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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
70 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
862 filers reported a long position in DFAT for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Creative Planning | $930M | 13.3M | -1.6% |
| Focus Partners Wealth | $873.2M | 12.5M | -5% |
| Forum Financial Management, LP | $725.8M | 10.4M | +0.3% |
| Index Fund Advisors, Inc. | $442.4M | 6.3M | -0.9% |
| Pure Financial Advisors, LLC | $399.3M | 5.7M | +3.5% |
| Focus Partners Advisor Solutions, LLC | $393.7M | 5.6M | -1.5% |
| Savant Capital, LLC | $375M | 5.4M | +11.8% |
| EP Wealth Advisors, LLC | $332.2M | 4.8M | +10.5% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | $196.7M | 2.8M | -0.9% |
| Asset Dedication, LLC | $178.2M | 2.5M | +0.3% |
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