3 tracked 13F filers disclose a position in DFIVX as of the latest SEC 13F filings, a combined $1.8M 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 | Diversified Trust Co | $1.7M | 54K | —Held | Q2 2026 | |
| 2 | Coston, McIsaac & Partners | $73K | 2K | ▲+1.1% Added · +27 sh | Q2 2026 | |
| 3 | NBT BANK, N.A. | $34K | 1K | ▲New +1K 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 DFIVX 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 |
|---|---|---|
| VANGUARD DIVIDEND APPREC ETFVIG | 1 funds | $26.3M |
| VANGUARD ULTRA SHRT TREASURYVGUS | 1 funds | $21.9M |
| VANGUARD FTSE ALL-WORLD EX-UVEU | 1 funds | $21.4M |
| DFA GLOBAL EQUITY PORT-INSTDGEIX | 1 funds | $19.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 1 funds | $17.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 1 funds | $15.7M |
| APPLE INCAAPL | 1 funds | $14.6M |
| DIMENSIONAL US EQ MKT ETFDFUS | 1 funds | $12.9M |
| WILLIAMS-SONOMA INCWSM | 1 funds | $11.6M |
| DIMENSIONAL CORE FIXED INCDFCF | 1 funds | $11.4M |
| WALMART INCWMT | 1 funds | $10.4M |
Ranked by how many of DFIVX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DFUSXUS LGCAP CO PTF | 6 funds | $5.2M |
| DGEIXOPEN END TAXABLE NO LOAD FUND | 4 funds | $20.8M |
| DGSIXOPEN END TAXABLE NO LOAD FUND | 4 funds | $2.2M |
| DFIVXthis pageINTL VALUE PTF | 3 funds | $1.8M |
| DGTSXEQUITY FUNDS | 3 funds | $445K |
| 25434D807EQUITY FUNDS | 1 funds | $83K |
| 25434D708EQUITY FUNDS | 1 funds | $22K |
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 DFIVX
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/DFIVX/capital-change-brief"
Use Arkolith's capital_change_brief for DFIVX. 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 DFIVX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.