RIL
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Rothschild Investment LLC’s Dropbox DBX Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$2.39K Buy
105
+23
+28% +$584 ﹤0.01% 2476
2025
Q4 		$2.28K Buy
82
+65
+382% +$1.89K ﹤0.01% 2297
2025
Q3 		$514 Hold
17
– – ﹤0.01% 2817
2025
Q2 		$486 Hold
17
– – ﹤0.01% 2753
2025
Q1 		$454 Hold
17
– – ﹤0.01% 2646
2024
Q4 		$511 Hold
17
– – ﹤0.01% 2526
2024
Q3 		$432 Buy
17
+12
+240% +$282 ﹤0.01% 2499
2024
Q2 		$112 Sell
5
-767
-99% -$17.5K ﹤0.01% 2705
2024
Q1 		$18.8K Sell
772
-155
-17% -$4.34K ﹤0.01% 936
2023
Q4 		$27.3K Buy
+927
New +$25.7K ﹤0.01% 790
2022
Q3 		– Sell
-12,600
Closed -$264K – 488
2022
Q2 		$264K Hold
12,600
– – 0.02% 388
2022
Q1 		$293K Buy
+12,600
New +$294K 0.02% 394

Other funds holding DBX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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