CUSIP 25434V815US SMALL CAP VALDFSVQ4 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 | Savant Capital, LLC | 16.08M | $528.98M |
| 2 | Mather Group, LLC. | 6.62M | $217.61M |
| 3 | Corient Private Wealth LLC | 5.97M | $196.45M |
| 4 | Jmg Financial Group, Ltd. | 5.83M | $191.83M |
| 5 | Focus Partners Wealth | 4.31M | $141.79M |
| 6 | Cerity Partners LLC | 3.81M | $125.21M |
| 7 | Ritholtz Wealth Management | 3.62M | $119.01M |
| 8 | Pathstone Holdings, LLC | 2.78M | $91.39M |
| 9 |
| Modera Wealth Management, LLC |
| 2.66M |
| $87.50M |
| 10 | Index Fund Advisors, Inc. | 2.56M | $84.10M |