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DV shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of DV (DV) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in DV

Tip: Access up to 7 years of quarterly data

All positions including DV held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DV by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $531k 56k 9.50
2025-12-31 $417k 36k 11.44
2025-09-30 $258k 22k 11.98

More positions owned by Summit Trail Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ollies Bargain Outlt Hldgs I (OLLI)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dlocal Class A Com (DLO)
Amphenol Corp Cl A (APH)
Amazon (AMZN)

View all positions for Summit Trail Advisors

Top funds holding DV

BlackRock
Providence Equity Partners
Vanguard Group
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
Mackenzie Financial
Dimensional Fund Advisors
State Street Corporation
Disciplined Growth Investors
Morgan Stanley
Assenagon Asset Management
Geode Capital Management
Ameriprise Financial
Fort Washington Investment Advisors

View all funds holding DV