Bell Investment Advisors’s Dropbox DBX Stock Holding History

Bell Investment Advisors’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 Q1	$932	Buy	41 +19	+86%	+$483	﹤0.01%	1574
2025 Q4	$612	Hold	22	–	–	﹤0.01%	1676
2025 Q3	$665	Sell	22 -65	-75%	-$1.86K	﹤0.01%	1670
2025 Q2	$2.49K	Sell	87 -18	-17%	-$510	﹤0.01%	1281
2025 Q1	$2.81K	Buy	105 +35	+50%	+$1.02K	﹤0.01%	1175
2024 Q4	$2.1K	Buy	70 +48	+218%	+$1.32K	﹤0.01%	1313
2024 Q3	$560	Buy	+22	New	+$517	﹤0.01%	1751
2023 Q2	–	Sell	-25	Closed	-$541	–	1939
2023 Q1	$541	Sell	25 -9	-26%	-$197	﹤0.01%	1786
2022 Q4	$761	Sell	34 -114	-77%	-$2.51K	﹤0.01%	1659
2022 Q3	$3K	Buy	148 +102	+222%	+$2.28K	﹤0.01%	894
2022 Q2	$1K	Buy	+46	New	+$995	﹤0.01%	1398
2021 Q4	$1K	Buy	40 +4	+11%	+$108	﹤0.01%	1404
2021 Q3	$1K	Buy	+36	New	+$1.12K	﹤0.01%	1339

Other funds holding DBX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return