Forum Financial Management, LP has added 454,334 shares of $DFAT to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $DFAT.
$DFAT Hedge Fund Activity
We have seen 313 institutional investors add shares of $DFAT stock to their portfolio, and 272 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CORIENT PRIVATE WEALTH LLC removed 1,875,877 shares (-68.0%) from their portfolio in Q3 2025, for an estimated $109,194,800
- ENVESTNET ASSET MANAGEMENT INC removed 1,376,323 shares (-72.6%) from their portfolio in Q3 2025, for an estimated $80,115,761
- RW INVESTMENT MANAGEMENT LLC removed 848,422 shares (-51.5%) from their portfolio in Q3 2025, for an estimated $49,386,644
- EARNED WEALTH ADVISORS, LLC added 710,659 shares (+95.1%) to their portfolio in Q4 2025, for an estimated $42,312,636
- ELSER FINANCIAL PLANNING, INC removed 705,637 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $41,075,129
- FOCUS PARTNERS WEALTH added 485,231 shares (+3.8%) to their portfolio in Q3 2025, for an estimated $28,245,296
- FOCUS PARTNERS ADVISOR SOLUTIONS, LLC removed 484,474 shares (-10.0%) from their portfolio in Q3 2025, for an estimated $28,201,231
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $DFAT ticker page for more data.
