$41.52

+0.46 (+1.12%)

Weekly Expected Move ±1.8%

$40 $41 $42 $42 $43

ETF AMEX · AUM $16.6B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — DFAI

860

Institutional Holders

+41 vs prior quarter

0.0%

Ownership

+0.00pp

15B

Total Invested

New Positions

464

Increased

250

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (882 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	ENVESTNET ASSET MANAGEMENT INC	27,763,226	1.2B	+1,803,311	+6.9%	22Q	SEC ↗
2	First Command Advisory Services, Inc.	15,272,021	$634M	+359,333	+2.4%	2Q	SEC ↗
3	PRUDENTIAL FINANCIAL INC	14,948,542	$621M	+3,688,940	+32.8%	6Q	SEC ↗
4	BANK OF AMERICA CORP /DE	10,409,354	$432M	+1,514,435	+17.0%	15Q	SEC ↗
5	&PARTNERS	9,826,699	$408M	+721,527	+7.9%	10Q	SEC ↗
6	NORTHERN TRUST CORP	7,867,848	$327M	+992,673	+14.4%	11Q	SEC ↗
7	SYM FINANCIAL Corp	6,729,230	$279M	+210,762	+3.2%	15Q	SEC ↗
8	ROYAL BANK OF CANADA	6,472,722	$269M	+572,599	+9.7%	23Q	SEC ↗
9	COLDSTREAM CAPITAL MANAGEMENT INC	5,636,392	$234M	-5,519,556	-49.5%	5Q	SEC ↗
10	LPL Financial LLC	4,754,034	$197M	+740,453	+18.4%	17Q	SEC ↗
11	UBS Group AG	4,567,118	$190M	+372,171	+8.9%	21Q	SEC ↗
12	Root Financial Partners, LLC	4,528,406	$188M	+361,377	+8.7%	14Q	SEC ↗
13	Vise Technologies, Inc.	4,495,210	$187M	+1,086,911	+31.9%	4Q	SEC ↗
14	Mariner, LLC	4,350,104	$181M	+70,380	+1.6%	19Q	SEC ↗
15	MAI Capital Management	4,171,293	$173M	+2,979,357	+250.0%	7Q	SEC ↗
16	Annex Advisory Services, LLC	4,128,690	$171M	+216,430	+5.5%	2Q	SEC ↗
17	Moisand Fitzgerald Tamayo, LLC	3,693,307	$153M	+93,985	+2.6%	21Q	SEC ↗
18	McKinley Carter Wealth Services, Inc.	3,637,438	$151M	+152,720	+4.4%	3Q	SEC ↗
19	HighTower Advisors, LLC	3,441,572	$143M	+927,428	+36.9%	12Q	SEC ↗
20	Corient Private Wealth LP	3,074,543	$128M	-144,485	-4.5%	15Q	SEC ↗
21	MERCER GLOBAL ADVISORS INC /ADV	2,972,994	$123M	+582,877	+24.4%	22Q	SEC ↗
22	One Capital Management, LLC	2,955,353	$123M	—	+0.0%	10Q	SEC ↗
23	Pure Financial Advisors, LLC	2,926,491	$122M	-19,351	-0.7%	12Q	SEC ↗
24	LVZ, Inc.	2,918,971	$121M	+22,550	+0.8%	17Q	SEC ↗
25	Clearstead Advisors, LLC	2,844,690	$118M	+129,956	+4.8%	15Q	SEC ↗
26	Sequoia Financial Advisors, LLC	2,827,567	$117M	+112,388	+4.1%	19Q	SEC ↗
27	OneDigital Investment Advisors LLC	2,752,464	$114M	+10,917	+0.4%	13Q	SEC ↗
28	COMMONWEALTH EQUITY SERVICES, LLC	2,631,810	$109M	+282,656	+12.0%	22Q	SEC ↗
