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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Davis Fundamental Etf Tr select finl

Davis Selected Advisers
Morgan Stanley
LPL Financial
Bank of America Corporation
Next Level Private
D.A. Davidson & Co.
Sanctuary Advisors
HighTower Advisors
Royal Bank of Canada
Commonwealth Equity Services
Stratos Wealth Partners
Susquehanna International
Raymond James Financial Services Advisors
Advisor Group Holdings
Prospera Financial Services

View all funds holding Davis Fundamental Etf Tr select finl