Confluence Wealth Services »

Davis Fundamental Etf Tr select wrld wi shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select wrld wi (DWLD) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Davis Fundamental Etf Tr select wrld wi

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select wrld wi held by Confluence Wealth Services 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 wrld wi by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $247k 7.6k 32.49

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Davis Fundamental Etf Tr select wrld wi

Davis Selected Advisers
Morgan Stanley
Royal Bank of Canada
Stifel Financial
UBS Group
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Rockefeller Capital Management
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Captrust Financial Advisors
Davenport & Co

View all funds holding Davis Fundamental Etf Tr select wrld wi