4 tracked 13F filers disclose a position in DGEIX as of the latest SEC 13F filings, a combined $20.8M 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 | Coston, McIsaac & Partners | $19.5M | 440K | ▲+2.6% Added · +11K sh | Q2 2026 | |
| 2 | NBT BANK, N.A. | $1.1M | 25K | ▲New +25K sh | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | $169K | 4K | ▲New +4K sh | Q1 2026 | |
| 4 | Vermillion Wealth Management, Inc. | $38K | 847 | ▲Added Added · +847 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 DGEIX and 1 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 |
|---|---|---|
| VANGUARD GROWTH ETFVUG | 1 funds | $71.6M |
| STRIVE TOTAL RETURN BOND ETFSTXT | 1 funds | $71.5M |
| DIMENSIONAL SHORT DURATIONDFSD | 1 funds | $62.1M |
| VANGUARD VALUE ETFVTV | 1 funds | $59.7M |
| AVANTIS US MID CAP EQ ETFAVMC | 1 funds | $55.1M |
| DIMENSIONAL INTERNATIONAL CODFAI | 1 funds | $54.3M |
| MICROSOFT CORPMSFT | 1 funds | $46.1M |
| FIDELITY HIGH DIVIDEND ETFFDVV | 1 funds | $40.7M |
| VANGUARD LARGE-CAP ETFVV | 1 funds | $39.4M |
| STRIVE ENHANCED INCOME SHORTBUXX | 1 funds | $36.9M |
| STRIVE EM MARKETS EX-CHINASTXE | 1 funds | $32.2M |
Ranked by how many of DGEIX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DFUSXUS LGCAP CO PTF | 6 funds | $5.2M |
| DGEIXthis pageOPEN 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 DGEIX
This stock 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/DGEIX/capital-change-brief"
Use Arkolith's capital_change_brief for DGEIX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DGEIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.