29	FIRST NATIONAL BANK OF OMAHA	2,615,704	$109M	+79,271	+3.1%	10Q	SEC ↗
30	Cetera Investment Advisers	2,594,607	$108M	+304,532	+13.3%	20Q	SEC ↗
31	Klaas Financial Asset Advisors, LLC	2,440,834	$101M	+135,551	+5.9%	3Q	SEC ↗
32	Focus Partners Advisor Solutions, LLC	2,413,701	$100M	+190,489	+8.6%	19Q	SEC ↗
33	Apollon Wealth Management, LLC	2,401,287	$100M	+846,281	+54.4%	10Q	SEC ↗
34	MASECO LLP	2,378,111	$99M	+110,726	+4.9%	5Q	SEC ↗
35	Beacon Pointe Advisors, LLC	2,289,576	$95M	+140,463	+6.5%	18Q	SEC ↗
36	Marquette Asset Management, LLC	2,244,990	$93M	+28,853	+1.3%	15Q	SEC ↗
37	Focus Partners Wealth	2,242,095	$93M	-33,675	-1.5%	8Q	SEC ↗
38	Zhang Financial LLC	2,110,994	$88M	+267,340	+14.5%	18Q	SEC ↗
39	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	2,007,093	$83M	+124,241	+6.6%	15Q	SEC ↗
40	Wealthspire Advisors, LLC	2,002,126	$83M	+10,916	+0.5%	11Q	SEC ↗
41	Cerity Partners LLC	1,961,478	$81M	+685,484	+53.7%	11Q	SEC ↗
42	RAM Investment Partners, LLC	1,934,044	$80M	+24,316	+1.3%	15Q	SEC ↗
43	Berman McAleer LLC	1,823,537	$76M	-6,472	-0.4%	4Q	SEC ↗
44	EP Wealth Advisors, LLC	1,815,369	$75M	-16,665	-0.9%	3Q	SEC ↗
45	Savant Capital, LLC	1,803,215	$75M	+538,873	+42.6%	12Q	SEC ↗
46	Financial Management Professionals, In	1,734,115	$72M	+39,546	+2.3%	9Q	SEC ↗
47	WNY Asset Management, LLC	1,686,967	$70M	+243,970	+16.9%	2Q	SEC ↗
48	BRIGHTON JONES LLC	1,660,158	$69M	+75,675	+4.8%	20Q	SEC ↗
49	Bedel Financial Consulting, Inc.	1,582,438	$66M	+54,394	+3.6%	16Q	SEC ↗
50	RVW Wealth, LLC	1,527,623	$63M	+71,135	+4.9%	20Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
IMA Advisory Services, Inc.	830,927	$35M
Evanson Financial, LLC	664,575	$28M
Highland Investment Advisors LLC	634,474	$26M
Diversify Advisory Services, LLC	478,293	$20M
Veracity Capital LLC	445,022	$18M
AXXCESS WEALTH MANAGEMENT, LLC	327,969	$14M
Platform Wealth Management, LLC	295,064	$12M
Spectrum Advisors, Inc.	294,832	$12M
MARYLAND CAPITAL ADVISORS INC.	213,977	$9M
SUSQUEHANNA INTERNATIONAL GROUP, LL	149,955	$6M
Timonier Family Office, LTD.	94,362	$4M
TENET WEALTH PARTNERS, LLC	93,061	$4M
Global Retirement Partners, LLC	65,149	$3M
Revolve Wealth Partners, LLC	58,048	$2M
Madson Wealth Advisors Inc	44,791	$2M
Freedom Day Solutions, LLC	30,640	$1M
Bienville Capital Management, LLC	24,380	$1M
Innovative Asset Advisors Group, LL	19,952	$828K
WESBANCO BANK INC	17,322	$719K
Williams Jones Wealth Management, L	16,659	$692K

