6 tracked 13F filers disclose a position in DFCEX as of the latest SEC 13F filings, a combined $4.1M 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 | FIRST MERCHANTS CORP | $2.6M | 74K | ▼−4.1% Reduced · −3K sh | Q2 2026 | |
| 2 | KELLEHER FINANCIAL ADVISORS | $1.2M | 35K | ▲+95% Added · +17K sh | Q2 2026 | |
| 3 | Oakworth Capital, Inc. | $82K | 3K | ▲+0.2% Added · +5 sh | Q1 2026 | |
| 4 | Vermillion Wealth Management, Inc. | $88K | 3K | ▲Added Added · +3K sh | Q2 2026 | |
| 5 | Westside Investment Management, Inc. | $72K | 2K | —Held | Q2 2026 | |
| 6 | NBT BANK, N.A. | $20K | 569 | ▲New +569 sh | 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.
Last quarter, 0 funds opened a new position in DFCEX and 2 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES RUSSELL 1000 GROWTHIWF | 3 funds | $154.4M |
| VANGUARD FTSE DEVELOPED ETFVEA | 3 funds | $151.4M |
| ISHARES RUSSELL MID-CAP ETFIWR | 3 funds | $125.8M |
| APPLE INCAAPL | 3 funds | $122.9M |
| ISHARES CORE S&P SMALL-CAP EIJR | 3 funds | $91.0M |
| JPMORGAN CHASE & COJPM | 3 funds | $89.8M |
| ALPHABET INC-CL AGOOGL | 3 funds | $89.3M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $71.5M |
| WALMART INCWMT | 3 funds | $68.7M |
| VANGUARD SHORT-TERM BOND ETFBSV | 3 funds | $67.9M |
| ELI LILLY & COLLY | 3 funds | $67.5M |
| MICROSOFT CORPMSFT | 3 funds | $66.7M |
Ranked by how many of DFCEX'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 |
| DFCEXthis pageMutual 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 |
| DFALXLARGE 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 DFCEX
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/DFCEX/capital-change-brief"
Use Arkolith's capital_change_brief for DFCEX. 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 DFCEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.