institutional Activity in DFAT

Top Purchases

Q3 2024
Pure Financial Advisors, LLC Shares Held: 3.56M ($206M)
Q3 2024
Parkwoods Wealth Partners, LLC Shares Held: 567K ($32.9M)
Q3 2024
Savant Capital, LLC Shares Held: 5.19M ($301M)
Q3 2024
Ep Wealth Advisors, LLC Shares Held: 1.85M ($107M)
Q3 2024
Bwm Planning, LLC Shares Held: 200K ($11.6M)

Top Sells

Q3 2024
Symmetry Partners, LLC Shares Held: 60.6K ($3.52M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 2.25M ($131M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 2.06M ($119M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 247K ($14.3M)
Q3 2024
Simplicity Wealth,Llc Shares Held: 84.5K ($4.9M)

About DFAT

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