Who owns DFUV (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-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 DFUV is one-sided between 2025-Q4 and 2026-Q1: 176 added or opened and 51 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 3.0% of its own reported 13F book, while the median holder sizes it at 3.1% of theirs — a 0.0pp gap the other way — the median holder sizes DFUV more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 760 tracked filers holding DFUV, 286 increased or opened the position and 286 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 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 18
- RW Investment Management LLC$28M
- Summit Portfolio Management, LTD.$7M
- WNY Asset Management, LLC$6M
- ACTION POINT FINANCIAL PLANNING, LLC$5M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$4M
- Navigate Wealth Management, LLC$3M
Full exits 19
- Timonier Family Office, LTD.$36M
- Grunden Financial Advisory, Inc.$19M
- McMill Wealth Management$16M
- SB Capital Management Inc$12M
- Yeomans Consulting Group, Inc.$5M
- TIAA TRUST, NATIONAL ASSOCIATION$4M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$194M
- Elser Financial Planning, Inc$43M
- Focus Partners Wealth$24M
- Focus Partners Advisor Solutions, LLC$24M
- Apella Capital, LLC$20M
- Allworth Financial LP$20M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$42M
- EverSource Wealth Advisors, LLC$8M
- NORTHERN TRUST CORP$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- Root Financial Partners, LLC$3M
- MML INVESTORS SERVICES, LLC$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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV added | 42,337,032 | $2.1B | 21.8% | 2026-Q1 |
| Savant Capital, LLC trimmed | 15,398,022 | $746M | 7.9% | 2026-Q1 |
| Focus Partners Wealth trimmed | 14,695,031 | $712M | 7.6% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 9,736,043 | $472M | 5.0% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 5,738,753 | $278M | 3.0% | 2026-Q1 |
| Plancorp, LLC trimmed | 5,558,959 | $278M | 3.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 5,544,720 | $269M | 2.9% | 2026-Q1 |
| Creative Planning trimmed | 4,952,745 | $240M | 2.6% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 4,949,965 | $240M | 2.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 4,467,375 | $216M | 2.3% | 2026-Q1 |
| TCI Wealth Advisors, Inc. added | 3,464,039 | $168M | 1.8% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 3,194,495 | $155M | 1.6% | 2026-Q1 |
| Cerity Partners LLC added | 2,532,792 | $123M | 1.3% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 2,179,811 | $106M | 1.1% | 2026-Q1 |
| MASECO LLP trimmed | 2,021,042 | $98M | 1.0% | 2026-Q1 |
| Truepoint, Inc. trimmed | 1,943,122 | $94M | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,806,666 | $88M | 0.9% | 2026-Q1 |
| Trust Co of the South trimmed | 1,727,175 | $84M | 0.9% | 2026-Q1 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed | 1,674,054 | $84M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,373,581 | $67M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,373,476 | $67M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 1,366,685 | $66M | 0.7% | 2026-Q1 |
| Evanson Asset Management, LLC added | 1,338,275 | $65M | 0.7% | 2026-Q1 |
| CHOREO, LLC trimmed | 1,279,108 | $62M | 0.7% | 2026-Q1 |
| Foster Group, Inc. trimmed | 1,274,002 | $62M | 0.7% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 1,224,800 | $59M | 0.6% | 2026-Q1 |
| Forum Financial Management, LP trimmed | 1,173,592 | $57M | 0.6% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 1,159,964 | $56M | 0.6% | 2026-Q1 |
| Apella Capital, LLC added | 1,074,939 | $55M | 0.6% | 2026-Q1 |
| Allworth Financial LP added | 1,104,019 | $54M | 0.6% | 2026-Q1 |
| SACHEM HILL LLC trimmed | 1,060,870 | $51M | 0.5% | 2026-Q1 |
| Parkwoods Wealth Partners, LLC added | 1,024,876 | $50M | 0.5% | 2026-Q1 |
| MONOGRAPH WEALTH ADVISORS, LLC added | 1,014,868 | $49M | 0.5% | 2026-Q1 |
| Porter White Investment Advisors, Inc. added | 977,943 | $47M | 0.5% | 2026-Q1 |
| Team Hewins, LLC trimmed | 964,366 | $47M | 0.5% | 2026-Q1 |
| Triune Financial Partners, LLC added | 956,405 | $46M | 0.5% | 2026-Q1 |
| TFC Financial Management, Inc. trimmed | 909,157 | $44M | 0.5% | 2026-Q1 |
| Elser Financial Planning, Inc added | 891,980 | $43M | 0.5% | 2026-Q1 |
| KEB ASSET MANAGEMENT, LLC added | 849,146 | $41M | 0.4% | 2026-Q1 |
| Heritage Investment Group, Inc. trimmed | 845,476 | $41M | 0.4% | 2026-Q1 |
