Jones Financial Companies
DFVE icon

Jones Financial Companies’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Jones Financial Companies’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 		$3.1K Buy
+86
New +$2.98K ﹤0.01% 4284

Other funds holding DFVE

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
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
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jones Financial Companies's DFVE Position: Q2 2026 in Review

Jones Financial Companies opened a new position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q2 2026: 86 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #4284 among its holdings.

7 funds tracked by Wall St. Rank hold DFVE as of Q2 2026.

  • Jones Financial Companies held 86 shares of DoubleLine Fortune 500 Equal Weight ETF worth $3.1K as of Q2 2026.
  • DoubleLine Fortune 500 Equal Weight ETF was a new Jones Financial Companies position in Q2 2026.
  • DoubleLine Fortune 500 Equal Weight ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4284 holding.
  • 7 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.