Who owns DFCF (DFCF)
Which tracked institutional funds hold DFCF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFCF company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DFCF is one-sided between 2025-Q4 and 2026-Q1: 207 added or opened and 63 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DFCF’s largest tracked holder by dollar value, Truepoint, Inc., sizes it at 12.3% of its own reported 13F book, while the median holder sizes it at 5.8% of theirs — a 6.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFCF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 477 tracked filers holding DFCF, 348 increased or opened the position and 139 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DFCF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 28
- F/m Investments LLC$128M
- RW Investment Management LLC$52M
- REGIMEN WEALTH, LLC$27M
- 49 WEALTH MANAGEMENT, LLC$19M
- Kestra Investment Management, LLC$14M
- PARK AVENUE SECURITIES LLC$11M
Full exits 19
- Grunden Financial Advisory, Inc.$35M
- CONTINUUM WEALTH ADVISORS, LLC$22M
- Divergent Planning, LLC$13M
- Tradewinds, LLC.$9M
- SageView Advisory Group, LLC$8M
- Thrivent Financial for Lutherans$7M
Largest adds
- Elser Financial Planning, Inc$176M
- Apella Capital, LLC$77M
- Allworth Financial LP$58M
- PRUDENTIAL FINANCIAL INC$55M
- Acropolis Investment Management, LLC$24M
- True Link Financial Advisors, LLC$23M
Largest trims
- Savant Capital, LLC$35M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18M
- Arax Advisory Partners$11M
- Fort Vancouver Investment Management, LLC$7M
- Austin Wealth Management, LLC$6M
- IFG Advisory, LLC$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Truepoint, Inc. added | 13,062,756 | $552M | 8.7% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 10,824,713 | $457M | 7.2% | 2026-Q1 |
| Petersen Hastings Wealth Advisors Inc. added | 4,571,337 | $193M | 3.0% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO | 4,538,370 | $192M | 3.0% | 2026-Q1 |
| Apella Capital, LLC added | 4,408,477 | $188M | 3.0% | 2026-Q1 |
| True Link Financial Advisors, LLC added | 4,264,532 | $180M | 2.8% | 2026-Q1 |
| Elser Financial Planning, Inc added | 4,200,025 | $178M | 2.8% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 3,715,440 | $157M | 2.5% | 2026-Q1 |
| Savant Capital, LLC trimmed | 3,530,102 | $149M | 2.3% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 3,471,746 | $147M | 2.3% | 2026-Q1 |
| Great Waters Wealth Management added | 3,471,448 | $147M | 2.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 3,337,866 | $141M | 2.2% | 2026-Q1 |
| Allworth Financial LP added | 3,257,427 | $138M | 2.2% | 2026-Q1 |
| Root Financial Partners, LLC added | 3,247,685 | $137M | 2.2% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC added | 3,229,394 | $136M | 2.1% | 2026-Q1 |
| F/m Investments LLC new | 3,036,000 | $128M | 2.0% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 2,526,277 | $107M | 1.7% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. added | 2,521,571 | $106M | 1.7% | 2026-Q1 |
| Vise Technologies, Inc. | 2,458,323 | $105M | 1.6% | 2026-Q1 |
| Stratos Investment Management, LLC added | 1,998,392 | $84M | 1.3% | 2026-Q1 |
| WPWealth LLP added | 1,997,307 | $84M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,797,830 | $76M | 1.2% | 2026-Q1 |
| Core Wealth Management, Inc. added | 1,771,320 | $75M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,764,554 | $74M | 1.2% | 2026-Q1 |
| Rather & Kittrell, Inc. added | 1,593,287 | $67M | 1.1% | 2026-Q1 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added | 1,541,722 | $65M | 1.0% | 2026-Q1 |
| Creative Capital Management Investments LLC added | 1,374,891 | $58M | 0.9% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 1,369,394 | $58M | 0.9% | 2026-Q1 |
| GeoWealth Management, LLC added | 1,332,758 | $56M | 0.9% | 2026-Q1 |
| Graves Light Lenhart Wealth, Inc. added | 1,287,970 | $54M | 0.9% | 2026-Q1 |
| Betterment LLC added | 1,256,555 | $53M | 0.8% | 2026-Q1 |
| RW Investment Management LLC added | 1,241,844 | $52M | 0.8% | 2026-Q1 |
| Strathmore Capital Advisors, Inc. added | 1,203,591 | $51M | 0.8% | 2026-Q1 |
| HEFFERNAN ADVISORY, INC added | 1,171,565 | $49M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 1,117,650 | $47M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,065,029 | $45M | 0.7% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 1,047,592 | $44M | 0.7% | 2026-Q1 |
