Valmark Advisers, Inc. has added 139,945 shares of $DFIV to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $DFIV.
$DFIV Hedge Fund Activity
We have seen 493 institutional investors add shares of $DFIV stock to their portfolio, and 252 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 31,094,510 shares (+38203.9%) to their portfolio in Q1 2026, for an estimated $1,641,168,237
- KESTRA INVESTMENT MANAGEMENT, LLC removed 1,448,889 shares (-36.0%) from their portfolio in Q2 2026, for an estimated $78,268,983
- EP WEALTH ADVISORS, LLC added 1,127,902 shares (+18.5%) to their portfolio in Q1 2026, for an estimated $59,530,667
- PNC FINANCIAL SERVICES GROUP, INC. added 981,517 shares (+6.3%) to their portfolio in Q1 2026, for an estimated $51,804,467
- RAYMOND JAMES FINANCIAL INC added 966,804 shares (+25.6%) to their portfolio in Q1 2026, for an estimated $51,027,915
- ENVESTNET ASSET MANAGEMENT INC added 896,815 shares (+21.4%) to their portfolio in Q2 2026, for an estimated $48,445,946
- JONES FINANCIAL COMPANIES LLLP added 863,679 shares (+48.4%) to their portfolio in Q1 2026, for an estimated $45,584,977
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $DFIV ticker page for more data.