CUSIP 25434V104US CORE EQT MKTDFAUQ4 2025
Aggregate 13F value by quarter
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545 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | 7.13M | $333.47M | +118.2K | Added |
| 2 | Rvw Wealth, LLC | 4.51M | $211.18M | +13.1K | Added |
| 3 | Sageworth Trust Co | 4.50M | $210.82M | +4.41M | Added |
| 4 | Onedigital Investment Advisors LLC | 4.34M | $203.11M |
| +345.5K |
| Added |
| 5 | Allworth Financial LP | 3.85M | $180.15M | −139.9K | Reduced |
| 6 | Focus Partners Wealth | 3.38M | $158.31M | +1.05M | Added |
| 7 | Aquire Wealth Advisors, LLC | 3.32M | $155.19M | −289.4K | Reduced |
| 8 | Modera Wealth Management, LLC | 3.30M | $154.55M | −115.9K | Reduced |
| 9 | Mars Jewett Financial Group, Inc. | 3.10M | $148.70M | +3.10M | New Position |
| 10 | Annex Advisory Services, LLC | 2.87M | $134.25M | +2.87M | New |
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