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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
30 top institutions tracked
Last 13F trend: distributing (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
398 filers reported a long position in DFLV for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Savant Capital, LLC | $1B | 25.5M | +23.6% |
| Root Financial Partners, LLC | $186.4M | 4.7M | +49.9% |
| Vise Technologies, Inc. | $181.6M | 4.6M | +78% |
| Cetera Investment Advisers | $174.9M | 4.4M | +20.6% |
| Foster Group, Inc. | $158.3M | 4M | -1.4% |
| Truepoint, Inc. | $132.2M | 3.3M | -6.8% |
| Corient Private Wealth LP | $131.2M | 3.3M | -51% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $124.2M | 3.1M | +4.8% |
| Cerity Partners LLC | $113.8M | 2.9M | +32.8% |
| EP Wealth Advisors, LLC | $108.1M | 2.7M | -2.2% |
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