FGC
DTF

Financial Gravity Companies’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Financial Gravity Companies’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.3K Buy
+3,232
New +$37K 0.01% 361
2025
Q2 		$36.2K Buy
+3,232
New +$36.1K 0.01% 346
2024
Q4 		$36.2K Buy
+3,232
New +$36.4K 0.01% 338

Other funds holding DTF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Gravity Companies's DTF Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in DTF Tax-Free Income 2028 Term Fund (DTF) in Q2 2026: 3,232 shares worth $37.3K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DTF as recently as Q2 2025.

Financial Gravity Companies first reported a position in DTF in Q4 2024 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold DTF as of Q2 2026.

  • Financial Gravity Companies held 3,232 shares of DTF Tax-Free Income 2028 Term Fund worth $37.3K as of Q2 2026.
  • DTF Tax-Free Income 2028 Term Fund was a new Financial Gravity Companies position in Q2 2026.
  • DTF Tax-Free Income 2028 Term Fund made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #361 holding.
  • Financial Gravity Companies first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2024 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.