Values First Advisors’s DoubleVerify DV Stock Holding History

Values First 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
2025 Q4	–	Sell	-12,754	Closed	-$153K	–	182
2025 Q3	$153K	Buy	+12,754	New	+$189K	0.08%	157
2025 Q1	–	Sell	-13,936	Closed	-$268K	–	197
2024 Q4	$268K	Buy	13,936 +130	+0.9%	+$2.45K	0.15%	151
2024 Q3	$232K	Buy	13,806 +2,035	+17%	+$38.8K	0.13%	138
2024 Q2	$229K	Sell	11,771 -9,010	-43%	-$218K	0.14%	141
2024 Q1	$731K	Sell	20,781 -3,019	-13%	-$112K	0.43%	70
2023 Q4	$875K	Buy	23,800 +4,136	+21%	+$129K	0.53%	59
2023 Q3	$550K	Buy	19,664 +2,429	+14%	+$83K	0.36%	82
2023 Q2	$671K	Sell	17,235 -4,824	-22%	-$156K	0.4%	78
2023 Q1	$665K	Buy	22,059 +4,771	+28%	+$125K	0.42%	71
2022 Q4	$380K	Sell	17,288 -1,925	-10%	-$50.1K	0.26%	106
2022 Q3	$525K	Buy	+19,213	New	+$495K	0.38%	79

Other funds holding DV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

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

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Values First Advisors's DV Position: Q4 2025 in Review

Values First Advisors sold out of DoubleVerify (DV) in Q4 2025, closing a stake of 12,754 shares — an estimated $153K sold.

Values First Advisors first reported a position in DV in Q3 2022 and held it in 11 quarters. The position peaked at $875K in Q4 2023. 294 funds tracked by Wall St. Rank hold DV as of Q4 2025.

Values First Advisors reported no remaining DoubleVerify position as of Q4 2025 after selling out during the quarter.
Values First Advisors sold 12,754 DoubleVerify shares in Q4 2025, an estimated $153K.
Values First Advisors first reported a position in DoubleVerify in Q3 2022 and held it in 11 quarters.
Values First Advisors's DoubleVerify position peaked at $875K in Q4 2023.
294 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2025.

Based on Values First Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.