CUSIP 72202L363RAFI DYN ML USMFUSQ4 2025
Aggregate 13F value by quarter
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31 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Schiavi & Co LLC | 1.27M | $72.00M | −35.5K | Reduced |
| 2 | Austin Wealth Management, LLC | 604.1K | $34.91M | +17.3K | Added |
| 3 | Baker Ellis Asset Management LLC | 228.3K | $12.92M | +1.7K | Added |
| 4 | Marshall Investment Management, LLC | 153.6K | $8.70M |
| −4.9K |
| Reduced |
| 5 | Entrewealth, LLC | 141.0K | $8.59M | +13.4K | Added |
| 6 | Williams & Novak, LLC | 145.0K | $8.21M | −1.5K | Reduced |
| 7 | Jpmorgan Chase & Co | 85.2K | $4.83M | −3.2K | Reduced |
| 8 | Goldman Sachs Group Inc | 80.2K | $4.54M | +29.5K | Added |
| 9 | Financial Consulate, Inc | 76.2K | $4.31M | −20.9K | Reduced |
| 10 | Cetera Investment Advisers | 31.8K | $1.80M | +4.7K | Added |
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