308 tracked 13F filers disclose a position in DFGR as of the latest SEC 13F filings, a combined $3.0B 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 | Forum Financial Management, LP | $521.5M | 18.0M | ▲+2.7% Added · +478K sh | Q2 2026 | |
| 2 | Savant Capital, LLC | $444.6M | 15.3M | ▲+20% Added · +2.6M sh | Q2 2026 | |
| 3 | JMG Financial Group, Ltd. | $168.6M | 6.3M | ▲+11% Added · +642K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $108.3M | 4.1M | ▲+1.7% Added · +69K sh | Q1 2026 | |
| 5 | BRIGHTON JONES LLC | $87.8M | 3.0M | ▲+8.3% Added · +232K sh | Q2 2026 | |
| 6 | TCI Wealth Advisors, Inc. | $81.3M | 2.8M | ▲+0.8% Added · +21K sh | Q2 2026 | |
| 7 | Wealthspire Advisors, LLC | $73.2M | 2.8M | ▲+0.5% Added · +13K sh | Q1 2026 | |
| 8 | LifeGuide Financial Advisors, LLC | $75.1M | 2.6M | ▲+3.4% Added · +84K sh | Q2 2026 | |
| 9 | Focus Partners Advisor Solutions, LLC | $62.8M | 2.2M | ▲+22% Added · +391K sh | Q2 2026 | |
| 10 | DiNuzzo Private Wealth, Inc. | $53.4M | 1.8M | ▲+0.2% Added · +5K sh | Q2 2026 | |
| 11 | MASECO LLP | $46.6M | 1.6M | ▲+3.4% Added · +53K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $32.4M | 1.2M | ▲+4.4% Added · +51K sh | Q1 2026 | |
| 13 | Rather & Kittrell, Inc. | $34.6M | 1.2M | ▲+7.5% Added · +84K sh | Q2 2026 | |
| 14 | Rockwood Wealth Management, LLC | $33.4M | 1.2M | ▲+14% Added · +146K sh | Q2 2026 | |
| 15 | Summit Financial Strategies, Inc. | $32.4M | 1.1M | ▲+5.1% Added · +55K sh | Q2 2026 | |
| 16 | Creative Capital Management Investments LLC | $30.3M | 1.0M | ▲+17% Added · +149K sh | Q2 2026 | |
| 17 | Financial Plan, Inc. | $29.1M | 1.0M | ▲+8.5% Added · +79K sh | Q2 2026 | |
| 18 | Great Waters Wealth Management | $27.6M | 952K | ▲+7.1% Added · +63K sh | Q2 2026 | |
| 19 | WPWealth LLP | $26.9M | 928K | ▼−3.7% Reduced · −35K sh | Q2 2026 | |
| 20 | Guardian Wealth Management, LLC | $26.4M | 913K | ▲+0.8% Added · +7K sh | Q2 2026 | |
| 21 | Wescott Financial Advisory Group, LLC | $26.0M | 899K | ▼−1.0% Reduced · −9K sh | Q2 2026 | |
| 22 | Verisail Partners, LLC | $25.2M | 870K | ▲+0.9% Added · +8K sh | Q2 2026 | |
| 23 | OneDigital Investment Advisors LLC | $21.8M | 820K | ▲+2.2% Added · +18K sh | Q1 2026 | |
| 24 | Index Fund Advisors, Inc. | $23.7M | 819K | ▼−7.1% Reduced · −62K sh | Q2 2026 | |
| 25 | CWM, LLC | $18.8M | 706K | ▲+22% Added · +125K sh | Q1 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, 1 fund opened a new position in DFGR and 43 added to an existing one, while 11 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 | 152 funds | $41.1B |
| MICROSOFT CORPMSFT | 148 funds | $34.3B |
| NVIDIA CORPNVDA | 146 funds | $49.5B |
| AMAZON.COM INCAMZN | 144 funds | $23.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 137 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 136 funds | $19.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 136 funds | $6.3B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 135 funds | $10.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 135 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 133 funds | $9.2B |
| ALPHABET INC-CL CGOOG | 132 funds | $14.4B |
| ELI LILLY & COLLY | 130 funds | $9.3B |
Ranked by how many of DFGR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DFACmc | 1117 funds | $34.6B |
| DFASmc | 843 funds | $11.3B |
| DFIVmc | 820 funds | $14.9B |
| DFUSmc | 808 funds | $16.0B |
| DFATmc | 773 funds | $10.9B |
| DFAImc | 763 funds | $13.5B |
| DFUVmc | 725 funds | $11.6B |
| DFAEmc | 657 funds | $7.4B |
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 DFGR
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/DFGR/capital-change-brief"
Use Arkolith's capital_change_brief for DFGR. 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 DFGR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.