Creative Planning’s DoubleVerify DV Stock Holding History

Creative Planning’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 Q2	$2.89M	Buy	266,840 +37,816	+17%	+$389K	﹤0.01%	1806
2026 Q1	$2.18M	Buy	229,024 +139,647	+156%	+$1.43M	﹤0.01%	1828
2025 Q4	$1.02M	Buy	89,377 +49,011	+121%	+$541K	﹤0.01%	2263
2025 Q3	$484K	Buy	40,366 +14,539	+56%	+$216K	﹤0.01%	2755
2025 Q2	$387K	Buy	25,827 +3,900	+18%	+$53.4K	﹤0.01%	2687
2025 Q1	$293K	Buy	21,927 +21,848	+27,656%	+$405K	﹤0.01%	2778
2024 Q4	$1.52K	Buy	+79	New	+$1.49K	﹤0.01%	3489
2023 Q2	–	Sell	-4	Closed	-$121	–	2701
2023 Q1	$121	Buy	+4	New	+$105	﹤0.01%	2627

Other funds holding DV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PEP

Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Creative Planning's DV Position: Q2 2026 in Review

Creative Planning increased its DoubleVerify (DV) stake by 17% in Q2 2026, buying an estimated $389K and bringing the position to 266,840 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Creative Planning first reported a position in DV in Q1 2023 and has held it in 8 quarters since. 318 funds tracked by Wall St. Rank hold DV as of Q2 2026.

Creative Planning held 266,840 shares of DoubleVerify worth $2.89M as of Q2 2026.
Creative Planning bought 37,816 DoubleVerify shares in Q2 2026, an estimated $389K.
DoubleVerify made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1806 holding.
Creative Planning first reported a position in DoubleVerify in Q1 2023 and has held it in 8 quarters since.
318 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.