As of the latest SEC filings, DFC HEL TRUST (DFCHT) is held by 1 institutional funds. The largest fund shareholder is Performance Trust Total Return Bond Fund (PTIAX), holding an estimated $1,000,037.20 in market value, representing 0.01% of its portfolio.
Funds holding DFC HEL TRUST (DFCHT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DFCHT
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PTIAX
Performance Trust Total Return Bond Fund
|
MF | Independent / Boutique | 0.01% | $1,000,037.20 | 1,024,605 | Feb 28, 2026 | Apr 16, 2026 |
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