264 tracked 13F filers disclose a position in DFEV as of the latest SEC 13F filings, a combined $1.3B 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 | Asset Dedication, LLC | $105.4M | 2.5M | ▼−3.3% Reduced · −83K sh | Q2 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $71.8M | 2.1M | ▲+27% Added · +432K sh | Q1 2026 | |
| 3 | RITHOLTZ WEALTH MANAGEMENT | $62.3M | 1.5M | ▲+2.5% Added · +36K sh | Q2 2026 | |
| 4 | Root Financial Partners, LLC | $54.1M | 1.3M | ▲+765% Added · +1.1M sh | Q2 2026 | |
| 5 | Savant Capital, LLC | $43.9M | 1.1M | ▲+545% Added · +894K sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $35.3M | 988K | ▲+5.1% Added · +48K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $34.2M | 955K | ▲+2.3% Added · +22K sh | Q1 2026 | |
| 8 | EXENCIAL WEALTH ADVISORS, LLC | $29.8M | 832K | ▲+23% Added · +157K sh | Q1 2026 | |
| 9 | B&D White Capital Company, LLC | $34.5M | 808K | ▲+37% Added · +220K sh | Q2 2026 | |
| 10 | Beacon Pointe Advisors, LLC | $32.1M | 751K | ▲+24% Added · +146K sh | Q2 2026 | |
| 11 | Sensible Money, LLC | $31.9M | 748K | ▼−1.4% Reduced · −11K sh | Q2 2026 | |
| 12 | FMR LLC | $26.3M | 734K | ▼−12% Reduced · −97K sh | Q1 2026 | |
| 13 | True Wealth Design, LLC | $29.6M | 694K | ▼−1.0% Reduced · −7K sh | Q2 2026 | |
| 14 | Marquette Asset Management, LLC | $28.7M | 674K | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 15 | Family Investment Center, Inc. | $25.8M | 604K | ▲+6.1% Added · +35K sh | Q2 2026 | |
| 16 | Evanson Asset Management, LLC | $20.9M | 585K | ▲+6.2% Added · +34K sh | Q1 2026 | |
| 17 | Evanson Financial, LLC | $24.7M | 580K | ▲New +580K sh | Q2 2026 | |
| 18 | NorthAvenue LLC | $23.0M | 538K | ▼−2.0% Reduced · −11K sh | Q2 2026 | |
| 19 | Cambridge Financial Group, LLC | $21.6M | 506K | ▼−0.2% Reduced · −1K sh | Q2 2026 | |
| 20 | Index Fund Advisors, Inc. | $21.4M | 501K | ▲+2.6% Added · +13K sh | Q2 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $17.9M | 500K | ▲New +500K sh | Q1 2026 | |
| 22 | EAGLE WEALTH STRATEGIES LLC | $20.6M | 484K | ▼−1.0% Reduced · −5K sh | Q2 2026 | |
| 23 | Strata Wealth Advisors, LLC | $19.4M | 455K | ▲+10% Added · +43K sh | Q2 2026 | |
| 24 | Alesco Advisors, LLC, An ESL Co | $16.0M | 448K | ▲+1.9% Added · +8K sh | Q1 2026 | |
| 25 | VESTIA PERSONAL WEALTH ADVISORS | Withheld | 368K | ▲+119% Added · +200K 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, 4 funds opened a new position in DFEV and 22 added to an existing one, while 21 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 |
|---|---|---|
| APPLE INCAAPL | 141 funds | $41.8B |
| MICROSOFT CORPMSFT | 138 funds | $34.6B |
| AMAZON.COM INCAMZN | 135 funds | $22.5B |
| NVIDIA CORPNVDA | 134 funds | $50.8B |
| TESLA INCTSLA | 127 funds | $10.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 126 funds | $7.1B |
| VANGUARD S&P 500 ETFVOO | 126 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 126 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 125 funds | $19.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 124 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 123 funds | $14.4B |
| JPMORGAN CHASE & COJPM | 121 funds | $8.4B |
Ranked by how many of DFEV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for DFEV
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/DFEV/capital-change-brief"
Use Arkolith's capital_change_brief for DFEV. 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 DFEV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.