CA
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Clearstead Advisors’s DoubleVerify DV Stock Holding History

Clearstead 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 		– Sell
-3,724
Closed -$42.6K – 2416
2025
Q4 		$42.6K Buy
3,724
+1,669
+81% +$18.4K ﹤0.01% 1469
2025
Q3 		$24.6K Buy
2,055
+1,392
+210% +$20.6K ﹤0.01% 1546
2025
Q2 		$9.93K Sell
663
-371
-36% -$5.08K ﹤0.01% 1895
2025
Q1 		$13.8K Buy
+1,034
New +$19.1K ﹤0.01% 1523
2024
Q3 		– Sell
-140
Closed -$2.73K – 2058
2024
Q2 		$2.73K Hold
140
– – ﹤0.01% 1782
2024
Q1 		$2.7K Sell
140
-48
-26% -$1.79K ﹤0.01% 1276
2023
Q4 		$6.92K Buy
188
+16
+9% +$499 ﹤0.01% 1119
2023
Q3 		$4.81K Buy
172
+86
+100% +$2.94K ﹤0.01% 1248
2023
Q2 		$3.35K Buy
86
+47
+121% +$1.52K ﹤0.01% 1086
2023
Q1 		$1.18K Hold
39
– – ﹤0.01% 1211
2022
Q4 		$856 Buy
+39
New +$1.02K ﹤0.01% 1185

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PEP
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VPM
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VCM
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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