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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 256210105

DODGE & COX INCOME I

23 institutions · $23.7M total · 1,915,314 shares

#ManagerSharesValue% of TotalPeriod
1FIRST MERCHANTS CORP1,114,957$14.3M58.21%2025-12-31
2NISA INVESTMENT ADVISORS, LLC391,385$4.6M20.43%2023-12-31
3Strategic Investment Solutions, Inc. /IL201,384$2.5M10.51%2023-09-30
4WEST MICHIGAN ADVISORS, LLC54,767$676.4K2.85%2023-09-30
5STALEY CAPITAL ADVISERS INC29,903$383.4K1.56%2025-09-30
6TWIN CAPITAL MANAGEMENT INC23,785$299.7K1.24%2025-03-31
7EQUITABLE TRUST CO20,813$257.0K1.08%2023-09-30
8ORG Partners LLC10,398$127.9K0.54%2024-06-30
9TUCKER ASSET MANAGEMENT LLC8,388$103.8K0.43%2024-12-31
10Register Financial Advisors LLC7,987$97.4K0.41%2023-03-31
11Fairfield Financial Advisors, LTD6,037$74.7K0.31%2024-12-31
12SSA SWISS ADVISORS AG4,443$57.2K0.23%2025-12-31
13Garton & Associates Financial Advisors LLC2,810$36.1K0.14%2025-12-31
14Anderson Financial Strategies, LLC2,910$36.0K0.15%2024-12-31
15MOTCO1,380$17.1K0.07%2024-06-30
16Kohmann Bosshard Financial Services, LLC1,293$16.6K0.06%2025-12-31
17Brooklyn Investment Group810$10.2K0.04%2025-06-30
18ORG Wealth Partners, LLC302$3.8K0.01%2025-03-31
19Game Plan Financial Advisors, LLC48$6100.00%2024-03-31
20GOFEN & GLOSSBERG LLC /IL/25,736$3141.34%2023-03-31
21Coston, McIsaac & Partners3,511$450.18%2025-12-31
22DIVIDEND ASSETS CAPITAL, LLC2,267$270.11%2023-12-31
23RE Dickinson Investment Advisors, LLC0$00.00%2023-09-30