Who owns DFEV
Which tracked institutional funds hold DFEV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFEV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 DFEV is one-sided between 2026-Q1 and 2026-Q2: 124 added or opened and 22 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
DFEV’s largest tracked holder by dollar value, JONES FINANCIAL COMPANIES LLLP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.5pp gap the other way — the median holder sizes DFEV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DFEV 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 2026-Q1 and 2026-Q2, across 274 tracked filers holding DFEV, 153 increased or opened the position and 120 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 DFEV between the 2026-Q1 and 2026-Q2 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 15
- Evanson Financial, LLC$25M
- JANE STREET GROUP, LLC$12M
- Timonier Family Office, LTD.$6M
- MISSION WEALTH MANAGEMENT, LP$5M
- MARYLAND CAPITAL ADVISORS INC.$5M
- NewEdge Advisors, LLC$4M
Full exits 18
- HighTower Advisors, LLC$34M
- EXENCIAL WEALTH ADVISORS, LLC$30M
- Evanson Asset Management, LLC$21M
- Janney Montgomery Scott LLC$21M
- GOLDMAN SACHS GROUP INC$18M
- Penserra Capital Management LLC$18M
Largest adds
- Root Financial Partners, LLC$49M
- JONES FINANCIAL COMPANIES LLLP$49M
- Vise Technologies, Inc.$47M
- Savant Capital, LLC$38M
- Asset Dedication, LLC$14M
- EP Wealth Advisors, LLC$14M
Largest trims
- Allworth Financial LP$993K
- MML INVESTORS SERVICES, LLC$503K
- EnRich Financial Partners LLC$324K
- SPWM Advisors LLC$263K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 2,878,443 | $121M | 9.1% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 2,469,715 | $105M | 8.0% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 1,460,337 | $62M | 4.7% | 2026-Q2 |
| Root Financial Partners, LLC added | 1,268,143 | $54M | 4.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 1,259,797 | $54M | 4.1% | 2026-Q2 |
| Savant Capital, LLC added | 1,058,000 | $44M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,025,227 | $44M | 3.3% | 2026-Q2 |
| B&D White Capital Company, LLC added | 807,853 | $34M | 2.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 751,387 | $32M | 2.4% | 2026-Q2 |
| Sensible Money, LLC trimmed | 748,053 | $32M | 2.4% | 2026-Q2 |
| FMR LLC trimmed | 701,652 | $30M | 2.3% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 694,242 | $30M | 2.2% | 2026-Q2 |
| Marquette Asset Management, LLC trimmed | 673,678 | $29M | 2.2% | 2026-Q2 |
| Family Investment Center, Inc. added | 604,094 | $26M | 1.9% | 2026-Q2 |
| Evanson Financial, LLC new | 579,631 | $25M | 1.9% | 2026-Q2 |
| NorthAvenue LLC trimmed | 538,310 | $23M | 1.7% | 2026-Q2 |
| Cambridge Financial Group, LLC trimmed | 505,917 | $22M | 1.6% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 501,178 | $21M | 1.6% | 2026-Q2 |
| EAGLE WEALTH STRATEGIES LLC trimmed | 483,697 | $21M | 1.6% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 467,149 | $20M | 1.5% | 2026-Q2 |
| Strata Wealth Advisors, LLC added | 455,010 | $19M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 370,885 | $16M | 1.2% | 2026-Q2 |
| VESTIA PERSONAL WEALTH ADVISORS added | 367,532 | $8M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 347,527 | $15M | 1.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 341,314 | $15M | 1.1% | 2026-Q2 |
| Graves Light Lenhart Wealth, Inc. trimmed | 339,406 | $14M | 1.1% | 2026-Q2 |
| Guardian Wealth Management, LLC trimmed | 322,338 | $14M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 310,644 | $13M | 1.0% | 2026-Q2 |
| AE Wealth Management LLC added | 275,843 | $12M | 0.9% | 2026-Q2 |
| SPWM Advisors LLC added | 274,653 | $11M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 273,436 | $12M | 0.9% | 2026-Q2 |
| Financial Architects, LLC trimmed | 264,150 | $11M | 0.9% | 2026-Q2 |
| Blume Capital Management, Inc. trimmed | 261,152 | $11M | 0.8% | 2026-Q2 |
| Cerity Partners LLC added | 229,792 | $10M | 0.7% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 228,087 | $10M | 0.7% | 2026-Q2 |
| Freedom Investment Management, Inc. trimmed | 227,828 | $10M | 0.7% | 2026-Q2 |
| Cordant, Inc. trimmed | 208,986 | $9M | 0.7% | 2026-Q2 |
| Tortoise Investment Management, LLC trimmed | 199,815 | $9M | 0.6% | 2026-Q2 |
