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

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

Historical chart of Perigon 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 Perigon 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $872k 18k 48.33

More positions owned by Perigon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Perigon 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