CUSIP 256201104
DODGE & COX BALANCED I
6 institutions · $608.5K total · 16,927 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Livelsberger Financial Advisory | 3,933 | $398.1K | 23.23% | 2024-03-31 |
| 2 | ORG Partners LLC | 1,587 | $163.2K | 9.37% | 2024-06-30 |
| 3 | TUCKER ASSET MANAGEMENT LLC | 457 | $46.5K | 2.69% | 2024-12-31 |
| 4 | GOFEN & GLOSSBERG LLC /IL/ | 6,819 | $637 | 40.28% | 2023-03-31 |
| 5 | Coston, McIsaac & Partners | 3,131 | $42 | 18.49% | 2025-12-31 |
| 6 | Motiv8 Investments LLC | 1,000 | $14 | 5.90% | 2025-12-31 |