Among active 13F managers last quarter, 1 opened and 2 added, while 1 reduced; the largest holder to move was McIlrath & Eck, LLC (new position).
7 tracked 13F filers disclose a position in DFSVX as of the latest SEC 13F filings, a combined $43.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC | 367K | $20.2M | ▲New +367K sh | Q1 2026 | |
| 2 | Sequent Asset Management, LLC | 229K | $13.9M | ▲+4.2% Added · +9K sh | Q2 2026 | |
| 3 | Kelleher Financial Advisors | 98K | $6.0M | ▲+91% Added · +47K sh | Q2 2026 | |
| 4 | First Merchants Corp | 51K | $3.1M | ▼−8.3% Reduced · −5K sh | Q2 2026 | |
| 5 | Coston, McIsaac & Partners | 8K | $510K | ▲+0.3% Added · +21 sh | Q2 2026 | |
| 6 | Westside Investment Management, Inc. | 1K | $91K | —Held | Q2 2026 | |
| 7 | NBT Bank, N.A. | 714 | $43K | ▲New +714 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 DFSVX and 2 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 5 funds | $99.3M |
| Amazon.com IncAMZN | 5 funds | $57.1M |
| Vanguard S&P 500 ETFVOO | 5 funds | $53.9M |
| Vanguard Total Stock MKT ETFVTI | 5 funds | $49.0M |
| Vanguard Large-Cap ETFVV | 5 funds | $42.2M |
| JPMorgan Chase & CoJPM | 5 funds | $33.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $32.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 5 funds | $32.5M |
| Vanguard Mid-Cap ETFVO | 5 funds | $24.1M |
| Procter & Gamble CoPG | 5 funds | $20.0M |
| Abbvie IncABBV | 5 funds | $19.6M |
| Caterpillar IncCAT | 5 funds | $16.7M |
Ranked by how many of DFSVX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DFSVX.
| Class | 13F holders | Value held |
|---|---|---|
| DFSVXthis pageOPEN END TAXABLE NO LOAD FUND | 7 funds | $43.9M |
| DFIEXOPEN END TAXABLE NO LOAD FUND | 7 funds | $32.1M |
| DFLVXOPEN END TAXABLE NO LOAD FUND | 7 funds | $6.8M |
| DFCEXMutual Funds | 7 funds | $5.1M |
| 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 DFSVX
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/DFSVX/capital-change-brief"
Use Arkolith's capital_change_brief for DFSVX. 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 DFSVX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.