CUSIP 25434V591UIEDUSBQ4 2025
Aggregate 13F value by quarter
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161 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Planning Center, Inc. | 3.42M | $173.06M | +346.9K | Added |
| 2 | Prudent Man Investment Management, Inc. | 1.60M | $80.91M | +463.2K | Added |
| 3 | Root Financial Partners, LLC | 1.29M | $65.10M | +329.5K | Added |
| 4 | Vise Technologies, Inc. | 1.16M | $58.87M |
| +866.9K |
| Added |
| 5 | Financial Plan, Inc. | 895.5K | $45.36M | +895.5K | New Position |
| 6 | Sjs Investment Consulting Inc. | 642.9K | $32.56M | +41.7K | Added |
| 7 | Dinuzzo Private Wealth, Inc. | 565.9K | $28.66M | +117.9K | Added |
| 8 | Sc&H Financial Advisors, Inc. | 539.1K | $27.31M | +5.0K | Added |
| 9 | Chicago Partners Investment Group LLC | 505.1K | $25.62M | −10.4K | Reduced |
| 10 | Sterling Wealth Management, Inc. | 471.9K | $23.90M | −1.4K | Reduced |
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