Rise Advisors’s Dropbox DBX Stock Holding History

Rise Advisors’s Portfolio DBX Stock Details DBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-474	Closed	-$14.3K	–	447
2025 Q3	$14.3K	Hold	474	–	–	0.01%	783
2025 Q2	$13.6K	Hold	474	–	–	0.01%	804
2025 Q1	$12.7K	Buy	+474	New	+$13.8K	0.01%	811
2024 Q4	–	Sell	-120	Closed	-$3.05K	–	1143
2024 Q3	$3.05K	Hold	120	–	–	﹤0.01%	1105
2024 Q2	$2.7K	Hold	120	–	–	﹤0.01%	1108
2024 Q1	$2.92K	Hold	120	–	–	﹤0.01%	1118
2023 Q4	$3.54K	Hold	120	–	–	﹤0.01%	416
2023 Q3	$3.27K	Hold	120	–	–	﹤0.01%	414
2023 Q2	$3.2K	Hold	120	–	–	﹤0.01%	462
2023 Q1	$2.59K	Hold	120	–	–	﹤0.01%	539
2022 Q4	$2.69K	Hold	120	–	–	﹤0.01%	524
2022 Q3	$2K	Hold	120	–	–	﹤0.01%	539
2022 Q2	$3K	Hold	120	–	–	﹤0.01%	497
2022 Q1	$3K	Hold	120	–	–	﹤0.01%	477
2021 Q4	$2.94K	Buy	+120	New	+$3.23K	﹤0.01%	480

Other funds holding DBX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return