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Davis Fundamental Etf Tr select finl shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone Wealth Management 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 Lodestone Wealth Management 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.0k 165 48.33

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Capital Group Core Plus Income Etf Etf (CGCP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
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Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Dividend Value Etf Etf (CGDV)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Amgen Stock (AMGN)
Vanguard Value Etf Etf (VTV)
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Capital Group International Focus Equity Etf Etf (CGXU)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

Top funds holding Davis Fundamental Etf Tr select finl

Davis Selected Advisers
Thrivent Financial for Lutherans
LPL Financial
HighTower Advisors
UBS Group
Northwestern Mutual Wealth Management Company
Sanctuary Advisors
Next Level Private
D.A. Davidson & Co.
Arkansas Financial
Royal Bank of Canada
Kestra Advisory Services
Raymond James Financial
Hilltop Holdings
Advisor Group Holdings

View all funds holding Davis Fundamental Etf Tr select finl