IFP Advisors’s DoubleVerify DV Stock Holding History

IFP 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	$13K	Sell	1,372 -504	-27%	-$5.15K	﹤0.01%	3028
2025 Q4	$21.5K	Buy	1,876 +276	+17%	+$3.04K	﹤0.01%	2692
2025 Q3	$19.2K	Buy	1,600 +729	+84%	+$10.8K	﹤0.01%	2594
2025 Q2	$13K	Buy	871 +794	+1,031%	+$10.9K	﹤0.01%	2775
2025 Q1	$1.03K	Hold	77	–	–	﹤0.01%	3332
2024 Q4	$1.48K	Sell	77 -5	-6%	-$94	﹤0.01%	3193
2024 Q3	$1.38K	Sell	82 -626	-88%	-$11.9K	﹤0.01%	3018
2024 Q2	$13.8K	Buy	+708	New	+$17.1K	﹤0.01%	2231
2023 Q4	–	Sell	-74	Closed	-$2.07K	–	3114
2023 Q3	$2.07K	Buy	74 +47	+174%	+$1.61K	﹤0.01%	2828
2023 Q2	$1.05K	Buy	+27	New	+$871	﹤0.01%	3068
2023 Q1	–	Sell	-1,050	Closed	-$41K	–	3644
2022 Q4	$41K	Buy	1,050 +86	+9%	+$2.24K	﹤0.01%	2364
2022 Q3	$34K	Buy	+964	New	+$24.9K	﹤0.01%	2663

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