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
Q2 		$24M Buy
667,707
+104,085
+18% +$3.6M 0.25% 97
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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Foundations Investment Advisors's DFVE Position: Q2 2026 in Review

Foundations Investment Advisors increased its DoubleLine Fortune 500 Equal Weight ETF (DFVE) stake by 18% in Q2 2026, buying an estimated $3.6M and bringing the position to 667,707 shares worth $24M. The position accounts for 0.25% of the portfolio, ranked #97.

Foundations Investment Advisors first reported a position in DFVE in Q2 2024 and has held it in 9 quarters since. 7 funds tracked by Wall St. Rank hold DFVE as of Q2 2026.

  • Foundations Investment Advisors held 667,707 shares of DoubleLine Fortune 500 Equal Weight ETF worth $24M as of Q2 2026.
  • Foundations Investment Advisors bought 104,085 DoubleLine Fortune 500 Equal Weight ETF shares in Q2 2026, an estimated $3.6M.
  • DoubleLine Fortune 500 Equal Weight ETF made up 0.25% of Foundations Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Foundations Investment Advisors first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
  • 7 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.