Rothwell Investment Advisors, LLC’s Dropbox DBX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.9K	Buy	+825	New	+$27.3K	0.01%	548

Other funds holding DBX

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Rothwell Investment Advisors, LLC opened a new position in Dropbox (DBX) in Q3 2026: 825 shares worth $27.9K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings.

215 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

Rothwell Investment Advisors, LLC held 825 shares of Dropbox worth $27.9K as of Q3 2026.
Dropbox was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Dropbox made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #548 holding.
215 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

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