Farther Finance Advisors’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$53.8K Hold
1,500
﹤0.01% 3197
2026
Q1
$48.8K Buy
+1,500
New +$49.9K ﹤0.01% 3012

Farther Finance Advisors's DFVE Position: Q2 2026 in Review

Farther Finance Advisors held its DoubleLine Fortune 500 Equal Weight ETF (DFVE) position steady in Q2 2026 at 1,500 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

Farther Finance Advisors first reported a position in DFVE in Q1 2026 and has held it in 2 quarters since. 1 fund tracked by Wall St. Rank holds DFVE as of Q2 2026.

  • Farther Finance Advisors held 1,500 shares of DoubleLine Fortune 500 Equal Weight ETF worth $53.8K as of Q2 2026.
  • Farther Finance Advisors left its DoubleLine Fortune 500 Equal Weight ETF share count unchanged in Q2 2026.
  • DoubleLine Fortune 500 Equal Weight ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3197 holding.
  • Farther Finance Advisors first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 1 fund tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.