Lantz Financial »

Davis Fundamental Etf Tr select us eqty shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Davis Fundamental Etf Tr select us eqty by Lantz Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $595k 17k 35.26
2023-09-30 $497k 16k 31.58
2023-06-30 $443k 14k 32.04
2023-03-31 $304k 11k 28.43

More positions owned by Lantz Financial

Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Tr Us Eqty Buf Sep (BSEP)
Microsoft Corporation (MSFT)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Tr Intrnl Dev July (IJUL)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Chevron Corporation (CVX)

View all positions for Lantz Financial

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