220 tracked 13F filers disclose a position in DFSI as of the latest SEC 13F filings, a combined $683.2M 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 | Focus Partners Wealth | $50.8M | 1.2M | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 2 | MASECO LLP | $45.7M | 1.0M | ▲+2.5% Added · +25K sh | Q2 2026 | |
| 3 | AWM CAPITAL, LLC | $44.9M | 995K | ▲+6.9% Added · +64K sh | Q2 2026 | |
| 4 | Quantum Financial Advisors, LLC | $37.5M | 831K | ▼−1.1% Reduced · −9K sh | Q2 2026 | |
| 5 | Pathstone Holdings, LLC | $33.7M | 795K | ▲+9.5% Added · +69K sh | Q1 2026 | |
| 6 | Abacus Wealth Partners, LLC | $27.3M | 605K | ▲+3.3% Added · +19K sh | Q2 2026 | |
| 7 | Five Oceans Advisors | $19.2M | 427K | ▲+5.6% Added · +23K sh | Q2 2026 | |
| 8 | EP Wealth Advisors, LLC | $19.2M | 426K | ▲+2.4% Added · +10K sh | Q2 2026 | |
| 9 | Citrine Capital LLC | $17.7M | 393K | ▲+0.9% Added · +4K sh | Q2 2026 | |
| 10 | Retirement Solution LLC | $15.8M | 349K | ▼−0.2% Reduced · −566 sh | Q2 2026 | |
| 11 | Savant Capital, LLC | $14.0M | 309K | ▲+14% Added · +38K sh | Q2 2026 | |
| 12 | Apella Capital, LLC | $13.8M | 304K | ▲+4.8% Added · +14K sh | Q2 2026 | |
| 13 | JANE STREET GROUP, LLC | $11.7M | 275K | ▲+883% Added · +247K sh | Q1 2026 | |
| 14 | Forum Financial Management, LP | $12.1M | 269K | ▲+2.0% Added · +5K sh | Q2 2026 | |
| 15 | Elser Financial Planning, Inc | $10.8M | 240K | ▲+2.8% Added · +7K sh | Q2 2026 | |
| 16 | Balanced Rock Investment Advisors LLC | $8.7M | 212K | ▲+3.1% Added · +6K sh | Q3 2025 | |
| 17 | HILL ISLAND FINANCIAL LLC | $9.2M | 203K | ▲+5.0% Added · +10K sh | Q2 2026 | |
| 18 | Allodium Investment Consultants, LLC | $9.1M | 202K | ▲+4.1% Added · +8K sh | Q2 2026 | |
| 19 | Planning Center, Inc. | $8.4M | 185K | ▲+1.9% Added · +3K sh | Q2 2026 | |
| 20 | Focus Partners Advisor Solutions, LLC | $8.3M | 185K | ▲+36% Added · +49K sh | Q2 2026 | |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $7.8M | 183K | ▲+48% Added · +60K sh | Q1 2026 | |
| 22 | New Capital Management LP | $8.1M | 180K | ▼−0.1% Reduced · −159 sh | Q2 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.1M | 157K | ▲+3.1% Added · +5K sh | Q2 2026 | |
| 24 | Pure Financial Advisors, LLC | $7.0M | 155K | ▼−0.4% Reduced · −576 sh | Q2 2026 | |
| 25 | Wealth Architects, LLC | $6.9M | 153K | ▲+0.9% Added · +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 DFSI and 36 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 | 106 funds | $8.5B |
| MICROSOFT CORPMSFT | 105 funds | $8.0B |
| NVIDIA CORPNVDA | 103 funds | $8.1B |
| AMAZON.COM INCAMZN | 102 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 100 funds | $3.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 99 funds | $5.7B |
| ALPHABET INC-CL CGOOG | 99 funds | $4.3B |
| VANGUARD S&P 500 ETFVOO | 98 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 96 funds | $2.7B |
| DIMENSIONAL US SUS CORE1 ETFDFSU | 96 funds | $904.2M |
| ISHARES CORE S&P 500 ETFIVV | 94 funds | $7.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 94 funds | $2.3B |
Ranked by how many of DFSI'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 DFSI
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/DFSI/capital-change-brief"
Use Arkolith's capital_change_brief for DFSI. 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 DFSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.