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Davis Fundamental Etf Tr select us eqty shares owned by Birchwood Financial Partners

Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by Birchwood Financial Partners from 13F filings

Historical chart of Birchwood Financial Partners investment in Davis Fundamental Etf Tr select us eqty

Tip: Access up to 7 years of quarterly data

All positions including Davis Fundamental Etf Tr select us eqty held by Birchwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Davis Fundamental Etf Tr select us eqty by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $111k 2.2k 51.13

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Ishares Esg Aware Msci Usa Etf Etf (ESGU)
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Vanguard S&p 500 Etf Etf (VOO)
Harbor Long-term Growers Etf Etf (WINN)
Microsoft Stock (MSFT)
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Unitedhealth Group Stock (UNH)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)

View all positions for Birchwood Financial Partners

Top funds holding Davis Fundamental Etf Tr select us eqty

Davis Selected Advisers
Kestra Advisory Services
LPL Financial
UBS Group
Wells Fargo & Company
Raymond James Financial
Next Level Private
Melone Private Wealth
Per Stirling Capital Management
Kestra Private Wealth Services
Lunt Capital Management
Commonwealth Equity Services
Level Four Advisory Services
D.A. Davidson & Co.
Stifel Financial

View all funds holding Davis Fundamental Etf Tr select us eqty