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Davis Fundamental Etf Tr select us eqty shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 1.2k 48.21
2025-06-30 $95k 2.0k 46.48
2025-03-31 $439k 10k 42.33
2020-03-31 $258k 13k 19.41
2019-12-31 $1.1M 43k 25.84
2019-09-30 $1.9M 80k 23.85
2019-06-30 $56k 2.4k 23.36

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
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Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
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Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Davis Fundamental Etf Tr select us eqty

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

View all funds holding Davis Fundamental Etf Tr select us eqty