DV EQUITIES, LLC

PrivateCIK: 1841659
Location

CHICAGO, IL

740
Positions
$557.51M
Total AUM (reported)
13.68M
Total Shares

Allocation by class

TOTAL AUM$557.51M740 positions
VAN FTSE DEV MKT$211.51M37.9%
COM$69.72M12.5%
SPONSORED ADR$55.05M9.9%
MSCI AUST ETF$34.27M6.1%
SPONSORED ADS$32.48M5.8%
SPON ADS$24.45M4.4%
ADR$22.92M4.1%

Portfolio Concentration

Top 347.1%4–1015.6%11–2517.6%Rest19.7%TOP 1062.7%0%100%
Top 3$262.71M47.1%
4–10$86.83M15.6%
11–25$98.27M17.6%
Rest$109.71M19.7%

Top 3 weight

47.1%

Top 10 weight

62.7%

Voting Authority Distribution

Total shares with voting rights: 13.68M

Sole

Full voting authority

13.68M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other740
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings740
Rows:

VANGUARD TAX-MANAGED FDS

OTR
VAN FTSE DEV MKT
Shares3.39M
TypeSH
Market value$211.51M
37.94%
Sole
3.39M
Shared
0.00
None
0.00

ISHARES INC

OTR
MSCI AUST ETF
Shares1.31M
TypeSH
Market value$34.27M
6.15%
Sole
1.31M
Shared
0.00
None
0.00

VANECK ETF TRUST

OTR
GOLD MINERS ETF
Shares197.34K
TypeSH
Market value$16.93M
3.04%
Sole
197.34K
Shared
0.00
None
0.00

EQUINOR ASA

OTR
SPONSORED ADR
Shares686.29K
TypeSH
Market value$16.22M
2.91%
Sole
686.29K
Shared
0.00
None
0.00

NOVO-NORDISK A S

OTR
ADR
Shares269.53K
TypeSH
Market value$13.71M
2.46%
Sole
269.53K
Shared
0.00
None
0.00

MITSUBISHI UFJ FINL GROUP IN

OTR
SPONSORED ADS
Shares853.93K
TypeSH
Market value$13.54M
2.43%
Sole
853.93K
Shared
0.00
None
0.00

SHELL PLC

OTR
SPON ADS
Shares168.10K
TypeSH
Market value$12.35M
2.22%
Sole
168.10K
Shared
0.00
None
0.00

KE HLDGS INC

OTR
SPONSORED ADS
Shares680.22K
TypeSH
Market value$10.72M
1.92%
Sole
680.22K
Shared
0.00
None
0.00

KRANESHARES TRUST

OTR
CSI CHI INTERNET
Shares312.43K
TypeSH
Market value$10.64M
1.91%
Sole
312.43K
Shared
0.00
None
0.00

NOVARTIS AG

OTR
SPONSORED ADR
Shares69.94K
TypeSH
Market value$9.64M
1.73%
Sole
69.94K
Shared
0.00
None
0.00

BANCO SANTANDER SA

OTR
ADR
Shares757.68K
TypeSH
Market value$8.89M
1.59%
Sole
757.68K
Shared
0.00
None
0.00

ISHARES TR

OTR
CORE MSCI TOTAL
Shares100K
TypeSH
Market value$8.46M
1.52%
Sole
100K
Shared
0.00
None
0.00

NVIDIA CORPORATION

OTR
COM
Shares44.27K
TypeSH
Market value$8.26M
1.48%
Sole
44.27K
Shared
0.00
None
0.00

SANOFI SA

OTR
SPONSORED ADR
Shares167.30K
TypeSH
Market value$8.11M
1.45%
Sole
167.30K
Shared
0.00
None
0.00

SONY GROUP CORP

OTR
SPONSORED ADR
Shares298.27K
TypeSH
Market value$7.64M
1.37%
Sole
298.27K
Shared
0.00
None
0.00

ARCELORMITTAL SA LUXEMBOURG

OTR
NY REGISTRY SH
Shares156.75K
TypeSH
Market value$7.20M
1.29%
Sole
156.75K
Shared
0.00
None
0.00

ASML HOLDING N V

OTR
N Y REGISTRY SHS
Shares6.11K
TypeSH
Market value$6.61M
1.19%
Sole
6.11K
Shared
0.00
None
0.00

TENCENT MUSIC ENTMT GROUP

OTR
SPON ADS
Shares352.63K
TypeSH
Market value$6.18M
1.11%
Sole
352.63K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

OTR
SPONSORED ADS
Shares19.57K
TypeSH
Market value$5.95M
1.07%
Sole
19.57K
Shared
0.00
None
0.00

NIO INC

OTR
SPON ADS
Shares1.16M
TypeSH
Market value$5.92M
1.06%
Sole
1.16M
Shared
0.00
None
0.00

ISHARES INC

OTR
MSCI TAIWAN ETF
Shares90.54K
TypeSH
Market value$5.75M
1.03%
Sole
90.54K
Shared
0.00
None
0.00

APPLE INC

OTR
COM
Shares20.68K
TypeSH
Market value$5.62M
1.01%
Sole
20.68K
Shared
0.00
None
0.00

ISHARES TR

OTR
GLOBAL TECH ETF
Shares50K
TypeSH
Market value$5.25M
0.94%
Sole
50K
Shared
0.00
None
0.00

MICROSOFT CORP

OTR
COM
Shares10.36K
TypeSH
Market value$5.01M
0.90%
Sole
10.36K
Shared
0.00
None
0.00

BANCO BILBAO VIZCAYA ARGENTA

OTR
SPONSORED ADR
Shares147.09K
TypeSH
Market value$3.43M
0.62%
Sole
147.09K
Shared
0.00
None
0.00
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