6 tracked 13F filers disclose a position in DFUSX as of the latest SEC 13F filings, a combined $5.2M 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 | Vermillion Wealth Management, Inc. | $3.1M | 63K | ▲Added Added · +63K sh | Q2 2026 | |
| 2 | Diversified Trust Co | $1.5M | 30K | —Held | Q2 2026 | |
| 3 | Westside Investment Management, Inc. | $205K | 4K | —Held | Q2 2026 | |
| 4 | Coston, McIsaac & Partners | $138K | 3K | ▲~0% Added · +1 sh | Q2 2026 | |
| 5 | Oakworth Capital, Inc. | $118K | 3K | ▲+0.3% Added · +7 sh | Q1 2026 | |
| 6 | NBT BANK, N.A. | $92K | 2K | ▲New +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, 0 funds opened a new position in DFUSX and 2 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 |
|---|---|---|
| ISHARES RUSSELL 1000 VALUE EIWD | 2 funds | $184.3M |
| VANGUARD TOTAL BOND MARKETBND | 2 funds | $164.3M |
| ISHARES RUSSELL 1000 GROWTHIWF | 2 funds | $153.9M |
| VANGUARD FTSE DEVELOPED ETFVEA | 2 funds | $150.0M |
| ISHARES RUSSELL MID-CAP ETFIWR | 2 funds | $118.2M |
| APPLE INCAAPL | 2 funds | $66.0M |
| SPDR GOLD SHARESGLD | 2 funds | $65.2M |
| ALPHABET INC-CL CGOOG | 2 funds | $61.9M |
| JPMORGAN CHASE & COJPM | 2 funds | $61.3M |
| ISHARES CORE S&P SMALL-CAP EIJR | 2 funds | $60.5M |
| WALMART INCWMT | 2 funds | $52.0M |
| SS ENERGY SELECT SECTORXLE | 2 funds | $44.9M |
Ranked by how many of DFUSX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DFUSXthis pageUS 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 |
| DFIVXINTL 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 DFUSX
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/DFUSX/capital-change-brief"
Use Arkolith's capital_change_brief for DFUSX. 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 DFUSX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.