FIA
DFVE icon

Foundations Investment Advisors’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Foundations Investment Advisors’s Portfolio DFVE Stock Details DFVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.3M Buy
563,622
+116,617
+26% +$3.88M 0.23% 103
2025
Q4 		$14.3M Buy
447,005
+119,991
+37% +$3.78M 0.19% 119
2025
Q3 		$10.3M Buy
327,014
+97,952
+43% +$3M 0.15% 134
2025
Q2 		$6.82M Buy
229,062
+44,874
+24% +$1.25M 0.11% 167
2025
Q1 		$5.2M Buy
184,188
+68,259
+59% +$1.97M 0.1% 198
2024
Q4 		$3.28M Buy
115,929
+73,497
+173% +$2.15M 0.06% 225
2024
Q3 		$1.23M Buy
42,432
+26,910
+173% +$743K 0.03% 331
2024
Q2 		$415K Buy
+15,522
New +$415K 0.01% 536

Other funds holding DFVE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Foundations Investment Advisors's DFVE Position: Q1 2026 in Review

Foundations Investment Advisors increased its DoubleLine Fortune 500 Equal Weight ETF (DFVE) stake by 26% in Q1 2026, buying an estimated $3.88M and bringing the position to 563,622 shares worth $18.3M. The position accounts for 0.23% of the portfolio, ranked #103.

Foundations Investment Advisors first reported a position in DFVE in Q2 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold DFVE as of Q1 2026.

  • Foundations Investment Advisors held 563,622 shares of DoubleLine Fortune 500 Equal Weight ETF worth $18.3M as of Q1 2026.
  • Foundations Investment Advisors bought 116,617 DoubleLine Fortune 500 Equal Weight ETF shares in Q1 2026, an estimated $3.88M.
  • DoubleLine Fortune 500 Equal Weight ETF made up 0.23% of Foundations Investment Advisors's portfolio in Q1 2026, its #103 holding.
  • Foundations Investment Advisors first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q2 2024 and has held it in 8 quarters since.
  • 9 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.