| Guardian Wealth Management, LLC trimmed | 843,510 | $41M | 0.4% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 847,220 | $40M | 0.4% | 2026-Q1 |
| Disciplined Equity Management, Inc. added | 808,704 | $39M | 0.4% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 800,485 | $39M | 0.4% | 2026-Q1 |
| M Holdings Securities, Inc. added | 769,593 | $39M | 0.4% | 2026-Q1 |
| Verus Financial Partners, Inc. added | 751,341 | $38M | 0.4% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC trimmed | 812,006 | $38M | 0.4% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC added | 771,747 | $37M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 759,047 | $37M | 0.4% | 2026-Q1 |
| DIXON FNANCIAL SERVICES, INC. trimmed | 750,565 | $36M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 748,451 | $36M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 729,224 | $35M | 0.4% | 2026-Q1 |
| Factor Wealth Management LTD added | 718,370 | $35M | 0.4% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 713,110 | $35M | 0.4% | 2026-Q1 |
| Tillman Hartley LLC trimmed | 711,422 | $34M | 0.4% | 2026-Q1 |
| Planning Center, Inc. trimmed | 711,348 | $34M | 0.4% | 2026-Q1 |
| Richard Young Associates, Ltd. added | 710,025 | $34M | 0.4% | 2026-Q1 |
| ASPIRIANT, LLC trimmed | 708,215 | $34M | 0.4% | 2026-Q1 |
| Wealth Management Nebraska trimmed | 706,853 | $34M | 0.4% | 2026-Q1 |
| Wealth Architects, LLC trimmed | 700,295 | $34M | 0.4% | 2026-Q1 |
| Heritage Wealth Management, Inc./Texas added | 687,946 | $33M | 0.4% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC trimmed | 641,341 | $31M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 625,503 | $30M | 0.3% | 2026-Q1 |
| McLean Asset Management Corp trimmed | 614,532 | $30M | 0.3% | 2026-Q1 |
| Three Arch Wealth Management LLC trimmed | 601,260 | $29M | 0.3% | 2026-Q1 |
| WPWealth LLP added | 600,464 | $29M | 0.3% | 2026-Q1 |
| RW Investment Management LLC trimmed | 587,440 | $28M | 0.3% | 2026-Q1 |
| Premier Financial Group trimmed | 574,917 | $28M | 0.3% | 2026-Q1 |
| ShankerValleau Wealth Advisors, Inc. trimmed | 575,666 | $28M | 0.3% | 2026-Q1 |
| Root Financial Partners, LLC trimmed | 573,822 | $28M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 561,231 | $27M | 0.3% | 2026-Q1 |
| TFO Wealth Partners, LLC added | 559,190 | $27M | 0.3% | 2026-Q1 |
| Meritas Wealth Management, LLC trimmed | 558,686 | $27M | 0.3% | 2026-Q1 |
| Symmetry Partners, LLC trimmed | 546,249 | $26M | 0.3% | 2026-Q1 |
| Moisand Fitzgerald Tamayo, LLC trimmed | 544,583 | $26M | 0.3% | 2026-Q1 |
| LRI Investments, LLC trimmed | 544,342 | $26M | 0.3% | 2026-Q1 |
| WorthPointe, LLC trimmed | 519,954 | $25M | 0.3% | 2026-Q1 |
| BAYSHORE ASSET MANAGEMENT, LLC added | 518,316 | $25M | 0.3% | 2026-Q1 |
| Petersen Hastings Wealth Advisors Inc. trimmed | 510,338 | $25M | 0.3% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 508,250 | $25M | 0.3% | 2026-Q1 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC added | 506,819 | $25M | 0.3% | 2026-Q1 |
| American Investment Services, Inc. trimmed | 480,336 | $23M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 478,562 | $23M | 0.2% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 477,984 | $23M | 0.2% | 2026-Q1 |
| RS CRUM INC. added | 470,251 | $23M | 0.2% | 2026-Q1 |
| Kooman & Associates added | 469,310 | $23M | 0.2% | 2026-Q1 |
| LEGACY FINANCIAL GROUP, INC. trimmed | 468,036 | $23M | 0.2% | 2026-Q1 |
| Vise Technologies, Inc. | 483,484 | $23M | 0.2% | 2026-Q1 |
| Prudent Man Investment Management, Inc. trimmed | 479,619 | $22M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 456,868 | $22M | 0.2% | 2026-Q1 |
| DiNuzzo Private Wealth, Inc. trimmed | 455,449 | $22M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 445,689 | $22M | 0.2% | 2026-Q1 |
| BAKER BOYER NATIONAL BANK trimmed | 442,147 | $21M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 435,624 | $21M | 0.2% | 2026-Q1 |
| UBS Group AG added | 410,867 | $20M | 0.2% | 2026-Q1 |
| DOPKINS WEALTH MANAGEMENT, LLC trimmed | 405,795 | $20M | 0.2% | 2026-Q1 |
| CLARIS ADVISORS, LLC / MO / trimmed | 394,038 | $19M | 0.2% | 2026-Q1 |
| Willow Creek Wealth Management Inc. trimmed | 1,080,534 | $48M | 0.5% | 2025-Q3 stale |
| Timonier Family Office, LTD. trimmed | 765,891 | $36M | 0.4% | 2025-Q4 stale |
| Efficient Frontier Advisors LLC trimmed | 757,534 | $32M | 0.3% | 2025-Q2 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.