Bell Investment Advisors’s DoubleVerify DV Stock Holding History

Bell Investment Advisors’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	$466	Hold	49	–	–	﹤0.01%	1777
2025 Q4	$561	Hold	49	–	–	﹤0.01%	1698
2025 Q3	$588	Sell	49 -13	-21%	-$193	﹤0.01%	1711
2025 Q2	$929	Sell	62 -25	-29%	-$343	﹤0.01%	1609
2025 Q1	$1.16K	Hold	87	–	–	﹤0.01%	1497
2024 Q4	$1.67K	Sell	87 -3	-3%	-$57	﹤0.01%	1396
2024 Q3	$1.52K	Hold	90	–	–	﹤0.01%	1455
2024 Q2	$1.75K	Buy	90 +13	+17%	+$314	﹤0.01%	1416
2024 Q1	$2.71K	Hold	77	–	–	﹤0.01%	1218
2023 Q4	$2.83K	Buy	77 +50	+185%	+$1.56K	﹤0.01%	1183
2023 Q3	$755	Buy	27 +13	+93%	+$444	﹤0.01%	1649
2023 Q2	$545	Buy	+14	New	+$452	﹤0.01%	1806
2023 Q1	–	Sell	-18	Closed	-$395	–	1939
2022 Q4	$395	Buy	+18	New	+$469	﹤0.01%	1904
2022 Q3	–	Sell	-121	Closed	-$3K	–	1782
2022 Q2	$3K	Buy	+121	New	+$2.72K	﹤0.01%	925

Other funds holding DV

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

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

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return