CUSIP 25434V864SHORT DURATION FDFSDQ4 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 | Focus Partners Wealth | 5.45M | $261.12M |
| 2 | Apella Capital, LLC | 4.51M | $216.24M |
| 3 | Savant Capital, LLC | 4.02M | $192.52M |
| 4 | Onedigital Investment Advisors LLC | 3.56M | $170.58M |
| 5 | Beaird Harris Wealth Management, LLC | 3.20M | $153.67M |
| 6 | Planning Center, Inc. | 2.69M | $129.17M |
| 7 | Root Financial Partners, LLC | 2.48M | $119.13M |
| 8 | Vise Technologies, Inc. | 2.27M | $109.07M |
| 9 |
| Envestnet Asset Management Inc |
| 2.26M |
| $108.56M |
| 10 | Dinuzzo Private Wealth, Inc. | 2.04M | $97.99M |