CUSIP 25434V609US TARGETED VLUDFATQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Creative Planning | 13.71M | $816.16M |
| 2 | Focus Partners Wealth | 13.28M | $790.94M |
| 3 | Forum Financial Management, LP | 10.21M | $607.75M |
| 4 | Index Fund Advisors, Inc. | 6.44M | $383.59M |
| 5 | Pure Financial Advisors, LLC | 5.33M | $317.37M |
| 6 | Focus Partners Advisor Solutions, LLC | 5.29M | $315.25M |
| 7 | Savant Capital, LLC | 4.83M | $287.63M |
| 8 | Ep Wealth Advisors, LLC | 4.18M | $249.08M |
| 9 |
| Jackson Thornton Wealth Management, LLC |
| 2.83M |
| $174.83M |
| 10 | Corient Private Wealth LLC | 2.72M | $161.84M |