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Davis Fundamental Etf Tr select us eqty shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services 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 Summit Investment Advisory Services 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 Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $327k 8.1k 40.37
2023-12-31 $291k 8.3k 35.26
2023-09-30 $256k 8.1k 31.58
2023-06-30 $212k 6.6k 32.04

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core Div Grwth (DGRO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Franklin Templeton Etf Tr Income Focus Etf (INCM)

View all positions for Summit Investment Advisory Services

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