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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
2024-03-31 $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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Davis Fundamental Etf Tr select finl

Davis Selected Advisers
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
Arkansas Financial

View all funds holding Davis Fundamental Etf Tr select finl