Davis Fundamental Etf Tr select us eqty shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Davis Fundamental Etf Tr select us eqty (DUSA) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Davis Fundamental Etf Tr select us eqty
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Quarterly reported holdings in Davis Fundamental Etf Tr select us eqty by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $978k | 23k | 42.11 |
| 2024-09-30 | $978k | 24k | 41.68 |
| 2024-06-30 | $916k | 23k | 40.62 |
| 2024-03-31 | $910k | 23k | 40.37 |
| 2023-12-31 | $795k | 23k | 35.26 |
| 2023-09-30 | $740k | 23k | 31.58 |
| 2023-06-30 | $717k | 22k | 32.04 |
| 2023-03-31 | $637k | 22k | 28.43 |
| 2022-12-31 | $608k | 22k | 27.16 |
| 2022-09-30 | $564k | 22k | 25.19 |
| 2022-06-30 | $613k | 22k | 27.38 |
| 2022-03-31 | $738k | 22k | 32.96 |
| 2021-12-31 | $765k | 22k | 34.17 |
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