Dave shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Dave (DAVE) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Dave
Tip: Access up to 7 years of quarterly data
All positions including Dave held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dave by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $632k | 2.9k | 221.41 |
| 2025-09-30 | $545k | 2.7k | 199.35 |
| 2025-06-30 | $684k | 2.5k | 268.41 |
| 2025-03-31 | $216k | 2.6k | 82.66 |