Who owns DFUV
Which tracked institutional funds hold DFUV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFUV 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 DFUV is one-sided between 2026-Q1 and 2026-Q2: 291 added or opened and 46 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
DFUV’s largest tracked holder by dollar value, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 2.8% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DFUV 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 772 tracked filers holding DFUV, 297 increased or opened the position and 317 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 DFUV 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 23
- Evanson Financial, LLC$72M
- Timonier Family Office, LTD.$42M
- TWO SIGMA INVESTMENTS, LP$21M
- Woodward Financial Advisors, Inc.$8M
- Wolfstich Capital, LLC$6M
- CITADEL ADVISORS LLC$6M
Full exits 33
- HighTower Advisors, LLC$216M
- Evanson Asset Management, LLC$65M
- M Holdings Securities, Inc.$39M
- Premier Financial Group$28M
- DiNuzzo Private Wealth, Inc.$22M
- Navigoe, LLC$16M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$334M
- Savant Capital, LLC$93M
- Focus Partners Wealth$70M
- TCI Wealth Advisors, Inc.$55M
- Index Fund Advisors, Inc.$40M
- Integrated Wealth Concepts LLC$40M
Largest trims
- Corient Private Wealth LP$263M
- Plancorp, LLC$99M
- Kooman & Associates$15M
- Allworth Financial LP$15M
- Frankly Finances, LLC$13M
- Root Financial Partners, LLC$10M
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV added | 43,369,886 | $2.4B | 24.1% | 2026-Q2 |
| Savant Capital, LLC trimmed | 15,249,311 | $839M | 8.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 14,217,663 | $782M | 7.9% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 5,787,541 | $318M | 3.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 4,999,844 | $275M | 2.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 4,892,951 | $269M | 2.7% | 2026-Q2 |
| Creative Planning trimmed | 4,865,323 | $268M | 2.7% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 4,044,731 | $223M | 2.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 3,801,714 | $209M | 2.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 3,355,094 | $185M | 1.9% | 2026-Q2 |
| Plancorp, LLC trimmed | 3,242,114 | $178M | 1.8% | 2026-Q2 |
| Cerity Partners LLC added | 2,644,308 | $145M | 1.5% | 2026-Q2 |
| Modera Wealth Management, LLC added | 2,291,735 | $126M | 1.3% | 2026-Q2 |
| MASECO LLP trimmed | 1,999,281 | $110M | 1.1% | 2026-Q2 |
| Truepoint, Inc. trimmed | 1,902,222 | $105M | 1.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,853,369 | $102M | 1.0% | 2026-Q2 |
| Trust Co of the South trimmed | 1,722,466 | $95M | 1.0% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed | 1,669,238 | $92M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,408,163 | $77M | 0.8% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,387,899 | $76M | 0.8% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 1,342,005 | $74M | 0.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,341,644 | $74M | 0.7% | 2026-Q2 |
| Evanson Financial, LLC new | 1,317,420 | $72M | 0.7% | 2026-Q2 |
| CHOREO, LLC added | 1,283,006 | $71M | 0.7% | 2026-Q2 |
| Foster Group, Inc. trimmed | 1,263,263 | $69M | 0.7% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC trimmed | 1,193,244 | $66M | 0.7% | 2026-Q2 |
| Forum Financial Management, LP trimmed | 1,159,212 | $64M | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 1,133,788 | $62M | 0.6% | 2026-Q2 |
| Apella Capital, LLC trimmed | 1,070,075 | $59M | 0.6% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC added | 1,063,093 | $58M | 0.6% | 2026-Q2 |
| SACHEM HILL LLC trimmed | 1,047,542 | $58M | 0.6% | 2026-Q2 |
| MONOGRAPH WEALTH ADVISORS, LLC added | 1,022,464 | $56M | 0.6% | 2026-Q2 |
| Triune Financial Partners, LLC added | 981,939 | $54M | 0.5% | 2026-Q2 |
| Team Hewins, LLC trimmed | 951,799 | $52M | 0.5% | 2026-Q2 |
| Factor Wealth Management LTD added | 948,209 | $52M | 0.5% | 2026-Q2 |
| TFC Financial Management, Inc. trimmed | 905,753 | $50M | 0.5% | 2026-Q2 |
| KEB ASSET MANAGEMENT, LLC added | 900,330 | $50M | 0.5% | 2026-Q2 |
| Porter White Investment Advisors, Inc. trimmed | 886,806 | $49M | 0.5% | 2026-Q2 |
| Elser Financial Planning, Inc trimmed | 882,671 | $49M | 0.5% | 2026-Q2 |
| Smartleaf Asset Management LLC | 847,220 | $47M | 0.5% | 2026-Q2 |
