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Davis Fundamental Etf Tr select finl shares owned by CWM

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

Historical chart of CWM investment in Davis Fundamental Etf Tr select finl

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All positions including Davis Fundamental Etf Tr select finl held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $79k 1.8k 45.14
2025-06-30 $56k 1.3k 43.08
2025-03-31 $20k 500 40.00
2024-12-31 $47k 1.2k 38.12
2024-09-30 $62k 1.7k 37.28
2024-06-30 $55k 1.7k 32.93
2024-03-31 $56k 1.7k 33.49
2020-03-31 $47k 2.8k 16.78
2019-12-31 $159k 6.2k 25.52
2019-09-30 $643k 27k 23.75

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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