CUSIP: 25862D105 | US | Financial Services · Asset Management | Small Cap | 240 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 248,002 | $3.3M | 1.6% | Yield | Medium | Las Vegas, NV | 2026-11-05 | |
| 210,885 | $2.8M | 0.1% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 193,162 | $2.6M | 0.2% | Core | Medium | Covington, KY | 2026-11-04 | |
| 172,040 | $2.3M | 0.4% | ETF | Medium | Evansville, IN | 2026-10-13 | |
| 170,675 | $2.3M | 0.8% | Yield | High | Arlington, VA | 2026-10-14 | |
| 148,769 | $2.0M | 0.1% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 117,405 | $1.6M | 0.7% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 104,826 | $1.4M | 0.5% | ETF | Very Low | Petaluma, CA | 2026-11-04 | |
| 80,072 | $1.1M | 0.1% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 40,142 | $536.7K | 0.1% | ETF | Low | Highland Park, IL | 2026-10-29 | |
| 39,041 | $522.0K | 0.1% | Core | Low | Naples, FL | 2026-10-29 | |
| 38,700 | $517.4K | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 35,155 | $470.0K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 33,812 | $452.1K | 0.1% | Core | Low | Auburn, IN | 2026-10-27 | |
| 32,714 | $437.4K | 0.2% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 29,196 | $390.4K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 26,721 | $357.3K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 25,238 | $337.4K | 0.4% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 24,191 | $323.4K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 24,163 | $323.1K | 0.2% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 19,957 | $266.8K | 0.0% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 19,580 | $261.8K | 0.0% | ETF | Medium | Dallas, TX | 2026-10-29 | |
| 14,000 | $187.2K | 0.0% | ETF | Low | Houston, TX | 2026-10-08 | |
| 12,825 | $171.5K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 11,966 | $160.0K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 11,756 | $157.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 10,806 | $144.5K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 10,100 | $135.0K | 0.0% | Core | Very Low | Portland, ME | 2026-10-23 | |
| 9,819 | $131.3K | 0.1% | ETF | Very Low | Redwood City, CA | 2026-11-02 | |
| 4,064 | $54.3K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 2,174 | $29.1K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 1,944 | $26.0K | 0.0% | ETF | Low | San Francisco, CA | 2026-11-03 | |
| 1,576 | $21.1K | 0.0% | ETF | Medium | Austin, TX | 2026-10-23 | |
| 785 | $10.5K | 0.0% | Core | Low | Greenville, SC | 2026-10-28 | |
| 741 | $9.9K | 0.0% | Growth | Low | Carslbad, CA | 2026-10-15 | |
| 500 | $6.7K | 0.0% | ETF | Very Low | Orlando, FL | 2026-10-15 | |
| 300 | $4.0K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 |