IA
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IFP Advisors’s dLocal DLO Stock Holding History

IFP Advisors’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1K Sell
1,168
-736
-39% -$9.59K ﹤0.01% 2930
2025
Q4 		$26.9K Buy
1,904
+90
+5% +$1.27K ﹤0.01% 2558
2025
Q3 		$25.9K Buy
+1,814
New +$23.1K ﹤0.01% 2446
2025
Q1 		– Sell
-3
Closed -$34 – 4413
2024
Q4 		$34 Buy
+3
New +$30 ﹤0.01% 4347
2023
Q1 		– Sell
-162
Closed -$6K – 3626
2022
Q4 		$6K Buy
162
+19
+13% +$334 ﹤0.01% 3677
2022
Q3 		$5K Buy
143
+27
+23% +$718 ﹤0.01% 4012
2022
Q2 		$4K Hold
116
– – ﹤0.01% 3878
2022
Q1 		$4K Buy
+116
New +$3.5K ﹤0.01% 3878

Other funds holding DLO

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cria Inc New York $138M AUM
RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return