6 tracked 13F filers disclose a position in DFIEX as of the latest SEC 13F filings, a combined $32.1M 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 | McIlrath & Eck, LLC | $30.1M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 2 | Coston, McIsaac & Partners | $1.4M | 62K | ▲+0.5% Added · +325 sh | Q2 2026 | |
| 3 | GREAT LAKES ADVISORS, LLC | $278K | 13K | —Held | Q2 2026 | |
| 4 | Vermillion Wealth Management, Inc. | $212K | 10K | ▲Added Added · +10K sh | Q2 2026 | |
| 5 | Westside Investment Management, Inc. | $76K | 3K | —Held | Q2 2026 | |
| 6 | NBT BANK, N.A. | $15K | 687 | ▲New +687 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, 1 fund opened a new position in DFIEX and 1 added to an existing one, while 0 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 3 funds | $540.1M |
| APPLE INCAAPL | 3 funds | $526.6M |
| MICROSOFT CORPMSFT | 3 funds | $427.7M |
| JPMORGAN CHASE & COJPM | 3 funds | $370.8M |
| ALPHABET INC-CL AGOOGL | 3 funds | $258.9M |
| BANK OF AMERICA CORPBAC | 3 funds | $207.1M |
| NVIDIA CORPNVDA | 3 funds | $206.4M |
| MERCK & CO. INC.MRK | 3 funds | $205.7M |
| RTX CORPRTX | 3 funds | $194.9M |
| LINDE PLCLIN | 3 funds | $194.3M |
| MICRON TECHNOLOGY INCMU | 3 funds | $186.9M |
| BROADCOM INCAVGO | 3 funds | $184.7M |
Ranked by how many of DFIEX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DFSVXOPEN END TAXABLE NO LOAD FUND | 7 funds | $43.9M |
| DFLVXOPEN END TAXABLE NO LOAD FUND | 7 funds | $6.8M |
| DFCEXMutual Funds | 7 funds | $5.1M |
| DFIEXthis pageOPEN END TAXABLE NO LOAD FUND | 6 funds | $32.1M |
| DFSTXMutual Fund | 6 funds | $3.0M |
| DFEOXOPEN END TAXABLE NO LOAD FUND | 5 funds | $2.3M |
| DFQTXOPEN END TAXABLE NO LOAD FUND | 4 funds | $3.3M |
| DFALXLARGE CAP INTL | 4 funds | $921K |
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 DFIEX
This stock 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/DFIEX/capital-change-brief"
Use Arkolith's capital_change_brief for DFIEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DFIEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.