172 tracked 13F filers disclose a position in DFSE as of the latest SEC 13F filings, a combined $420.2M 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 | AWM CAPITAL, LLC | $40.2M | 822K | ▲+8.0% Added · +61K sh | Q2 2026 | |
| 2 | MASECO LLP | $29.0M | 594K | ▲+1.0% Added · +6K sh | Q2 2026 | |
| 3 | Pathstone Holdings, LLC | $24.2M | 570K | ▲+11% Added · +55K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $23.8M | 537K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 5 | Quantum Financial Advisors, LLC | $25.8M | 529K | ▼−3.2% Reduced · −18K sh | Q2 2026 | |
| 6 | Five Oceans Advisors | $21.6M | 442K | ▲+0.9% Added · +4K sh | Q2 2026 | |
| 7 | Forum Financial Management, LP | $17.9M | 366K | ▼−2.4% Reduced · −9K sh | Q2 2026 | |
| 8 | Citrine Capital LLC | $15.8M | 324K | ▼−1.5% Reduced · −5K sh | Q2 2026 | |
| 9 | Abacus Wealth Partners, LLC | $15.5M | 318K | ▼−6.6% Reduced · −23K sh | Q2 2026 | |
| 10 | EP Wealth Advisors, LLC | $15.0M | 307K | ▲+0.1% Added · +235 sh | Q2 2026 | |
| 11 | Savant Capital, LLC | $12.8M | 262K | ▲+22% Added · +48K sh | Q2 2026 | |
| 12 | Retirement Solution LLC | $12.6M | 257K | ▼−1.4% Reduced · −4K sh | Q2 2026 | |
| 13 | Wealth Architects, LLC | $7.6M | 155K | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 14 | Elser Financial Planning, Inc | $6.2M | 126K | ▼−0.4% Reduced · −465 sh | Q2 2026 | |
| 15 | SACHEM HILL LLC | $6.0M | 123K | ▼−9.6% Reduced · −13K sh | Q2 2026 | |
| 16 | Pure Financial Advisors, LLC | $5.1M | 104K | ▼−3.1% Reduced · −3K sh | Q2 2026 | |
| 17 | Apella Capital, LLC | $4.9M | 103K | ▲+7.8% Added · +7K sh | Q2 2026 | |
| 18 | BRIGHTON JONES LLC | $4.5M | 91K | ▲+11% Added · +9K sh | Q2 2026 | |
| 19 | Greenspring Advisors, LLC | $4.5M | 91K | ▼−39% Reduced · −59K sh | Q2 2026 | |
| 20 | Balanced Rock Investment Advisors LLC | $3.6M | 88K | ▼−2.4% Reduced · −2K sh | Q3 2025 | |
| 21 | JANE STREET GROUP, LLC | $3.7M | 86K | ▲+272% Added · +63K sh | Q1 2026 | |
| 22 | TCI Wealth Advisors, Inc. | $4.1M | 84K | ▼−0.8% Reduced · −646 sh | Q2 2026 | |
| 23 | RAM Investment Partners, LLC | $3.8M | 79K | ▲+11% Added · +8K sh | Q2 2026 | |
| 24 | Allodium Investment Consultants, LLC | $3.8M | 77K | ▼−0.4% Reduced · −342 sh | Q2 2026 | |
| 25 | DRIVE WEALTH MANAGEMENT, LLC | $3.6M | 73K | ▼−2.3% Reduced · −2K 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, 2 funds opened a new position in DFSE and 23 added to an existing one, while 26 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 | 83 funds | $7.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 81 funds | $4.4B |
| NVIDIA CORPNVDA | 80 funds | $7.6B |
| MICROSOFT CORPMSFT | 80 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 79 funds | $2.6B |
| DIMENSIONAL INT SUS COR1 ETFDFSI | 79 funds | $320.2M |
| AMAZON.COM INCAMZN | 78 funds | $4.7B |
| ALPHABET INC-CL CGOOG | 77 funds | $3.8B |
| DIMENSIONAL US SUS CORE1 ETFDFSU | 77 funds | $881.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 76 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 75 funds | $2.3B |
| ISHARES CORE S&P 500 ETFIVV | 74 funds | $3.9B |
Ranked by how many of DFSE'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 DFSE
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/DFSE/capital-change-brief"
Use Arkolith's capital_change_brief for DFSE. 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 DFSE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.