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CAPTRUST FINANCIAL ADVISORS: DGRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on DGRO, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 673,955 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 673,955 shares
    Change vs previous 13F -13,906 shares

    0.08% of the 13F portfolio, value $51,079,033.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 687,861 shares
    Change vs previous 13F +8,455 shares

    0.08% of the 13F portfolio, value $48,272,856.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 679,406 shares
    Change vs previous 13F +12,276 shares

    0.09% of the 13F portfolio, value $47,164,380.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 667,130 shares
    Change vs previous 13F -19,727 shares

    0.09% of the 13F portfolio, value $45,418,233.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 686,857 shares
    Change vs previous 13F -22,934 shares

    0.1% of the 13F portfolio, value $43,917,642.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 709,791 shares
    Change vs previous 13F -5,079 shares

    0.11% of the 13F portfolio, value $43,850,861.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 714,870 shares
    Change vs previous 13F -2,067 shares

    0.13% of the 13F portfolio, value $43,850,105.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 716,937 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $44,944,792.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).