DiNuzzo Private Wealth’s DoubleVerify DV Stock Holding History

DiNuzzo Private Wealth’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	–	Sell	-1	Closed	-$10	–	1355
2026 Q1	$10	Hold	1	–	–	﹤0.01%	1341
2025 Q4	$12	Sell	1 -5	-83%	-$55	﹤0.01%	1361
2025 Q3	$98	Buy	+6	New	+$89	﹤0.01%	1309
2025 Q2	–	Sell	-1	Closed	-$14	–	1377
2025 Q1	$14	Sell	1 -5	-83%	-$93	﹤0.01%	1366
2024 Q4	$116	Hold	6	–	–	﹤0.01%	1328
2024 Q3	$102	Hold	6	–	–	﹤0.01%	1365
2024 Q2	$117	Buy	+6	New	+$145	﹤0.01%	1329

Other funds holding DV

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return