Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Dimensional Fund Advisors’s
DoubleVerify
DV
Stock Holding History
Dimensional Fund 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
$41.2M
Buy
4,333,555
+363,005
+9%
+$3.71M
0.01%
1602
2025
Q4
$45.4M
Buy
3,970,550
+234,139
+6%
+$2.58M
0.01%
1560
2025
Q3
$44.8M
Buy
3,736,411
+743,825
+25%
+$11M
0.01%
1580
2025
Q2
$44.8M
Buy
2,992,586
+573,924
+24%
+$7.87M
0.01%
1559
2025
Q1
$32.3M
Buy
2,418,662
+297,246
+14%
+$5.5M
0.01%
1707
2024
Q4
$40.8M
Buy
2,121,416
+10,803
+0.5%
+$203K
0.01%
1634
2024
Q3
$35.5M
Sell
2,110,613
-311,448
-13%
-$5.94M
0.01%
1703
2024
Q2
$47.2M
Buy
2,422,061
+643,679
+36%
+$15.5M
0.01%
1504
2024
Q1
$62.5M
Buy
1,778,382
+74,153
+4%
+$2.76M
0.02%
1304
2023
Q4
$62.7M
Buy
1,704,229
+252,425
+17%
+$7.87M
0.02%
1281
2023
Q3
$40.6M
Buy
1,451,804
+662,312
+84%
+$22.6M
0.01%
1484
2023
Q2
$30.7M
Buy
789,492
+19,065
+2%
+$615K
0.01%
1698
2023
Q1
$23.2M
Buy
770,427
+68,907
+10%
+$1.8M
0.01%
1821
2022
Q4
$15.4K
Buy
701,520
+222,781
+47%
+$5.8M
﹤0.01%
1992
2022
Q3
$13.1M
Buy
478,739
+135,489
+39%
+$3.49M
0.01%
2045
2022
Q2
$7.78M
Buy
343,250
+109,043
+47%
+$2.45M
﹤0.01%
2305
2022
Q1
$5.9M
Buy
+234,207
New
+$6.09M
﹤0.01%
2489
Other funds holding DV
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
PEP
Providence Equity Partners
Providence, Rhode Island
$565M AUM
37.52%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
DGI
Disciplined Growth Investors
Minneapolis, Minnesota
$4.89B AUM
33.85%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close