CUSIP 25434V880WORLD EX US COREDFAXQ4 2025
Aggregate 13F value by quarter
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651 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 10.68M | $349.40M | −300.0K | Reduced |
| 2 | Alerus Financial Na | 8.43M | $276.00M | +52.0K | Added |
| 3 | Lpl Financial LLC | 8.07M | $264.03M | −20.2K | Reduced |
| 4 | Geometric Wealth Advisors | 7.35M | $240.51M |
| +57.4K |
| Added |
| 5 | Allworth Financial LP | 6.61M | $216.37M | −251.1K | Reduced |
| 6 | Envestnet Asset Management Inc | 6.56M | $214.71M | −106.5K | Reduced |
| 7 | Monograph Wealth Advisors, LLC | 6.06M | $198.37M | +91.6K | Added |
| 8 | Glenmede Trust Co Na | 5.14M | $168.32M | +24.9K | Added |
| 9 | Great Waters Wealth Management | 4.85M | $158.66M | +310.4K | Added |
| 10 | Factory Mutual Insurance Co | 4.81M | $157.32M | 0 | Held |
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