369 tracked 13F filers disclose a position in DFLV as of the latest SEC 13F filings, a combined $5.4B 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 | Savant Capital, LLC | $1.0B | 25.5M | ▲+24% Added · +4.9M sh | Q2 2026 | |
| 2 | Corient Private Wealth LLC | $241.6M | 6.8M | ▲+8.1% Added · +507K sh | Q1 2026 | |
| 3 | Root Financial Partners, LLC | $186.4M | 4.7M | ▲+50% Added · +1.6M sh | Q2 2026 | |
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC | $163.9M | 4.6M | ▲+3.4% Added · +151K sh | Q1 2026 | |
| 5 | Foster Group, Inc. | $158.3M | 4.0M | ▼−1.4% Reduced · −56K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | $131.0M | 3.7M | ▲+58% Added · +1.3M sh | Q1 2026 | |
| 7 | Truepoint, Inc. | $132.2M | 3.3M | ▼−6.8% Reduced · −243K sh | Q2 2026 | |
| 8 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $124.2M | 3.1M | ▲+4.8% Added · +145K sh | Q2 2026 | |
| 9 | EP Wealth Advisors, LLC | $108.1M | 2.7M | ▼−2.2% Reduced · −61K sh | Q2 2026 | |
| 10 | Vise Technologies, Inc. | $88.3M | 2.6M | —Held | Q1 2026 | |
| 11 | Pathstone Holdings, LLC | $91.2M | 2.6M | ▼−0.2% Reduced · −6K sh | Q1 2026 | |
| 12 | Summit Financial Strategies, Inc. | $98.1M | 2.5M | ▲+3.0% Added · +73K sh | Q2 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $91.4M | 2.3M | ▲+5.5% Added · +121K sh | Q2 2026 | |
| 14 | Cerity Partners LLC | $77.4M | 2.2M | ▲+23% Added · +406K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $77.2M | 2.2M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $64.6M | 1.8M | ▲+14% Added · +221K sh | Q1 2026 | |
| 17 | DiNuzzo Private Wealth, Inc. | $69.5M | 1.8M | ▼−2.5% Reduced · −46K sh | Q2 2026 | |
| 18 | Apella Capital, LLC | $61.3M | 1.5M | ▲+4.9% Added · +71K sh | Q2 2026 | |
| 19 | Quent Capital, LLC | $60.7M | 1.5M | ▲+4.0% Added · +59K sh | Q2 2026 | |
| 20 | BANK OF MONTREAL /CAN/ | $52.3M | 1.5M | ▲+6.5% Added · +90K sh | Q1 2026 | |
| 21 | Index Fund Advisors, Inc. | $57.2M | 1.4M | ▲+5.7% Added · +78K sh | Q2 2026 | |
| 22 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $53.9M | 1.4M | ▼−3.4% Reduced · −48K sh | Q2 2026 | |
| 23 | EXENCIAL WEALTH ADVISORS, LLC | $47.4M | 1.3M | ▲+40% Added · +381K sh | Q1 2026 | |
| 24 | MATHER GROUP, LLC. | $44.5M | 1.2M | ▲+5.5% Added · +65K sh | Q1 2026 | |
| 25 | CWM, LLC | $40.6M | 1.1M | ▲+17% Added · +169K 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, 2 funds opened a new position in DFLV and 33 added to an existing one, while 12 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 | 203 funds | $22.4B |
| MICROSOFT CORPMSFT | 201 funds | $15.2B |
| NVIDIA CORPNVDA | 195 funds | $23.4B |
| AMAZON.COM INCAMZN | 193 funds | $10.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 192 funds | $5.8B |
| ALPHABET INC-CL AGOOGL | 190 funds | $10.3B |
| JPMORGAN CHASE & COJPM | 187 funds | $6.0B |
| VANGUARD S&P 500 ETFVOO | 181 funds | $8.6B |
| ALPHABET INC-CL CGOOG | 181 funds | $8.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 180 funds | $5.1B |
| ISHARES CORE S&P 500 ETFIVV | 176 funds | $12.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 176 funds | $7.7B |
Ranked by how many of DFLV'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 DFLV
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/DFLV/capital-change-brief"
Use Arkolith's capital_change_brief for DFLV. 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 DFLV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.