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
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 $4.93B AUM 12.22% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Gravity Companies's DTF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in DTF Tax-Free Income 2028 Term Fund (DTF) in Q2 2025: 3,232 shares worth $36.2K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DTF as recently as Q4 2024.

Financial Gravity Companies first reported a position in DTF in Q4 2024 and has held it in 2 quarters since. The position peaked at $36.2K in Q4 2024. 28 funds tracked by Wall St. Rank hold DTF as of Q2 2025.

  • Financial Gravity Companies held 3,232 shares of DTF Tax-Free Income 2028 Term Fund worth $36.2K as of Q2 2025.
  • DTF Tax-Free Income 2028 Term Fund was a new Financial Gravity Companies position in Q2 2025.
  • DTF Tax-Free Income 2028 Term Fund made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #346 holding.
  • Financial Gravity Companies first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's DTF Tax-Free Income 2028 Term Fund position peaked at $36.2K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.