3 tracked 13F filers disclose a position in DFALX as of the latest SEC 13F filings, a combined $876K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Diversified Trust Co | $708K | 19K | —Held | Q2 2026 | |
| 2 | Vermillion Wealth Management, Inc. | $116K | 3K | ▲Added Added · +3K sh | Q2 2026 | |
| 3 | Westside Investment Management, Inc. | $52K | 1K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 1 funds | $26.6M |
| VANGUARD HIGH DVD YIELD ETFVYM | 1 funds | $25.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 1 funds | $22.6M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 1 funds | $21.2M |
| ALPHABET INC-CL AGOOGL | 1 funds | $16.9M |
| TUTOR PERINI CORPTPC | 1 funds | $16.5M |
| ETON PHARMACEUTICALS INCETON | 1 funds | $15.6M |
| AMAZON.COM INCAMZN | 1 funds | $14.4M |
| MICRON TECHNOLOGY INCMU | 1 funds | $12.6M |
| ISHARES CORE MSCI EAFE ETFIEFA | 1 funds | $11.3M |
| ALPHABET INC-CL CGOOG | 1 funds | $11.2M |
| MICROSOFT CORPMSFT | 1 funds | $10.8M |
Ranked by how many of DFALX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DFSVXOPEN END TAXABLE NO LOAD FUND | 6 funds | $43.3M |
| DFLVXOPEN END TAXABLE NO LOAD FUND | 6 funds | $6.5M |
| DFCEXMutual Funds | 6 funds | $4.1M |
| 233203371OPEN END TAXABLE NO LOAD FUND | 5 funds | $30.7M |
| DFSTXMutual Fund | 5 funds | $2.2M |
| 233203413OPEN END TAXABLE NO LOAD FUND | 3 funds | $1.8M |
| 233203397OPEN END TAXABLE NO LOAD FUND | 3 funds | $1.6M |
| DFALXthis pageLARGE CAP INTL | 3 funds | $876K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DFALX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DFALX/capital-change-brief"
Use Arkolith's capital_change_brief for DFALX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DFALX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.