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Davis Fundamental Etf Tr select finl shares owned by Carson Advisory

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

Historical chart of Carson Advisory 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 Carson Advisory 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 Carson Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 5.5k 45.22
2025-06-30 $236k 5.5k 42.94
2025-03-31 $216k 5.5k 39.28
2024-12-31 $210k 5.5k 38.09
2024-09-30 $213k 5.7k 36.99
2022-03-31 $201k 6.5k 30.92

More positions owned by Carson Advisory

Home Depot (HD)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Cap Appreciation (TCAF)
Southern Company (SO)
Apple (AAPL)
Dominion Resources (D)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Edison International (EIX)
International Business Machines (IBM)
AES Corporation (AES)
Microsoft Corporation (MSFT)
Duke Energy Corp Com New (DUK)
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View all positions for Carson Advisory

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