Who owns DFSV
Which tracked institutional funds hold DFSV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFSV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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 DFSV is one-sided between 2026-Q1 and 2026-Q2: 245 added or opened and 41 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
DFSV’s largest tracked holder by dollar value, Savant Capital, LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 1.4% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFSV 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 563 tracked filers holding DFSV, 320 increased or opened the position and 219 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 DFSV 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 20
- Evanson Financial, LLC$45M
- FIDUCIARY FINANCIAL ADVISORS$17M
- Timonier Family Office, LTD.$17M
- Woodward Financial Advisors, Inc.$14M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- Anchor Bay Capital, Inc.$5M
Full exits 24
- EXENCIAL WEALTH ADVISORS, LLC$98M
- DiNuzzo Private Wealth, Inc.$47M
- Evanson Asset Management, LLC$39M
- von Borstel & Associates, Inc.$29M
- HighTower Advisors, LLC$28M
- PARK AVENUE SECURITIES LLC$24M
Largest adds
- Savant Capital, LLC$315M
- Cetera Investment Advisers$46M
- JMG Financial Group, Ltd.$28M
- MATHER GROUP, LLC.$27M
- Focus Partners Wealth$25M
- RITHOLTZ WEALTH MANAGEMENT$23M
Largest trims
- Corient Private Wealth LP$131M
- COLDSTREAM CAPITAL MANAGEMENT INC$33M
- EverSource Wealth Advisors, LLC$15M
- Allworth Financial LP$14M
- Root Financial Partners, LLC$7M
- Vise Technologies, Inc.$6M
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 |
|---|---|---|---|---|
| Savant Capital, LLC added | 25,008,847 | $976M | 19.1% | 2026-Q2 |
| MATHER GROUP, LLC. added | 6,632,230 | $257M | 5.0% | 2026-Q2 |
| JMG Financial Group, Ltd. added | 6,311,245 | $245M | 4.8% | 2026-Q2 |
| Focus Partners Wealth added | 4,701,833 | $182M | 3.6% | 2026-Q2 |
| Cetera Investment Advisers added | 4,700,364 | $182M | 3.6% | 2026-Q2 |
| Cerity Partners LLC added | 4,469,361 | $173M | 3.4% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 4,069,099 | $158M | 3.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 3,244,380 | $126M | 2.5% | 2026-Q2 |
| Modera Wealth Management, LLC added | 2,947,946 | $114M | 2.2% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 2,844,072 | $110M | 2.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 2,666,992 | $103M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,378,365 | $92M | 1.8% | 2026-Q2 |
| LPL Financial LLC added | 2,360,503 | $92M | 1.8% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 2,225,817 | $86M | 1.7% | 2026-Q2 |
| Creative Planning trimmed | 2,187,449 | $85M | 1.7% | 2026-Q2 |
| Arista Wealth Management, LLC added | 2,151,928 | $83M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,970,745 | $76M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,704,969 | $66M | 1.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 1,486,102 | $58M | 1.1% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 1,332,487 | $52M | 1.0% | 2026-Q2 |
| Truepoint, Inc. trimmed | 1,193,913 | $46M | 0.9% | 2026-Q2 |
| Evanson Financial, LLC new | 1,160,147 | $45M | 0.9% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 1,142,603 | $45M | 0.9% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 1,030,836 | $40M | 0.8% | 2026-Q2 |
| Leading Edge Financial Planning LLC added | 1,027,285 | $40M | 0.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,023,556 | $40M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 968,729 | $38M | 0.7% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 940,148 | $36M | 0.7% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 930,059 | $36M | 0.7% | 2026-Q2 |
| Elser Financial Planning, Inc added | 923,575 | $36M | 0.7% | 2026-Q2 |
| Seaside Wealth Management, Inc. added | 922,462 | $36M | 0.7% | 2026-Q2 |
| Stordahl Capital Management, Inc. added | 913,553 | $35M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 905,466 | $35M | 0.7% | 2026-Q2 |
| United Wealth Management, LLC added | 904,345 | $35M | 0.7% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 873,274 | $34M | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 848,190 | $33M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 826,860 | $32M | 0.6% | 2026-Q2 |
| Hassell Wealth Management, LLC added | 770,951 | $29M | 0.6% | 2026-Q2 |
