Diversified Trust CO Purchases in Q2 2025

Diversified Trust CO

  • $3.55 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
394K
+ 10.14%
$54.19 - $67.22 $21.3M - $26.5M
4.28M $287M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.08K
+ 0.39%
$456.74 - $568.03 $1.41M - $1.75M
801K $455M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
308K
+ 520.47%
$100.35 - $100.71 $30.9M - $31M
367K $36.9M
VXF
Vanguard Extended Market ETF

ETFs
33K
+ 7.61%
$150.43 - $192.71 $4.96M - $6.35M
466K $89.8M
IEFA
Ishares Tr

ETFs
50.3K
+ 6.31%
$67.83 - $84.09 $3.41M - $4.23M
847K $70.7M
NFLX
Netflix Inc

Communication Services
3.41K
+ 46.44%
$855.86 - $1339.13 $2.92M - $4.57M
10.8K $14.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
74.6K
+ 13.48%
$51.16 - $62.02 $3.81M - $4.62M
628K $38.9M
VEA
Vanguard Ftse Developed Market

ETFs
104K
+ 135.13%
$45.65 - $57.01 $4.75M - $5.93M
181K $10.3M
GS
Goldman Sachs Group Inc

Financial Services
4.06K
+ 39.87%
$462.22 - $707.75 $1.87M - $2.87M
14.2K $10.1M
VTI
Vanguard Total Stock Market Et

ETFs
2.36K
+ 1.87%
$243.75 - $303.93 $576K - $718K
129K $39.1M
IQV
Iqvia Holdings Inc.

Healthcare
25.3K
+ 1415.21%
$137.0 - $174.37 $3.47M - $4.41M
27.1K $4.27M
TSLA
Tesla, Inc.

Consumer Cyclical
1.3K
+ 2.5%
$221.86 - $362.89 $288K - $470K
53.2K $16.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
65.8K
+ 183.2%
$39.89 - $49.46 $2.62M - $3.25M
102K $5.03M
MELI
Mercadolibre Inc

Consumer Cyclical
1.27K
New
$1794.73 - $2613.63 $2.28M - $3.32M
1.27K $3.32M
AMAT
Applied Materials Inc

Technology
12.2K
+ 45.58%
$126.95 - $183.52 $1.55M - $2.24M
39K $7.15M
IWB
Ishares Tr Russell 1000 ETF

ETFs
8.37K
+ 87.48%
$272.36 - $339.57 $2.28M - $2.84M
17.9K $6.09M
EQIX
Equinix Inc

Real Estate
3.53K
+ 416.39%
$740.07 - $914.43 $2.61M - $3.23M
4.38K $3.48M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.86K
+ 56.0%
$141.37 - $228.57 $1.11M - $1.8M
21.9K $4.96M
SPYG
Spdr Portfolio

ETFs
27.2K
New
$71.83 - $95.32 $1.95M - $2.59M
27.2K $2.59M
ELV
Elevance Health, Inc.

Healthcare
9.45K
+ 35.34%
$372.27 - $452.69 $3.52M - $4.28M
36.2K $14.1M
AMD
Advanced Micro Devices Inc

Technology
14.9K
+ 201.52%
$78.21 - $143.81 $1.17M - $2.15M
22.4K $3.17M
CARE
Carter Bankshares, Inc.

Financial Services
134K
New
$13.86 - $17.55 $1.86M - $2.35M
134K $2.33M
ORCL
Oracle Corp

Technology
288
+ 1.06%
$122.82 - $218.63 $35.4K - $63K
27.4K $5.99M
VTHR
Vanguard Russell 3000 ETF

ETFs
18
+ 0.02%
$218.71 - $272.75 $3.94K - $4.91K
84.1K $22.9M
DIS
Walt Disney CO

Communication Services
12.3K
+ 64.01%
$81.72 - $124.01 $1.01M - $1.53M
31.6K $3.92M
EA
Electronic Arts Inc.

Communication Services
12K
+ 268.89%
$132.53 - $159.7 $1.6M - $1.92M
16.5K $2.64M
TT
Trane Technologies PLC

Industrials
3.35K
+ 64.91%
$315.21 - $437.41 $1.06M - $1.47M
8.52K $3.73M
DFIC
Dimensional ETF Tr Dimensional

ETFs
59.4K
New
$24.94 - $31.15 $1.48M - $1.85M
59.4K $1.85M
CRM
Salesforce, Inc.

Technology
6.43K
+ 30.11%
$236.26 - $291.15 $1.52M - $1.87M
27.8K $7.58M
ROL
Rollins Inc

Consumer Cyclical
31.6K
New
$50.65 - $58.58 $1.6M - $1.85M
31.6K $1.78M
EAT
Brinker International, Inc

Consumer Cyclical
9.24K
New
$128.68 - $181.78 $1.19M - $1.68M
9.24K $1.67M
VUG
Vanguard Growth ETF

ETFs
1.97K
+ 17.2%
$329.49 - $438.4 $648K - $862K
13.4K $5.87M
NEM
Newmont Corp

Basic Materials
27.8K
New
$44.18 - $59.46 $1.23M - $1.65M
27.8K $1.62M
PLTR
Palantir Technologies Inc.

Technology
3.1K
+ 13.54%
$74.01 - $144.25 $229K - $447K
26K $3.54M
HWM
Howmet Aerospace Inc.

Industrials
2.65K
+ 13.46%
$112.33 - $186.13 $297K - $492K
22.3K $4.15M
COST
Costco Wholesale Corp

Consumer Defensive
1.2K
+ 12.83%
$908.13 - $1056.85 $1.09M - $1.26M
10.5K $10.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
20.6K
New
$60.34 - $74.89 $1.24M - $1.54M
20.6K $1.54M
EXR
Extra Space Storage Inc.

Real Estate
10.5K
New
$126.61 - $152.99 $1.32M - $1.6M
10.5K $1.54M
HDB
Hdfc Bank LTD

Financial Services
19.1K
+ 593.66%
$63.78 - $77.48 $1.22M - $1.48M
22.3K $1.71M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
18.1K
New
$67.03 - $80.35 $1.21M - $1.45M
18.1K $1.44M
AMT
American Tower Corp

Real Estate
6.15K
+ 195.7%
$203.96 - $228.19 $1.25M - $1.4M
9.29K $2.05M
ICE
Intercontinental Exchange, Inc.

Financial Services
6.81K
+ 67.71%
$151.62 - $183.47 $1.03M - $1.25M
16.9K $3.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.98K
+ 3.04%
$72.96 - $90.39 $290K - $359K
135K $12M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.64K
+ 17.2%
$160.22 - $209.35 $584K - $763K
24.8K $5.2M
MET
Metlife Inc

Financial Services
16.7K
+ 111.55%
$68.42 - $82.49 $1.14M - $1.37M
31.6K $2.54M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.75K
+ 1.03%
$55.54 - $69.09 $97.3K - $121K
173K $11.9M
IBM
International Business Machines Corp

Technology
1.06K
+ 5.11%
$221.03 - $294.78 $233K - $311K
21.7K $6.4M
PRF
Invesco Exchange Traded Fd Tr

ETFs
29.3K
New
$35.77 - $42.27 $1.05M - $1.24M
29.3K $1.24M
GTLB
Gitlab Inc.

Technology
27.5K
+ 373.19%
$40.52 - $53.43 $1.11M - $1.47M
34.8K $1.57M
Activity Summary
Buys All Purchases 476 New Holdings 102 Increased Positions 374 Sells All Sells 350 Reductions 350 Sold out 0 Options Calls 0 Puts 0
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