AF
DV icon

Allworth Financial’s DoubleVerify DV Stock Holding History

Allworth Financial’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.4K Buy
10,047
+5,348
+114% +$54.7K ﹤0.01% 1858
2025
Q4 		$53.8K Buy
4,699
+2,581
+122% +$28.5K ﹤0.01% 2143
2025
Q3 		$25.4K Buy
2,118
+872
+70% +$12.9K ﹤0.01% 2551
2025
Q2 		$18.7K Buy
1,246
+1,035
+491% +$14.2K ﹤0.01% 2564
2025
Q1 		$2.78K Buy
211
+132
+167% +$2.44K ﹤0.01% 3068
2024
Q4 		$1.57K Sell
79
-30
-28% -$565 ﹤0.01% 3236
2024
Q3 		$1.84K Sell
109
-806
-88% -$15.4K ﹤0.01% 3004
2024
Q2 		$18.3K Buy
915
+886
+3,055% +$21.4K ﹤0.01% 1939
2024
Q1 		$1.02K Buy
29
+7
+32% +$260 ﹤0.01% 3072
2023
Q4 		$810 Buy
+22
New +$686 ﹤0.01% 3019

Other funds holding DV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return