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Davis Fundamental Etf Tr select finl shares owned by Millstone Evans Group

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

Historical chart of Millstone Evans Group 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 Millstone Evans Group 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 Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $149k 3.3k 45.22
2025-06-30 $142k 3.3k 42.94
2025-03-31 $130k 3.3k 39.28

More positions owned by Millstone Evans Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Lincoln Electric Holdings (LECO)
Johnson & Johnson (JNJ)
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP)

View all positions for Millstone Evans Group

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