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

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $432k 9.6k 45.22
2025-06-30 $411k 9.6k 42.94
2025-03-31 $401k 10k 39.28
2024-12-31 $389k 10k 38.09

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

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