Crossmark Global Holdings’s DoubleVerify DV Stock Holding History

Crossmark Global Holdings’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	$2.22M	Buy	233,231 +222,000	+1,977%	+$2.27M	0.03%	410
2025 Q4	$128K	Sell	11,231 -295,800	-96%	-$3.26M	﹤0.01%	1204
2025 Q3	$3.68M	Buy	307,031 +295,800	+2,634%	+$4.39M	0.06%	309
2025 Q2	$168K	Buy	11,231 +35	+0.3%	+$480	﹤0.01%	1291
2025 Q1	$150K	Buy	11,196 +111	+1%	+$2.06K	﹤0.01%	1289
2024 Q4	$212K	Sell	11,085 -10	-0.1%	-$188	﹤0.01%	1188
2024 Q3	$187K	Hold	11,095	–	–	﹤0.01%	1249
2024 Q2	$216K	Sell	11,095 -10	-0.1%	-$242	﹤0.01%	1205
2024 Q1	$391K	Buy	11,105 +237	+2%	+$8.82K	0.01%	977
2023 Q4	$400K	Buy	10,868 +1,262	+13%	+$39.3K	0.01%	937
2023 Q3	$275K	Buy	9,606 +2,036	+27%	+$69.6K	0.01%	1055
2023 Q2	$314K	Buy	+7,570	New	+$244K	0.01%	1051

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