| HBK Sorce Advisory LLC trimmed | 993,619 | $42M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 944,499 | $40M | 0.6% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC added | 914,363 | $39M | 0.6% | 2026-Q1 |
| Annandale Capital, LLC added | 871,448 | $37M | 0.6% | 2026-Q1 |
| Aspen Capital Management, LLC added | 823,112 | $35M | 0.5% | 2026-Q1 |
| GREAT OAK CAPITAL PARTNERS, LLC added | 812,515 | $35M | 0.5% | 2026-Q1 |
| Tencap Wealth Coaching, LLC added | 790,708 | $33M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 789,783 | $33M | 0.5% | 2026-Q1 |
| HFM Investment Advisors, LLC added | 788,499 | $33M | 0.5% | 2026-Q1 |
| Opus Capital Group, LLC added | 764,694 | $32M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 757,924 | $32M | 0.5% | 2026-Q1 |
| BCR Wealth Strategies, LLC added | 751,104 | $32M | 0.5% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 738,954 | $31M | 0.5% | 2026-Q1 |
| Parkshore Wealth Management, Inc. added | 732,420 | $31M | 0.5% | 2026-Q1 |
| Hiley Hunt Wealth Management added | 717,971 | $30M | 0.5% | 2026-Q1 |
| Ferguson Johnson Wealth Management Inc added | 699,262 | $30M | 0.5% | 2026-Q1 |
| LIBERTY WEALTH MANAGEMENT LLC added | 681,228 | $29M | 0.5% | 2026-Q1 |
| Tassel Capital Management, Inc. added | 678,253 | $29M | 0.5% | 2026-Q1 |
| Tillman Hartley LLC added | 671,991 | $28M | 0.4% | 2026-Q1 |
| REGIMEN WEALTH, LLC new | 650,484 | $27M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 648,206 | $27M | 0.4% | 2026-Q1 |
| Leading Edge Financial Planning LLC added | 636,067 | $27M | 0.4% | 2026-Q1 |
| TruNorth Capital Management, LLC added | 634,352 | $27M | 0.4% | 2026-Q1 |
| Pioneer Wealth Management Group added | 633,465 | $27M | 0.4% | 2026-Q1 |
| DecisionPoint Financial, LLC added | 632,396 | $27M | 0.4% | 2026-Q1 |
| SNS Financial Group, LLC added | 631,454 | $27M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 629,547 | $27M | 0.4% | 2026-Q1 |
| Krilogy Financial LLC added | 612,486 | $26M | 0.4% | 2026-Q1 |
| Sterling Wealth Management, Inc. added | 603,533 | $25M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 561,318 | $24M | 0.4% | 2026-Q1 |
| ASSETMARK, INC trimmed | 552,144 | $23M | 0.4% | 2026-Q1 |
| Alpha Financial Advisors, LLC added | 546,749 | $23M | 0.4% | 2026-Q1 |
| CFS Investment Advisory Services, LLC added | 528,522 | $23M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 533,410 | $23M | 0.4% | 2026-Q1 |
| DAVENPORT & Co LLC added | 530,394 | $22M | 0.4% | 2026-Q1 |
| Verisail Partners, LLC added | 524,811 | $22M | 0.3% | 2026-Q1 |
| Physician Wealth Solutions Inc. added | 522,702 | $22M | 0.3% | 2026-Q1 |
| BCO Wealth Management LLC added | 516,253 | $22M | 0.3% | 2026-Q1 |
| Financial Plan, Inc. added | 508,596 | $21M | 0.3% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 507,335 | $21M | 0.3% | 2026-Q1 |
| Vermillion Wealth Management, Inc. trimmed | 493,452 | $21M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 486,481 | $21M | 0.3% | 2026-Q1 |
| Aurelius Family Office LLC added | 481,164 | $20M | 0.3% | 2026-Q1 |
| MOLLER WEALTH PARTNERS added | 477,655 | $20M | 0.3% | 2026-Q1 |
| Note Advisors, LLC added | 476,577 | $20M | 0.3% | 2026-Q1 |
| Babb Wealth Advisors LLC added | 462,863 | $20M | 0.3% | 2026-Q1 |
| 49 WEALTH MANAGEMENT, LLC new | 459,894 | $19M | 0.3% | 2026-Q1 |
| Blume Capital Management, Inc. added | 456,530 | $19M | 0.3% | 2026-Q1 |
| Momentous Wealth Management, Inc. added | 454,368 | $19M | 0.3% | 2026-Q1 |
| Revolve Wealth Partners, LLC added | 433,572 | $18M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 430,624 | $18M | 0.3% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 429,342 | $18M | 0.3% | 2026-Q1 |
| RCS Financial Planning, LLC added | 412,228 | $17M | 0.3% | 2026-Q1 |
| RHL GROUP, LLC added | 404,401 | $17M | 0.3% | 2026-Q1 |
| Guardian Wealth Management, LLC added | 403,625 | $17M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 398,428 | $17M | 0.3% | 2026-Q1 |
| RIVERCHASE WEALTH MANAGEMENT, LLC added | 394,689 | $17M | 0.3% | 2026-Q1 |
| Hemington Wealth Management added | 2,664,224 | $114M | 1.8% | 2025-Q3 stale |
| PBMares Wealth Management LLC added | 1,126,525 | $48M | 0.8% | 2025-Q3 stale |
| Grunden Financial Advisory, Inc. added | 834,031 | $35M | 0.6% | 2025-Q4 stale |
| ASSET PLANNING CORPORATION added | 675,275 | $29M | 0.5% | 2025-Q3 stale |
| CONTINUUM WEALTH ADVISORS, LLC added | 526,635 | $22M | 0.4% | 2025-Q4 stale |
| Binnacle Investments Inc added | 436,096 | $19M | 0.3% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.