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True Wealth Design’s DoubleVerify DV Stock Holding History

True Wealth Design’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
Q2 		$8.03K Sell
741
-1,187
-62% -$12.2K ﹤0.01% 1153
2026
Q1 		$18.3K Buy
1,928
+1,104
+134% +$11.3K 0.01% 754
2025
Q4 		$9.43K Sell
824
-481
-37% -$5.3K ﹤0.01% 888
2025
Q3 		$15.6K Buy
1,305
+149
+13% +$2.21K ﹤0.01% 697
2025
Q2 		$17.3K Buy
1,156
+543
+89% +$7.44K 0.01% 418
2025
Q1 		$8.2K Sell
613
-1,474
-71% -$27.3K ﹤0.01% 537
2024
Q4 		$40.1K Buy
2,087
+354
+20% +$6.67K 0.02% 206
2024
Q3 		$29.2K Buy
+1,733
New +$33K 0.01% 259

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

True Wealth Design's DV Position: Q2 2026 in Review

True Wealth Design reduced its DoubleVerify (DV) stake by 62% in Q2 2026, selling an estimated $12.2K and leaving 741 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

True Wealth Design first reported a position in DV in Q3 2024 and has held it in 8 quarters since. The position peaked at $40.1K in Q4 2024. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • True Wealth Design held 741 shares of DoubleVerify worth $8.03K as of Q2 2026.
  • True Wealth Design sold 1,187 DoubleVerify shares in Q2 2026, an estimated $12.2K.
  • DoubleVerify made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1153 holding.
  • True Wealth Design first reported a position in DoubleVerify in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's DoubleVerify position peaked at $40.1K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.