Rothwell Investment Advisors, LLC’s Dave Inc DAVE Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio DAVE Stock Details DAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$91K	Buy	+283	New	+$105K	0.05%	297

Other funds holding DAVE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DAVE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Dave Inc (DAVE) in Q3 2026: 283 shares worth $91K. The stake represents 0.05% of the portfolio and ranks #297 among its holdings.

127 funds tracked by Wall St. Rank hold DAVE as of Q3 2026.

Rothwell Investment Advisors, LLC held 283 shares of Dave Inc worth $91K as of Q3 2026.
Dave Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Dave Inc made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #297 holding.
127 funds tracked by Wall St. Rank held Dave Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.