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Davis Fundamental Etf Tr select finl shares owned by Beacon Harbor Wealth Advisors

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

Historical chart of Beacon Harbor Wealth Advisors 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 Beacon Harbor Wealth Advisors 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 Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.6M 319k 30.27

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Davis Fundamental Etf Tr Select Finl (DFNL)
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View all positions for Beacon Harbor Wealth Advisors

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