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Davis Fundamental Etf Tr select us eqty shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 150k 47.90
2025-06-30 $5.8M 125k 46.28
2025-03-31 $2.8M 67k 42.32

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View all positions for Kestra Private Wealth Services

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