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Davis Fundamental Etf Tr select finl shares owned by Axiom Financial Strategies

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

Historical chart of Axiom Financial Strategies 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 Axiom Financial Strategies 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 Axiom Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 26k 45.22
2025-06-30 $5.4M 125k 42.94

More positions owned by Axiom Financial Strategies

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard World Inf Tech Etf (VGT)
United Sts Commodity Index F Comm Idx Fnd (USCI)
Pacer Fds Tr Trendpilot Intl (PTIN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)

View all positions for Axiom Financial Strategies

Top funds holding Davis Fundamental Etf Tr select finl

Davis Selected Advisers
Morgan Stanley
LPL Financial
HighTower Advisors
UBS Group
Northwestern Mutual Wealth Management Company
Next Level Private
D.A. Davidson & Co.
Arkansas Financial
Royal Bank of Canada
Kestra Advisory Services
Raymond James Financial
Stifel Financial
Axiom Financial Strategies
Advisor Group Holdings

View all funds holding Davis Fundamental Etf Tr select finl