Who owns DFSTX
Which tracked institutional funds hold DFSTX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFSTX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-11). 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 DFSTX is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 0 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
DFSTX’s largest tracked holder by dollar value, STALEY CAPITAL ADVISERS INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFSTX 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 6 tracked filers holding DFSTX, 5 increased or opened the position and 2 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 DFSTX 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 1
- Wealthspire Advisors, LLC$553K
Largest adds
- STALEY CAPITAL ADVISERS INC$258K
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 |
|---|---|---|---|---|
| STALEY CAPITAL ADVISERS INC added | 21,495 | $2M | 47.6% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 8,872 | $553K | 14.9% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. added | 5,635 | $349K | 9.4% | 2026-Q2 |
| Vermillion Wealth Management, Inc. trimmed | 5,205 | $324K | 8.7% | 2026-Q2 |
| Westside Investment Management, Inc. | 694 | $43K | 1.2% | 2026-Q2 |
| NBT BANK, N.A. new | 480 | $30K | 0.8% | 2026-Q2 |
| Coston, McIsaac & Partners added | 8,718 | $466K | 12.5% | 2026-Q1 stale (1 quarter behind) |
| Kohmann Bosshard Financial Services, LLC | 1,524 | $82K | 2.2% | 2026-Q1 stale (1 quarter behind) |
| West Oak Capital, LLC added | 93,555 | $64K | 1.7% | 2025-Q3 stale (3 quarters behind) |
| Grey Fox Wealth Advisors, LLC new | 583 | $30K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Luminist Capital LLC new | 163 | $8K | 0.2% | 2025-Q3 stale (3 quarters behind) |
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.