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Davis Fundamental Etf Tr select us eqty shares owned by CI Private Wealth

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Davis Fundamental Etf Tr select us eqty

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select us eqty held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Davis Fundamental Etf Tr select us eqty by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $355k 10k 35.26
2023-09-30 $327k 10k 31.58
2023-06-30 $332k 10k 32.04
2023-03-31 $343k 12k 28.43
2022-12-31 $328k 12k 27.17

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Top funds holding Davis Fundamental Etf Tr select us eqty

Davis Selected Advisers
Kestra Advisory Services
UBS Group
Raymond James & Associates
Next Level Private
D.A. Davidson & Co.
Gladstone Institutional Advisory
Level Four Advisory Services
Commonwealth Equity Services
Sebold Capital Management
Lunt Capital Management
Geneos Wealth Management
Cambridge Investment Research Advisors
Bank of America Corporation
Rockefeller Capital Management

View all funds holding Davis Fundamental Etf Tr select us eqty