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Davis Fundamental Etf Tr select finl shares owned by Melone Private Wealth

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

Historical chart of Melone Private Wealth 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 Melone Private Wealth 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 Melone Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $473k 11k 45.22
2025-06-30 $446k 11k 42.70
2025-03-31 $420k 11k 39.28

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Wisdomtree Tr Us Midcap Divid (DON)
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Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Total Dividnd (DTD)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Nuveen (NMCO)
Nuveen Mun High Income Opp F (NMZ)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Melone Private Wealth

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