| Mills Wealth Advisors LLC added | 195,432 | $8M | 0.6% | 2026-Q2 |
| Apella Capital, LLC added | 190,445 | $8M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 187,074 | $8M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 178,657 | $8M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 176,860 | $8M | 0.6% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 176,662 | $6M | 0.5% | 2026-Q2 |
| Estate Counselors, LLC trimmed | 175,090 | $7M | 0.6% | 2026-Q2 |
| Sterling Financial Planning, Inc. trimmed | 173,234 | $7M | 0.6% | 2026-Q2 |
| United Wealth Management, LLC trimmed | 161,153 | $7M | 0.5% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 152,178 | $6M | 0.5% | 2026-Q2 |
| Breakwater Capital Group trimmed | 149,813 | $6M | 0.5% | 2026-Q2 |
| Timonier Family Office, LTD. trimmed | 148,895 | $6M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 145,847 | $6M | 0.5% | 2026-Q2 |
| Creative Planning added | 143,196 | $6M | 0.5% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 142,291 | $6M | 0.5% | 2026-Q2 |
| Versant Capital Management, Inc added | 138,902 | $6M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 137,162 | $6M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 131,189 | $6M | 0.4% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 127,114 | $5M | 0.4% | 2026-Q2 |
| MARYLAND CAPITAL ADVISORS INC. trimmed | 125,110 | $5M | 0.4% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 124,971 | $5M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 121,736 | $5M | 0.4% | 2026-Q2 |
| McCartney Wealth Management LLC added | 119,413 | $5M | 0.4% | 2026-Q2 |
| DRAVO BAY LLC added | 119,393 | $5M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 116,550 | $5M | 0.4% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC trimmed | 114,988 | $5M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 111,781 | $5M | 0.4% | 2026-Q2 |
| United Asset Strategies, Inc. added | 108,298 | $5M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 104,468 | $4M | 0.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 102,048 | $4M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 99,932 | $4M | 0.3% | 2026-Q2 |
| White Wing Wealth Management trimmed | 98,866 | $4M | 0.3% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 98,525 | $4M | 0.3% | 2026-Q2 |
| Wealth Advisors Northwest LLC added | 95,185 | $4M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 92,673 | $4M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 89,928 | $4M | 0.3% | 2026-Q2 |
| Verum Partners LLC trimmed | 88,972 | $4M | 0.3% | 2026-Q2 |
| Golden Bell Financial Planning LLC added | 86,555 | $4M | 0.3% | 2026-Q2 |
| Astra Wealth Partners LLC trimmed | 86,449 | $4M | 0.3% | 2026-Q2 |
| Foundry Financial LLC added | 83,616 | $4M | 0.3% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 83,399 | $4M | 0.3% | 2026-Q2 |
| LAM GROUP, INC. | 82,260 | $4M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 78,500 | $3M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 72,963 | $3M | 0.2% | 2026-Q2 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC trimmed | 72,816 | $3M | 0.2% | 2026-Q2 |
| Viaable, LLC new | 67,231 | $3M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 67,229 | $3M | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 64,445 | $3M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 61,518 | $3M | 0.2% | 2026-Q2 |
| Parkshore Wealth Management, Inc. added | 60,796 | $3M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP new | 60,790 | $3M | 0.2% | 2026-Q2 |
| ARK & TLK INVESTMENTS, LLC added | 59,470 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 58,295 | $2M | 0.2% | 2026-Q2 |
| McGrath & Associates, Inc. added | 56,926 | $2M | 0.2% | 2026-Q2 |
| Abel Hall, LLC added | 56,567 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 52,921 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 52,549 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 52,533 | $2M | 0.2% | 2026-Q2 |
| Squire Investment Management Company, LLC new | 52,422 | $2M | 0.2% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC added | 51,814 | $2M | 0.2% | 2026-Q2 |
| Spire Wealth Management added | 50,534 | $2M | 0.2% | 2026-Q2 |
| Vantage Point Financial LLC added | 50,509 | $2M | 0.2% | 2026-Q2 |
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.