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Focus Partners Wealth reports 6.8% DTF (DTF) stake in Schedule 13G filing

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

DTF Tax-Free Income 2028 Fund Inc reported that Focus Partners Wealth, LLC has filed a Schedule 13G as a significant shareholder. Focus Partners Wealth beneficially owns 481,004 common shares, representing 6.8% of the fund’s outstanding common shares, with sole voting and dispositive power over this stake. The filing states the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of the fund.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Focus Partners Wealth
Signature:Vincent J. Gratch
Name/Title:Deputy Chief Compliance Officer
Date:02/13/2026

FAQ

What does the Schedule 13G filing reveal about DTF (DTF) ownership?

The filing shows Focus Partners Wealth, LLC beneficially owns 481,004 common shares of DTF Tax-Free Income 2028 Fund Inc, representing 6.8% of the class. This stake gives the firm a reportable, but passive, ownership interest under SEC rules.

Who is the reporting person in the DTF (DTF) Schedule 13G?

The reporting person is Focus Partners Wealth, LLC, organized in Missouri. Its principal office is listed at 190 Carondelet Plaza, Suite 600, St. Louis, Missouri 63105, and it reports holdings in DTF Tax-Free Income 2028 Fund Inc common shares under SEC beneficial ownership rules.

How many DTF (DTF) shares does Focus Partners Wealth beneficially own?

Focus Partners Wealth beneficially owns 481,004 common shares of DTF Tax-Free Income 2028 Fund Inc. It reports sole voting power and sole dispositive power over all 481,004 shares, with no shared voting or shared dispositive authority over this position.

What percentage of DTF (DTF) does Focus Partners Wealth hold?

Focus Partners Wealth reports holding 6.8% of the outstanding common shares of DTF Tax-Free Income 2028 Fund Inc. Crossing the 5% ownership threshold triggers the requirement to file a Schedule 13G or 13D under SEC beneficial ownership regulations.

Is Focus Partners Wealth’s DTF (DTF) stake intended to influence control?

The filing states the DTF shares were acquired and are held in the ordinary course of business. It specifies they were not acquired for the purpose of changing or influencing control of DTF Tax-Free Income 2028 Fund Inc or participating in control-related transactions.

What type of securities of DTF (DTF) are reported in this Schedule 13G?

The Schedule 13G covers Common Shares of DTF Tax-Free Income 2028 Fund Inc with CUSIP 23334J107. Beneficial ownership, voting power, and dispositive power are all reported with respect to this single class of the fund’s equity securities.
DTF Tax-Free Income 2028 Term

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