CUSIP 25434V666US LARGE CAP VALDFLVQ4 2025
Aggregate 13F value by quarter
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342 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 17.50M | $598.59M | +1.74M | Added |
| 2 | Corient Private Wealth LLC | 5.97M | $164.92M | +809.9K | Added |
| 3 | Coldstream Capital Management Inc | 4.44M | $151.91M | +187.9K | Added |
| 4 | Foster Group, Inc. | 4.14M | $141.74M |
| +1.7K |
| Added |
| 5 | Truepoint, Inc. | 3.41M | $116.67M | +261.0K | Added |
| 6 | Ep Wealth Advisors, LLC | 3.13M | $106.97M | −4.66M | Reduced |
| 7 | Mosaic Family Wealth Partners, LLC | 2.96M | $101.18M | −95.5K | Reduced |
| 8 | Root Financial Partners, LLC | 2.74M | $93.88M | +846.9K | Added |
| 9 | Vise Technologies, Inc. | 2.58M | $88.29M | +1.75M | Added |
| 10 | Pathstone Holdings, LLC | 2.56M | $87.55M | −61.0K | Reduced |
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