CUSIP 25434V708US CORE EQUITY 2DFACQ4 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 | Mercer Global Advisors Inc /Adv | 64.36M | $2.55B |
| 2 | Focus Partners Wealth | 42.70M | $1.69B |
| 3 | Forum Financial Management, LP | 41.07M | $1.63B |
| 4 | Lpl Financial LLC | 17.74M | $702.42M |
| 5 | Focus Partners Advisor Solutions, LLC | 15.94M | $631.03M |
| 6 | Apella Capital, LLC | 13.91M | $550.89M |
| 7 | Greenspring Advisors, LLC | 13.25M | $524.69M |
| 8 | Envestnet Asset Management Inc | 12.09M | $478.73M |
| 9 |
| Rockwood Wealth Management, LLC |
| 11.60M |
| $459.19M |
| 10 | Plancorp, LLC | 10.43M | $412.86M |