| Zhang Financial LLC added | 750,732 | $29M | 0.6% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 734,781 | $29M | 0.6% | 2026-Q2 |
| Rather & Kittrell, Inc. added | 719,089 | $28M | 0.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 714,818 | $28M | 0.5% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 704,492 | $27M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 665,532 | $26M | 0.5% | 2026-Q2 |
| Retirement Solution LLC added | 658,005 | $26M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 644,635 | $25M | 0.5% | 2026-Q2 |
| Factor Wealth Management LTD added | 634,617 | $25M | 0.5% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 594,768 | $23M | 0.5% | 2026-Q2 |
| Wealth Dimensions Group, Ltd. added | 587,003 | $23M | 0.4% | 2026-Q2 |
| Integris Wealth Management, LLC trimmed | 585,899 | $23M | 0.4% | 2026-Q2 |
| Safeguard Investment Advisory Group, LLC trimmed | 584,076 | $23M | 0.4% | 2026-Q2 |
| Wealth Advisors Northwest LLC added | 565,017 | $22M | 0.4% | 2026-Q2 |
| Krilogy Financial LLC added | 562,531 | $22M | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 539,438 | $21M | 0.4% | 2026-Q2 |
| Alpha Financial Advisors, LLC trimmed | 516,208 | $20M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 512,087 | $20M | 0.4% | 2026-Q2 |
| Clarity Wealth Development LLC added | 511,635 | $20M | 0.4% | 2026-Q2 |
| Equita Financial Network, Inc. added | 505,882 | $20M | 0.4% | 2026-Q2 |
| Foundation Wealth Management, LLC\PA added | 502,590 | $19M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 499,837 | $19M | 0.4% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 492,276 | $19M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 486,019 | $19M | 0.4% | 2026-Q2 |
| Apella Capital, LLC added | 483,548 | $19M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 462,453 | $18M | 0.4% | 2026-Q2 |
| TOBIAS FINANCIAL ADVISORS, INC. added | 461,103 | $18M | 0.4% | 2026-Q2 |
| Well Done, LLC trimmed | 457,938 | $18M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 446,524 | $17M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 442,556 | $17M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 438,349 | $17M | 0.3% | 2026-Q2 |
| Timonier Family Office, LTD. added | 436,101 | $17M | 0.3% | 2026-Q2 |
| SCRATCH CAPITAL LLC added | 433,153 | $17M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 425,967 | $17M | 0.3% | 2026-Q2 |
| Oceanside Advisors LLC added | 422,944 | $16M | 0.3% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC added | 413,454 | $16M | 0.3% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 412,020 | $16M | 0.3% | 2026-Q2 |
| Physician Wealth Solutions Inc. trimmed | 411,042 | $16M | 0.3% | 2026-Q2 |
| Trust Co of the South trimmed | 402,318 | $16M | 0.3% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 393,241 | $15M | 0.3% | 2026-Q2 |
| Greenline Partners, LLC trimmed | 388,109 | $15M | 0.3% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC trimmed | 386,270 | $15M | 0.3% | 2026-Q2 |
| RFG Advisory, LLC added | 373,465 | $14M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 368,604 | $14M | 0.3% | 2026-Q2 |
| Avant Financial Advisors LLC added | 361,776 | $14M | 0.3% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 349,124 | $14M | 0.3% | 2026-Q2 |
| Woodward Financial Advisors, Inc. new | 348,538 | $14M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 348,145 | $14M | 0.3% | 2026-Q2 |
| KEB ASSET MANAGEMENT, LLC trimmed | 341,522 | $13M | 0.3% | 2026-Q2 |
| Abel Hall, LLC added | 336,098 | $13M | 0.3% | 2026-Q2 |
| VESTIA PERSONAL WEALTH ADVISORS added | 334,579 | $13M | 0.3% | 2026-Q2 |
| Plancorp, LLC added | 327,279 | $13M | 0.2% | 2026-Q2 |
| Private Wealth Management Group, LLC trimmed | 321,963 | $12M | 0.2% | 2026-Q2 |
| Financial Architects, LLC added | 320,155 | $12M | 0.2% | 2026-Q2 |
| BOS Asset Management, LLC added | 313,868 | $12M | 0.2% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 312,283 | $12M | 0.2% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC trimmed | 312,283 | $12M | 0.2% | 2026-Q2 |
| RCS Financial Planning, LLC added | 301,701 | $12M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 299,230 | $12M | 0.2% | 2026-Q2 |
| Ballentine Capital Advisors, Inc added | 296,902 | $12M | 0.2% | 2026-Q2 |
| Aspen Capital Management, LLC added | 295,557 | $11M | 0.2% | 2026-Q2 |
| Waterford Advisors, LLC added | 288,532 | $11M | 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.