| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 168 | 485,353 | AVUS, DFUS, AVDE, DFUV | 13F-HR | 10/7/2025 | 000183314025000010 |
| Q2 2025 | 161 | 380,932 | DFUS, DFUV, AAPL, DFAS | 13F-HR | 7/3/2025 | 000183314025000004 |
| Q1 2025 | 149 | 302,774 | DFUS, DFUV, AAPL, DFAS | 13F-HR | 4/9/2025 | 000183314025000002 |
| Q4 2024 | 153 | 332,964 | DFUS, DFUV, DFAS, AAPL | 13F-HR | 1/22/2025 | 000183314025000001 |
| Q3 2024 | 165 | 331,740 | DFUS, DFUV, DFAS, DFIV | 13F-HR | 10/7/2024 | 000183314024000008 |
| Q2 2024 | 155 | 309,190 | DFUS, DFUV, DFAS, DFIV | 13F-HR | 7/11/2024 | 000183314024000003 |
| Q1 2024 | 153 | 291,972 | DFUS, DFUV, DFAS, DFIV | 13F-HR | 4/10/2024 | 000183314024000002 |
| Q4 2023 | 141 | 266,654 | DFUS, DFUV, DFAS, DFIV | 13F-HR | 1/8/2024 | 000183314024000001 |
| Q3 2023 | 127 | 243,949 | DFUS, DFUV, DFAS, DFIV | 13F-HR | 10/11/2023 | 000183314023000004 |
| Q2 2023 | 132 | 255,066 | DFUS, DFUV, DFAS, DFIV | 13F-HR | 7/10/2023 | 000183314023000003 |
| Q1 2023 | 128 | 242,993 | DFUS, DFUV, DFAS, DFIV | 13F-HR | 4/11/2023 | 000183314023000002 |
| Q4 2022 | 135 | 293,589 | DFUS, DFUV, DFAC, DFAS | 13F-HR | 1/19/2023 | 000183314023000001 |
| Q3 2022 | 127 | 259,373 | DFUS, DFUV, DFAC, DFAS | 13F-HR | 10/12/2022 | 000183314022000004 |
| Q2 2022 | 128 | 250,730 | DFUS, DFUV, DFAC, DFAS | 13F-HR | 7/7/2022 | 000183314022000003 |
| Q1 2022 | 126 | 135,016 | IWM, EFV, SPY, AAPL | 13F-HR | 4/7/2022 | 000183314022000002 |
| Q4 2021 | 133 | 258,560 | DFUS, DFAC, DFAS, DFIV | 13F-HR | 1/13/2022 | 000183314022000001 |
| Q3 2021 | 135 | 260,440 | DFUS, DFAC, DFAS, DFIV | 13F-HR | 10/27/2021 | 000183314021000004 |
| Q2 2021 | 115 | 224,251 | DFUS, DFAC, DFAS, IWM | 13F-HR | 7/19/2021 | 000183314021000003 |
| Q1 2021 | 105 | 126,615 | IWM, EFV, SPY, AAPL | 13F-HR | 4/28/2021 | 000183314021000002 |
| Q4 2020 | 95 | 113,649 | IWM, SPY, EFV, AAPL | 13F-HR | 1/27/2021 | 000183314021000001 |