| Disciplined Equity Management, Inc. added | 838,894 | $46M | 0.5% | 2026-Q2 |
| Heritage Investment Group, Inc. trimmed | 836,665 | $46M | 0.5% | 2026-Q2 |
| Verus Financial Partners, Inc. added | 833,515 | $46M | 0.5% | 2026-Q2 |
| Guardian Wealth Management, LLC trimmed | 824,333 | $45M | 0.5% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 814,035 | $39M | 0.4% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC trimmed | 792,213 | $44M | 0.4% | 2026-Q2 |
| Timonier Family Office, LTD. added | 769,971 | $42M | 0.4% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC trimmed | 754,353 | $41M | 0.4% | 2026-Q2 |
| DIXON FNANCIAL SERVICES, INC. trimmed | 745,784 | $41M | 0.4% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 715,500 | $39M | 0.4% | 2026-Q2 |
| Richard Young Associates, Ltd. trimmed | 708,429 | $39M | 0.4% | 2026-Q2 |
| ASPIRIANT, LLC trimmed | 707,126 | $39M | 0.4% | 2026-Q2 |
| Allworth Financial LP trimmed | 704,814 | $39M | 0.4% | 2026-Q2 |
| Tillman Hartley LLC trimmed | 702,050 | $39M | 0.4% | 2026-Q2 |
| Planning Center, Inc. trimmed | 699,135 | $38M | 0.4% | 2026-Q2 |
| Wealth Management Nebraska trimmed | 698,114 | $38M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 681,475 | $37M | 0.4% | 2026-Q2 |
| Wealth Architects, LLC trimmed | 679,197 | $37M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 675,012 | $37M | 0.4% | 2026-Q2 |
| Heritage Wealth Management, Inc./Texas trimmed | 667,599 | $37M | 0.4% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC trimmed | 632,077 | $35M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 602,675 | $33M | 0.3% | 2026-Q2 |
| McLean Asset Management Corp trimmed | 600,061 | $33M | 0.3% | 2026-Q2 |
| Three Arch Wealth Management LLC trimmed | 598,703 | $33M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 582,567 | $32M | 0.3% | 2026-Q2 |
| RW Investment Management LLC trimmed | 575,717 | $32M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 563,266 | $31M | 0.3% | 2026-Q2 |
| Meritas Wealth Management, LLC trimmed | 555,354 | $31M | 0.3% | 2026-Q2 |
| TFO Wealth Partners, LLC trimmed | 553,055 | $30M | 0.3% | 2026-Q2 |
| WPWealth LLP trimmed | 547,549 | $30M | 0.3% | 2026-Q2 |
| ShankerValleau Wealth Advisors, Inc. trimmed | 544,043 | $30M | 0.3% | 2026-Q2 |
| LRI Investments, LLC trimmed | 542,430 | $30M | 0.3% | 2026-Q2 |
| Moisand Fitzgerald Tamayo, LLC trimmed | 535,101 | $29M | 0.3% | 2026-Q2 |
| Symmetry Partners, LLC trimmed | 517,258 | $28M | 0.3% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC added | 513,880 | $28M | 0.3% | 2026-Q2 |
| BAYSHORE ASSET MANAGEMENT, LLC trimmed | 506,330 | $28M | 0.3% | 2026-Q2 |
| WorthPointe, LLC trimmed | 505,062 | $28M | 0.3% | 2026-Q2 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC trimmed | 504,434 | $28M | 0.3% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. trimmed | 503,156 | $28M | 0.3% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 497,233 | $27M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 484,264 | $27M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 474,836 | $26M | 0.3% | 2026-Q2 |
| American Investment Services, Inc. trimmed | 474,682 | $26M | 0.3% | 2026-Q2 |
| RS CRUM INC. added | 471,472 | $26M | 0.3% | 2026-Q2 |
| Prudent Man Investment Management, Inc. trimmed | 471,441 | $22M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 468,539 | $26M | 0.3% | 2026-Q2 |
| UBS Group AG added | 458,690 | $25M | 0.3% | 2026-Q2 |
| LEGACY FINANCIAL GROUP, INC. trimmed | 452,004 | $25M | 0.3% | 2026-Q2 |
| BAKER BOYER NATIONAL BANK trimmed | 435,463 | $24M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 420,699 | $23M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 409,344 | $23M | 0.2% | 2026-Q2 |
| Graves Light Lenhart Wealth, Inc. added | 402,895 | $22M | 0.2% | 2026-Q2 |
| DOPKINS WEALTH MANAGEMENT, LLC trimmed | 401,368 | $22M | 0.2% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 387,967 | $21M | 0.2% | 2026-Q2 |
| CLARIS ADVISORS, LLC / MO / trimmed | 384,556 | $21M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 383,500 | $21M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 374,528 | $21M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 357,895 | $20M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 356,584 | $20M | 0.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 342,275 | $19M | 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.