Who owns DFGR (DFGR)
Which tracked institutional funds hold DFGR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFGR 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 DFGR is one-sided between 2025-Q4 and 2026-Q1: 96 added or opened and 29 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
DFGR’s largest tracked holder by dollar value, Forum Financial Management, LP, sizes it at 6.6% of its own reported 13F book, while the median holder sizes it at 1.6% of theirs — a 5.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFGR 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 313 tracked filers holding DFGR, 234 increased or opened the position and 94 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 DFGR 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 7
- Elser Financial Planning, Inc$10M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2M
- CSP Financial Group, LLC$2M
- Cerity Partners LLC$1M
- AA Financial Advisors, LLC$1M
- Merit Financial Group, LLC$1M
Full exits 11
- CITADEL ADVISORS LLC$9M
- McMill Wealth Management$6M
- Platform Wealth Management, LLC$5M
- Veratis Advisors, Inc.$3M
- Timonier Family Office, LTD.$1M
- Trust Co of the South$1M
Largest adds
- Savant Capital, LLC$63M
- Focus Partners Advisor Solutions, LLC$45M
- Forum Financial Management, LP$26M
- JMG Financial Group, Ltd.$18M
- JANE STREET GROUP, LLC$11M
- BRIGHTON JONES LLC$5M
Largest trims
- Arax Advisory Partners$13M
- EverSource Wealth Advisors, LLC$4M
- Henrickson Nauta Wealth Advisors, Inc.$3M
- Beacon Pointe Advisors, LLC$3M
- Corient Private Wealth LLC$3M
- Financial Engines Advisors L.L.C.$2M
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 |
|---|---|---|---|---|
| Forum Financial Management, LP added | 17,521,862 | $466M | 18.6% | 2026-Q1 |
| Savant Capital, LLC added | 12,749,013 | $339M | 13.5% | 2026-Q1 |
| JMG Financial Group, Ltd. added | 6,344,111 | $169M | 6.7% | 2026-Q1 |
| Focus Partners Wealth added | 4,074,640 | $108M | 4.3% | 2026-Q1 |
| BRIGHTON JONES LLC added | 2,798,216 | $74M | 3.0% | 2026-Q1 |
| TCI Wealth Advisors, Inc. added | 2,784,684 | $74M | 3.0% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 2,755,256 | $73M | 2.9% | 2026-Q1 |
| LifeGuide Financial Advisors, LLC added | 2,509,620 | $67M | 2.7% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. added | 1,839,517 | $49M | 2.0% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 1,777,101 | $47M | 1.9% | 2026-Q1 |
| MASECO LLP added | 1,556,109 | $41M | 1.7% | 2026-Q1 |
| LPL Financial LLC added | 1,218,381 | $32M | 1.3% | 2026-Q1 |
| Rather & Kittrell, Inc. added | 1,109,900 | $30M | 1.2% | 2026-Q1 |
| Summit Financial Strategies, Inc. added | 1,062,100 | $28M | 1.1% | 2026-Q1 |
| Rockwood Wealth Management, LLC added | 1,006,511 | $27M | 1.1% | 2026-Q1 |
| WPWealth LLP added | 963,275 | $26M | 1.0% | 2026-Q1 |
| Financial Plan, Inc. added | 927,539 | $25M | 1.0% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC trimmed | 908,162 | $24M | 1.0% | 2026-Q1 |
| Guardian Wealth Management, LLC added | 905,321 | $24M | 1.0% | 2026-Q1 |
| Creative Capital Management Investments LLC added | 898,626 | $24M | 1.0% | 2026-Q1 |
| Great Waters Wealth Management added | 888,367 | $24M | 0.9% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 881,680 | $23M | 0.9% | 2026-Q1 |
| Verisail Partners, LLC added | 862,304 | $23M | 0.9% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 820,150 | $22M | 0.9% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 813,973 | $22M | 0.9% | 2026-Q1 |
| CWM, LLC added | 705,922 | $19M | 0.7% | 2026-Q1 |
| RS CRUM INC. added | 665,326 | $18M | 0.7% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 646,029 | $17M | 0.7% | 2026-Q1 |
| Wealth Management Nebraska added | 620,513 | $16M | 0.7% | 2026-Q1 |
| Integris Wealth Management, LLC added | 610,267 | $16M | 0.6% | 2026-Q1 |
| Private Wealth Management Group, LLC added | 608,166 | $16M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 601,668 | $16M | 0.6% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 583,571 | $16M | 0.6% | 2026-Q1 |
| Level Financial Advisors added | 582,284 | $15M | 0.6% | 2026-Q1 |
| Evanson Asset Management, LLC added | 562,453 | $15M | 0.6% | 2026-Q1 |
| Planning Center, Inc. trimmed | 547,107 | $15M | 0.6% | 2026-Q1 |
| Aspen Capital Management, LLC added | 546,636 | $15M | 0.6% | 2026-Q1 |
| Syverson Strege & Co added | 476,086 | $13M | 0.5% | 2026-Q1 |
