Integrated Wealth Concepts »

Davis Fundamental Etf Tr select us eqty shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Davis Fundamental Etf Tr select us eqty by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $550k 11k 51.13
2025-09-30 $487k 10k 47.90
2025-06-30 $718k 16k 46.28
2025-03-31 $591k 14k 42.32
2024-12-31 $558k 13k 42.11
2021-12-31 $230k 6.7k 34.19
2021-09-30 $234k 6.9k 33.91

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Davis Fundamental Etf Tr select us eqty

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

View all funds holding Davis Fundamental Etf Tr select us eqty