Sold Out (20)

Holder	Prev Shares	Prev Value
EVOKE WEALTH, LLC	2,935,091	$122M
GK Wealth Management LLC	331,117	$14M
Thrivent Financial for Lutherans	271,767	$11M
Westwood Wealth Management	233,188	$10M
Cordgrass Capital Advisors, LLC	175,137	$7M
OLD MISSION CAPITAL LLC	134,276	$6M
Quadrature Capital Ltd	41,908	$2M
GREENUP STREET WEALTH MANAGEMENT LL	35,699	$1M
Orion Porfolio Solutions, LLC	30,420	$1M
INDEPENDENT FINANCIAL GROUP, LLC	20,858	$866K
GTS SECURITIES LLC	19,600	$814K
Johnson Financial Group, LLC	17,854	$741K
Baer Investment Advisory LLC	17,190	$714K
SILVER OAK SECURITIES, INCORPORATED	15,027	$624K
M Holdings Securities, Inc.	11,611	$482K
Modern Wealth Management, LLC	11,146	$463K
Blue Trust, Inc.	10,887	$452K
TIAA TRUST, NATIONAL ASSOCIATION	10,680	$443K
EVOLVE PRIVATE WEALTH, LLC	8,684	$361K
Echo Wealth Management, LLC	8,043	$334K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
PRUDENTIAL FINANCIAL INC	+3,688,940	+32.8%	14,948,542
MAI Capital Management	+2,979,357	+250.0%	4,171,293
ENVESTNET ASSET MANAGEMENT INC	+1,803,311	+6.9%	27,763,226
BANK OF AMERICA CORP /DE	+1,514,435	+17.0%	10,409,354
Vise Technologies, Inc.	+1,086,911	+31.9%	4,495,210
NORTHERN TRUST CORP	+992,673	+14.4%	7,867,848
HighTower Advisors, LLC	+927,428	+36.9%	3,441,572
Apollon Wealth Management, LLC	+846,281	+54.4%	2,401,287
LPL Financial LLC	+740,453	+18.4%	4,754,034
&PARTNERS	+721,527	+7.9%	9,826,699
Cerity Partners LLC	+685,484	+53.7%	1,961,478
Aptus Capital Advisors, LLC	+643,351	+81.0%	1,437,130
MERCER GLOBAL ADVISORS INC /ADV	+582,877	+24.4%	2,972,994
ROYAL BANK OF CANADA	+572,599	+9.7%	6,472,722
Savant Capital, LLC	+538,873	+42.6%	1,803,215
JANE STREET GROUP, LLC	+485,286	+225.9%	700,099
UBS Group AG	+372,171	+8.9%	4,567,118
Root Financial Partners, LLC	+361,377	+8.7%	4,528,406
First Command Advisory Services, In	+359,333	+2.4%	15,272,021
Cetera Investment Advisers	+304,532	+13.3%	2,594,607

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
COLDSTREAM CAPITAL MANAGEMENT INC	-5,519,556	-49.5%	5,636,392
Kestra Investment Management, LLC	-559,471	-31.0%	1,246,705
CITADEL ADVISORS LLC	-374,886	-97.5%	9,795
Patriot Financial Group Insurance A	-156,606	-50.0%	156,706
Corient Private Wealth LP	-144,485	-4.5%	3,074,543
Private Advisor Group, LLC	-131,788	-11.4%	1,023,663
CreativeOne Wealth, LLC	-94,853	-53.4%	82,918
Allworth Financial LP	-85,320	-11.0%	693,095
Wealthcare Advisory Partners LLC	-80,987	-88.3%	10,692
Broadhurst Jeffrey B	-76,770	-74.6%	26,150
Larson Financial Group LLC	-74,677	-23.2%	247,275
Farther Finance Advisors, LLC	-73,412	-25.6%	213,747
PLANWISER FINANCIAL, LLC	-72,605	-43.9%	92,813
Vermillion & White Wealth Managemen	-62,665	-14.2%	379,208
Amicus Financial Advisors, LLC	-57,180	-6.8%	784,617
Employees' Retirement Fund of the C	-49,000	-13.9%	303,800
PNC Financial Services Group, Inc.	-39,077	-54.9%	32,038
GeoWealth Management, LLC	-38,799	-17.1%	188,696
FLOW TRADERS U.S. LLC	-37,143	-16.8%	183,561
Stadion Money Management, LLC	-36,964	-3.3%	1,067,068

DFAI Institutional Ownership

Institutional Ownership — DFAI

Ownership Trends

Top Institutional Holders (882 total)

Recent Activity

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