| Geometric Wealth Advisors added | 444,723 | $12M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 439,043 | $12M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 434,842 | $12M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 411,583 | $11M | 0.4% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 375,364 | $10M | 0.4% | 2026-Q1 |
| Elser Financial Planning, Inc trimmed | 364,322 | $10M | 0.4% | 2026-Q1 |
| Apella Capital, LLC added | 330,207 | $10M | 0.4% | 2026-Q1 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added | 359,686 | $10M | 0.4% | 2026-Q1 |
| American Investment Services, Inc. added | 358,613 | $10M | 0.4% | 2026-Q1 |
| XY Planning Network, Inc. added | 346,201 | $9M | 0.4% | 2026-Q1 |
| Allworth Financial LP added | 338,740 | $9M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 336,697 | $9M | 0.4% | 2026-Q1 |
| AWM CAPITAL, LLC added | 333,037 | $9M | 0.4% | 2026-Q1 |
| SJS Investment Consulting Inc. added | 329,549 | $9M | 0.3% | 2026-Q1 |
| North Ridge Wealth Advisors, Inc. added | 314,570 | $8M | 0.3% | 2026-Q1 |
| REAP Financial Group, LLC added | 314,019 | $8M | 0.3% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 274,860 | $7M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 273,464 | $7M | 0.3% | 2026-Q1 |
| Wealth Architects, LLC added | 269,415 | $7M | 0.3% | 2026-Q1 |
| McLean Asset Management Corp added | 267,340 | $7M | 0.3% | 2026-Q1 |
| GeoWealth Management, LLC added | 263,669 | $7M | 0.3% | 2026-Q1 |
| Arax Advisory Partners trimmed | 256,897 | $7M | 0.3% | 2026-Q1 |
| Burk Holdings LLC added | 254,363 | $7M | 0.3% | 2026-Q1 |
| Peirce Capital Management, LLC added | 253,023 | $7M | 0.3% | 2026-Q1 |
| CogentBlue Wealth Advisors, LLC | 245,059 | $7M | 0.3% | 2026-Q1 |
| Tilson Financial Group, Inc. added | 244,197 | $6M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 235,644 | $6M | 0.3% | 2026-Q1 |
| Sterling Financial Planning, Inc. added | 235,258 | $6M | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 215,422 | $6M | 0.2% | 2026-Q1 |
| Henrickson Nauta Wealth Advisors, Inc. trimmed | 214,005 | $6M | 0.2% | 2026-Q1 |
| Forum Private Client Group LLC added | 211,347 | $6M | 0.2% | 2026-Q1 |
| Parkshore Wealth Management, Inc. trimmed | 210,980 | $6M | 0.2% | 2026-Q1 |
| HFM Investment Advisors, LLC added | 205,466 | $5M | 0.2% | 2026-Q1 |
| Greenspring Advisors, LLC added | 204,167 | $5M | 0.2% | 2026-Q1 |
| New Dimensions Wealth Management, LLC added | 197,838 | $5M | 0.2% | 2026-Q1 |
| Shotwell Rutter Baer Inc added | 195,171 | $5M | 0.2% | 2026-Q1 |
| Parkwoods Wealth Partners, LLC added | 194,292 | $5M | 0.2% | 2026-Q1 |
| Vawter Financial, Ltd. added | 191,972 | $5M | 0.2% | 2026-Q1 |
| Ruedi Wealth Management, Inc. added | 190,966 | $5M | 0.2% | 2026-Q1 |
| New Capital Management LP added | 190,634 | $5M | 0.2% | 2026-Q1 |
| LAM GROUP, INC. trimmed | 188,110 | $5M | 0.2% | 2026-Q1 |
| AlTi Global, Inc. | 179,651 | $5M | 0.2% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 178,855 | $5M | 0.2% | 2026-Q1 |
| Clarity Wealth Development LLC added | 178,255 | $5M | 0.2% | 2026-Q1 |
| JDH Wealth Management, LLC added | 176,715 | $5M | 0.2% | 2026-Q1 |
| von Borstel & Associates, Inc. added | 176,632 | $5M | 0.2% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC added | 175,769 | $5M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 172,186 | $5M | 0.2% | 2026-Q1 |
| Spire Wealth Management added | 171,325 | $5M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 169,563 | $5M | 0.2% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 166,463 | $4M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 165,547 | $4M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 164,068 | $4M | 0.2% | 2026-Q1 |
| Willow Creek Wealth Management Inc. added | 638,861 | $17M | 0.7% | 2025-Q3 stale |
| Jentner Corp added | 466,538 | $13M | 0.5% | 2025-Q2 stale |
| Corrigan Financial, Inc. added | 340,682 | $9M | 0.4% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 325,095 | $9M | 0.3% | 2025-Q4 stale |
| Hemington Wealth Management added | 215,061 | $6M | 0.2% | 2025-Q3 stale |
| McMill Wealth Management added | 219,516 | $6M | 0.2% | 2025-Q4 stale |
| Rappaport Reiches Capital Management, LLC added | 220,810 | $6M | 0.2% | 2025-Q1 stale |
| Bison Wealth, LLC added | 209,698 | $6M | 0.2% | 2025-Q2 stale |
| Platform Wealth Management, LLC new | 193,518 | $5M | 0.2% | 2025-Q4 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.