Institutional shares held 108 Million
0 calls
0 puts
Total value of holdings $4.35B
$0 calls
$0 puts
# of Institutions 413


Latest Institutional Activity in DFAU

Top Purchases

Q3 2024
Evoke Wealth, LLC Shares Held: 1.63M ($66.5M)
Q3 2024
Wealthspire Advisors, LLC Shares Held: 1.24M ($50.5M)
Q3 2024
Yardley Wealth Management LLC Shares Held: 707K ($28.9M)
Q3 2024
Kovitz Investment Group Partners, LLC Shares Held: 688K ($28.1M)
Q3 2024
Allworth Financial LP Shares Held: 2.88M ($117M)

Top Sells

Q3 2024
Liberty Wealth Management LLC Shares Held: 718K ($29.3M)
Q3 2024
Modera Wealth Management, LLC Shares Held: 3.68M ($150M)
Q3 2024
Brighton Jones LLC Shares Held: 891K ($36.4M)
Q3 2024
Meridian Wealth Partners, LLC Shares Held: 1.83M ($74.7M)
Q3 2024
Cowa, LLC Shares Held: 108K ($4.43M)

About DFAU

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