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Summit Wealth Group Llc / Co »

Davis Fundamental Etf Tr select finl shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select finl (DFNL) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Davis Fundamental Etf Tr select finl

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All positions including Davis Fundamental Etf Tr select finl held by Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.1M	22k	48.33
2025-06-30	$1.2M	27k	42.94

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