164 tracked 13F filers disclose a position in DFGX as of the latest SEC 13F filings, a combined $1.2B 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 | Apella Capital, LLC | $120.3M | 2.3M | ▲+6.0% Added · +129K sh | Q2 2026 | |
| 2 | Planning Center, Inc. | $85.5M | 1.6M | ▲+2.8% Added · +43K sh | Q2 2026 | |
| 3 | Ironwood Wealth Management, LLC. | $51.0M | 952K | ▲New +952K sh | Q2 2026 | |
| 4 | Elser Financial Planning, Inc | $41.8M | 779K | ▲+10% Added · +71K sh | Q2 2026 | |
| 5 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $39.6M | 739K | ▲+3.0% Added · +22K sh | Q2 2026 | |
| 6 | United Wealth Management, LLC | $36.2M | 676K | ▲+2.4% Added · +16K sh | Q2 2026 | |
| 7 | Hill Investment Group Partners, LLC | $35.4M | 661K | ▼−2.6% Reduced · −18K sh | Q2 2026 | |
| 8 | Private Wealth Management Group, LLC | $34.1M | 636K | ▲+2.6% Added · +16K sh | Q2 2026 | |
| 9 | Guardian Wealth Management, LLC | $26.1M | 487K | ▲+8.6% Added · +39K sh | Q2 2026 | |
| 10 | Alpha Financial Advisors, LLC | $25.0M | 467K | ▼−33% Reduced · −233K sh | Q2 2026 | |
| 11 | HighTower Advisors, LLC | $24.5M | 466K | ▲+3.1% Added · +14K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $24.4M | 465K | ▲+41% Added · +135K sh | Q1 2026 | |
| 13 | Verisail Partners, LLC | $24.2M | 451K | ▲+3.7% Added · +16K sh | Q2 2026 | |
| 14 | LIBERTY WEALTH MANAGEMENT LLC | $20.3M | 387K | —Held | Q2 2026 | |
| 15 | Eaton-Cambridge Inc. | $19.9M | 372K | ▲+14% Added · +47K sh | Q2 2026 | |
| 16 | Equita Financial Network, Inc. | $19.6M | 366K | ▲+3.9% Added · +14K sh | Q2 2026 | |
| 17 | Vermillion Wealth Management, Inc. | $19.1M | 357K | ▲+15% Added · +45K sh | Q2 2026 | |
| 18 | Kestra Investment Management, LLC | $18.1M | 337K | ▲+30% Added · +79K sh | Q2 2026 | |
| 19 | GeoWealth Management, LLC | $17.0M | 317K | ▲+3.4% Added · +10K sh | Q2 2026 | |
| 20 | Oakwell Private Wealth Management, LLC | $16.6M | 310K | ▲+1.8% Added · +5K sh | Q2 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $16.3M | 310K | ▲+44% Added · +95K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $15.4M | 287K | ▼−11% Reduced · −35K sh | Q2 2026 | |
| 23 | ASSETMARK, INC | $15.0M | 279K | ▲+5.7% Added · +15K sh | Q2 2026 | |
| 24 | Savant Capital, LLC | $14.7M | 274K | ▼−50% Reduced · −280K sh | Q2 2026 | |
| 25 | IMA Advisory Services, Inc. | $14.6M | 272K | ▲New +272K 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 DFGX and 33 added to an existing one, while 5 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 | 76 funds | $32.4B |
| MICROSOFT CORPMSFT | 75 funds | $26.9B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 75 funds | $4.2B |
| NVIDIA CORPNVDA | 73 funds | $41.6B |
| AMAZON.COM INCAMZN | 73 funds | $19.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 73 funds | $2.6B |
| DIMENSIONAL CORE FIXED INCDFCF | 73 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 71 funds | $10.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 71 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 70 funds | $15.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 69 funds | $1.9B |
| BROADCOM INCAVGO | 68 funds | $14.3B |
Ranked by how many of DFGX'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 DFGX
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/DFGX/capital-change-brief"
Use Arkolith's capital_change_brief for DFGX. 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 DFGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.