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Davis Fundamental Etf Tr select us eqty shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management 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 Financial Advocates Investment Management 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $390k 9.7k 40.37
2023-12-31 $341k 9.7k 35.26
2023-09-30 $498k 16k 31.58
2023-06-30 $511k 16k 32.04
2023-03-31 $584k 21k 28.43
2022-12-31 $577k 21k 27.17
2022-09-30 $535k 21k 25.23
2022-06-30 $534k 20k 27.35
2022-03-31 $654k 20k 32.99
2021-12-31 $678k 20k 34.18
2021-09-30 $674k 20k 33.86
2021-06-30 $691k 20k 35.25
2021-03-31 $647k 20k 33.01
2020-12-31 $611k 21k 29.37
2020-09-30 $554k 22k 25.20
2020-06-30 $564k 24k 23.27
2020-03-31 $499k 26k 19.47
2019-12-31 $536k 21k 25.83
2019-09-30 $514k 22k 23.85
2019-06-30 $550k 24k 23.41
2019-03-31 $537k 24k 22.56
2018-12-31 $186k 24k 7.79
2018-09-30 $234k 9.2k 25.27
2018-06-30 $223k 9.2k 24.13
2018-03-31 $213k 9.2k 23.04
2017-12-31 $216k 9.2k 23.37

More positions owned by Financial Advocates Investment Management

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Put Option (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)

View all positions for Financial Advocates Investment Management

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