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Davis Fundamental Etf Tr select finl shares owned by Atlas Wealth

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select finl (DFNL) shares owned by Atlas Wealth from 13F filings

Historical chart of Atlas Wealth investment in Davis Fundamental Etf Tr select finl

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select finl held by Atlas 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 finl by Atlas Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $764k 29k 26.76
2023-09-30 $764M 29k 26762.70
2023-06-30 $807M 29k 28293.21
2023-03-31 $1.0B 40k 25964.80
2022-12-31 $1.1M 41k 27.07

More positions owned by Atlas Wealth

U.s. Bancorp Pfd B Preferred Stock (USB.PH)
Bank Of America Corporation Pfd 1/1200ser2 Preferred Stock (BML.PH)
Apple Incorporated Common Stock (AAPL)
Goldman Sachs Group, Incorporated. Pfd A 1/1000 Preferred Stock (GS.PA)
Procter And Gamble Company Common Stock (PG)
Morgan Stanley Pfd A 1/1000 Preferred Stock (MS.PA)
Microsoft Corporation Common Stock (MSFT)
Goldman Sachs Group Inc Shs D 1/1000 Preferred Stock (GS.PD)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Bank Of America Corporation Pfd1/1200 Sr1 Preferred Stock (BML.PG)
First Trust Rba American Industrial Renaissance Etf Exchange Traded Funds (Country Baskets/iShares) .. (AIRR)
Jpmorgan Chase & Company Common Stock (JPM)
John Hancock Multifactor Small Cap Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JHSC)
Metlife Inc Floating Rate Non-cum Perp Pfd Floats Quarterly Preferred Stock (MET.PA)
Amazon Com Incorporated Common Stock (AMZN)

View all positions for Atlas Wealth

Top funds holding Davis Fundamental Etf Tr select finl

Davis Selected Advisers
Beacon Harbor Wealth Advisors
Bank of America Corporation
UBS Group
Next Level Private
D.A. Davidson & Co.
HighTower Advisors
Commonwealth Equity Services
Royal Bank of Canada
Stratos Wealth Partners
Advisor Group Holdings
Atlas Wealth
Mercer Global Advisors
Jane Street
Prospera Financial Services

View all funds holding Davis Fundamental Etf Tr select finl