CUSIP 25434V609US TARGETED VLUDFATQ4 2025
Aggregate 13F value by quarter
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771 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Planning | 13.71M | $816.16M | −199.4K | Reduced |
| 2 | Focus Partners Wealth | 13.28M | $790.94M | +40.7K | Added |
| 3 | Forum Financial Management, LP | 10.21M | $607.75M | +454.3K | Added |
| 4 | Index Fund Advisors, Inc. | 6.44M | $383.59M |
| −77.9K |
| Reduced |
| 5 | Pure Financial Advisors, LLC | 5.33M | $317.37M | +371.1K | Added |
| 6 | Focus Partners Advisor Solutions, LLC | 5.29M | $315.25M | +919.5K | Added |
| 7 | Savant Capital, LLC | 4.83M | $287.63M | −144.1K | Reduced |
| 8 | Ep Wealth Advisors, LLC | 4.18M | $249.08M | +913.4K | Added |
| 9 | Jackson Thornton Wealth Management, LLC | 2.83M | $174.83M | −2.1K | Reduced |
| 10 | Corient Private Wealth LLC | 2.72M | $161.84M | +1.84M | Added |
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