Farther Finance Advisors’s DaVita DVA Stock Holding History

Farther Finance Advisors’s Portfolio DVA Stock Details DVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$149K	Buy	988 +689	+230%	+$93.5K	﹤0.01%	2235
2025 Q4	$34K	Buy	299 +25	+9%	+$3.04K	﹤0.01%	3070
2025 Q3	$36.4K	Sell	274 -102	-27%	-$14K	﹤0.01%	2636
2025 Q2	$53.6K	Sell	376 -694	-65%	-$98.3K	﹤0.01%	2105
2025 Q1	$163K	Buy	1,070 +713	+200%	+$112K	﹤0.01%	1314
2024 Q4	$53.4K	Buy	357 +29	+9%	+$4.55K	﹤0.01%	1634
2024 Q3	$53.8K	Buy	328 +10	+3%	+$1.48K	﹤0.01%	1605
2024 Q2	$44.1K	Sell	318 -1	-0.3%	-$138	﹤0.01%	1471
2024 Q1	$44K	Buy	319 +29	+10%	+$3.48K	﹤0.01%	1234
2023 Q4	$30.4K	Buy	290 +152	+110%	+$14K	﹤0.01%	1202
2023 Q3	$13K	Hold	138	–	–	﹤0.01%	1211
2023 Q2	$13.9K	Buy	138 +11	+9%	+$1.02K	﹤0.01%	1099
2023 Q1	$10.3K	Buy	127 +1	+0.8%	+$80	﹤0.01%	1102
2022 Q4	$9.41K	Buy	+126	New	+$9.79K	﹤0.01%	965

Other funds holding DVA

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return