Who owns DFAL?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFAL from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 26.7M shares of DFAL worth $1.35B; the largest disclosed holder is Envestnet Portfolio Solutions, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$1.35B
value, 2026 filers
26.7M
shares disclosed
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFAL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc.NEW | 9.7M | $489.9M | 2.3% | — | new |
| 2 | FIRST CITIZENS BANK & TRUST CONEW | 9.7M | $488.1M | 7.3% | — | new |
| 3 | Plancorp, LLCNEW | 7.3M | $365.7M | 8.9% | — | new |
| 4 | Parkside Financial Bank & TrustNEW | 34,175 | $1.7M | 0.1% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.