Rothschild Investment LLC’s Deluxe DLX Stock Holding History

Rothschild Investment LLC’s Portfolio DLX Stock Details DLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$346K	Buy	12,555 +25	+0.2%	+$654	0.02%	509
2025 Q4	$280K	Sell	12,530 -9	-0.1%	-$181	0.02%	513
2025 Q3	$243K	Sell	12,539 -534	-4%	-$9.73K	0.01%	546
2025 Q2	$208K	Buy	13,073 +13,043	+43,477%	+$196K	0.01%	505
2025 Q1	$474	Sell	30 -35	-54%	-$663	﹤0.01%	2633
2024 Q4	$1.47K	Buy	65 +25	+63%	+$537	﹤0.01%	1986
2024 Q3	$780	Buy	40 +15	+60%	+$313	﹤0.01%	2323
2024 Q2	$562	Buy	25 +20	+400%	+$427	﹤0.01%	1937
2024 Q1	$103	Buy	+5	New	+$99	﹤0.01%	2199

Other funds holding DLX

BlackRock New York $5.72T AUM 30.48% 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

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return